Thomas Ferrell is a CFP® with 26 years of experience in the financial services industry. He currently works at Steward Partners Investment Advisory, LLC and has held positions at several firms, including Cantella & Co., Inc. and Cambridge Investment Research. Outside of his advisory work, he serves as a board member of the Musgrove Country Club in Jasper, Alabama. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

Andrew Wiginton is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Holland Seals General Contracting and Atkins Engineering. Outside of his advisory role, he is a limited partner in MWIG3, LLC, a residential real-estate acquisition and development business in Jasper, AL. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Michael Wiginton Sr. is a CFA® charterholder with 22 years of industry experience. He currently works at Steward Partners Investment Advisory, LLC and has previously held positions at Cantella & Co Inc and Cambridge Investment Research. In addition to his advisory role, he serves as a board member for a homeowners' association in Panama City, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Luke Ferrell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Steward Partners Investment Solutions, H.L. Wiginton Capital Management, and Cambridge Investment Research. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory and financial planning services.

Randa Byars is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Her work history includes roles at Edward Jones since 2022, as well as previous positions at Northwestern Mutual Investment Services LLC, Adam Rhoades, and PACCAR Engine Company. She also has experience at Mississippi State University and Dogwood Productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Matthew Laird is a financial advisor with Raymond James & Associates in Jasper, Alabama, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a director on the board of Bank of Walker County and is a 20% owner of a Mosquito Authority franchise in San Antonio, Texas. He is also involved in nonprofit work as an officer and board member of the Walker Area Community Foundation. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and public entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jerry Porch Jr. is a financial advisor with Edward Jones in Jasper, Alabama, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Bentley is a financial advisor with Edward Jones in Jasper, Alabama. He holds the Series 66 designation and has three years of industry experience, including five years at McGehee Engineering Corp prior to joining Edward Jones. 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 supported by a large network of financial advisors and branch offices across the United States.

Toby Banks is a financial advisor with Raymond James & Associates in Jasper, AL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include long tenures at Synovus Bank and Synovus Securities, where he worked from 1997 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.

Timothy Ferguson is a financial advisor with Edward Jones in Jasper, Alabama, holding a Series 66 credential and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he co-owns several local billboard rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jerry Porch III is a financial advisor at Edward Jones in Jasper, AL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he held various roles including positions at The Civil Group, Flow Magazine, and in education at the University of North Alabama and Fayette County Board of Education. 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 advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors and 15,000 branch offices.

Laurie Stevenson is a Series 66 credentialed financial advisor with 20 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over a decade at J.J.B. Hilliard, W.L. Lyons, Inc. Stevenson serves as a trustee for relatives' trusts, overseeing trust activities. She is part of The DDK Group at Robert W. Baird & Co., which provides personalized wealth management services to individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management solutions tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and alternative investment strategies.