Invista Advisors

Jessica Hemard is a financial advisor at Invista Advisors in Montgomery, AL, holding the PFS™ designation with two years of industry experience. Her prior work includes roles at Machen McChesney, Opsahl Dawson, and Borland Benefield, P.C. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans, managing approximately $580.1 million in assets. The firm customizes portfolios and plans based on clients’ objectives and risk tolerance, utilizing an open-architecture platform and delivering services through both discretionary and non-discretionary models.

Michael Barranco is a financial advisor with Invista Advisors in Montgomery, Alabama, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked at McDonald & Hagen Wealth Management since 2018 and owns MB Consulting, an accounting-related services firm. Barranco serves as a board member for two community organizations, Wind Drift HOA and Wynlakes Golf & Country Club. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm customizes portfolios and plans based on client objectives and risk tolerance, managing approximately $580 million in assets with a notable emphasis on non-discretionary advisory services.

David Conoly is a financial advisor at Invista Advisors in Montgomery, AL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Collegiate Hotel and Auburn University. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580.1 million in assets and uses a combination of discretionary and non-discretionary strategies tailored to clients’ objectives and risk tolerance.

Carl McDonald is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 63 license and 36 years of industry experience. He founded McDonald Financial Services, LLC, which operates as Invista Advisors, and has been associated with LPL Financial since 2007. Outside of his advisory role, he is a business owner involved in ventures including a waste management company. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm customizes portfolios based on client objectives and risk tolerance, utilizing an open-architecture platform and managing a substantial portion of assets on a non-discretionary basis.

Donald Chastain is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 66 designation and 23 years of industry experience. He has been with Invista Advisors, formerly McDonald & Hagen Wealth Management, since 2016 and has also been associated with LPL Financial LLC since 2013. Outside of his advisory role, he is affiliated with Machen McChesney LLP, a CPA firm, where he participates in a CPA affiliate program. Invista Advisors provides investment management, financial planning, retirement-plan consulting, and hourly business consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580.1 million in assets, offering customized portfolios through an open-architecture platform with both discretionary and non-discretionary service models.

Michael Barranco is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 66 designation and 10 years of industry experience. He has worked at McDonald Financial Services LLC since 2017 and has been affiliated with LPL Financial since 2014. Outside of his advisory roles, Barranco teaches classes locally. Invista Advisors provides investment management, financial planning, retirement-plan consulting, and business consulting services to individuals, high-net-worth clients, trusts, and pension plans. The firm customizes portfolios and plans based on clients’ objectives and risk tolerance, offering both discretionary and non-discretionary service models through an open-architecture platform.

Mary Smith is a financial advisor with Invista Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Invista Advisors (formerly McDonald & Hagan Wealth Management) since 2016 and has also worked with LPL Financial since 2007. Invista Advisors provides investment management, financial planning, retirement-plan consulting, and hourly business consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580 million in assets and uses a combination of discretionary and non-discretionary strategies tailored to clients’ objectives and risk tolerance.

Lisa Free is a financial advisor with Invista Advisors, holding a Series 66 designation and 16 years of industry experience. She has worked at Invista Advisors since 2021 and has previous experience with McDonald Financial Services and LPL Financial. Outside of advisory work, she is an active writing agent with Advanced Risk Management Concepts, LLC. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580 million in assets and employs a customized, open-architecture approach, offering both discretionary and non-discretionary services.