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Joshua D

CFP®, Series 66

Madison, AL

LPL Financial

Joshua Daily is a CFP® with 13 years of industry experience, currently associated with LPL Financial in Madison, AL. He has worked at firms including Redstone Federal Credit Union, Cetera Investment Services, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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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® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for Securities America Advisor, Inc. and Securities America, Inc. for 18 years. Thompson is also involved in tax preparation and accounting services through his practice, Lentz Thompson Retirement Advisors, and owns Thompson Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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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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Hannah J

Series 66

Madison, AL

Edward Jones

Hannah Jenkins is a financial advisor at Edward Jones in Madison, AL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Nova Bank and has a background in education spanning from 2005 to 2019. She was also involved with Champion Cheer Athletics in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Real estate investing Engineering Professional Women's Finance Women Professionals
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Chadwick S

Series 63, Series 66

Decatur, AL

LPL Financial

Chadwick Shull is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 66 credentials and having 17 years of industry experience. He has been with LPL Financial since 2013 and also works in connection with Redstone Federal Credit Union since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Gunnar B

Series 66

Madison, AL

Edward Jones

Gunnar Birgisson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at WG Financial Group and Be Seen Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and has a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Government Employee Founder/Business Owner
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Jordan P

Series 63, Series 65

Madison, AL

LPL Enterprise

Jordan Pritchard is a financial advisor with LPL Enterprise in Madison, Alabama. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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