ADVISOR BIO

Preston Wolfe is a financial advisor at Edward Jones. Preston has been in the financial services industry since January 2017. Preston is registered with FINRA and holds the Series 7, SIE, and Series 66 licenses. Preston is also a Certified Financial Planner. Preston provides financial planning and investment advice to individuals, families, and businesses.

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ADVISOR BIO

Preston Copeland Dixon is a financial professional with over 13 years of experience in the industry. Preston is currently registered with Stifel, Nicolaus & Company, Inc. in Birmingham, Alabama. Preston previously worked for Sterne, Agee & Leach, Inc. Preston specializes in various financial services including securities, investments, and financial planning.

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ADVISOR BIO

Preston Michael Sartelle is a financial advisor with M Holdings Securities, Inc. Preston has been in the industry since August 14, 2005, and has experience in providing financial advice to individuals and businesses. Preston is registered to provide securities advice in 16 states and is also registered with FINRA. Preston previously worked at FNBB Capital Markets, LLC and ProEquities, Inc.

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ADVISOR BIO

Priscilla Vultaggio is a registered representative with Stonex Advisors Inc., located in Birmingham, Alabama. Priscilla has been in the financial industry since February 2013, having previously worked at Allied Millennial Partners, LLC in New York. Priscilla's experience includes financial consulting services, financial planning, pension consulting and portfolio management for individuals and businesses. Priscilla is licensed in New York and holds multiple industry certifications, including Series 7, 24, 57, 63, 65, 99, and SIE.

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ADVISOR BIO

Rachael Pintaric Thomas is a financial advisor with Concourse Financial Group Securities, Inc. She has been in the financial services industry since 2015. She is a registered representative in Alabama and has a Series 66, Series 7, Series 24, and SIE. Rachael has worked with several firms including Investment Distributors, Inc., ALPS Distributors, Inc., and Sterne, Agee & Leach, Inc. Rachael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. She provides financial advice to a variety of clients, including individuals, corporations, and charitable organizations.

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ADVISOR BIO

Rachel Tracy Smith is a financial advisor with TLG Advisors, Inc. Rachel has been in the financial services industry since 1999. TLG Advisors, Inc. is a firm with offices in Littleton, CO and Birmingham, AL. Rachel is registered as an investment advisor representative with TLG Advisors, Inc. in Alabama. Rachel holds Series 6, 7, 24, 63 and 66 securities licenses. Rachel's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Rachel has a strong record of providing financial advice to clients.

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ADVISOR BIO

Ramann Nallamala is a financial advisor at Sagespring Wealth Partners. Ramann has been in the financial industry since 2024. Ramann holds the Series 66, Series 7TO and SIE licenses. Ramann is registered to provide investment advice in Alabama and Texas. Ramann has experience with Deloitte and Touche, Raymond James Financial Services Inc., Texas Christian University, Sewell Automotive Companies, Goldman Sachs, and Westminster Christian Academy. Ramann specializes in Financial Planning and Portfolio Management for individuals.

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Ramsey Reich is a financial advisor with Ameriprise Financial Services, LLC. Ramsey has been in the industry since August 1995. Ramsey has a wide range of experience, including working with individuals, businesses, and trusts. Ramsey is registered to provide investment advice in Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Louisiana, Massachusetts, Michigan, Mississippi, Missouri, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Tennessee, Texas, and Washington.

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ADVISOR BIO

Randal Newton is a financial advisor with Wells Fargo Clearing Services, LLC, where he has been employed since 2015. Randal has experience in the financial services industry, and he has worked for several firms in the past, including BB&T Investment Services, Inc. and First Command Financial Planning, Inc. Randal holds the Series 6, 7, 63, and 65 licenses. He is also a registered representative with FINRA. Randal specializes in providing financial planning, investment consulting services to institutional clients, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Randal Wayne Gosnell is a financial advisor with over 30 years of experience in the industry. Randal is currently registered with Synovus Securities, Inc. in Birmingham, Alabama. Previously, Randal was registered with Southtrust Securities, LLC and Bank South Securities Corporation. Randal holds the Series 7, Series 63, Series 52, and SIE licenses. Randal also holds the Series 65 license and is an Investment Advisor Representative. Randal provides financial planning, portfolio management, and educational seminars for individuals, corporations, and institutions. Randal has a strong track record of helping clients achieve their financial goals.

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