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Ashley E

Series 66

Decatur, AL

Edward Jones

Ashley Eubanks is a Series 66-licensed financial advisor with two years of industry experience, currently practicing at Edward Jones in Decatur, Alabama. Prior to her current role, she worked at BBVA Compass for three years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Women Professionals
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Maxime F

Series 66

Decatur, AL

LPL Financial

Maxime Faure is a financial advisor affiliated with LPL Financial and holds a Series 66 designation. He has two years of industry experience, including roles at Lentz Thompson Retirement Advisors and Securities America, Inc. Outside of his advisory work, he has been involved with Lentz Thompson Retirement Advisors in a business capacity related to LPL operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, portfolio management, and institutional platform solutions.

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

Series 63, Series 65

Decatur, AL

Morgan Stanley

Luci Woodard is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, Woodard serves as an election poll official for the Lawrence County Alabama Commission. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

General estate planning guidance
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Lori H

Series 63, Series 65

Decatur, AL

LPL Financial

Lori Hotung is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 32 years of industry experience. She has worked with LPL Financial since 2007 and previously with Citigroup Global Markets from 2002 to 2005. Hotung also serves as a notary public. 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 solutions including financial planning, model portfolio programs, and institutional platforms, with account management tailored by investment adviser representatives using various strategic and tactical approaches.

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

CFP®, Series 66

Decatur, AL

Wells Fargo Advisors

Ty Keenum is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Decatur, AL, and has nine years of industry experience. His prior roles include positions at Morgan Stanley, Progress Bank, SA Stone Wealth Management, and Wells Fargo Clearing. He serves on the finance committee of Wheeler Wildlife Refuge in Decatur. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored client recommendations.

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

Series 66

Decatur, AL

LPL Financial

Lori Mcalpin is a financial advisor with LPL Financial in Decatur, AL, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Morgan Stanley, CUNA Mutual Group, and CUNA Brokerage Services. She is also involved with Southeast Financial Wealth Management as a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Decatur, AL

Morgan Stanley

Jared Miller is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank, spanning from 2012 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with several specialized investment and trading activities.

General estate planning guidance
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Jason H

Series 66

Decatur, AL

LPL Financial

Jason Healy is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has prior experience at Cuna Mutual Group, CUNA Brokerage Services, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, 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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Cynthia S

CFP®, Series 66

Decatur, AL

Edward Jones

Cynthia Smith is a CFP® professional with 7 years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, she worked at GE Appliances from 2016 to 2018. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Richard T

CFP®, Series 63, Series 66

Decatur, AL

LPL Financial

Richard Thompson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He previously worked for Securities America Advisor, Inc. and Securities America, Inc. for 18 years, and spent three years at Amsouth Investment Management Company LLC. Thompson is also involved in tax preparation and accounting services through Lentz Thompson Retirement Advisors. 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, integrating model portfolios, third-party sub-advisors, and customized strategies with diverse asset allocation options.

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

Series 66

Decatur, AL

STIFEL

Benjamin Wyker is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 12 years before joining Stifel in 2026. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Eric J

Series 63, Series 66

Decatur, AL

Wells Fargo Advisors

Eric Johnson is a financial advisor with Wells Fargo Advisors in Decatur, Alabama, holding Series 63 and Series 66 licenses and with 27 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he owns a fishing charter business in Athens, Alabama. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting net-worth thresholds. The firm offers a broad range of planning services using proprietary research and tools, with options for clients to implement recommendations through multiple brokerage and 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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Chadwick S

Series 63, Series 66

Decatur, AL

LPL Financial

Chadwick Shull is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to his current role at LPL Financial since 2013, he worked at Merrill for one year and is also associated with Redstone Federal Credit Union since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, 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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