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Justin W

CFP®, Series 66

Madison, AL

Edward Jones

Justin Wright is a CFP® professional with seven years of financial industry experience, currently serving as an advisor at Edward Jones since 2019. Prior to his advisory role, he worked for ten years at the Missile Defense Agency. Outside of finance, he is a co-owner and investor in a moving company based in Huntsville, AL. 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 and is notable for its large national network of advisors and branch offices, as well as affiliated services including trust, mutual funds, and securities-based lending.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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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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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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Davis W

Series 66

Madison, AL

Edward Jones

Davis Whitten is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he was involved in the pharmacy and lawn care businesses. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals and institutions, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Business Financial Management Military & Veterans Engineering Professional
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Maxime F

Series 66

Decatur, AL

LPL Financial

Maxime Faure is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked with Lentz Thompson Retirement Advisors, Securities America, Inc., and has experience in academic roles at Harding University and William Woods University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.

College savings (529s, UTMA, etc.)
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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 in Decatur, Alabama, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked with LPL Financial since 2007 and with Renasant Bank since 2005. Outside of her advisory role, she serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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 at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, CUNA Brokerage Services, and Southeast Financial Credit Union. 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 with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Thomas M

Series 66

Madison, AL

Edward Jones

Thomas Mitchell is a Series 66-licensed financial advisor with Edward Jones, based in Madison, AL. He has one year of experience in the industry and previously worked for TJX Companies for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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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Grant C

Series 66

Madison, AL

Edward Jones

Grant Chandler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at ServisFirst Bank and was involved with In Bloom Floral Design and the YMCA in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans
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Jason H

Series 66

Decatur, AL

LPL Financial

Jason Healy is a financial advisor with LPL Financial in Decatur, AL, holding a Series 66 designation and 16 years of industry experience. He has worked with Cuna Mutual Group and Cuna Brokerage Services since 2010 and joined LPL Financial in 2022. 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, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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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Brandon W

Series 63, Series 65

Madison, AL

Wells Fargo Clearing

Brandon White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and New York Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and offers both brokerage and advisory solutions based on research, analytics, and modern portfolio theory.

Retired Founder/Business Owner
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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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