Top financial advisors working with founders and business owners 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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.