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.

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.

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.

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.

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.

Svetlana Champlin is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 designations. She has been with Wells Fargo since 2023 and has previous experience in the food service industry, including operating Fit and Fast Meals LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting with a range of brokerage and advisory solutions.

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.

James Falcon is a CFP®-certified financial advisor with Edward Jones in Huntsville, AL, where he has worked since 2005, totaling 21 years of industry experience. He serves as president and treasurer of the Spring City Triathletes, managing membership and activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices across the United States.

Melissa Henderson is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merchants Bank of Cullman for 11 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jackson Pierce is a financial advisor with Cetera Investment Advisors LLC, holding the Series 66 designation and having one year of industry experience. Prior to his current role, he has worked at CB&S Bank and has experience in real estate and other business roles. He is also licensed as an insurance agent selling fixed insurance products. Cetera Investment Advisors LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program options.

Todd McBride is a Series 66 licensed financial advisor with Morgan Stanley, based in Huntsville, AL. He has 16 years of industry experience, including roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Jennifer Dawson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2020 and previously spent eight years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Nicholas Aleva is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2018. Prior to that, he was employed at Quicken Loans and was involved with Avalanche Pizza and Ohio University. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Charles Jones is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He is involved in a private company outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling techniques.

Madison Cummings is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial, Fidelity Investments, and River City Bank. Her background also includes roles outside the financial sector, such as positions at CVS Pharmacy and Publix Pharmacy. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services. The firm’s investment approach features multi-asset model portfolios, combining non-discretionary advisory with access to discretionary separately managed accounts and a formal alternative investment program.