Broker Check

Our Firm

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

    Peter Barber

    (256) 319-1218

    [email protected]

    Peter Barber began his career as a financial advisor in 1984. Prior to joining Progress Financial Services in 2012, he served as First Vice President/Financial Advisor with Smith Barney and its predecessors. His clients are...

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    Tabitha Brewer

    (256) 712-3520

    [email protected]

    Tabitha Brewer, a Hartselle, Alabama native, joined Progress Financial Services as a Client Assistant in the Florence office. Her previous experience was at Bank Independent as the Business Banking Specialist for over 6 years. She...

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    Stuart Bridges

    (256) 319-3656

    [email protected]

    Stuart D. Bridges serves as the Director of Investment Services for Progress Financial Services. Previously, Bridges served as the Director of National Sales and Managing Director for Sterne, Agee & Leach in Birmingham, AL overseeing...

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    Jim Cunningham

    (256) 712-3517

    [email protected]

    Jim Cunningham is a Progress Financial Services Financial Advisor, Senior Vice President, in the Florence Office. He brings over 22 years of investment management experience with the successors of A.G. Edwards (Wachovia, Wells Fargo)....

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    Cheri Dudley

    (256) 712-3522

    [email protected]

    Cheri Dudley, a Nebraska native, is a Progress Financial Services Registered Client Assistant in the Florence office. She brings over 12 years of investment experience with A.G. Edwards (Wachovia, Wells Fargo). She relocated to the...

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    Joe Gallagher

    (256) 712-3518

    [email protected]

    Joseph Aloysius Gallagher, Jr. is a Progress Financial Services Financial Advisor, Senior Vice President in the Florence Office. For 13 years, Joe was a Financial Advisor with the successors of A.G. Edwards (Wachovia, Wells Fargo). He...

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    Kristie Gatlin

    (256) 319-3607

    [email protected]

    Kristie Gatlin, a Huntsville native, is a Progress Financial Services Client Assistant in the Huntsville Office. She brings over 15 years of investment experience with Raymond James (Morgan Keegan, AmSouth Investments). She lives in...

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    Mary Hartley

    (256) 319-3619

    [email protected]

    Mary Hartley, Senior Vice President of Private Banking at the Huntsville Main Office, has over 37 years of financial industry experience in major metropolitan institutions in Houston, Texas, Los Angeles, California, Seattle, Washington...

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    Mike Jones

    (205) 705-1619

    [email protected]

    Mike Jones, Senior Vice President, Financial Services Advisor, is a native of McCalla, Ala. He graduated from the University of Alabama's Culverhouse College of Business with a double major in Accountancy and Finance and a minor in...

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    Alex Lowry

    Jr. Financial Advisor

    256.280.9215

    256.280.9177

    [email protected]

    Originally from Decatur, Ala., Alex graduated with a Bachelor of Science in Psychology from the University of Alabama at Birmingham. After graduating, she spent two years working with Jackson National Life in Franklin, Tenn. Alex...

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    Mystie McGlone

    (205) 705-1618

    [email protected]

    Mystie, Progress Financial Services Registered Client Assistant, is originally from Birmingham, Ala. She has a Bachelor's degree in Business Administration from Kaplan University. Mystie has extensive experience working as a Client...

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    Fran Niles

    (256) 319-3657

    [email protected]

    Fran Niles, a Pennsylvania native, joined Progress Financial Services as a Registered Client Assistant in the Huntsville office. Her previous experience was at The Citibank Private Bank and Citi Wealth Management in Washington DC for...

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    John Pylant

    (256) 280-9193

    [email protected]

    John began his banking and financial services career 13 years ago and gained his CFP® designation in 2014, where he learned to help his clients complete a financial plan to help provide a road map for their financial future. John...

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    Mark Saunders

    (256) 319-3659

    [email protected]

    Mark Saunders is a Progress Financial Services Financial Advisor and Senior Vice President in the Huntsville Main Office. He brings over 22 years of investment management experience with Raymond James (Morgan Keegan, AmSouth...

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    Allen Wall

    (256) 712-3519

    [email protected]

    Allen Wall is a Progress Financial Services Financial Advisor, Senior Vice President, in the Florence Office. He brings over 12 years of securities experience with A.G. Edwards (Wachovia, Wells Fargo). Previously, he worked for...

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