ADVISOR BIO

Calley Coldsmith is a financial advisor with Ameriprise Financial Services, LLC. Calley is registered to offer investment advisory services in 29 states, including Alabama, Florida, and Texas. Calley has been in the financial services industry since 2018 and has experience working with a variety of clients, including individuals, families, and businesses. Calley has a strong understanding of investment strategies and can help clients develop a plan to meet their financial goals. Calley has a commitment to providing personalized service and helping clients make informed financial decisions.

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ADVISOR BIO

Callie Suzanne Waldrop is an Investment Advisor Representative at The Welch Group, LLC. Callie has been in the industry since July 2014 and has been with The Welch Group since January 2018. Callie is registered with the state of Alabama and Texas. Callie holds a Series 65 and is a Certified Financial Planner. Callie's firm, The Welch Group, LLC is based in Birmingham, Alabama and provides financial planning, portfolio management for individuals and businesses, and advice on matters not involving securities. The Welch Group primarily serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

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ADVISOR BIO

Callie Cogle Elrod is a registered representative with PNC Investments. Callie has been in the financial services industry since 1998. Callie has experience with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Callie is licensed in 12 states including Alabama, Arizona, Arkansas, California, Florida, Georgia, Iowa, Nevada, Tennessee, Texas, and Virginia. Callie is also a registered Investment Advisor Representative. Callie is a licensed Series 7, Series 24, Series 63, and Series 66 representative and has earned the SIE exam. Callie provides investment advice and portfolio management services to individuals, businesses, and retirement plans.

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ADVISOR BIO

Calvin Jerome James is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Calvin has been in the industry since 1996 and holds both Series 7 and Series 63 licenses. Calvin is also a licensed investment advisor representative in Alabama and Texas. Calvin is a member of FINRA and the Securities Investor Protection Corporation (SIPC). Calvin's firm manages approximately $10 billion to $50 billion in client assets and offers a variety of advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Calvin Chatfield Nettles is an investment advisor representative with L&L Financial Services, LLP. Calvin has been in the financial services industry since 1997. Calvin is licensed to provide investment advice in Alabama, Florida, Louisiana and Mississippi. Calvin specializes in providing investment advice to individuals and high-net-worth individuals. Calvin also has experience providing financial planning and selection of other advisors services. Calvin is a graduate of [Insert University name] with a degree in [Insert Degree name].

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ADVISOR BIO

Cameron Collier is a financial advisor with Oneascent Financial Services LLC. Cameron has been in the industry since 2010. Cameron has a Series 7, Series 66 and Series 99TO license. Cameron holds a Certified Financial Planner designation. Cameron is registered with the state of Indiana as an Investment Advisor Representative and with the following states as a Broker: Arizona, California, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, New Mexico, North Carolina, Ohio, Texas and Virginia.

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ADVISOR BIO

Cameron Ryan Lee is a financial professional with over 10 years of experience in the financial services industry. Cameron is registered with MWA Financial Services Inc. and holds a Series 6, 26, and 63 license. Cameron specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Cameron Clark is a financial advisor in Montgomery, Alabama. Cameron is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Cameron has been in the securities industry since September 14, 2018.

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ADVISOR BIO

Cameron Bentley Quinlivan is a financial advisor with Raymond James & Associates, Inc. Cameron has been in the industry since December 16, 2018 and holds the Series 7 and Securities Industry Essentials (SIE) licenses. Cameron is a registered representative with FINRA.

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ADVISOR BIO

Camper O'Neal is a financial advisor with over 19 years of experience in the industry. Camper holds a Series 7, Series 31, and Series 66 license and has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. since 2005. Camper specializes in providing investment advice to individuals, businesses, and institutions. Camper has also served as a board member of the Breast Cancer Research Foundation of Alabama and is a member of the Advisory Board of the UAB Comprehensive Cancer Center.

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