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

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.