Christopher Russell is a financial advisor at Avidian Wealth Solutions with 15 years of industry experience. His prior roles include positions at Cadence Bank, LPL Financial, and Linscomb and Williams. He serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios and is known for its active involvement with pooled and private funds.

Brian Degaetano is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Compass Bank and BBVA Wealth Solutions, where he worked for eight years. Outside of finance, he is a percussionist with the Gadsden Symphony Orchestra and owns a photography business, Brian Degaetano Imaging. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

James Houston is a ChFC® with 26 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has previously worked at Concourse Financial Group Securities Inc and Southern Wealth Strategies LLC, where he is also the owner. Houston is licensed as an independent insurance agent and engages in addressing life insurance and fixed annuity needs. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

John Akins is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at LPL Financial, Cetera, and Regions Bank. He is co-owner and finance director of Resolute Care Services, Inc., a home healthcare business in Fort Payne, AL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, while offering a range of discretionary and customized portfolio solutions.

Douglas Crowe is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at MetLife Securities, Prudential Insurance Company of America, and LPL Enterprise. Outside of his advisory work, he serves as an election official in Dekalb County, Alabama. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs, operational support, and investment management services. The firm offers a range of portfolio construction options and discretionary model portfolios managed through a structured due diligence process.

Thomas Guice is a financial advisor with Edward Jones in Ft Payne, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Tara Nicholas is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kovack Securities, Inc. and Nicholas Financial Services. Outside of her advisory work, she serves as a committee member for St. Luke’s Episcopal Church in Scottsboro, AL. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and model-based solutions tailored to client objectives.

Joseph Gilbert is a financial advisor with Raymond James Financial in Scottsboro, Alabama, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Edward Jones, Cetera Investment Services, Regions Bank, and United Johnson Brothers of Alabama. Outside of his advisory work, he serves as Treasurer of the Board of Deacons at Scottsboro Cumberland Presbyterian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and offers unique municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Rebecca Kilgore is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

David Nicholas is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He previously worked for 15 years at Kovack Advisors, Inc. and Kovack Securities, Inc. Nicholas is a licensed notary in Scottsboro, Alabama. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using multiple custody platforms and a range of proprietary and third-party strategies.

Tyler Shankles is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at Regions Bank and 1st Franklin Financial Corp. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across various program structures.

Vicky Kirby is a financial advisor with Edward Jones in Ft. Payne, AL, holding a Series 63 designation and over 31 years of industry experience. She has been with Edward Jones since 1990. Outside of her advisory role, she serves as a board member for DeKalb County Regional Hospital, providing input on new doctors and community issues, and is involved in retail business activities on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Matthew Hale is a financial advisor with Edward Jones in Rainsville, Alabama, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he was involved with G2 Supply LLC for six years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Malorie Griffith is a financial advisor at Edward Jones in Rainsville, Alabama, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she served on the Jackson County Board of Education and operated Griffith Interiors for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jon Bergman is a CFP® professional affiliated with Raymond James Financial, with 17 years of industry experience. He has been with Raymond James Financial and its related entities since 2008. Outside of his advisory role, he is co-owner and branch manager of Cornerstone Investment Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

John Davis is a CFP® with 33 years of industry experience, currently serving at Edward Jones since 1992. He is based in Ft Payne, AL. Outside of his advisory role, he is involved in managing a rental property. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving a diverse client base that includes individual and institutional investors. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Mark Chapman is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc., where he has worked since 2013, and was previously with Charter Investment Services, LLC from 2014 to 2017. Outside of his advisory role, Chapman serves on the Board of the Scottsboro Commercial Development Authority and owns a business managing mini-storage units and commercial properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical modeling and operates specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Jesse Biddle is a financial advisor at XYPN Sapphire with a Series 65 designation and one year of industry experience. His background includes roles at Wealth Management of Alabama, XYPN Invest, Reed's Tax Service, Thornberry Insurance Agency, and First Jackson Bank. Outside of advising, he operates a farm in Rainsville, Alabama, and also works in tax preparation at Reed's Tax Service. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm’s approach focuses on long-term, risk-based allocation using diversified portfolios and incorporates adviser-tailored plans supported by documented human oversight and selective use of third-party managers.