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Christopher T

Series 66

Birmingham, AL

Somerset Advisory, LLC

Christopher Tieland is a financial advisor at Somerset Advisory, LLC with 23 years of industry experience. He holds a Series 66 license and has worked previously at firms including Rockefeller Financial LLC, Morgan Stanley Smith Barney, J.P. Morgan Securities, and Merrill. Somerset Advisory, LLC is a newly registered investment adviser that provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm offers integrated financial planning and portfolio management, emphasizing complex planning through a structured process and using a combination of fixed consulting fees and tiered asset-based management fees.

General retirement planning Charitable giving & philanthropy Wealth management Private / alternative investments Real estate investing Founder/Business Owner Women Professionals
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Ellen B

CFP®, Series 66

Birmingham, AL

Somerset Advisory, LLC

Ellen Bradford is a CFP® with eight years of industry experience, currently serving as an advisor at Somerset Advisory, LLC. Her career includes roles at Indivisible Partners, Hightower Securities, Wells Fargo Clearing Services, and UBS Financial Services. Somerset Advisory, LLC provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm focuses on complex financial planning through a structured process and offers discretionary portfolio management with a diversified approach including ETFs, mutual funds, equities, treasuries, and alternatives.

General retirement planning Charitable giving & philanthropy Wealth management Private / alternative investments Real estate investing Founder/Business Owner Women Professionals
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Emily L

Series 65

Birmingham, AL

Somerset Advisory, LLC

Emily Lassiter is a financial advisor at Somerset Advisory, LLC with six years of industry experience. She holds a Series 65 designation and has worked previously at Indivisible Partners, Hightower Advisors, Capital Strategies Group, Ronald Blue Trust, and the Fixed Point Foundation. Somerset Advisory, LLC provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm emphasizes complex financial planning through a structured process and combines fixed-fee planning with tiered asset-based management, typically managing diversified portfolios including ETFs, mutual funds, equities, treasuries, and alternatives.

General retirement planning Charitable giving & philanthropy Wealth management Private / alternative investments Real estate investing Founder/Business Owner Women Professionals
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Letitia S

Series 63, Series 65

Birmingham, AL

Somerset Advisory, LLC

Letitia Scalise is a financial advisor at Somerset Advisory, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Somerset Advisory, she worked at Indivisible Partners LLC, Quasar Distributors, LLC, and Torray Investment Partners LLC, where she was a partner and director of client relations and marketing. Somerset Advisory, LLC provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm offers integrated financial planning and investment management, combining fixed-fee planning with discretionary portfolio management across various asset classes and working with independent managers for alternative investments.

General retirement planning Charitable giving & philanthropy Wealth management Private / alternative investments Real estate investing Founder/Business Owner Women Professionals
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Lauren P

CFP®, Series 66

Birmingham, AL

Somerset Advisory, LLC

Lauren Pearson is a CFP® with 18 years of industry experience, currently serving at Somerset Advisory, LLC since 2026. Her prior roles include positions at Indivisible Partners, LLC, HighTower Advisors, LLC, HighTower Securities, LLC, and Merrill. She is involved with the YWCA Central Alabama as a junior board committee member and participates in the executive committee for Cornerstone Schools of Alabama. Somerset Advisory, LLC provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm offers integrated financial planning and portfolio management, using a structured CLARITIES process and discretionary asset allocation that includes ETFs, mutual funds, equities, treasuries, and alternatives.

General retirement planning Charitable giving & philanthropy Wealth management Private / alternative investments Real estate investing Founder/Business Owner Women Professionals
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