Andrew Ferguson is a CFP® and PFS™ with 17 years of industry experience. He is the sole advisor at Gateway Wealth Management, LLC in Guntersville, AL, where he has worked since 2014. In addition to financial advising, he is a partner and CPA at Gateway Group, LLC, providing tax and accounting services and offering continuing education primarily for CPAs and attorneys. Gateway Wealth Management, LLC is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers portfolio management, financial planning, and consultation tailored to client objectives and risk tolerance, using a range of investment strategies and often recommending Charles Schwab for custody.

Marcel Doumerc is a financial advisor at Eden Financial with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC. Eden Financial serves individuals, retirement plans, charitable organizations, and small businesses with fee-only investment management and financial planning. The firm emphasizes a target asset allocation approach using both passive and active investment vehicles, offers discretionary management, and provides educational seminars and speaking engagements on finance and investing.

Kerry Chatham is a CFP® with 27 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC since 2024. Prior to joining Steward Partners, he spent 23 years at Raymond James Financial and its affiliate firms. Outside of his advisory role, Chatham is involved in estate planning consulting using specialized software and operates a small business focused on sporting collectibles and antiques. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Mark Narrell is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Allstate Financial Advisors, Farmers Insurance, Cetera, and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Barry Guess is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1998. In addition to his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, technology, investment management, and compliance infrastructure.

Daniel Moroney is a financial advisor with TLG Advisors, Inc. in Guntersville, Alabama, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Nationwide Advisory Services and Nationwide Insurance Company, where he worked for over two decades, as well as more recent experience with Millennium Brokerage Group and Randy Jones & Associates. He also provides guidance to federal employees regarding their pension, healthcare, and retirement benefits as a federal retirement consultant. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

John Dollar is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked with Raymond James Financial Services and Edward Jones. Outside of his advisory role, he serves as a board member of the Guntersville Ducks Unlimited nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Guy Caffey III is a financial advisor with Raymond James Financial, holding Series 63 and 66 licenses and bringing 27 years of industry experience. He has served in various roles including independent contractor at Team Wealth Solutions and advisor at Raymond James Financial Services Advisors Inc. Outside of his advisory work, he is the CEO of Caffey Wealth Management, a support company. 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 using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Michael Alred is a financial advisor with LPL Financial in Guntersville, Alabama, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with INVEST Financial Corp, Citizens Bank and Trust, and infinex Investments, Inc. Alred is also involved with Citizens Wealth Management, an investment-related business associated with his LPL practice. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of significant discretionary assets.

Adam O'Shields is a financial advisor with Raymond James Financial Services Advisors Inc. in Guntersville, AL, holding a Series 66 designation and 13 years of industry experience. He has operated O'Shields Wealth Management, Inc. since 2017 and is involved as an officer and president in related financial services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Michael Phillips is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at Vaco / K Services, Audley Consulting Group, BB&T Bank, and Regions Bank. He serves as treasurer for the Guntersville BNI Go Getters chapter, managing administrative duties such as recording dues and organizing meeting agendas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large nationwide network of advisors and branch offices.

David Bridges is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with LPL Financial since 2009 and worked previously at Raymond James Financial Services for one year. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Troy Mancuso is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2022, he worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC from 2019 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jimmy Bowen is a financial advisor with Edward Jones in Guntersville, AL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the COO of Sweet Melisha, LLC, a real estate entity formed to finance a condo property for family use. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

George Gillen is a financial advisor with LPL Financial in Guntersville, Alabama. He holds the Series 66 designation and has 18 years of industry experience, including a brief tenure at Raymond James Financial Services. He has been with LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Janna Carroll is a financial advisor at Edward Jones in Guntersville, Alabama, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of her advisory role, Carroll serves on the finance committee of Christ Episcopal Church in Albertville, Alabama. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and operates with a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Todd Carroll is a Series 66-licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Carroll owns and operates BackWater Taxidermy, a taxidermy service based in Guntersville, AL. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jonathan Anderson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Cetera and its related entities since 2018 and previously worked at Dixon Wells and The Leaders Group Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Aaron Belgard is a financial advisor with LPL Financial in Guntersville, AL, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior positions include roles at Raymond James & Associates, Morgan Keegan & Company, LLC, and AmSouth Investment Management Company LLC. He serves as a board member and Treasurer of the Child Advocacy Center, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools while managing over $819 billion in discretionary assets.

Jacob Murphy is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior work includes roles at Carollo Engineers and Hydro Solutions Consulting, as well as a five-year period at Auburn University. Outside of his advisory work, he serves as the play-by-play broadcaster for the Huntsville Havoc's online stream. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices, offering a variety of advisory programs, discretionary and non-discretionary strategies, as well as affiliated investment products.

April Hinds is a financial advisor with Edward Jones holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Greenspun is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at several firms, including Edward Jones and Next Financial Group, and has been with LPL Financial since 2015. Outside of his advisory role, he serves as a Reserve Deputy Sheriff with the Marshall County Sheriff's Office and owns a picture framing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supported by technology and a broad array of non-advisory financial services.