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Maria G
Series 63
Birmingham, AL
StoneX Advisors Inc.
Maria Gregoriev is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 63 designation and 38 years of industry experience. She has been with StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of her advisory role, Gregoriev volunteers with the Marin Financial Abuse Specialist Team, assisting with community education and investigations related to elder financial abuse. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies and platforms, including proprietary models and third-party money managers, to meet client needs.
Bradley J
Series 66
Birmingham, AL
StoneX Advisors Inc.
Bradley Justice is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and with four years of industry experience. His prior work includes roles at StoneX Securities Inc. and positions outside finance at Tuscaloosa Public Library and Guthrie's Chicken. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party managers to implement strategies across multiple account structures.
George D
Series 63, Series 66
Birmingham, AL
StoneX Advisors Inc.
George Dawkins III is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2010. Outside of his advisory role, he is a partner at Burleson Dawkins Inc. and GWDJFB, LLC, the latter of which was formed to maintain access to group health insurance benefits. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes multiple platforms and strategies, including proprietary models and third-party managers, to implement customized investment solutions.
Murry V
Series 63, Series 65
Birmingham, AL
Synovus Securities, Inc.
Murry Vaughan is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations with 35 years of industry experience. He has been with Synovus Securities since 1999. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients such as banks and pension plans. The firm provides both investment advisory and brokerage services, employing discretionary and non-discretionary portfolio management programs through the Envestnet platform.
Laura H
ChFC®, Series 63, Series 65
Vestavia Hills, AL
RFG Advisory, LLC
Laura Hinton is a financial advisor with RFG Advisory, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 38 years of industry experience and has worked at RFG Advisory and Bridgeworth, LLC since 2013, as well as LPL Financial from 2013 to 2018. Outside of her advisory work, she serves as president of the Breast Cancer Research Foundation of Alabama board. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and alternative investments, using a blend of actively managed and passive strategies with an emphasis on risk management.
John A
Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
John Ashcraft is a financial advisor with Eversource Wealth Advisors, LLC in Birmingham, AL. He holds a Series 65 designation and has five years of industry experience. Prior to joining Eversource Wealth Advisors in 2021, he worked at Synolitec, LLC, Zivaro Holdings, Inc, Dish Network, S&P Global, and Tutor.com. Eversource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and consulting, with a range of investment programs and support services for independent RIAs and advisor teams.
Daniel P
CFP®, CFA®, Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
Daniel Phillips is a CFP®, CFA®, and holds a Series 65 license with nine years of industry experience. He has been with EverSource Wealth Advisors, LLC since 2020 and previously worked at BMSS Wesson Wealth Solutions, LLC. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients by providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives offering multiple investment programs and incorporates a values-based portfolio approach informed by a Judeo-Christian framework.
Thomas B
Series 66
Birmingham, AL
StoneX Advisors Inc.
Thomas Barko is a financial advisor with StoneX Advisors Inc. in Mobile, Alabama, holding a Series 66 designation and 21 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 2009. Barko is an endorsed local provider for Dave Ramsey in Baldwin County, Alabama, where he educates clients on investment and insurance options. He also serves on the board of Eye Heart World, a nonprofit dedicated to fighting human trafficking. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers advisor-managed portfolios, model-based solutions, and third-party money manager oversight, supported by integrated platforms and affiliated clearing and custody services.
Rhonda H
Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
Rhonda Hitchcock is a financial advisor at EverSource Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has been with EverSource since 2019, previously working at BMSS Wesson Wealth Solutions, LLC. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers a range of wealth management and advisory services, including investment programs that blend firm-managed and third-party models, with specialized support for independent RIAs and advisor teams.
James G
Series 63, Series 65
Birmingham, AL
StoneX Advisors Inc.
James Gauld is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining StoneX in 2022, he worked for Valic Investment Services Company for 24 years. He is also Senior Vice President of Investments at Stone Financial Group, LLC, a branding entity associated with StoneX. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, utilizing proprietary and third-party managers to implement tailored investment strategies.
