CFP®-certified financial advisors in Scottsboro, AL

Tara Nicholas is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kovack Securities, Inc. and Nicholas Financial Services. Outside of her advisory work, she serves as a committee member for St. Luke’s Episcopal Church in Scottsboro, AL. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and model-based solutions tailored to client objectives.

Rebecca Kilgore is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Tyler Shankles is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at Regions Bank and 1st Franklin Financial Corp. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across various program structures.

Billy Mcgriff is a financial advisor with The McGriff Alliance, holding a Series 63 designation and over 21 years of industry experience. His career includes long-term roles with Manufactures Life Insurance Company, Sage Ventures, Inc., and Mcgriff Dowdy & Associates, P.C. He serves as a trustee of a charitable trust and is involved in real estate development and tax and accounting services. The McGriff Alliance provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and investment company clients. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and sponsoring private pooled funds focused on life settlements.

Jon Bergman is a CFP® professional affiliated with Raymond James Financial, with 17 years of industry experience. He has been with Raymond James Financial and its related entities since 2008. Outside of his advisory role, he is co-owner and branch manager of Cornerstone Investment Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

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.