ADVISOR BIO

Shane Neal is a financial advisor who has been in the industry since 1998. Shane has passed the Series 63 and Series 65 exams. Currently, Shane is an Investment Advisor Representative at Stonex Advisors Inc. where Shane has been since July of 2016. Prior to that, Shane was employed at Sterne, Agee & Leach, Inc. and UBS Financial Services Inc.. Shane is registered in 13 states and currently works with individuals, corporations, high net worth individuals, and charitable organizations.

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ADVISOR BIO

Shane Kyle Stromei is a financial professional with over 20 years of experience in the industry. Currently, Shane is registered with Park Avenue Securities LLC in Huntsville, Alabama, and is also registered with the state of Georgia and New Jersey. Shane holds Series 6, 7, 24, 63, and 66 licenses, and has expertise in providing financial planning and portfolio management services. Shane is a highly experienced advisor with a long history of helping clients reach their financial goals.

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ADVISOR BIO

Shane Weaver is a financial advisor with over 16 years of experience in the financial services industry. Shane has worked with Private Client Services, LLC since 2024. Prior to that, Shane worked with CETERA ADVISOR NETWORKS LLC, SECURITIES AMERICA, INC. and TD AMERITRADE, INC.. Shane provides financial planning and portfolio management for individuals, businesses, and retirement plans. Shane holds a Series 63, 53, 4, 24, 52TO, SIE and 7 licenses. Shane is registered in Alabama and Nebraska. Shane specializes in providing financial advice to individuals and corporations, including high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Shane offers financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Shane Anthony Otto is an investment advisor representative registered with Stonex Advisors Inc. located in Birmingham, Alabama. Shane has been in the securities industry since November 16, 2015. Shane is also registered as an investment advisor representative in 51 states and the District of Columbia. Shane is a Series 7, Series 63, Series 65 and Series 24 licensed professional. Prior to joining Stonex Advisors Inc., Shane was employed by Stifel, Nicolaus & Company, Incorporated and Sterne, Agee & Leach, Inc.

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ADVISOR BIO

Shanna Pendergrast is an investment advisor representative. Shanna has been in the financial services industry since 2002. Shanna is currently registered with Cetera Investment Advisers LLC. Shanna previously worked for EDWARD JONES, COMPASS BROKERAGE, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and PRUDENTIAL SECURITIES INCORPORATED. Shanna holds licenses Series 7, 63, 65 and 66. Shanna is registered with the state of Alabama as an investment advisor representative.

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ADVISOR BIO

Shannon Jon Pike is a financial advisor who has been in the industry since 1999. Shannon is currently registered with Kassouf Wealth Advisors, LLC and has been with the firm since November 2022. Before joining Kassouf Wealth Advisors, LLC, Shannon worked at Asset Management Advisors, Inc. and Tanglewood Legacy Advisors, LLC. Shannon is also the principal of Kassouf & Co., a local accounting firm, where they spend approximately 10 hours per month performing various accounting functions. Shannon is a Certified Financial Planner.

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ADVISOR BIO

Shannon Dale Smith is a financial professional with over 20 years of experience in the financial services industry. Shannon is a registered representative with Osaic Wealth, Inc. and a Registered Investment Advisor. Shannon has been a part of many financial firms over the years including SagePoint Financial, Inc., Securian Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Aura Financial Services, Inc. Shannon's experience spans multiple industries, including financial planning, pension consulting, educational seminars, and portfolio management. Shannon is also a licensed insurance agent and has provided insurance solutions to individuals and businesses. Shannon has a proven track record of success in helping clients achieve their financial goals. Shannon is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.

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ADVISOR BIO

Sharilyn Moxley is a financial advisor at RFG Advisory, LLC, and has been in the industry since December 6, 1990. Sharilyn specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Sharilyn has also worked at Raymond James Financial Services, Inc. and Financial Network Investment Corporation.

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ADVISOR BIO

Sharon Hill Martin is an investment advisor representative at RFG Advisory, LLC, based in Vestavia Hills, Alabama. Sharon has over 24 years of experience in the financial services industry. Sharon is registered with the state of Alabama and Texas. Sharon specializes in financial planning, pension consulting, and portfolio management for individuals.

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ADVISOR BIO

Shawn Thomas Buchanan is a financial advisor with Ameriprise Financial Services, LLC. Shawn has been in the financial industry since 1998 and is registered to provide investment advice in Alabama, California, Florida, Illinois, Michigan, Mississippi, Nevada, and Tennessee. Shawn's primary office is located in Birmingham, Alabama.

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