Sunburst Financial Group, LLC

Matthew Morris is a financial advisor at Sunburst Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Sunburst since 2016, following a year at Cambridge Investment Research, Inc. Outside of his advisory role, he is a fitness instructor at the YMCA of Birmingham. Sunburst Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing nearly $699 million for approximately 782 clients. The firm uses risk-based model portfolios combining active and passive management, with an emphasis on tax efficiency and a macro/micro allocation framework.

James Martin is a CFP® with 38 years of industry experience, currently serving as an advisor at Sunburst Financial Group, LLC since 2016. Prior to joining Sunburst, he worked at Cambridge Investment Research Advisors, Inc. for eight years. In addition to his advisory role, he operates as an independent insurance agent for various companies outside of his investment activities. Sunburst Financial Group is a six-advisor team managing nearly $699 million for individuals, pension plans, trusts, and other entities. The firm employs risk-based model portfolios developed with third-party consultants, focusing on tax efficiency and a blend of active and passive investment strategies.

John Martin is a financial advisor with Sunburst Financial Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Wallace Jordan Ratlifft & Brandt, LLC since 2019 and has been with Sunburst Financial Group since 2016. In addition to his advisory role, Martin is an estate planning attorney of counsel at Najjar Denaburg, P.C., where he advises clients on estate planning matters and represents them in probate and trust issues. Sunburst Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing just under $699 million for approximately 782 clients. The firm uses risk-based model portfolios developed with third-party consultants and emphasizes a combination of active and passive management, tax efficiency, and a macro/micro allocation framework.

Jonathan Winzeler is a CFP® and ChFC® with 25 years of industry experience. He has worked at Sunburst Financial Group, LLC since 2016 and previously spent eight years with Cambridge Investment Research Advisor, Inc. Outside of his advisory role, he serves as Treasurer for the Homewood Athletic Foundation in Birmingham, AL. Sunburst Financial Group is a six-advisor team managing nearly $699 million for individuals, trusts, charitable organizations, and business entities. The firm employs risk-based model portfolios and combines active and passive management with a focus on tax efficiency and a macro/micro allocation framework.

Robert Rhea is a CFP® and ChFC® with 27 years of industry experience. He has been with Sunburst Financial Group, LLC since 2016 and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also involved as an independent insurance agent. Sunburst Financial Group is a six-advisor team managing just under $699 million for approximately 782 clients, including individuals, pension plans, trusts, and charitable organizations. The firm uses risk-based model portfolios developed with third-party consultants and monitored internally, combining active and passive management with a focus on tax efficiency.

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 financial advisor at Sunburst Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Sunburst, he worked at Ernst & Young LLP, Stonegate Investment Group LLC, and Carr, Riggs and Ingram CPA and Advisors. Sunburst Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages nearly $699 million across a six-advisor team, offering financial planning, investment management, retirement plan consulting, and advice on legacy or held-away assets.