ADVISOR BIO

Lisa Wiechert is a financial advisor with Stonex Advisors Inc. Lisa has been in the industry since 1984 and has a diverse background with experience at several firms including Emmett A Larkin Company, Inc. and Peregrine Financials & Securities, Inc. Lisa is a registered representative in several states including California, Florida, Georgia, Illinois, New York, Texas, and Wisconsin. Lisa provides financial consulting services, financial planning, pension consulting, educational seminars, and portfolio management.

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ADVISOR BIO

Lisa Gail Bowles is a registered representative with Concourse Financial Group Securities, Inc. based in Birmingham, AL. Lisa has been in the financial services industry since January 24, 2024. Lisa holds the Series 6, 63, and SIE licenses. Lisa has expertise in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

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ADVISOR BIO

Lisa Gaddis is a financial advisor registered with Ameriprise Financial Services, LLC. Lisa has been in the financial industry since November 1995. Lisa has earned the Certified Financial Planner designation and has a long history of working with individuals, high net worth individuals, trusts/estates, charitable organizations, and pension and profit-sharing plans. Ameriprise Financial Services, LLC is a large firm headquartered in Minneapolis, Minnesota with over $479 billion in regulatory assets under management. They offer financial planning, asset allocation services, educational seminars, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Lisa Pettis is a financial advisor with Osaic Wealth, Inc. Lisa has been in the financial industry since 2013. Lisa has a Series 7, Series 63, and Series 65 license. Lisa holds a Bachelor of Science degree in Finance from the University of Alabama. Lisa has experience working with individuals, families, and businesses. Lisa is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Lisa Gamble is a financial advisor with Commonwealth Financial Network. Lisa has been working in the financial services industry since 2003. Lisa is registered with the state of Alabama as both a Registered Representative and an Investment Advisor Representative. Lisa has a variety of experience in the financial services industry, and is able to offer a range of services to clients. Lisa has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Lisa has experience offering financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Liucija Smaizyte Wright is a financial advisor who has been in the industry since 2016. Liucija is registered with Morgan Stanley and currently holds licenses in Alabama and Texas. Liucija works with individuals, high-net-worth individuals, businesses, investment companies, insurance companies, charitable organizations, pension plans, and state and municipal government entities. Liucija provides financial planning, asset allocation advice, pension consulting, educational seminars, and portfolio management services. Liucija has experience in various investment areas.

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ADVISOR BIO

Lloyd Wilson is a Registered Investment Advisor with over 47 years in the industry. Lloyd is currently registered with Eagle Strategies LLC in Alabama and Texas. Lloyd is a Series 65, Series 63, Series 6TO, SIE and Series 1 licensed professional and has held previous positions with GENERAL AMERICAN LIFE INSURANCE COMPANY and NEW YORK LIFE VARIABLE CONTRACTS CORPORATION. Lloyd provides financial planning, pension consulting, educational seminars, and publication of periodicals and selects other advisors.

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ADVISOR BIO

Logan Barnes is an investment advisor representative registered with Morgan Stanley. Logan is currently registered in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Montana, Nebraska, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia and Washington.

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ADVISOR BIO

London Carlyle Huie is a registered representative with MML Investors Services, LLC. London has been working in the financial services industry since November 1, 2020. London holds the Series 66, Series 7TO and SIE securities licenses. London is registered with the state of Alabama and has a branch office located in Birmingham. London also has a branch office location in Anniston. London specializes in asset allocation programs, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Lori Ann Sutter is a financial advisor with Hightower Advisors, LLC, a firm based in Chicago, IL. Lori has been in the financial industry since December 2006 and has been registered with the state of Alabama as a registered investment advisor representative since August 2020. Lori is licensed in Alabama and South Carolina. Lori has a background in providing financial advice to individuals, corporations, and charitable organizations. Lori has a Series 7, Series 63, Series 65, and Series 24 license.

SPECIALIZATIONS