Jonathan Holt is a financial advisor with Edward Jones in Decatur, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Jason Osborne is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he served with the Alabama Law Enforcement Agency for 26 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios, third-party research, and various portfolio management options.

George Breeden III is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 20 years. Outside of advisory work, he is a principal at Alford, McKenzie & Breeden P.C., providing tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios, third-party research, and various investment strategies to meet client needs.

Taylor Roberts is a financial advisor at LPL Financial with 31 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining LPL Financial in 2022. Outside of his advisory role, Roberts owns a home-based business called North Alabama Pinestraw. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Doreen Grannis Viscovich is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior work includes roles at Merrill and Bank of America. Outside of her advisory work, she serves as a Training Officer for SARTEC K-9 Search and Rescue. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ income and withdrawal strategies.

Amanda Lieble is a financial advisor at LPL Enterprise with a Series 66 designation. She has been with Cornerstone Financial Partners since 2014 and joined LPL Enterprise in 2025. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio management, third-party asset management arrangements, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Tore Haavik is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. In addition to his advisory role, Haavik is involved with the Eagle Center for Leadership. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Carlos Mendoza is a financial advisor at Edward Jones in Madison, Alabama, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Wyker III is a financial advisor at Stifel with Series 63 and Series 65 licenses and 50 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Stifel. He serves as trustee for a family trust established under his father's will. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and public entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Joseph Shortt is a financial advisor with LPL Financial in Madison, Alabama, holding a Series 63 designation and 31 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved in cattle farming in Alabama. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

James Tackett is a financial advisor with LPL Financial in Madison, Alabama. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes positions at Edward Jones and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Clay Parris is a Series 66-licensed financial advisor with Edward Jones in Athens, Alabama, with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at H&R Agri-Power and Medlin Equipment Company. He has also held roles at Lee University, including a position as Vice President in the Office of Student Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

John Butterfield is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Madison, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Matt Morris is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked across multiple Wells Fargo entities as well as Bank of America, Merrill, and FirstBank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Shelley Byrd is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing. Outside of her advisory role, she has ownership interests in several investment-related entities, including Riverfront Wealth Management LLC and SB Endeavors, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with recommendations delivered through client meetings and summary letters, and integrates advisory services with multiple financial product offerings and referral channels.

Melissa Wenger is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and bringing nine years of industry experience. Her prior work includes roles at Klaas Financial Asset Advisors LLC, Securities America, Inc., and Investacorp Inc. Wenger also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through a network of independent professionals, utilizing a variety of portfolio management and advisory strategies tailored to client objectives.

David Fanning is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Linsco/Private Ledger Corp., a part of LPL Financial, since 2005. Outside of his advisory role, he is involved as an evangelist, traveling to churches to discuss a religious brotherhood known as "The Gospel of Christ." LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning and various advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kevin Stuart is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at LPL Financial since 2014, with a four-year period at Ameriprise Financial Services between 2022 and 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cory Mc Elyea is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors, LLC, Edward Jones, and the United States Government. He provides investment advisory services through NewEdge Advisors, LLC, an independent investment advisory firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources across diversified and alternative strategies.

Pamela Holtzclaw is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved with a family foundation and serves on the finance committee of a local church. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by proprietary research and planning tools. The firm serves clients who meet specific net-worth criteria and delivers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis.