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Matt M

Series 63, Series 65

Decatur, AL

Wells Fargo Advisors

Matt Morris is a financial advisor at Wells Fargo Advisors in Decatur, Alabama, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bank of America, Merrill, FirstBank, and various Wells Fargo entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, with clients choosing whether to implement these through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Shelley B

Series 63, Series 66

Decatur, AL

Wells Fargo Advisors

Shelley Byrd is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing. Outside of her advisory role, she has ownership interests in several investment-related entities, including Riverfront Wealth Management LLC and SB Endeavors, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with recommendations delivered through client meetings and summary letters, and integrates advisory services with multiple financial product offerings and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Melissa W

Series 65, Series 66

Hartselle, AL

Cambridge Investment Research Advisors

Melissa Wenger is a financial advisor with Cambridge Investment Research Advisors in Hartselle, Alabama. She holds Series 65 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at Klaas Financial Asset Advisors LLC, Investacorp Inc., and Securities America, Inc. Wenger is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plan sponsors, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing both proprietary and third-party strategies across various custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Alfred E

Series 63, Series 66

Decatur, AL

LPL Financial

Alfred Eddy is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has served at LPL Financial since 2006. Eddy is also an endorsed local provider for Dave Ramsey, teaching clients about mutual funds and investment types. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kevin S

Series 63, Series 65

Decatur, AL

LPL Financial

Kevin Stuart is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, PNC Wealth Management, and Morgan Keegan & Company. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Pamela H

ChFC®, Series 63, Series 65

Decatur, AL

Wells Fargo Advisors

Pamela Holtzclaw is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved with a family foundation and serves on the finance committee of a local church. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by proprietary research and planning tools. The firm serves clients who meet specific net-worth criteria and delivers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Debbie B

Series 66

Decatur, AL

Wells Fargo Advisors

Debbie Bradford is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations through a network of financial advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert C

CFP®, Series 63

Decatur, AL

Raymond James Financial

Robert Carden is a CFP® professional with 33 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and previously was involved with Wealth Advisory Group Properties, LLC as a part owner. Outside of his advisory role, he is a partner and branch manager at StoneBridge Wealth Management. 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, corporations, and institutional accounts. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joseph M

Series 63, Series 65

Decatur, AL

LPL Financial

Joseph Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He previously worked at Raymond James & Associates, Morgan Keegan & Company, LLC, and Citigroup Global Markets. Montgomery is involved with The Albany Group, LLC, a business entity for tax and investment purposes. 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 options, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Stacy T

Series 66

Decatur, AL

Edward Jones

Stacy Turney is a financial advisor with Edward Jones in Decatur, Alabama, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at SS Heavy Haul and Church at the Crossing. Outside of her advisory role, Turney is co-owner of Seven Ridges Farm, where she sells firewood, and serves as committee chairman for the nonprofit Center Springs Cemetery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Tracey H

Series 63, Series 65

Decatur, AL

Wells Fargo Advisors

Tracey Hendrix is a financial advisor with Wells Fargo Advisors in Decatur, Alabama, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with various Wells Fargo entities since 2009. Outside of her advisory work, she owns J4 Holdings, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options and leveraging Wells Fargo research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Redus T

Series 66

Decatur, AL

LPL Financial

Redus Tittle is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he served for ten years with the U.S. Army Aviation and Missile Command. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nicholas N

Series 66

Decatur, AL

Morgan Stanley

Nicholas Newton is a financial advisor at Morgan Stanley in Decatur, AL, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked for ten years at the Tennessee Valley Authority. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

General estate planning guidance
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Micah L

Series 63, Series 65

Decatur, AL

Morgan Stanley

Micah Lowry is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved in managing a vacation rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and models various outcomes to assist clients, while generally acting in an advisory capacity without providing specific security recommendations as part of their standalone planning services.

General estate planning guidance
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James B

Series 66

Decatur, AL

Wells Fargo Advisors

James Barnett is a financial advisor with Wells Fargo Advisors in Decatur, Alabama, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he has a 25% ownership interest in a family farm. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and fee-based financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Thomas R

Series 63

Decatur, AL

Wells Fargo Advisors

Thomas Ross is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 45 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, Ross serves as power of attorney for a family member and owns an investment-related entity, TTR Investments Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dudley D

Series 63, Series 65

Decatur, AL

Wells Fargo Advisors

Dudley Dupuis is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current role. Outside of finance, he owns and operates JL Farms, a cattle farm in Florence, AL, where he is involved in growing and selling hay. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ronald C

Series 66

Decatur, AL

Morgan Stanley

Ronald Clark Jr. is a financial advisor with Morgan Stanley in Decatur, AL, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Outside of finance, he is a shareholder in a pediatric care business and advises a local church on mutual fund investments. Morgan Stanley Wealth Management is a large institution providing a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Scott L

Series 66

Decatur, AL

Cetera

Scott Laslo is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 66 designation and has been with Cetera and Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, supporting various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brooks C

Series 66

Decatur, AL

Wells Fargo Advisors

Brooks Collins is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he has ownership interests in several family farming operations and agricultural ventures in Alabama. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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