CFP®-certified financial advisors in Opelika, AL

Kevin Grotlisch is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds the Series 66 designation and has worked at PNC Investments since 2017. Prior to that, he was with Cetera Investment Services and Regions Bank from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs.

Blake Henry is a financial advisor with LPL Financial in Opelika, AL, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at Raymond James Financial Services and Edward Jones. Henry is also involved in several investment-related business entities and acts as an insurance agent for non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both proprietary research and third-party model portfolios.

Tobin Ayers is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2016. Outside of his advisory role, he owns KT Financial Synergies LLC, a support company responsible for managing certain practice expenses and payroll functions. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals.

Carson Cooper is a CFP®-designated financial advisor with Edward Jones, based in Tuscumbia, AL, with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laurel Buckalew is a financial advisor with Insignia Wealth Advisory in Opelika, AL, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Edward Jones. She is a partial owner of Piedmont Fertilizer Company. Insignia Wealth Advisory provides wealth management services to individuals, charitable organizations, and corporate clients, offering both investment management and financial planning. The firm employs a combination of passive and active strategies, including fundamental and technical analysis, and serves a client base that includes institutional accounts with primarily non-discretionary asset management.

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.