Top retirement plans for business owners (SEP, solo 401k) 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, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for nine years and had roles at Raymond James Financial Services Advisors. Outside of his advisory work, he has involvement with an investment-related business called Railroad Investment Group. 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 both proprietary and third-party strategies.

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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

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.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.