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.

James Gore is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His previous roles include positions at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. Gore operates Gore & Stisher Wealth Management as a DBA for his LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions through a fiduciary-based advisory model that incorporates third-party managers and proprietary technology 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.

Mitchell Gore is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC and Citizens Bank & Trust. Outside of his advisory role, Gore is a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm operates a fiduciary-based advisory model utilizing technology platforms and third-party managers to implement diverse investment strategies.

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.

Jathan Stisher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His career includes prior roles at MetLife Securities, Mass Mutual Investors Services, and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm provides various managed account solutions, employing a fiduciary-based advisory model and utilizing technology platforms alongside third-party managers and strategists.

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 at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. His prior experience includes roles at INVEST Financial Corp, Citizens Bank and Trust, and Infinex Investments, Inc. Alred is also involved with Citizens Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging technology and a broad network of advisors.

Adam O'Shields is a financial advisor at Raymond James Financial with 14 years of industry experience and holds a Series 66 designation. He has worked at Raymond James since 2014 and previously spent time at UBS Financial Services and Merrill. In addition to his advisory role, he is president of Team Wealth Solutions, 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through its affiliated municipal advisor.

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.

William Colvin is a financial advisor with Ameriprise in Albertville, Alabama, holding a Series 66 credential and four years of industry experience. Prior to joining Ameriprise in 2021, he worked with Steven Knowles, Leavitt Group, and Harris Fowler Insurance, Inc. Colvin serves elected terms in the Alabama State House of Representatives and is involved in several local Republican committees and organizations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Steven Knowles is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Knowles serves on multiple local boards, including Peoples Independent Bank, the Albertville/Boaz Recycling and Solid Waste Disposal Authority, United Way of Marshall County, and Marshall Medical Center’s Patient and Family Advisory Council. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Jennifer Netherton is a financial advisor with Edward Jones in Albertville, Alabama, holding the Series 66 credential and with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked at Alabama Power Company for seven years. She is the founder of Netherton Equine Genetics LLC, established for the future purchase of land. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branches. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Rodney Thornton is a financial advisor with Ameriprise in Albertville, Alabama, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked for First South Farm Credit for 15 years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Emmanuel Martinez is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including positions at York's of Houlton and as a State Farm agent. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Jonathan Pierce is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo in various capacities since 2012. Outside of his advisory role, Pierce coaches a girls softball team and owns a recreational softball team. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

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.

Sarah Mitchell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has prior experience working at Wells Fargo Bank and in private family roles, totaling several years in the financial services sector. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.