Jacob Adams is an investment advisor representative at Axient Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at StoneX Securities Inc and Cambridge Investment Research, Inc. Adams is also involved with Eagle Creek Wealth Management as a financial advisor. Axient Investment Advisors LLC is an SEC-registered firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers proprietary equity-focused model portfolios and third-party money manager programs, along with ERISA consulting and educational seminars.

Allen Wall is a financial advisor at Axient Investment Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc. and StoneX Securities Inc. Wall serves on the Finance Committee Board of First United Methodist Church in Florence, AL. Axient Investment Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers multiple implementation options including proprietary equity-focused model portfolios and third-party money manager programs, and provides ERISA consulting, educational seminars, and affiliated insurance services.

James Boggus is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at AlphaStar and United Benefits Wealth Management since 2024. In addition to his advisory roles, he is involved with United Benefits Insurance, a non-investment related business. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized subadvisory services, utilizing both model portfolios and custom strategies based on quantitative analysis and third-party research.

Jordan Hunter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in both investment advisory and insurance roles, including as a Benefits & Retirement Specialist at United Benefits Insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies.

Brantley Claunch is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has previously worked at Bank Independent and United Benefits Insurance. Outside of his advisory role, Claunch is involved in small business ventures including co-ownership of The Locals Ice, LLC, which operates vending machines, and The Locals AL's, LLC, focused on property renovation and flipping. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services, utilizing strategic asset allocation combined with quantitative and momentum-based analysis.

Terry Hood Sr. is a financial advisor with Eagle Strategies (NY Life) based in Florence, AL, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He has been with Eagle Strategies since 2008 and operates Terry Hood Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, he serves as a pastor-minister at Family Life Church. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, offering a range of programs and collaborating with affiliated insurance and broker-dealer entities as part of the New York Life group.

Micheal Byers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He previously worked at Coker & Palmer for 16 years and is currently affiliated with Byers Poland Reeves Wealth Partners. His other business activities include fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, personalized indexing, and various managed account solutions, supported by operations, trading, technology, compliance, and practice-management resources.

Shawn Short is a financial advisor with Money Concepts Capital Corp in Florence, AL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he serves as an independent insurance agent specializing in accident, health, and Medicare-related products. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, customized advisory solutions, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Derrick Mosley is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James & Associates and BBVA-affiliated firms prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees. The program uses algorithm-driven risk assessment and invests via mutual funds and ETFs, with portfolio execution delegated to third-party managers.

Bradford Hall is a financial advisor with Principal Financial Services based in Florence, Alabama, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Principal Life Insurance Company and Principal Securities Inc, as well as leadership positions at Bradford S Hall and Associates and Hall & Talbot Business & Retirement Planning Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Timothy Akers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank before joining Truist in 2022. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors managing about $67.7 billion in assets. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Jeffrey Stone is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Transamerica in 2016, he worked at Ameriprise Financial for five years. Outside of finance, he is engaged in fine art creation and sales through his business, Jeffrey Stone Fine Art. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Teresa Turner is a financial advisor with Ameriprise in Florence, AL, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, and BBVA Wealth Solutions. She also provides investment solutions to bank clients as an independent financial advisor. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate tax-smart strategies and income planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Frederick Bush is a financial advisor with Raymond James Financial Services Advisors, Inc. in Florence, Alabama, holding a Series 63 designation and 27 years of industry experience. Prior to joining Raymond James in 2019, he worked for Wells Fargo Advisors for ten years. He serves as Treasurer and a member of the budget and finance committee at First Baptist Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and institutional services, emphasizing tailored financial plans and client-directed implementation.

Christopher Smith is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Wells Fargo Advisors and Concourse Financial Group Securities Inc. He is also an independent insurance producer and provides financial services to CB&S Bank customers. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a combination of advisor-managed accounts and firm-sponsored model portfolios.

Patrick Sneed is a financial advisor with Edward Jones in Florence, Alabama, holding a Series 63 designation and over 28 years of industry experience. He has been with Edward Jones since 1997. Outside of advising, he receives residual income from Blue Cotton Sportswear, where he serves as an advisory source to former customers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Kenneth Davis is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc for 12 years. In addition to his advisory role, he serves as a Vice President and licensed insurance agent at First Metro Bank, where he offers insurance products including fixed annuities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm provides a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed strategies.

Madeleine Street is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2020. Prior to this, her background includes roles at Madison Surgery Center, Robert Trent Jones Golf Trail, the University of Alabama in Huntsville, and Auburn University. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Andrea Brown is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2012 and is also associated with Bank of America, N.A. since 2019. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm offers multiple program strategy types and emphasizes tax-efficient investment capabilities, supported by integration with Bank of America’s broader banking and capital markets platform.

Scott Cooper is a financial advisor with Edward Jones, holding a Series 63 designation and over 27 years of industry experience. He has been with Edward Jones since 1998. Cooper is also involved as an owner/member of a real estate business, TSC Investment Properties LLC, based in Tuscumbia, Alabama. 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, supported by a large network of financial advisors and branch offices nationwide.