Jeremy Meeks is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at FirstBank, U.S. Bancorp Investments, U.S. Bank, and Regions Bank. Meeks is also associated with Listerhill Credit Union in Muscle Shoals, AL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various financial service partnerships.

Chase Frost is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked at Cetera and Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Samuel Wallace is a financial advisor at Ameriprise in Florence, AL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at The Donut Shoppe and Northgate Pharmacy, as well as an academic position at the University of North Alabama. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports clients through a centralized retirement-income consulting team.

Barry Hibbett III is a financial advisor with Edward Jones in Florence, AL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Merrill Lynch and has experience in a variety of roles including party entertainment and dental business management. Outside of finance, he has been involved with Jump'N Jacks Party Entertainment and Hibbett Dental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

William Trapp is a financial advisor with Morgan Stanley in Florence, Alabama, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Smith Barney. Outside of his advisory work, he is a partner at Single Lock Records and serves on the advisory board of the PCA Foundation as well as nonprofit boards of The Hundred Club of the Shoals and Savas. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers integrated investment and estate planning solutions.

James Belew Jr. is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes tenures at Merrill from 1994 to 2020 and Bank of America from 2011 to 2020 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models but does not offer individual security recommendations as part of its standalone financial planning services.

Rick East is a financial advisor at Edward Jones in Muscle Shoals, AL, holding the ChFC® designation and Series 66 license with 18 years of industry experience. He has been with Edward Jones for his entire career, starting in 2008. Outside of his advisory role, East serves as a Muscle Shoals representative on the NW Shoals Regional Airport Authority and works as a commercial pilot and flight instructor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Andrew Kelley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at the University of North Alabama Sports Analytics Center and held positions at Mattress Firm and Traders and Farmers Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Walter Trapp is a financial advisor at Morgan Stanley with 45 years of industry experience. He has worked at Merrill from 1980 to 2020, Bank of America from 2011 to 2020, and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020. Outside of his advisory role, he serves as an officer and board member of the PCA Foundation Inc., owns Singing River Energy LLC which holds oil and gas investments, and participates in several nonprofit boards and publishing ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs for individuals and institutions, including personalized financial planning supported by firm-approved tools and analyses.

Jimmy Holland III is a financial advisor with LPL Financial who holds Series 66 and Series 63 licenses and has 16 years of industry experience. His prior roles include positions at Brookstone Capital Management, OSAIC, SagePoint Financial, Global Financial Private Capital, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and operational tools.

David Jeffery is a financial advisor with Morgan Stanley in Florence, Alabama, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes ten years at Morgan Stanley Private Bank, N.A., and prior work at Merrill. Outside of his firm duties, he owns and manages DRJ Investments, LLC and is a partner in Atreides LLC, both real estate ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a dedicated investment committee.

Tony Clark is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Clark is involved in tax preparation through his ownership and presidency of Clark Financial Services Inc., where he also serves on the board of directors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, integrating proprietary research and third-party data to support tax-aware withdrawal strategies and asset allocation.

John Dixon is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Florence, Alabama, with 18 years of industry experience. He previously worked with Raymond James & Associates for 10 years and has been associated with First Bank and FirstBank Investment Partners since 2023. Outside of his advisory role, he is involved as a partner in a local real estate brokerage firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through various advisory programs, and maintains unique affiliations such as a municipal advisor and customized SIMPLE IRA Employer Advisory services.

Andrew Clark is a CFP® with 26 years of industry experience and has been with LPL Financial since 2012. Prior to joining LPL, he worked for CUNA Brokerage Services, Inc. for 11 years. He is based in Muscle Shoals, AL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of investment strategies supported by research and technology tools.

Andrew Malone is a CFP®-designated financial advisor with Edward Jones in Florence, Alabama, and has 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, he serves as a lieutenant in the Alabama National Guard Chaplain Corps and is involved with sustainable cattle farming through Pike Land and Farm LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of advisors and branch offices nationwide.

Debra Arnold is a CFP®-certified financial advisor with 32 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Austin Penter is a financial advisor with Edward Jones in Florence, AL, holding a Series 66 designation and eight years of industry experience. He previously worked at Patterson, Prince & Associates, PC for two years before joining Edward Jones in 2017. Outside of his advisory role, he serves as a board member for the UNA Christian Student Center and is a college minister at Stony Point Church of Christ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a large nationwide network of advisors and branch offices.

Amy Stumpe is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at the Lauderdale County Revenue Commissioners Office. Prior to her advisory career, she was employed at Fluor and spent several years as a homemaker. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not offer individual security recommendations as part of standalone planning.