Top college savings (529s, UTMA, etc.) 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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.