Birmingham, AL Office

Jack Morris is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 66 designation and with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Allied Mineral Products, Inc., and Riverside Refractories, Inc. EverSource Wealth Advisors serves a diverse range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment platforms, and manages private market funds alongside providing back-office support and sub-advisory services.

David Curran is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining EverSource in 2023, he worked at Somerset Advisory from 2020 to 2023. Outside of his advisory work, he is the founder of Bernard Coaching Company, where he provides life and budget coaching. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, and uses multiple investment programs and an investor profiling process to tailor advice.

Chase Boardman is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at BMSS Wesson Wealth Solutions and Keystone Wealth Partners. Chase also has experience outside finance, including roles at Liberty University and Bemus Point United Methodist Church. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and manages private pooled investments, supporting a national network of advisor representatives.

James Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Prior to joining EverSource in 2021, he worked at Bank of America and Merrill. EverSource Wealth Advisors serves individual and institutional clients with a range of wealth management, financial planning, and investment advisory services. The firm operates through a national network of advisors and offers multiple investment programs, including private markets and values-based strategies.

Tucker Bryan is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Stephens Inc., and Invista Advisors. His background includes a decade in education prior to entering the financial services field. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services, utilizing multiple investment programs and a values-based approach that includes Life Impact® Stewardship Planning and a private markets platform.

John Graybill is a Series 65 licensed financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He has previously worked at Evidence Wealth, Parity Financial, and The Home Depot. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of advisors. The firm utilizes multiple investment programs, including private markets and values-based strategies, and also provides turnkey asset management and sub-advisory services to independent RIAs.

Caleb Bagwell is a CFP® with 15 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2019. He previously worked for Commonwealth Financial Network from 2010 to 2019. In addition to his advisory role, Bagwell is a leadership coach and sole proprietor of LeaderWise Academy, where he offers speaking and training events focused on leadership and company culture. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm provides wealth management, financial planning, investment advisory, and consulting services, using multiple investment programs and a national network of advisors to deliver tailored advice and specialized platforms such as private markets and OCIO solutions.

Micah Darlington is a CFP® designated financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. His prior work includes roles at Home Federal Bank and Foothills Brokerage, as well as experience outside finance with Moxie Pest Control and Protomet Corporation. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management and sub-advisory services through a national network of investment advisor representatives using multiple investment platforms and values-based strategies.

Stephen Miller is a financial advisor at EverSource Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and independent RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management and sub-advisory services, utilizing multiple investment programs and a private markets platform.

John Burch is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at EverSource Wealth Advisors, LLC since 2019. Prior to that, he worked at Camelot Advisors, LLC for five years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a proprietary investor profiling process.

John Ashcraft is a financial advisor at EverSource Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Synolitec, LLC, Zivaro Holdings, Inc., Dish Network, S&P Global, and Tutor.com. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates and trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, delivering advice through multiple investment programs and a national network of advisor representatives.

Daniel Phillips is a CFP®, CFA®, and holds a Series 65 license, with 10 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2020 and previously spent four years with BMSS Wesson Wealth Solutions, LLC. EverSource Wealth Advisors serves individual and institutional clients, providing a range of wealth management, financial planning, and investment advisory services. The firm operates a national network of advisors and offers multiple investment platforms, including private markets and values-based strategies, while also acting as both an adviser to other RIAs and a manager of private pooled investments.

Rhonda Hitchcock is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at BMSS Wesson Wealth Solutions, LLC for eight years before joining Eversource. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations, offering wealth management, financial planning, and investment advisory services. The firm supports independent RIAs through turnkey asset management and sub-advisory services and utilizes a variety of investment programs, including private markets and values-based strategies.

Lewis Jones Jr. is a financial advisor at EverSource Wealth Advisors, LLC with six years of industry experience. He is also a partner at Haynes Downard LLP, a CPA firm where he has worked since 2000. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisor representatives.

James Murphy is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 credential with two years of industry experience. His prior roles include positions at Regions Bank, Bear Communications, Strategic Financial Partners, and MassMutual, among others. Outside of his advisory work, he serves as trustee of a spousal lifetime access trust for the Murphy Family Trust. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, broker-dealers, and retirement plans. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a values-based approach within a national network of advisors.