Top college savings (529s, UTMA, etc.) financial advisors in Gadsden, AL

Carl Hart is a financial advisor with LPL Financial, holding CFP® and Series 63 credentials and bringing 28 years of industry experience. His work history includes roles at Cetera Advisor Networks, Summit Financial Group, Lincoln Investment, and Concourse Financial Group Securities. He has also operated The Money Coach, doing business as Money Matters, since 2014, and maintains involvement with Navigo, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Clayton Simmons is a CFP® professional with 30 years of industry experience, currently with Wells Fargo Advisors since 2021. His prior work includes five years with Wells Fargo Clearing and four years at Merrill. He holds partial ownership in two investment-related businesses based in Gadsden, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to choose whether to implement those recommendations through brokerage or advisory programs.

Thomas Smith is a CFP® with 33 years of experience in financial services, currently affiliated with Cetera. He has extensive prior experience at Avantax Insurance Services, LLC and Avantax Advisory Services. Smith has served in a civic capacity as secretary and treasurer of the Kiwanis club. He also prepares personal income tax returns as part of his professional activities. Cetera Investment Advisers LLC is a multi-manager platform serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using discretionary and non-discretionary authorities across various program structures.

Michael Robinson is a ChFC® credentialed financial advisor at Edward Jones with 13 years of industry experience. He has worked at Edward Jones since 2015, following previous roles at Merrill and Cetera. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brandon Ashley is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities and Pruco Securities LLC, as well as The Prudential Insurance Company of America. Outside of his advisory role, he owns and operates American Wealth Management, offering insurance products including accident, health, life insurance, and Medicare supplements. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, investment advisory services, and access to various managed account solutions. The firm employs a range of asset-allocation tools and supports a broad spectrum of investment vehicles across discretionary and non-discretionary management platforms.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.