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Jordan H
Series 66
Montgomery, AL
LPL Financial
Jordan Halloran is a Series 66-registered financial advisor with LPL Financial, bringing 10 years of industry experience. Prior to joining LPL Financial in 2026, he worked eight years at StoneX Advisors Inc and Stonex Securities Inc. Halloran is also a wealth advisor for MAX Credit Union’s wealth management department and serves on the board of Leadership Autauga County, where he holds leadership roles in community education and development. Additionally, he acts as Ambassador Chairperson for the Millbrook Area Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing a network of advisors and multiple portfolio options across strategic, tactical, and alternative investments.
Joseph B
Series 66
Montgomery, AL
LPL Financial
Joseph Bared is a financial advisor with LPL Financial in Montgomery, Alabama, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at StoneX Advisors Inc and StoneX Securities Inc for eight years. Bared is also employed by MAX Credit Union, where he provides financial consulting and investment advice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and tools.
Sandra D
Series 63, Series 65
Montgomery, AL
LPL Financial
Sandra Downing is a financial advisor with LPL Financial in Montgomery, AL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. Her career includes prior roles at StoneX Advisors Inc and Stonex Securities Inc, along with a decade at MAX Wealth Management, where she is also involved as an investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and third-party asset management. The firm supports its advisors with research, technology tools, and a broad platform of financial products.
Matthew D
Series 66
Montgomery, AL
LPL Financial
Matthew Darby is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at LPL Financial and previously spent a decade with Cetera and over a decade at Regions Bank. Outside of his advisory work, Darby serves as a deacon and finance committee member at First Baptist Church Prattville. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by technology and a broad platform of affiliated financial services.
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