ADVISOR BIO

Steven Setterstrom is an investment advisor representative registered with Morgan Stanley in Mobile, Alabama. Steven has been in the industry since 2023, having earned their Series 65, Series 63, Series 7TO and SIE licenses. Steven specializes in providing financial planning, pension consulting, asset allocation advice, educational seminars and selection of other advisors. Steven's experience includes working with Morgan Stanley, PGA Tour, The Country Club of Mobile, RTJ Golf Trail At Magnolia Grove, The University of Alabama and Morgan Stanley Private Bank, N.A.

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ADVISOR BIO

Steven Alden Wright is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Birmingham, Alabama. Steven has been in the financial services industry since 1989. Steven has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Steven specializes in providing financial planning, investment management, and retirement planning services.

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ADVISOR BIO

Steven Hudson is a financial advisor with Ameriprise Financial Services, LLC. Steven has been in the industry since 1988 and is registered to provide investment advice in 28 states. Steven also previously worked for IDS Life Insurance Company. Steven's experience includes helping a wide variety of clients including individuals, high net worth individuals, corporations, trusts, estates, insurance companies, charitable organizations, and pension and profit sharing plans.

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ADVISOR BIO

Steven Peterson is a financial advisor with Ameriprise Financial Services, LLC. Steven is based in Birmingham, Alabama. He has been in the industry since 1997 and has experience with a variety of clients including individuals, corporations, trusts/estates, pension plans, and charitable organizations. Steven specializes in financial planning, asset allocation, and portfolio management. He has passed the Series 63, Series 7, and SIE exams. Steven's previous experience includes working for IDS Life Insurance Company in Minneapolis, Minnesota.

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ADVISOR BIO

Steven Reid Holley is a financial advisor at Raymond James Financial Services Advisors, Inc., with over 17 years of experience in the industry. Steven has a Series 66 license and has held registrations in several states. Steven's previous experience includes positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven is currently registered with Raymond James Financial Services Advisors, Inc. and provides financial services to individuals, families, and businesses.

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ADVISOR BIO

Steven Hagood is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Steven is registered in Alabama, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Mississippi, Ohio, Tennessee and Texas. Steven has 18 years of experience in the financial services industry. He was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and UBS FINANCIAL SERVICES INC.

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ADVISOR BIO

Steven Michael Gronceski is a financial advisor with Waverly Advisors, LLC. Steven has been a Registered Representative since 1994. Steven is licensed in Arizona, Florida, Illinois, Indiana, and Texas. Steven has a Certified Financial Planner (CFP) designation and has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Steven previously worked at SII Investments, Inc., United Planners' Financial Services of America A Limited Partner, American Express Financial Advisors Inc. and IDS Life Insurance Company.

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ADVISOR BIO

Steven Ellison is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with Edward Jones and has offices in Daphne, AL. Steven offers a range of financial planning and investment advisory services to individual and business clients. Steven is committed to providing his clients with personalized advice and helping them achieve their financial goals.

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ADVISOR BIO

Stewart Taylor Browne is a financial advisor registered with Raymond James & Associates, Inc. Stewart has been in the industry since December 15, 2011, and is licensed in Alabama, Florida, Georgia, Mississippi, and Tennessee. Stewart is Series 7 and Series 63 licensed. Prior to joining Raymond James & Associates, Inc., Stewart was employed by MORGAN KEEGAN & COMPANY, INC.

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ADVISOR BIO

Stewart A. Berling is an investment advisor representative with Morgan Stanley. Stewart has been in the financial services industry since 2023 and has been associated with Morgan Stanley since July 2023. Stewart is registered to offer securities and investment advisory services in 53 states and the District of Columbia. Stewart specializes in investment advice for individuals, families, businesses, and institutions. Stewart also offers financial planning, retirement planning, and estate planning services.

SPECIALIZATIONS