Top income planning 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.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.