Seasoned financial advisors in Enterprise, AL

Samantha Bichsel is a Series 66-licensed financial advisor with Raymond James & Associates, where she has worked since 2021. She has three years of industry experience and previously worked at The Park Preschool at Trenton Crossing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Clarence Carroll is a Series 65-registered financial advisor with Attainable Wealth LLC in Enterprise, AL, where he has worked since 2018. He has 10 years of industry experience, including two years at Invest Wise, LLC, and a 32-year career in the United States Army. Attainable Wealth provides personalized investment advice and financial planning primarily to individual clients, as well as high-net-worth, business, and charitable clients. The firm operates as a co-advisor with Matson Money, using Modern Portfolio and Efficient Market principles to guide asset allocation and rebalancing, and offers free public seminars and workshops.

William Haskins is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. His background includes roles at LPL Financial, RFG Advisory, and Private Client Services. Outside of his advisory work, he serves as president of a local youth baseball league, organizing schedules and supervising team activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized investment plans and multiple managed account options. The firm offers portfolio reporting and integrates an in-house portfolio team that supports advisors with models, strategies, and trade execution across various asset classes.

Michael Thomas Jr. is a financial advisor at Vanderbilt Advisory Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2025. In addition to his advisory role, he serves as a Deputy Brigade Commander and aviation officer in the US Army Reserve. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering a comprehensive advisory and plan-administration platform.

Janet Marshall is a financial advisor with Edward Jones in Enterprise, Alabama. She holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones in 2023, she worked for seven years at All In Credit Union. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.