ADVISOR BIO

Charles Anderson is a financial advisor at Osaic Wealth, Inc. with over 45 years of experience in the industry. Charles is a Registered Principal and holds the Series 7, Series 24, Series 51, and Series 63 licenses. Charles is registered in 24 states including Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Charles has a strong background in providing financial planning services and portfolio management for individuals and businesses. Charles is a dedicated and experienced advisor who is committed to helping clients achieve their financial goals.

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Charlotte Faye Elliott is a financial professional with over 28 years of experience in the financial services industry. Charlotte is currently registered with Ameriprise Financial Services, LLC and is located in Birmingham, Alabama. Previously, Charlotte worked for SYNOVUS SECURITIES, INC. and SOUTHTRUST SECURITIES, LLC. Charlotte holds the Series 63, Series 7, and SIE licenses. Charlotte specializes in providing financial advice and services to a wide range of clients, including individuals, families, businesses, and institutions.

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Charlotte Logan is a financial advisor with Wells Fargo Clearing Services, LLC, with over 10 years of experience in the industry. Charlotte has been registered with the firm since 2013 and is licensed to conduct business in Mississippi. Charlotte specializes in working with high-net-worth individuals, corporations, and charitable organizations. Charlotte's expertise includes financial planning, portfolio management, and investment consulting services. Charlotte is also a registered representative of Wells Fargo Advisors, LLC.

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Chase Henderson Gore is a financial advisor with Raymond James & Associates, Inc. in Birmingham, AL. Chase has been a registered representative since 2008. They provide financial planning, portfolio management for businesses and individuals, and pension consulting services. Chase is also registered with the following states: Alabama, California, Colorado, Florida, Georgia, Maine, Massachusetts, Missouri, New Mexico, Tennessee, Texas, and Virginia.

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Chase Boardman is an Investment Advisor Representative at EverSource Wealth Advisors, LLC. Chase Boardman is licensed to provide investment advisory services in Alabama. Chase Boardman has been working in the financial services industry since 2011 and has a background in various industries, including education, retail, and hospitality. Chase Boardman is dedicated to providing personalized financial advice to individuals and families.

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Cherice Dawkins is a financial advisor registered with Morgan Stanley, a large firm with offices across the country. Cherice has been in the financial services industry since 2016. Cherice is a registered representative with FINRA, the Financial Industry Regulatory Authority, and is licensed to sell securities in 27 states, as well as an investment advisor representative in 2 states. Cherice has passed the Series 7, 6, and 63 exams, as well as the SIE and Series 65. Cherice has experience working with a variety of clients, including individuals, families, businesses, and institutions. Cherice provides a range of financial services, including investment management, financial planning, and retirement planning.

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Cherry Haney Fishburne is a registered representative with Principal Securities, Inc., in Birmingham, Alabama. Cherry has been in the financial services industry for over 25 years and has experience working with individuals, families, and small businesses. Cherry also works with insurance companies, charitable organizations, corporations, and pension and profit sharing plans.

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Cheryl Casey is a financial advisor with over 30 years of experience. She is a Registered Representative and Investment Advisor Representative. Cheryl Casey has held various roles at financial institutions including MBSC Securities Corporation, NYLIFE Distributors LLC, Putnam Retail Management Limited Partnership, Evergreen Investment Services, Inc., Colonial Investment Services, Inc., and Kestra Advisory Services, LLC. Cheryl Casey is also a Certified Financial Planner. Her experience includes working with high-net-worth individuals, corporations and other businesses, pension and profit sharing plans, charitable organizations, and insurance companies. Cheryl Casey's expertise in financial planning and portfolio management allows her to help clients achieve their financial goals.

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Christian Resendiz is an Investment Advisor Representative with Waverly Advisors, LLC. Christian is licensed in Illinois and Indiana. Christian Resendiz is part of a team that manages over $14.5 billion in assets for individuals, businesses, and institutions. Waverly Advisors provides financial planning, portfolio management, and other services to a wide range of clients.

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Christina Balla is an investment advisor representative at Wells Fargo Clearing Services, LLC. Christina has been in the industry for more than 2 years. Christina is registered in the state of Alabama. Christina specializes in providing financial planning, portfolio management, and investment consulting services to individuals and businesses. Christina holds the Series 63, Series 65, Series 6TO, and SIE licenses. Christina has worked with clients including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities.

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