Lester Brol is the principal advisor at Brol Capital Management, LLC with 15 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to founding Brol Capital Management in 2010, he had no other firms listed. Outside of his advisory role, he has served as a finance instructor at the University of Alabama–Huntsville and provides expert witness analytic, consulting, and testimony services related to securities and commodities cases. Brol Capital Management offers investment and wealth management services to individuals, families, and institutional clients including foundations, endowments, and private funds. The firm employs a wealth-allocation framework using a core/satellite portfolio structure, focusing on ETFs, fixed income, active stock selection, and alternative investments with an emphasis on manager due diligence.

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.

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.

Jason Pals is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has worked at PNC Investments LLC since 2022, following a 20-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party-managed investment strategies.

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.

John Dollar is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Raymond James Financial Services Advisors, Team Wealth Solutions, and Edward Jones. Outside of his advisory role, he serves as a board member of the nonprofit Guntersville Ducks Unlimited. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 with access to model portfolios, research, and both discretionary and non-discretionary management.

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 with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and has prior roles with INVEST Financial Corp, Citizens Bank and Trust, and infinex Investments, Inc. He is also involved with Citizens Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Adam O'Shields is a financial advisor with Raymond James Financial Services Advisors Inc. in Guntersville, AL, holding a Series 66 designation and 13 years of industry experience. He has operated O'Shields Wealth Management, Inc. since 2017 and is involved as an officer and president in related financial services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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.

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.

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.

David Bridges is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. He holds the Series 66 designation and is based in Guntersville, Alabama. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment solutions.

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.

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 Series 66-licensed financial advisor with LPL Financial in Guntersville, Alabama, and has 18 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by both discretionary and non-discretionary management and utilizes research from multiple sources.

Malorie Griffith is a financial advisor with Edward Jones in Scottsboro, AL, holding a Series 66 credential and having one year of industry experience. Before joining Edward Jones, she worked with the Jackson County Board of Education and has over a decade of experience with Griffith Interiors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an investment advisory program that manages approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Aaron Belgard is a financial advisor with LPL Financial in Guntersville, Alabama, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining LPL Financial in 2021. Belgard serves as a board member and treasurer for the Child Advocacy Center, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Jon Bergman is a CFP® professional with 18 years of experience in the financial services industry. He has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2008 and previously worked at Charter Investment Services. He is co-owner and financial advisor at Cornerstone Investment Services, LLC, where he also serves as branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network, with specialized services including municipal and public-finance work and SIMPLE IRA employer consulting.

Garry Mcclure is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, he operates McClure's Financial Services and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals and provides access to both proprietary and third-party investment strategies.

Michael Greenspun is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has served as a Reserve Deputy Sheriff with the Marshall County Sheriff's Office since 2016 and owns a picture framing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

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.

Julie Bird is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with MassMutual Life Insurance Co. and MML Investors Services, Inc. since 2001. Outside of her advisory role, Ms. Bird is involved in business consulting and coaching through multiple ventures including Cornerstone Wealth Strategies LLC and Business Acceleration Advisors. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.

Elizabeth Turi is a financial advisor at Edward Jones with 16 years of experience and holds a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.