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Billy M

Series 63

Pisgah, AL

The McGriff Alliance

Billy Mcgriff is a financial advisor with The McGriff Alliance, holding a Series 63 designation and over 21 years of industry experience. His career includes long-term roles with Manufactures Life Insurance Company, Sage Ventures, Inc., and Mcgriff Dowdy & Associates, P.C. He serves as a trustee of a charitable trust and is involved in real estate development and tax and accounting services. The McGriff Alliance provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and investment company clients. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and sponsoring private pooled funds focused on life settlements.

General retirement planning General tax planning Annuities Wealth management
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Christopher R

Series 66, Series 65

Mentone, AL

Avidian Wealth Solutions

Christopher Russell is a financial advisor at Avidian Wealth Solutions with 15 years of industry experience. His prior roles include positions at Cadence Bank, LPL Financial, and Linscomb and Williams. He serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios and is known for its active involvement with pooled and private funds.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Tara N

Series 65, Series 63

Scottsboro, AL

Cambridge Investment Research Advisors

Tara Nicholas is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kovack Securities, Inc. and Nicholas Financial Services. Outside of her advisory work, she serves as a committee member for St. Luke’s Episcopal Church in Scottsboro, AL. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Joseph G

Series 66

Scottsboro, AL

Raymond James Financial

Joseph Gilbert is a financial advisor with Raymond James Financial in Scottsboro, Alabama, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Edward Jones, Cetera Investment Services, Regions Bank, and United Johnson Brothers of Alabama. Outside of his advisory work, he serves as Treasurer of the Board of Deacons at Scottsboro Cumberland Presbyterian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and offers unique municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rebecca K

Series 66

Scottsboro, AL

Edward Jones

Rebecca Kilgore is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Series 63, Series 65

Scottsboro, AL

Cambridge Investment Research Advisors

David Nicholas is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He previously worked for 15 years at Kovack Advisors, Inc. and Kovack Securities, Inc. Nicholas is a licensed notary in Scottsboro, Alabama. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using multiple custody platforms and a range of proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Tyler S

Series 66

Scottsboro, AL

Cetera

Tyler Shankles is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at Regions Bank and 1st Franklin Financial Corp. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers 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
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Malorie G

Series 66

Scottsboro, AL

Edward Jones

Malorie Griffith is a financial advisor at Edward Jones in Rainsville, Alabama, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she served on the Jackson County Board of Education and operated Griffith Interiors for over a decade. 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 along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Real estate investing Founder/Business Owner Executive Oil & Gas Real Estate Professional
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Jon B

CFP®, Series 66

Scottsboro, AL

Raymond James Financial

Jon Bergman is a CFP® professional affiliated with Raymond James Financial, with 17 years of industry experience. He has been with Raymond James Financial and its related entities since 2008. Outside of his advisory role, he is co-owner and branch manager of Cornerstone Investment Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mark C

Series 66

Scottsboro, AL

Raymond James Financial

Mark Chapman is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc., where he has worked since 2013, and was previously with Charter Investment Services, LLC from 2014 to 2017. Outside of his advisory role, Chapman serves on the Board of the Scottsboro Commercial Development Authority and owns a business managing mini-storage units and commercial properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical modeling and operates specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

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