Kenneth Johnson Sr. is a financial advisor at Ignite Planners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at StoneX Securities Inc. Johnson is also president of a family-owned industrial sales business and serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ. Additionally, he holds board member roles with The Enrichment Center, International Motorsports Hall of Fame, and the Industrial Development Board of Lawrence County, Alabama, and advocates against gambling legislation in the Alabama legislature. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive VEGA strategy with a portfolio mix of public and private investments tailored to client objectives and risk tolerances.

Trevor Kurzhal is a financial advisor at Lanark Financial, Inc. with five years of industry experience and holds a Series 66 designation. Prior to his advisory career, he worked at The University of North Alabama and has been involved with Grace Life Church of the Shoals since 2015. Outside of finance, he works in audio production, mixing, and mastering music for local artists and also handles media production and editing for church-related ministries. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients including individuals, retirement plans, trusts, and institutional entities. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.

Todd Kurzhal is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities, Inc. since 2002. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts with both discretionary and non-discretionary arrangements.

James Newton is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Barlas O'Reilly Wealth Management, Plan Partners LLC, and Eqis Capital Management, Inc. Outside of his advisory role, he owns and operates Newton Institutional, where he transacts insurance products, and PayLink IRA, which provides payroll and IRA services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a blend of strategic and tactical approaches.

Paul Morris is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 15 years of industry experience. His career includes multiple roles within Wells Fargo-affiliated entities since 2010 and a brief tenure at Merrill in 2021. He also owns Paul D Morris Wealth Management Inc., an investment-related business based in Florence, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Thomas Mccleskey is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Securities America, Fidelity Investments, and Keel Point LLC. His background also includes roles in education and finance at the University of Alabama and Redstone Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

Christopher Story is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked at Raymond James & Associates for nine years and at Burningtree Country Club for eight years. Outside of his advisory role, he is involved with Rising Trout, Inc., a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research resources.

Shelli Waggoner is a financial advisor with Morgan Stanley in Decatur, Alabama, holding Series 63 and Series 65 licenses and with 16 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with Investment Centers of America, Inc. from 2014 to 2017. Outside of her advisory role, Waggoner serves on the Calhoun Community College Foundation Board, where she contributes financial and investment feedback to support fundraising and scholarship efforts. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and market-return modeling techniques. The firm manages approximately $2.74 trillion in client assets and combines advisory services with various investment products and institutional offerings.

Richard Reichert is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2005 and also operates Reichert Investments Inc., a support company. Additionally, he works as an independent contractor financial advisor for DBA Stonebridge Wealth Management. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary, goal-based planning and employs analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and other providers.

Patricia Winsett is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. She has 27 years of industry experience, including roles at Avantax Advisory Services and Avantax Investment Services. In addition to her advisory work, she is the owner of Express Tax, a tax preparation and accounting business, and serves as a deacon board member overseeing financial affairs at Grace River Community Church. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Jeremy Goss is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Brian Jones is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2009. Outside of his advisory work, he is involved in several investment-related business activities through ownership in multiple holding companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations, offering clients flexible implementation options through brokerage or advisory programs.

Joseph Gosnell is a financial advisor at Edward Jones in Decatur, Alabama, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Deep South Construction Pros and Redeeming Solutions, and spent ten years with Cru. Outside of his advisory role, he has an affiliation with Plexus Worldwide, although he has no active responsibilities there. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Michael Rutledge is a Series 66 licensed financial advisor with Wells Fargo Advisors in Decatur, Alabama, bringing 16 years of industry experience primarily within Wells Fargo entities. His career includes nearly a decade at Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. Outside of his advisory role, Rutledge holds ownership interests in multiple businesses across Alabama and Florida, including an auto auction, car dealerships, and several ventures involving land and property. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing research and planning tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Amy Cook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was with BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank from 2012 to 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and proprietary market models.

Barry Hill is a financial advisor at Morgan Stanley with 27 years of industry experience. His prior roles include long-term positions at Raymond James Financial Services Advisors and Raymond James Financial Services. He is the owner of Stonebridge Wealth Management and serves as vice president of Wealth Advisory Group, Inc. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets as of their latest reporting.

Shelley Howard is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services and Wells Fargo Bank NA, spanning from 2006 through the present. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services supported by internal research and tools, with flexible implementation options for clients.

Richard Gregory is a financial advisor with Cambridge Investment Research Advisors in Decatur, Alabama, holding a Series 63 designation and 29 years of industry experience. Prior to his current role, he worked at Oak Tree Financial Services and LPL Financial. Gregory serves as a board member and volunteer for The Salvation Army and volunteers on the Young Life Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple custody and platform arrangements.

Mitchell Owens is a financial advisor with Edward Jones in Decatur, Alabama, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 2009. 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 operates a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

William Eddy is a financial advisor with LPL Financial, holding a Series 66 designation. He began his professional career in the financial industry in 2023 and has prior experience outside finance, including roles at Planet Fitness and Point Mallard Water Park. Eddy is also currently completing his college education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.