CFP®-certified financial advisors in Florence, AL

Adam Mc Collum is a financial advisor at Edward Jones in Florence, AL, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at Shoals Outdoor Sports for six years and had brief roles at CBS Bank and Sky Zone Florence. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment services, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branches.

Linda Spry is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at firms including Sagepoint Financial, Securian Financial Services, Minnesota Life Insurance, and Metropolitan Life Insurance Company. She is a senior partner of Legacy Capital Advisors LLC in Florence, Alabama. OSAIC serves a diverse range of retail and institutional clients with integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm uses asset-allocation tools and automated rebalancing to construct portfolios that include a wide variety of asset classes.

Micheal Byers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He previously worked at Coker & Palmer for 16 years and is currently affiliated with Byers Poland Reeves Wealth Partners. His other business activities include fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, personalized indexing, and various managed account solutions, supported by operations, trading, technology, compliance, and practice-management resources.

Samuel Wallace is a financial advisor at Ameriprise in Florence, AL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at The Donut Shoppe and Northgate Pharmacy, as well as an academic position at the University of North Alabama. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports clients through a centralized retirement-income consulting team.

Timothy Akers is a financial advisor at Truist Advisory Services with Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. He is based in Florence, Alabama. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a mix of discretionary and non-discretionary solutions, supported by third-party platform relationships and an AI-enabled equity research team.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

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.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.