Top financial advisors working with women professionals in Sylacauga, AL

James Carr is a financial advisor with Cetera in Columbiana, AL, holding a Series 66 designation and 10 years of industry experience. His prior employment includes roles at Mass Mutual Investors Services, E*TRADE Securities, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Michael Adair is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been affiliated with CNR Securities, LLC and Rochdale Investment Management since 2012. Outside of his advisory role, he serves as a board member for the University of Alabama Culverhouse School of Business and the Isabel Anderson Comer Museum & Arts Center, and he is involved with local community and utility boards in Sylacauga, Alabama. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and public entities, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs a multi-strategy investment process that integrates quantitative and fundamental analysis through proprietary tools to align portfolios with client objectives.

Jesse Gum is a financial advisor with Edward Jones in Sylacauga, AL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Edward Goodson is a financial advisor at Equitable Advisors with 22 years of industry experience. He has held positions at Morgan Stanley, including its Private Bank division, LPL Financial, and Chase Investment Services Corp. Aside from his advisory role, he serves as co-trustee of the Goodson Family 2013 Living Trust. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients with financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models implemented through third-party managers and LPL-sponsored programs, offering diversified investment solutions including mutual funds, ETFs, and alternative investments.

Isaiah Hileman is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Primerica Advisors, Valic Financial Advisors, and Agia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services that combine proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.