Lindsay Rhodes is a CFP® and PFS™ credentialed financial advisor with two years of experience at AllySian Wealth Planning in Cullman, AL. She previously worked at Halcyon Professional Advisors and operates her own CPA firm, Lindsay M. Rhodes, CPA, LLC, which she has managed since 2002. AllySian Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients, offering personalized investment policies and a combination of passive and active strategies. The firm integrates advisory services with accounting and tax practice under its principal, utilizes various fee approaches, and engages outside managers and model portfolios.

Michael Waters is a financial advisor at Halcyon Professional Advisors and holds the PFS™ designation with nine years of industry experience. He is also a CPA and manages his own accounting firm, Michael W. Waters, CPA, LLC, which he has operated since 1988. Outside of his financial and accounting work, he serves as a minister at Baldwin Church of Christ. Halcyon Professional Advisors is an independent firm serving a small number of middle-income individuals and families with fee-only financial planning and investment oversight. The firm provides tax-aware asset allocation advice and tailored recommendations, focusing on no-load mutual funds and publicly traded investments, while clients retain control of their accounts.

Jeremiah Nolen is a financial advisor at Next Phase Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Wealth Advisors and Regions Bank. Nolen is also a licensed insurance agent and owner of Nolen Financial Group. Next Phase Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using quantitative analysis and a long-term trading approach tailored to clients’ goals and risk tolerance.

Seth Layton is a financial advisor at Next Phase Advisors in Cullman, Alabama, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Utah State University and Utah Valley University, as well as operating an insurance brokerage, Nolen Financial Group LLC, where he serves as an agent making recommendations on life insurance and fixed annuity products. Next Phase Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, focusing on mutual funds, equities, fixed income, ETFs, TIPS, and insurance products. The firm utilizes quantitative analysis and a long-term trading approach to align portfolios with clients’ goals and risk tolerance.

Jared Davis is a financial advisor at Uptick Partners, LLC in Cullman, Alabama, holding a Series 65 designation with one year of industry experience. Prior to joining Uptick Partners in 2025, he worked at LINC Research Inc. for ten years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses an asset-allocation approach influenced by Modern Portfolio Theory and combines multiple analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.

Lawrence Stidham is a financial advisor with Andrew Garrett, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Andrew Garrett, Inc., he worked at 2065 Wealth Management and Principal Securities, Inc. Stidham serves on the board of Sacred Heart School. Andrew Garrett, Inc. provides advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement rollover guidance, employing a variety of strategies across multiple platforms and custodians.

John Williamson is a Series 65-licensed financial advisor with Wealth Management in Cullman, Alabama, bringing nine years of industry experience. He previously operated Jeb Williamson CPA LLC for over two decades and currently is involved with Stroup & Associates CPAs. Williamson serves as a board member for the Cullman Regional Foundation and as a commissioner on the Cullman Housing Authority. Wealth Management Nebraska LLC advises individual, high-net-worth, and institutional clients using broadly diversified, passively managed portfolios that emphasize long-term, buy-and-hold strategies with periodic rebalancing. The firm also provides fiduciary services, financial planning, and backoffice support for other advisors.

Kimberly Simmons is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. She previously worked at several firms including World Financial Group and Physicians Mutual. Simmons is a partner in S&K Legacy Services, a management company created for tax purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers across multiple platforms.

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.

Raymond Mitchell Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and WealthWave since 2016. Outside of his advisory work, he manages membership dues and lease payments for the Black Cypress Hunting Club, a duck hunting lease spanning approximately 2,200 acres. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers through multiple program platforms to deliver its services.

Borna Eslami is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Empower, he worked at J.P. Morgan Securities and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Donald Warnke is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, with 18 years of industry experience. He previously worked at Cotton States Insurance for 25 years before joining Hornor Townsend & Kent and Penn Mutual Life Insurance Company. Warnke is also involved in insurance brokerage through his roles at Strategic Planning Group and as proprietor of Westside Advisors & Insurance Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with third-party asset manager relationships, managing billions in client assets under both discretionary and non-discretionary arrangements.

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.

Christopher Mayo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional experience at WealthWave and Wfgia. Outside of financial advising, Mayo works as a nuclear medicine technologist at Huntsville Cardiovascular Clinic, performing cardiac stress tests. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and digital platforms to deliver investment advisory and retirement-plan services.

Nicholas Shugarts is a financial advisor at Edward Jones in Cullman, Alabama, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked in veterinary medicine, including roles at Cullman Veterinary Hospital and Auburn University College of Veterinary Medicine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brian Spaeth is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020, following prior roles at Dollar General and General Nutrition Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

Christopher Campbell is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

William Sosebee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Raymond James. He serves as a finance and investment committee member on the advisory board of East Walker Education & Development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 advisory services with a range of portfolio management styles and affiliated research.

Benjamin Lewis is a financial advisor at Edward Jones in Cullman, Alabama, with one year of industry experience. Prior to joining Edward Jones, he worked at Oral Arts Dental Laboratory and spent several years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Devin Allen is a financial advisor with Edward Jones in Cullman, Alabama, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Allen teaches at the Hanceville Church of Christ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Danny Mann is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2013. In addition to his advisory role, he is also involved in selling fixed life insurance and annuities. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers along with customizable investment strategies.

Christopher Mann is a financial advisor with Edward Jones in Cullman, Alabama, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. 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 under management, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Guillermo Vela is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Vela holds the Series 63 and Series 66 designations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Freeman is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James & Associates, Morgan Keegan & Company, and Merrill. Freeman is also involved with HawksNest LLC, a business unrelated to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,000 advisors and advanced operational tools.

Brandy Twilley is a financial advisor at Edward Jones in Cullman, AL, with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2016. Outside of advisory work, she is a partner in Twilley Properties LLC, a commercial property business located in Hanceville, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Richard Widner is a financial advisor with Edward Jones in Cullman, Alabama, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and is notable for its extensive national network of financial advisors and branch offices.

Casey Brown is a financial advisor with Edward Jones in Cullman, AL. He holds the Series 66 designation and has been in the industry since 2022, previously working at First National Bank and Merchants Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and offices, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Katie Brown is a financial advisor with Edward Jones in Cullman, Alabama, holding the CFP®, ChFC®, and Series 66 designations. She has six years of industry experience, including roles at Allergan and Syneos Health prior to joining Edward Jones in 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 through a network of more than 23,700 advisors and offers a range of advisory programs, investment solutions, and affiliated services under a fiduciary standard.

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.

Joseph D'antonio is a financial advisor with Cetera in Cullman, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Regions Bank, M&T Bank and Securities, and Carmax. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized investment strategies.

Anthony Swihart is a financial advisor at Edward Jones in Cullman, Alabama, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he served for 20 years with the U.S. Marshals Service. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients through a nationwide network of advisors. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.