Top retirement income strategy 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.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.