Sunburst Financial Group, LLC

Blair Herrington is a financial advisor with Sunburst Financial Group, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to Sunburst, he worked at First Bank and PwC, with additional experience at The University of Alabama. Sunburst Financial Group serves individual and institutional clients, including a wide range of high-net-worth and non-high-net-worth individuals, as well as pension plans, trusts, estates, charities, and business entities. The firm employs a long-term, asset-allocation focused approach that incorporates both active and passive management strategies and emphasizes tax efficiency and expense control.

Matthew Morris is a financial advisor at Sunburst Financial Group, LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Sunburst Financial Group since 2016. Outside of his advisory role, he serves as a fitness instructor for the YMCA of Birmingham. Sunburst Financial Group serves individual and institutional clients, managing over $808 million in assets. The firm employs a long-term, asset-allocation centered approach that combines active and passive strategies with an emphasis on tax efficiency and expense control.

James Martin is a CFP® with 38 years of industry experience and has been with Sunburst Financial Group, LLC since 2016. He is also a licensed independent insurance agent representing various independent insurance companies. Sunburst Financial Group serves a diverse client base including individuals, institutions, pension plans, trusts, estates, charities, and business entities. The firm employs a long-term, asset-allocation focused approach that incorporates both active and passive management strategies while emphasizing tax efficiency and expense control.

John Martin is a financial advisor with Sunburst Financial Group, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Wallace Jordan Ratlifft & Brandt, LLC since 2019 and at Sunburst Financial Group since 2016. In addition to his advisory role, Martin is an estate planning attorney of counsel at Najjar Denaburg, PC, where he advises clients on estate planning and represents them in probate and trust matters. Sunburst Financial Group serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charities. The firm uses a long-term, asset-allocation centered approach that blends active and passive management with a focus on tax efficiency and expense control.

Jonathan Winzeler is a financial advisor with Sunburst Financial Group, LLC, holding the CFP® and ChFC® designations and 25 years of industry experience. He has been with Sunburst Financial Group since 2016. Outside of his advisory role, he serves as Treasurer for the Homewood Athletic Foundation in Birmingham, Alabama. Sunburst Financial Group serves individual and institutional clients across various asset levels, offering financial planning, consulting, portfolio management, and retirement plan consulting. The firm employs a long-term, asset-allocation centered investment approach that blends active and passive strategies with an emphasis on tax efficiency and expense control.

Robert Rhea is a CFP® and ChFC® with 28 years of industry experience. He is currently a financial advisor at Sunburst Financial Group, LLC, where he has worked since 2016. Outside of his advisory role, he is an independent insurance agent and a limited partner in family real estate holdings. Sunburst Financial Group serves individual and institutional clients, offering financial planning, consulting, portfolio management, and retirement plan consulting. The firm employs a long-term, asset-allocation centered approach that integrates active and passive strategies with an emphasis on tax efficiency and expense control.

Zachary Bullock is a CFP® with five years of industry experience, currently serving at Sunburst Financial Group, LLC. His prior experience includes roles at Carlyle and PwC. Outside of his advisory work, he is a 50% owner of LE WEEKEND STUDIO LLC, a women's fashion retail business. Sunburst Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages just under $699 million across a six-advisor team, offering financial planning, investment management, retirement plan consulting, and advice on legacy or held-away assets using risk-based model portfolios and a macro/micro allocation framework.

Davis Ennis is a CFP® and holds a Series 65 license, currently with Sunburst Financial Group, LLC. He has one year of industry experience, including roles at Ernst & Young LLP and Stonegate Investment Group LLC. Sunburst Financial Group serves individual and institutional clients with financial planning, consulting, portfolio management, and retirement plan consulting. The firm employs a long-term, asset-allocation focused approach that blends active and passive strategies, emphasizing tax efficiency and expense control.