Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,376 advisors near
35209

Out of 400,000+ nationwide

user avatar
firm logo

Kenneth C

Series 66

Hoover, AL

Cetera

Kenneth Cobb is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His career includes roles at Regions Bank and various firms in finance and real estate. Outside of advising, he serves as a littler control supervisor during the Masters Golf Tournament at Augusta National Golf Club one week each year. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It serves a diverse client base ranging from individual investors to institutional accounts, offering multiple portfolio management options and financial planning services through a multi-manager platform.

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

Adam V

Series 63, Series 65

Birmingham, AL

LPL Financial

Adam Vansant is a financial advisor with LPL Financial based in Birmingham, Alabama. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Vansant has been affiliated with both LPL Financial and FI Plan Partners since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, 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
user avatar
firm logo

Brennen S

Series 66

Vestavia Hills, AL

Raymond James Financial

Brennen Stewart is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Wealthcare Advisory Partners LLC and LPL Financial LLC. Outside of finance, he owns Stewart Strength and Conditioning, LLC, providing strength and conditioning training to athletes and the general population. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Ferrell O

Series 66

Adamsville, AL

LPL Enterprise

Ferrell Oden II is a financial advisor at LPL Enterprise with a Series 66 credential. He began his advisory career in 2025 and previously worked at Klutch Konsultants and Target. Oden also holds a role related to non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
user avatar
firm logo

Jennifer E

Series 66

Birmingham, AL

Morgan Stanley

Jennifer Eagan is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 14 years. Outside of her advisory role, she owns a photography business through which she occasionally takes pictures for friends and family. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
firm logo

Zenko H

Series 66

Birmingham, AL

Merrill

Zenko Hrynkiw is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving individuals and businesses in developing strategies to pursue their financial goals. Since beginning his career in 2014, Zenko emphasizes transparency and client-centered service, working to capture market opportunities while managing downside risk. His approach involves creating personalized financial strategies tailored to each client's priorities, with a focus on areas such as personal retirement planning, philanthropic planning, small business strategies, and retirement income. Zenko holds a Bachelor's Degree from Auburn University and an MBA from the University of Alabama System. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his expertise in providing comprehensive wealth management advice. Residing in Birmingham with his wife Jessie and their son ZJ, Zenko enjoys football, tennis, and spending time with his family. His professional philosophy centers on partnering closely with clients to develop strategies aligned with their long-term objectives.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Business ownership considerations Parents
user avatar
firm logo

Laquita S

Series 66

Birmingham, AL

Raymond James & Associates

Laquita Smith is a financial advisor with Raymond James & Associates in Birmingham, AL. She holds a Series 66 designation and has 17 years of industry experience, including 13 years at Raymond James & Associates. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jordyn R

Series 66

Birmingham, AL

Raymond James & Associates

Jordyn Rosier is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Emeel S

Series 63

Birmingham, AL

Cambridge Investment Research Advisors

Emeel Salem is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds the Series 63 designation and previously worked at MML Investors Services, Inc. and Massmutual Life Insurance Company. Salem also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Brandon M

Series 63, Series 65

Birmingham, AL

Morgan Stanley

Brandon Marsh is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Morgan Stanley since 2014 and previously worked for Morgan Stanley Private Bank, National Association, starting in 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include retail and institutional investment solutions.

General estate planning guidance
user avatar
firm logo

Edward B

Series 63, Series 66

Hoover, AL

Cetera

Edward Butler is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliates since 2016. He also operates Butler Financial, LLC, a separate business he has managed since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a multi-manager platform. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party investment managers.

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

Steven H

Series 63

Vestavia, AL

Ameriprise

Steven Hudson is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hudson serves on several nonprofit and community boards, including as President of the Alabama Golf Association and as a board member of FCA North Central Alabama. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Craig V

Series 66

Birmingham, AL

Raymond James & Associates

Craig Vinson Jr. is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services. Outside of his advisory role, he is the owner of Granville Interiors, LLC, where he consults part-time on advertising, inventory management, and customer engagement for small retailers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting services through a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Chase G

Series 66

Birmingham, AL

Raymond James & Associates

Chase Gore is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013 and holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Bonnye P

Series 63, Series 65

Birmingham, AL

Merrill

Bonnye Paul is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1991. Prior to her current role, she worked at Bank of America, N.A. for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Dustin M

Series 65, Series 63

Birmingham, AL

LPL Financial

Dustin Mc Nutt is a financial advisor with LPL Financial in Birmingham, AL, holding Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in healthcare business ventures including Vital Care of South Dallas and South Dallas Infusion LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research tools and a broad range of investment strategies.

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

Jonathan C

Series 63, Series 65

Mountain Brook, AL

Cetera

Jonathan Cunningham is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes 14 years at LPL Financial and one year at Ameriprise. He also owns Cunningham Financial Group, LLC, through which he manages an advisory business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms that combine affiliated and third-party strategies across various program structures.

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

Douglas G

Series 63, Series 66

Vestavia Hills, AL

Edward Jones

Douglas Green is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Timothy D

CFP®, Series 66

Hoover, AL

Edward Jones

Timothy Dolan is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he is a joint owner of a rental property in Hoover, Alabama. 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, supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Richard V

Series 66

Birmingham, AL

Morgan Stanley

Richard Vise is a financial advisor with Morgan Stanley in Birmingham, Alabama, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is a member of Watson Creek Properties, LLC, involved in agricultural business activities. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools supported by the Global Investment Committee’s return estimates and modeling techniques.

General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")