ADVISOR BIO

Frederick Angst is a registered investment advisor with Osaic Wealth, Inc. Frederick has been in the financial services industry since 2001. Frederick's career has included experience at Securities America, Inc. and LPL Financial LLC. Frederick holds licenses to provide investment advice in several states, including Alabama, Arkansas, California, Colorado, Delaware, Florida, Indiana, Kentucky, Maryland, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia and Washington. Frederick provides financial planning and investment management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Gabriela Montaner is a financial advisor based in Birmingham, Alabama. Gabriela has been in the industry since December 2014 and is currently registered with Osaic Wealth, Inc., a firm with a strong reputation in the financial services industry. Gabriela has a diverse background, having previously worked with Securities America, Inc., The Leaders Group, Inc., Vanguard Marketing Corporation, and Key Investment Services LLC. This experience has provided Gabriela with a comprehensive understanding of various financial products and services. Gabriela holds a Series 6 license, a Series 63 license, and a SIE license, demonstrating a commitment to ongoing professional development. Gabriela specializes in providing financial planning, portfolio management, and educational seminars to a wide range of clients, including individuals, corporations, and charitable organizations.

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ADVISOR BIO

Gail Ginn is a financial advisor who has been working in the industry since 1992. Gail has a broad range of experience, having worked at several firms including Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC, and Lehman Brothers Inc. Currently, Gail works at Morgan Stanley.

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ADVISOR BIO

Gaines Elizabeth Grelier Kohn is a financial advisor at Synovus Securities, Inc. Gaines has been in the financial industry since 2010. Gaines is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 66 license. Gaines is also registered to provide investment advisory services in 24 states and the District of Columbia.

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ADVISOR BIO

Garrett Croson is a financial advisor who is currently registered with Osaic Wealth, Inc. Garrett has a Series 7TO and a SIE license. He is currently registered with the firm in Birmingham, Alabama. Garrett has a broad range of specializations in the industry, including investments, retirement planning, and insurance.

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ADVISOR BIO

Garrison Michael Shenker is an investment advisor representative at Raymond James Financial Services Advisors, Inc. with over 2 years of experience in the financial industry. Garrison is licensed to provide investment advisory services in Alabama. Garrison Michael Shenker is also a Branch Professional for Birmingham Investment Group and Ingram-Whatley LLC, both located in Birmingham, Alabama.

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ADVISOR BIO

Garry Charles Hill is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Garry has been in the financial services industry since 1994. Garry is currently registered with the state of Alabama. Garry is also registered in Texas as a resident advisor. Garry has experience with a variety of financial products and services. Garry is a highly experienced financial advisor who is dedicated to helping his clients achieve their financial goals.

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Gary Willard Clark is a financial advisor with over 40 years of experience in the industry. Gary has been with Clark Planning & Investment Advisory since 1978 and has over 37 clients with a total of $10,663,289 in assets under management. Gary holds a Series 63 license and is registered in Alabama. Gary is also a Certified Financial Planner and a Chartered Financial Consultant. Gary provides financial planning and portfolio management services to individuals and families. Gary is also a Secretary/Treasurer for a pre-clinical biotechnology firm, Immunology Laboratories Inc.

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ADVISOR BIO

Gary Chadwick Harrison is an Investment Advisor Representative at Oneascent Wealth Management. Gary has been in the industry since January 2022 and holds a Series 65 license. Gary is a registered Investment Advisor in Alabama. Oneascent Wealth Management is a financial advisory firm with offices in Birmingham, AL. The firm manages assets for individuals, high net worth individuals, corporations, charitable organizations, and pension plans. The firm provides financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Gary Edwin Ung is a financial professional with over 30 years of experience in the industry. Gary is currently registered with Stonex Advisors Inc. Gary is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Gary previously worked with several firms including Quest Capital Strategies, Inc., National Securities Corporation and Prudential Insurance Company of America. Gary provides financial planning, portfolio management and educational seminars.

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