ADVISOR BIO

April D. Wallace is a financial advisor with Arbor Point Advisors, located in AUBURN, Alabama. April has been working in the financial services industry since August 18, 2000, and has a broad range of experience in providing investment advice to individuals, corporations, and charitable organizations. April's expertise includes financial planning, portfolio management, and retirement planning. She is also a registered representative with Securities America, Inc.

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ADVISOR BIO

Archie J. Legrone is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Archie has been in the securities industry for over 11 years, and holds Series 66, Series 7, and SIE licenses. Archie is currently registered with the state of Alabama and Texas. Archie provides investment advisory services to a variety of clients, including corporations, high-net-worth individuals, insurance companies, and charitable organizations.

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ADVISOR BIO

Arlen Royalty is an investment advisor representative at Oneascent Financial Services LLC, located in Greenville, South Carolina. Arlen is also a registered investment advisor with a current registration in South Carolina. Arlen has been in the financial industry for over 10 years and has experience in both the investment advisor and brokerage industries. Arlen is committed to providing clients with personalized financial advice and services, and is dedicated to helping them achieve their financial goals. Arlen holds the Series 6, 63 and 65 licenses. Arlen also owns and runs Whitestone Morgan, LLC, a business consulting firm focused on organizational design and development.

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ADVISOR BIO

Armand Bernard St raymond is an Investment Advisor Representative with Summit Financial, LLC, located in BIRMINGHAM, AL. Armand St raymond has been in the industry since August 25, 1997, and has been registered with Summit Financial, LLC since January 4, 2024. Before joining Summit Financial, LLC, Armand St raymond was registered with Ameriprise Financial Services, LLC from August 26, 1997 to January 16, 2024, and IDS Life Insurance Company from August 26, 1997 to July 3, 2006.

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ADVISOR BIO

Aron Matsuyama is a registered representative of Edward Jones. Aron is registered in 36 states and has been in the securities industry for over 6 years. Aron has earned the Series 7, Series 66, and SIE licenses. Aron works out of the Huntsville, Alabama office of Edward Jones. Aron has experience in various industries such as retail, automotive, and fitness.

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ADVISOR BIO

Arthur Kole has been in the industry since 1994 and is currently registered with Stonex Advisors Inc. in Alabama. He is also registered with the state of New York as an investment advisor representative. Arthur has been a part of the financial industry for over 28 years and has worked with firms such as WRP INVESTMENTS, INC., Oppenheimer & Co. Inc., UBS Financial Services Inc., H&R Block Financial Advisors, Inc., and Investors Associates, Inc. Arthur is also a Series 63, 65, 7, and 8 licensed professional.

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ADVISOR BIO

Ashley O'Brien is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ashley has been in the securities industry since November 7, 2016. Ashley is registered in 52 states. Ashley has passed the Series 7 and 66 exams. Ashley is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc., where Ashley has been employed since July 2016. Ashley's branch office location is located in Mobile, Alabama.

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ADVISOR BIO

Ashley Davis is a financial advisor with over 16 years of experience in the industry. Ashley is currently registered with Fairvoy Private Wealth, LLC in Birmingham, Alabama. Previously, Ashley was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ashley is also licensed in Alabama. Ashley specializes in Financial Planning, Portfolio Management for Individuals and Selection of Other Advisers.

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ADVISOR BIO

Ashley Burrell is a financial advisor registered with Meld Financial, Inc. Ashley has been working in the financial services industry since 2016, and she has a Certified Financial Planner designation. Ashley provides financial planning services, including retirement planning, college savings, and investment management. She is also a registered representative with Meld Financial, Inc. and offers securities products and services. Ashley is committed to helping her clients achieve their financial goals and live a more secure financial future.

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ADVISOR BIO

Ashley Summers Tabb is a Registered Investment Advisor Representative with 1919 Investment Counsel, LLC. Ashley has been in the financial services industry since 2005 and has experience working with individuals, families, and businesses. Ashley holds the Series 66, Series 7, and SIE securities licenses and is a CERTIFIED FINANCIAL PLANNER™. Ashley’s previous experience includes working at Stifel, Nicolaus & Company, Incorporated, Sterne, Agee & Leach, Inc., Wells Fargo Advisors, LLC, Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc. and SunTrust Investment Services, Inc. Ashley is dedicated to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS