ADVISOR BIO

Aaron Michael Nelson is an Investment Advisor Representative at Waverly Advisors, LLC. Aaron has been in the financial services industry since 2001 and has a broad range of experience in the industry. Aaron holds the Series 3, Series 7, and Series 66 licenses. Aaron has previous experience with Stanford Group Company, Morgan Keegan & Company, Inc. and Robert W. Baird & Co. Incorporated. Aaron is registered to provide investment advisory services in Alabama, Florida, and Georgia.

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ADVISOR BIO

Aaron Hardin is a financial advisor registered with Fidelity Personal and Workplace Advisors. Aaron has been in the financial industry since 2019 and is registered in 9 states. Aaron has a series 7, 66, and SIE license and has passed the Uniform Combined State Law Examination.

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ADVISOR BIO

Aaron Seurkamp is a financial advisor who has been in the industry since 2006. Aaron is currently registered with Concourse Financial Group Securities, Inc. and is licensed in Ohio. Aaron has passed the Series 6 and SIE exams and has specialized in various areas, such as insurance, mutual funds, variable annuities, and fixed annuities. Aaron has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Adam Jameson Smith is a financial advisor with Csenge Advisory Group, LLC in Birmingham, Alabama. Adam has been in the financial services industry since 2021. He holds the Series 7, Series 66, and SIE licenses. Adam specializes in financial planning, portfolio management, and asset allocation. He works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Adam Jenkins is a Registered Representative with Southern Financial Group, LLC and has been in the industry since 2014. Adam holds the Series 7TO and SIE licenses. Adam earned the Certified Financial Planner designation and also has the following specializations: Financial Planning, Portfolio Management for Individuals. Adam's firm, Southern Financial Group, LLC, specializes in providing financial planning, portfolio management for individuals and other advisory services to a wide range of clients including individuals, high net worth individuals, charitable organizations, and corporations. The firm has a strong focus on providing personalized and comprehensive financial solutions to its clients.

SPECIALIZATIONS

ADVISOR BIO

Adam Paul Vansant is a registered investment advisor representative with LPL Financial LLC. Adam is registered in Alabama and holds the following securities licenses: Series 63, Series 65, Series 7, and SIE. Adam has been in the securities industry since 2017. Adam is experienced in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Adam is a financial advisor who works with individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Adam Newton is a financial advisor registered with NBC Securities, Inc. Adam has been in the industry since January 2007 and is registered to offer investment advice and securities transactions in Alabama, Nevada and North Carolina. Adam is associated with the Birmingham, Alabama office of NBC Securities, Inc. NBC Securities, Inc. is a registered investment advisor with the Securities and Exchange Commission. NBC Securities, Inc. manages approximately $1 Billion to $10 Billion in assets for individuals, businesses, charitable organizations, and pension plans. Adam’s specialization is in financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Adam Gregory Sollie is a financial advisor at Wells Fargo Clearing Services, LLC. Adam has been in the industry since 2006 and has a Series 6, Series 7, Series 63 and Series 66 license. Adam specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Adam has worked at Wells Fargo Clearing Services, LLC since 2016 and is committed to providing clients with personalized financial advice.

SPECIALIZATIONS

ADVISOR BIO

Adolph Weil is a financial advisor with over 15 years of experience in the financial services industry. Adolph is currently registered with Wells Fargo Clearing Services, LLC in Birmingham, Alabama. Adolph has a strong track record of providing personalized financial advice and investment management services to a wide range of clients. Adolph has a deep understanding of the financial markets and a commitment to helping his clients achieve their financial goals. Adolph is also dedicated to providing exceptional customer service and building long-term relationships with his clients. Previous to Adolph's current role at Wells Fargo Clearing Services, LLC, Adolph was a financial advisor at Truist Investment Services, Inc. and BB&T Securities, LLC. Adolph's previous experience in these roles allowed him to provide clients with personalized investment advice and wealth management services.

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ADVISOR BIO

Adrian Joseph Castellano is an Investment Advisor Representative with RFG Advisory, LLC dba Iter Financial Wellness. Adrian has been in the industry since January 2016. Adrian holds a Series 65 license and has been registered as an Investment Advisor Representative with the state of Alabama and Texas.

SPECIALIZATIONS