Curtis Kuetemeyer is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has four years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial industry, he served in the U.S. Army for 22 years. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Caroline Gabig is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Keel Point Capital, LPL Financial, and Redstone Federal Credit Union. Gabig has been with Hightower Advisors since 2025. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering a range of portfolio management and financial planning services.

Dean Moody Jr. is a financial advisor with Hightower Advisors who holds Series 65 and Series 63 licenses and has nine years of industry experience. He previously worked at Oppenheimer & Co., WileyBros Aintree Capital LLC, and BB&T Securities, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled and private investment vehicles through its network of advisor practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

Graham Bauer is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked at WG Financial Group and AE Wealth Management since 2022. Prior to his financial career, he was involved with the Nashville Guitar Academy for five years. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

Grayson Parker is a financial advisor at Hightower Advisors with one year of industry experience. Prior to joining Hightower, he worked at YETI Coolers for six years and held positions at Tenfold and '47 Brand. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research, and offers services including portfolio management, financial planning, and retirement plan consulting.

David Sendowski is a financial advisor at Fifth Third Securities, Inc. in Huntsville, Alabama, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory role, he volunteers with the Civil Air Patrol, assisting with air shows, crash investigations, and search and rescue operations. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, providing clients with options ranging from mutual fund and ETF models to separately managed accounts with tax overlay and direct indexing strategies.

Iveta Popov is a financial advisor with LPL Financial in Huntsville, AL, holding a Series 66 credential and two years of industry experience. She has worked at LPL Financial since 2022 and also has experience with Redstone Federal Credit Union. Outside of advising, she is a notary public based in New Market, AL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, backing its services with research and model portfolios from internal and third-party sources.

S. Poitevint II is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial in Huntsville, AL. He has been with Raymond James since 2006 and worked previously at Investors Resource from 2011 to 2019. Outside of advisory work, he is the owner of Poitevint Properties, LLC, which manages residential leasing activities. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Lara Burgess is a financial advisor with LPL Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with LPL Financial since 2013 and concurrently serves Redstone Federal Credit Union. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Bobby Phakonekham is a Series 66-licensed financial advisor with over 20 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, N.A., and Pinnacle Bank/Pinnacle Financial Partners. He is also involved with Pinnacle Asset in Huntsville, AL, where he works as a financial advisor building relationships and managing client investment accounts. 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 and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports various advisory programs through its large advisor network.

Lee Donaldson is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2019, he served at the US Navy Air War College from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Abigail Adams is a financial advisor with LPL Financial in Huntsville, Alabama. She holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, she worked in various roles including involvement with early education and behavior therapy organizations, as well as managing a boutique. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, research, and various investment strategies.

Paul Morris is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 15 years of industry experience. His career includes multiple roles within Wells Fargo-affiliated entities since 2010 and a brief tenure at Merrill in 2021. He also owns Paul D Morris Wealth Management Inc., an investment-related business based in Florence, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Michel Denis Jr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole owner of Domaine South and CHUK under KJAM, LLC, a private company retailing gifts, wine, and kitchen goods in Huntsville, AL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Shanna Pendergrast is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Edward Jones, Coldwell Banker Pinnacle Properties, and Crye-Leike Realty. She currently serves clients from Madison, AL, and has been with Cetera since 2021. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through various portfolio management and financial planning services. The firm supports a large network of independent advisors and offers a range of discretionary and non-discretionary investment programs.

John Allen is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his advisory role, he serves on the Finance Committee Board of the Huntsville Museum of Art. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process using firm‑approved tools and offers services that include both retail and institutional investment options.

Sonja Lamar is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory role, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and financial planning services supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides planning through both its Financial Advisors and Estate Planning Strategies Group.

Thomas Mccleskey is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Securities America, Fidelity Investments, and Keel Point LLC. His background also includes roles in education and finance at the University of Alabama and Redstone Federal Credit Union. 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, and brokerage services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

Dawn Autry is an advisor with LPL Enterprise, holding a Series 66 designation and based in Huntsville, AL. She has been with LPL Enterprise since 2025 and previously worked in education at The University of Alabama and Oak Mountain Middle School. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Matthew Mantooth is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and totaling one year of industry experience. His work history includes roles at Morgan Stanley and teaching positions at Auburn University and Westminster Christian Academy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.