Matthew Weberling is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at MB Financial Bank, NA for ten years. Outside of his advisory role, he has worked as a bartender and a delivery contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple portfolio management platforms and a range of discretionary and non-discretionary investment strategies.

Amy Morgan is a financial advisor with LPL Financial in Huntsville, Alabama, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with LPL Financial since 2014 and has been involved in Benefit Strategies and Solutions, a non-investment related insurance business focusing on life, disability, and health products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Stephen Phraner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served in the US Army for four years and worked briefly with UBS Private Wealth Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network of financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alec Boxer is a financial advisor at Ameriprise in Huntsville, AL, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he held roles at HEMSI, United Launch Alliance, NorthStar EMS, College Truckers, and PVRA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s retirement income recommendations are supported by proprietary research and third-party data and implemented on a non-discretionary basis.

Caleb Ficken is a financial advisor at Thrivent Investment Management in Huntsville, AL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent in various capacities since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning that covers a wide range of topics, with periodic reviews and an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Jerrod Hester is a financial advisor with Edward Jones in Athens, Alabama, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

David Mann is a financial advisor with Wells Fargo Clearing in Huntsville, AL, holding Series 63 and Series 66 designations and 11 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2026. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Garrett Estes is a financial advisor at Edward Jones in Huntsville, AL, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. In addition to his advisory role, he serves in the Alabama Army National Guard, responding to state-level emergencies as a primary combat reserve component of the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Julien Lahiere is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 31 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, BBVA Wealth Solutions, BBVA Securities, and Concourse Financial Group Securities. Outside of his advisory work, he serves as a personal representative for an estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Timothy Randle IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory work, he is involved with Problem Analysis International LLC, which provides tax and legal liability services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based strategies across multiple platforms.

Grant Carodine is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously held roles at BBVA Compass Insurance Agency, Compass Bank, BBVA Securities Inc., and worked briefly as an independent consultant for Rodan and Fields. Outside of his advisory work, he has ownership interests in real estate entities focused on residential properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm operates under a fiduciary standard and is notable for its large national network of advisors and branch offices, along with affiliated services beyond traditional advisory offerings.

Kavon Westberry is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent and Farmers Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Madeline Mullins is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Outside of finance, she has worked as a consultant selling home interior products through home shows. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Shabaka Mc Key is a Series 66-licensed financial advisor with Edward Jones in Huntsville, AL, with seven years of industry experience. He has worked at Edward Jones since 2019 and was previously employed by Project Lead The Way for seven years. Outside of advisory work, he has been a part-time driver for ride-share services. 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 branches across the country.

Garrett Binkley is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Charles Schwab Bank SSB, TD Ameritrade, and prior public service in Denton County. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers due diligence on alternative investments through its Alternative Investments Select program.

Celesta Freeman is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Raymond James & Associates since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Caleb Lawler is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with OSAIC and previously worked at Edward Jones and Hexagon Safety & Infrastructure. Outside of his advisory role, he is a limited partner in Alabama Ice, LLC, where he participates in administrative business activities. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and multiple advisory platforms to manage portfolios that include a wide range of investment products.

Austin Price is a financial advisor at Edward Jones in Athens, AL, holding a Series 66 designation. He has one year of industry experience and previously worked for Container Solutions Inc. for ten years and was involved with Westview Church of Christ for eleven years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Thomas Keene is a financial advisor with Morgan Stanley Wealth Management in Huntsville, Alabama. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS Financial Services for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

Susan Elizabeth Howard is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Urology Centers of Alabama, Huntsville Utilities, and Samford University. Morgan Stanley Wealth Management serves 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 a structured financial planning process supported by firm-approved tools and modeling techniques.