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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
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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 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Avantax Advisory Services. Outside of his advisory work, he owns Vital Care of South Dallas and operates 20-20 Accounting Solutions LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

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

Series 63, Series 65

Hoover, AL

Primerica Advisors

Stacy Murdoch is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993 and also operates EHR Financial Group, focusing on investment-related sales and affiliated product referrals. Additionally, she is an owner and partner of Lorna Ridge Group, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses third-party asset managers and a wrap-fee structure, emphasizing oversight and model curation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Amanda R

Series 66

Hoover, AL

Cetera

Amanda Reid is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has been with Cetera and its affiliate firms since 2013. In addition to her advisory role, she serves as an accounting manager for Regions Investment Services. Cetera Investment Advisers LLC offers a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement, corporate, charitable, and institutional clients with multi-manager portfolio options and varied program structures.

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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Asjha W

Series 63, Series 65

Alabaster, AL

Wells Fargo Clearing

Asjha White Silas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to her current role, she worked at Wells Fargo Bank, nA, BBVA, and several automotive dealerships. Outside of her advisory work, she also drives for Uber. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Clayton L

Series 66

Helena, AL

Edward Jones

Clayton Lake is a Series 66 licensed financial advisor at Edward Jones with six years at the firm and five years of industry experience. His prior work experience includes roles at HLW Pubs. LLC, Arch Global Precision, and Good People Brewing Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by one of the largest networks of financial advisors and branch offices in the industry.

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

Series 63, Series 65

Hoover, AL

Primerica Advisors

Morgan Choat is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and also operates CMJ Financial Group, which involves sales of investment-related products and certain home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Andrew M

ChFC®, Series 63, Series 65

Birmingham, AL

OSAIC

Andrew Martin is a financial advisor with OSAIC in Birmingham, AL, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, previously working at Lincoln Financial Securities, ProEquities, Inc., and First Protective Insurance Group. Martin is also the owner of Providence Benefits LLC, a business offering health insurance and various life insurance products. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jenny C

Series 65

Birmingham, AL

Clark Planning & Investment Advisory

Jenny Clark is a financial advisor at Clark Planning & Investment Advisory in Birmingham, AL, holding a Series 65 designation with 22 years of industry experience. She has been with Clark Planning & Investment Advisory since 2004. Clark Planning & Investment Advisory is a small firm with two advisors.

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Gary C

CFP®, ChFC®, Series 63

Birmingham, AL

Clark Planning & Investment Advisory

Gary Clark is a CFP® and ChFC® with 26 years of industry experience. He has worked at Clark Planning & Investment Advisory since 1978 and currently serves as secretary and treasurer of Immunology Laboratories Inc., a pre-clinical biotechnology firm he helped incorporate. Clark Planning & Investment Advisory is a small firm based in Birmingham, AL, with two advisors.

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