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

Professional Advisors Directory
First Name Last Name Organization Title Phone # Email
Liz Abel Lanier Ford Attorney 256-535-1100
Mae Adams ServisFirst Bank Private Banking Officer 256-722-7855
Tom Albright BMSS Advisors & CPAs CPA, Member 256-964-9800
Gary Anglin Anglin Reichman Armstrong Managing Partner 256-533-1040
Alan Bibb Melvin, Bibb, Segars & Associates, P.C. CPA, Partner 256-533-7040
JEP Buchanan United Community Bank SVP, President 256-319-3612
Jack Burwell Jackson P. Burwell PC Attorney 256-533-5300
Ben Calvert Synovus Financial Advisor 256-551-3392
Joe Campbell Baker Donelson General Counsel for Huntsville Hospital 256-535-1100
Wes Clayton Twickenham Advisors Founder, Managing Director, Partner 256-213-1150
Bryan Cole Riverfront Wealth Management Finacial Advisor, Managing Partner 256-898-6334
Shanna Marie David New York Life Insurance Financial Professional & Insurance Agent 256-293-5339
Daryl Davis Leo Law Firm Managing Partner 256-539-6000
Christel Dunn Stanley Dunn Wealth Management Group Vice President 256-650-2462
Dick Fountain Valent Group LLC Senior Vice President 256-534-1944
Paul Frederick Maynard Cooper Gale Attorney 256-536-3533
DeLynn Gower ServiceFirst Bank Senior Vice President, Private Banking Officer 256-722-7812
Richard Gregory Midtown Wealth Partners Wealth Partner 256-444-6199
Chris Helton Synovus Financial Advisor 256-551-3375
Stephanie Hendon Edward Jones Financial Advisor 256-217-1556
Chris Hinson Hinson & Hinson Attorneys at Law Attorney 256-382-5863
Brian Hinson Bridgeworth + Savant Managing Partner 256.970.6890
Wilson Jeff Life Steps Bank & Trust Vice President Banking Executive 256-337-5701
Mike Johnston Bryant Bank Executive Vice President 256-535-1046
Brian Jones Riverfront Wealth Management Finacial Advisor, Managing Partner 256-898-6334
Charles Jones Merrill Lynch Senior Vice President, Certified Financial Planner 256-650-2428
Pennie Keene Morgan Stanley Senior Vice President, Financial Advisor 256-690-5801
Phillips Kling Madison Street Wealth Advisors of Raymond James Financial Advisor 256-947-5091
James Lancaster Regions Bank Financial Advisor 256-532-4654
Scott Ludwig Bradley Arant Boult Cummings, LLP Attorney, Partner 256-517-5100
Doug Martinson Martinson & Beason, PC Attorney, Partner 256-533-1667
Todd McAdams Warren Averett, LLC CPA 256-679-3390
Todd McBride Morgan Stanley – The Monte Sano Group Senior Vice President 256-519-4040
Alex Pols Morgan Stanley – Pols/Mantooth Group Financial Advisor 256-690-5479
Gene Pospicil Raymond James – Financial Strategies Group Senior Managing Member, Branch Manager 256-705-0300
Kristie Ray Bryant Bank Assistant Vice President 256-535-1057
Clay Roundtree SouthState Bank Private Banking Relationship Manager 256-534-7633
Chris Russell Linscomb & Williams Principal, Wealth Advisor 256-214-9713
Gary Saliba Pretium Valuation Group, LLC Principal & Co-Founder, Certified Financial Planner 256-539-3965
Allyson Sanders SmartBank Private Banker 256-508-7907
Mike Segars Melvin, Bibb, Segars & Associates CPA 256-533-7040
Jared Sharp Warren Averett, LLC CPA 256-713-2658
Patrick Shields The Shields Group at Morgan Stanley Financial Advisor 256-690-5580
Tim Sieja Thrivent Financial Financial Associate 256-883-5509
Brandy Smith Renasant Bank Sr. Vice President 256-722-7824
Christopher Smith Edward Jones Financial Advisor 256-850-3153
Jessica Smith Longview Financial Advisors President 256-534-1196
Grant Thomson Morgan Stanley First Vice President, Investment Management Consultant 256-535-2852
John Watts Madison Street Wealth Advisors of Raymond James Managing Director, Investments 256-947-5100
Leslie Watts Merit Bank Vice President Treasury Management Officer 256-692-8738
Amanda Weaver Bank Independent SVP, Private Banking Leader 256- 532-1036
Tasha Webie Merrill Lynch, Pierce, Fenner & Smith Inc. Financial Advisor 256-650-2436
Ray White Warren Averett, LLC CPA, Managing Member 256-713-2686
Greg Whitehead Melvin, Bibb, Segars & Associates, P.C. CPA, Associate Partner 256-533-7040
Lori Womack Womack & Associates, LLC CPA 256-534-1360

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