Seasoned financial advisors in Gadsden, AL

Carl Hart is a CFP® professional with 28 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2023, following four years at Cetera Advisor Networks LLC. Carl has also operated The Money Coach Dba Money Matters since 2014 and previously worked at Summit Financial Group Inc and Summit Brokerage Services. Outside of his advisory work, he is involved with Navigo, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining proprietary research and third-party solutions with both discretionary and non-discretionary management options.

Clayton Simmons is a CFP® professional with 29 years of industry experience, currently with Wells Fargo Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds partial ownership in two investment-related businesses, Simmons & Starzl Wealth Management LLC and Baystreet Management LLC, both based in Gadsden, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, providing clients with discretionary implementation options across various brokerage and 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 financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Brandon Ashley is a financial advisor with OSAIC in Gadsden, Alabama, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining OSAIC in 2025, he 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 American Wealth Management, which offers various insurance products. OSAIC serves a wide range of clients, including retail and institutional investors, through a large network of advisers and multiple platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessment, and third-party money managers to construct diversified portfolios.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.