ADVISOR BIO

Austin Berry is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Austin has been in the financial services industry since June 2022. Austin has a Series 7, Series 66, and SIE license. Austin's previous employment includes Thrivent Investment Management Inc. and Indiana State Department of Health. Austin is registered with the following states: Alabama, Florida, Georgia, Louisiana, Mississippi, Tennessee, and Texas. Austin provides advisory services to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Austin Penter is a financial advisor at Edward Jones. Austin has been in the financial services industry for over 6 years. Austin holds the Series 66, Series 7, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the states of Alabama, California, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Michigan, Mississippi, New Hampshire, Tennessee, Texas, Virginia and Washington. Austin is an experienced advisor with a focus on serving individuals and families, as well as small businesses and non-profits. Austin provides a wide range of financial services, including portfolio management, financial planning, and retirement planning. Austin's clients appreciate his personalized approach and commitment to helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Avery Jacobs is a financial advisor who has been in the industry since 2008. Currently, Avery is a registered representative at LPL Financial LLC. Previously, Avery was a registered representative at CETERA INVESTMENT SERVICES LLC and MetLife Securities Inc. Avery is licensed to provide financial advice in Alabama, Georgia, Indiana, and Tennessee.

SPECIALIZATIONS

ADVISOR BIO

Barbara Walker is a financial advisor with over 25 years of experience in the industry. She is currently registered with Morgan Stanley and is also registered in multiple states. Barbara has a strong background in providing financial advice to individuals, businesses, and institutions. Barbara has a proven track record of success in helping clients achieve their financial goals. Barbara has a commitment to providing her clients with personalized service and sound financial advice.

SPECIALIZATIONS

ADVISOR BIO

Barbara Beck is a financial advisor with over 20 years of experience in the industry. Barbara has been with Raymond James & Associates, Inc. since January 2025 and previously worked with Morgan Stanley, BBVA Securities Inc., and BBVA Compass Investment Solutions, Inc. Barbara holds Series 7, 63, and 66 licenses and specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Barbara is committed to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Barbara Ferrara is a registered representative and investment advisor representative with Edward Jones. Barbara has been in the industry since 2013 and is registered in several states. Barbara holds a Series 7 and a Series 66 license. Barbara is active in the securities and investment advisory businesses.

SPECIALIZATIONS

ADVISOR BIO

Barnard Montgomery is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Barnard has been in the industry since 2007. Barnard holds licenses for both broker-dealer and investment advisory services in several states and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2020. Barnard also has previous experience with LPL Financial LLC and Cetera Investment Services LLC.

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ADVISOR BIO

Barry Jeffery is a financial professional with over 30 years of experience in the industry. Barry is currently registered with Cambridge Investment Research Advisors, Inc., and holds a Series 6, Series 7, Series 24, and Series 63 licenses. Barry previously worked at Capital Analysts, Incorporated, and FSC Securities Corporation. Barry has a long history of working with individual clients and has provided services to high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Barry Theron Nelson is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Birmingham, Alabama. Barry has been in the financial industry since 1992. Barry has a variety of licenses and registrations including Series 7, 8, 9, 10, 63, and 65. Barry also provides financial planning, pension consulting and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Barry James Hill is a financial advisor with Raymond James Financial Services Advisors, Inc. Barry has been in the industry since January 1999. Barry is registered to provide investment advisory services in Alabama, Arkansas, California, Colorado, Florida, Georgia, Indiana, Kansas, Mississippi, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Wyoming. Barry has an active securities registration in the State of Alabama and a resident investment advisor registration in the State of Texas. Barry also has an active securities registration with FINRA and is registered with the Securities Industry and Financial Markets Association (SIFMA). Barry holds Series 7, 31 and 66 licenses, and a SIE exam. In addition to his work with Raymond James Financial Services Advisors, Inc., Barry is also the owner of Stonebridge Wealth Management, Wealth Advisory Group Properties, LLC and Wealth Advisory Group, Inc.

SPECIALIZATIONS