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Thomas H

ChFC®, Series 63

Oneonta, AL

H2OLS Wealth Management Solutions LLC

Thomas Hampton is a financial advisor at H2OLS Wealth Management Solutions LLC, holding the ChFC® designation and a Series 63 license, with 38 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metlife Securities Inc. He is also an owner of The Fox Hill Inn Bed and Breakfast in Virginia. H2OLS Wealth Management Solutions provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a multi-disciplinary investment approach combining technical, fundamental, and quantitative analyses, offering discretionary portfolio management and pension consulting with an emphasis on documented risk and suitability.

Annuities Options & derivatives strategies Private / alternative investments
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Angela H

ChFC®, Series 63

Oneonta, AL

Eagle Strategies (NY Life)

Angela Henderson is a financial advisor with Eagle Strategies (NY Life) based in Oneonta, Alabama. She holds the ChFC® designation and a Series 63 license, and has three years of industry experience. Her background includes nearly two decades at The HomeTown Bank of Alabama and roles at Wilson, Gregory & Henderson, LLC as well as NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jessica L

Series 66, Series 63

Springville, AL

Edward Jones

Jessica Leopard is a financial advisor with Edward Jones in Springville, AL, holding Series 66 and Series 63 designations and four years of industry experience. Her prior roles include positions at Marstone and Bankers Life Securities, Inc., among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

Series 63

Oneonta, AL

Edward Jones

Lincoln Marcum is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2004 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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