Jacob Adams is a financial advisor with Axient Investment Advisors LLC in Florence, Alabama. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at StoneX Securities Inc and Cambridge Investment Research. Adams is also associated with Eagle Creek Wealth Management in a financial advisory capacity. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting services primarily to retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models, including proprietary and third-party portfolios, with client assets custodied at Pershing LLC.

Allen Wall is a financial advisor at Axient Investment Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc. and StoneX Securities Inc. Wall serves on the Finance Committee Board of First United Methodist Church in Florence, AL. Axient Investment Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers multiple implementation options including proprietary equity-focused model portfolios and third-party money manager programs, and provides ERISA consulting, educational seminars, and affiliated insurance services.

James Boggus is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at United Benefits Insurance since 2017. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services through a combination of firm-designed model portfolios and advisor-directed strategies that incorporate tactical and strategic approaches across various asset types.

Jordan Hunter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in both investment advisory and insurance roles, including as a Benefits & Retirement Specialist at United Benefits Insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies.

Brantley Claunch is a financial advisor with AlphaStar Capital Management in Florence, AL, holding a Series 65 designation and two years of industry experience. His career includes roles at United Benefits Insurance and Bank Independent. Outside his advisory work, he is involved in non-investment ventures, including ownership interests in small businesses that operate vending machines and renovate properties. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies incorporating strategic and tactical approaches across various asset types, and supports ERISA-related plan services.

Jennifer Mc Means is a Series 65 licensed financial advisor at Empower Advisory Group with over 11 years of industry experience, including seven years at Fish and Associates before joining Empower in 2022. She is based in Florence, Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Terry Hood Sr. is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) who has 41 years of industry experience. He has worked with Eagle Strategies since 2008 and operates his own business, Terry Hood Financial Group, LLC, since 2017. Outside of his advisory work, he serves as a pastor-minister at Family Life Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm emphasizes tailored recommendations and delivers advice through multiple program types within an integrated New York Life affiliate structure.

Micheal Byers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He previously worked at Coker & Palmer for 16 years and is currently affiliated with Byers Poland Reeves Wealth Partners. His other business activities include fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, personalized indexing, and various managed account solutions, supported by operations, trading, technology, compliance, and practice-management resources.

Shawn Short is a financial advisor with Money Concepts Capital Corp in Florence, AL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he serves as an independent insurance agent specializing in accident, health, and Medicare-related products. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, customized advisory solutions, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Derrick Mosley is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James & Associates and BBVA-affiliated firms prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees. The program uses algorithm-driven risk assessment and invests via mutual funds and ETFs, with portfolio execution delegated to third-party managers.

Bradford Hall is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Principal Securities Inc. since 1992 and Principal Life Insurance Company since 1998, and previously operated his own advisory firms. His activities include involvement in outside insurance, life, and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Timothy Akers is a financial advisor at Truist Advisory Services with Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. He is based in Florence, Alabama. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a mix of discretionary and non-discretionary solutions, supported by third-party platform relationships and an AI-enabled equity research team.

Jeffrey Stone is a financial advisor with Transamerica Financial Advisors in Florence, AL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Transamerica in 2016, he worked at Ameriprise Financial from 2011 to 2016. Outside of finance, he is also involved in fine art creation and sales through his business, Jeffrey Stone Fine Art. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Teresa Turner is a financial advisor with Ameriprise in Florence, AL, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, and BBVA Wealth Solutions. She also provides investment solutions to bank clients as an independent financial advisor. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate tax-smart strategies and income planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Frederick Bush is a financial advisor with Raymond James Financial Services Advisors, Inc. in Florence, Alabama, holding a Series 63 designation and 27 years of industry experience. Prior to joining Raymond James in 2019, he worked for Wells Fargo Advisors for ten years. He serves as Treasurer and a member of the budget and finance committee at First Baptist Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and institutional services, emphasizing tailored financial plans and client-directed implementation.

Christopher Smith is a CFP® with 21 years of experience in financial services. He is currently with Cetera and has previously worked at Wells Fargo Advisors and Concourse Financial Group Securities. Smith also serves as an independent insurance producer, providing insurance product sales and service. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and consulting services. The firm supports over 10,000 advisors managing approximately $256 billion in assets with diverse program options and affiliated partnerships.

Patrick Sneed is a financial advisor with Edward Jones in Florence, Alabama, holding a Series 63 designation and 29 years of industry experience. He has been with Edward Jones since 1997. Outside of advising, he has residual income from a former sportswear business, Blue Cotton Sportswear, and previously managed activities related to Riverside Properties, a real estate partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Kenneth Davis is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 12 years and serves as Vice President and Financial Advisor at First Metro Bank. His role at the bank includes offering insurance products such as fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad network of independent advisors serving individual, corporate, retirement plan, and institutional clients. The firm offers diverse portfolio management and financial planning services across multiple program structures and custodial relationships.

Madeleine Street is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2020. Prior to this, her background includes roles at Madison Surgery Center, Robert Trent Jones Golf Trail, the University of Alabama in Huntsville, and Auburn University. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Andrea Brown is a Series 66-registered financial advisor with Merrill, based in Florence, Alabama, and has 19 years of industry experience. She has worked with Merrill since 2012 and has also been affiliated with Bank of America, N.A. since 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.