Professional Advisors
The HudsonAlpha Professional Advisors Council is comprised of some of the community’s top legal, wealth management, accounting and estate planning professionals. The group was created to help grow the Foundation’s planned giving program and increase membership in HudsonAlpha’s Double Helix Society. The Double Helix Society is a donor recognition program for individuals who include HudsonAlpha in their estate plans.
The Council advises the HudsonAlpha Foundation on changing needs of professional advisors and helps to broaden the circle of advisors who may recommend HudsonAlpha as an outlet for their long-term philanthropic goals.
Members attend educational lunch-and-learn sessions three times a year. Membership is by invitation only. For more information contact Jeff Moore at jemoore@hudsonalpha.org.
Professional Advisors Directory
| First Name | Last Name | Organization | Title | Phone # | |
| Liz | Abel | Lanier Ford | Attorney | 256-535-1100 | ewa@lanierford.com |
| Mae | Adams | ServisFirst Bank | Private Banking Officer | 256-722-7855 | MAdams@servisfirstbank.com |
| Alan | Bibb | Melvin, Bibb, Segars & Associates, P.C. | CPA, Partner | 256-533-7040 | abibb@mbs-cpa.com |
| Jack | Burwell | Jackson P. Burwell PC | Attorney | 256-533-5300 | jackson.burwell@att.net |
| Ben | Calvert | Synovus | Financial Advisor | 256-551-3392 | bencalvert@synovus.com |
| Bryan | Cole | Riverfront Wealth Management | Financial Advisor, Managing Partner | 256-564-6468 | Bryan.cole@riverfront-wm.com |
| Shanna Marie | David | Horace Mann | Regional Sales Representative | 256-804-8926 | shanna.david@horacemann.com |
| Daryl | Davis | Leo Law Firm | Managing Partner | 256-539-6000 | ddavis@leo-law.com |
| Paul | Frederick | MaynardNexsen | Of Counsel Estate, Tax & Business Planning | 256-512-0104 | pfrederick@MaynardNexsen.com |
| Richard | Gregory | Midtown Wealth Partners | Wealth Partner | 256-444-6199 | rgregory@midtownwp.com |
| Stephanie | Hendon | Edward Jones | Financial Advisor | 256-217-1556 | stephanie.hendon@edwardjones.com |
| Russ | Henshaw | Madison Street Wealth Advisors of Raymond James | First Vice President, Investments Financial Advisor | 256-947-5102 | Russ.Henshaw@raymondjames.com |
| Chris | Hinson | Hinson & Hinson Attorneys at Law | Attorney | 256-382-5863 | chinson@hinsonlaw.com |
| Brian | Hinson | Savant Wealth Management | Managing Partner | 256.970.6890 | bhinson@savantwealth.com |
| Mike | Johnston | Bryant Bank | Huntsville City President | 256-535-1046 | mike.johnston@bryantbank.com |
| Brian | Jones | Riverfront Wealth Management | Finacial Advisor, Managing Partner | 256-898-6334 | Brian.jones@riverfront-wm.com |
| Charles | Jones | Merrill Lynch | Senior Vice President, Certified Financial Planner | 256-650-2428 | charles_jones2@ml.com |
| Pennie | Keene | Morgan Stanley | Senior Vice President, Financial Advisor | 256-690-5801 | penelope.keene@morganstanley.com |
| Phillips | Kling | Madison Street Wealth Advisors of Raymond James | Financial Advisor | 256-947-5091 | phillips.kling@raymondjames.com |
| James | Lancaster | Regions Bank | Financial Advisor | 205-233-1469 | james.lancaster@regions.com |
| Jason | Landers | Keel Point | Senior Wealth Advisor | 256-704-5111 | jlanders@keelpoint.com |
| Scott | Ludwig | Bradley Arant Boult Cummings, LLP | Attorney, Partner | 256-517-5100 | sludwig@bradley.com |
| Doug | Martinson | Martinson & Beason, PC | Attorney, Partner | 256-533-1667 | sludwig@bradley.com |