Nathan C
CFP®, ChFC®, Series 63, Series 65
Birmingham, AL
StoneX Advisors Inc.
Nathan Collins is a CFP® and ChFC® with 35 years of industry experience, currently affiliated with StoneX Advisors Inc. since 2018. His prior roles include positions at Innovative Financial Solutions and PlanMember Securities Corporation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a range of investment strategies and platforms, including proprietary models and third-party managers, to support diverse client needs.
Peter S
Series 63, Series 65
Birmingham, AL
StoneX Advisors Inc.
Peter Saab is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at multiple StoneX entities since 2017 and prior experience at Cetera Investment Services and Regions Bank. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing various model-based strategies and third-party money managers to implement client portfolios.
Gibson B
Series 65
Vestavia Hills, AL
RFG Advisory, LLC
Gibson Bosworth is a Series 65-credentialed financial advisor with seven years of industry experience, currently serving at RFG Advisory, LLC since 2019. He previously worked at Fisher Investments and has experience outside finance owning and operating a freelance photography business. RFG Advisory is a multi-team registered investment adviser with 178 advisors managing approximately $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and access to a range of investment strategies, including proprietary models and alternative investments, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.
Stewart W
CFP®, Series 63, Series 65
Birmingham, AL
The Welch Group, LLC
Stewart Welch III is a CFP® professional with 34 years of experience in the financial services industry. He has been with The Welch Group, LLC since 1998 and previously worked at Welch Investments, LLC (formerly Fee-Only Planning Professionals, LLC) for 19 years. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to client objectives using a combination of fundamental, technical, and cyclical analysis.
Samuel C
Series 65
Vestavia Hills, AL
RFG Advisory, LLC
Samuel Clement is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at Oakworth Asset Management, Oakworth Capital Bank, and Auburn University. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, including actively managed and passive models, direct indexing, and alternative investments.
Katie H
Series 66
Vestavia Hills, AL
RFG Advisory, LLC
Katie Hammock is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with RFG Advisory since 2015 and also worked at LPL Financial from 2015 to 2018. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of model strategies and alternative investments, operating both internal and third-party platforms to implement discretionary, risk-managed portfolios.
Robert H
Series 63, Series 65
Birmingham, AL
StoneX Advisors Inc.
Robert Hendrickson is a financial advisor with StoneX Advisors Inc. in Sylacauga, AL, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2004. Outside of his advisory role, Hendrickson serves as president of the Kiwanis Club of Sylacauga and is involved in organizing local youth baseball activities through Coz Ball LLC. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers to support diverse client needs.
Christopher R
Series 66
Vestavia Hills, AL
RFG Advisory, LLC
Christopher Rogers is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining RFG Advisory, he worked at Ameriprise and Regions Bank, and he serves as a 2nd Lieutenant and Executive Officer in the Alabama National Guard. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a variety of investment strategies, including both proprietary and third-party models.
Matthew L
CFP®, Series 66
Vestavia Hills, AL
RFG Advisory, LLC
Matthew Leahy is a CFP® and Series 66 designated advisor with 10 years of experience. He is affiliated with RFG Advisory, LLC and has been associated with Investor's Resource since 2016. In addition to his financial advising work, he has entrepreneurial experience with MattnLina since 2015. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies with a focus on risk management and serves a diverse client base including investment companies and municipal clients.
Joseph G
Series 66
Birmingham, AL
Synovus Securities, Inc.
Joseph Griffin Jr. is a financial advisor with Synovus Securities, Inc. and holds a Series 66 designation. He has six years of industry experience and has worked at Synovus Securities and Synovus Bank since 2015. In 2026, he joined Pinnacle Bank, affiliated with Synovus Securities. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.
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520 advisors near
35004
within the area shown on the map
Out of 400,000+ nationwide