Top financial advisors working with high-net-worth individuals 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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.