| Todd | McBride | Morgan Stanley – The Monte Sano Group | Senior Vice President | 256-519-4040 | todd.o.mcbride@morganstanley.com |
| Jared | Miller | Morgan Stanley – The Monte Sano Group | Vice President, Financial Advisor, Senior Portfolio Manager | 256-552-9455 | jared.miller@morganstanley.com |
| Riley | Parker | PNC Bank | VP, SR. Relationship Strategist | 256-532-6140 | riley.parker@pnc.com |
| JoAnn | Perez | Perez Law, P.C. | Founder & Estate Planning Attorney | 256-536-3890 | jperez@perezlaw.us |
| Alex | Pols | Morgan Stanley – Pols/Mantooth Group | Financial Advisor | 256-690-5479 | alexander.pols@morganstanley.com |
| Gene | Pospicil | Raymond James – Financial Strategies Group | Senior Managing Member, Branch Manager | 256-705-0300 | gene.pospicil@raymondjames.com |
| Kristie | Ray | Bryant Bank | Senior Vice President Private Banking | 256-535-1057 | kristie.ray@bryantbank.com |
| Clay | Roundtree | Pinnacle Financial Partners | Senior Vice President | 256-694-9325 | clay.roundtree@pnfp.com |
| Chris | Russell | Avidian Wealth Solutions | Wealth Advisor | 256-214-9713 | chrisrussell@avidianwealth.com |
| Allyson | Sanders | SmartBank | Private Banker | 256-508-7907 | allyson.sanders@smartbank.com |
| Mike | Segars | Melvin, Bibb, Segars & Associates | CPA | 256-533-7040 | mike@mbs-cpa.com |
| Jared | Sharp | Warren Averett, LLC | CPA | 256-713-2658 | jared.sharp@warrenaverett.com |
| Patrick | Shields | The Shields Group at Morgan Stanley | Financial Advisor | 256-690-5580 | patrick.shields@morganstanley.com |
| Tim | Sieja | Thrivent Financial | Financial Associate | 256-883-5509 | tim.sieja@thrivent.com |
| Brandy | Smith | Renasant Bank | Sr. Vice President | 256-722-7824 | bbrannon@renasant.com |
| Jessica | Smith | Longview Financial Advisors | President | 256-534-1196 | jessica@longviewfa.com |
| Will | Smith | Smith Thornton Advisors | Director of Wealth Management, CFA | 256-715-7715 | will.smith@smiththornton.com |
| Amy | Stapler | BMSS Advisors & CPAs | CPA, Member | 256-964-9797 | astapler@bmss.com |
| Grant | Thomson | Morgan Stanley | First Vice President, Investment Management Consultant | 256-535-2852 | grant.thomson@morganstanley.com |
| John | Watts | Madison Street Wealth Advisors of Raymond James | Managing Director, Investments | 256-947-5100 | john.p.watts@raymondjames.com |
| Leslie | Watts | Merit Bank | Vice President / Private Banking Office | 256-692-8738 | leslie.watts@meritbank.com |
| Amanda | Weaver | Bank Independent | SVP, Private Banking Leader | 256- 532-1036 | aweaver@bibank.com |
| Tasha | Webie | Principal | Financial Advisor | 205-734-4072 | webie.tasha@principal.com |
| Ray | White | Warren Averett, LLC | CPA, Managing Member | 256-713-2686 | raywhitecpa@gmail.com |
| Greg | Whitehead | Melvin, Bibb, Segars & Associates, P.C. | CPA, Associate Partner | 256-533-7040 | greg@mbs-cpa.com |
| Jeff | Wilson | Life Steps Bank & Trust | Vice President Banking Executive | 256-337-5701 | jeff.wilson@lifestepsbank.com |
| Lori | Womack | Womack & Associates, LLC | CPA | 256-534-1360 | lwomack@womackassociatesllc.com |
The HudsonAlpha Foundation, a 501(c)(3) nonprofit organization, is the supporting entity for the HudsonAlpha Institute for Biotechnology. Tax-deductible contributions to the foundation are for the sole purpose of advancing the mission of the HudsonAlpha Institute for Biotechnology.
Tax identification #27-2320591
