ADVISOR BIO

Clay Kaplan is an investment advisor representative with over 17 years of experience in the financial services industry. Clay has a broad range of experience, having worked previously at Morgan Keegan & Company, Inc., Regions Bank, and Iberia Bank. Currently, Clay is a registered representative and investment advisor representative with First Horizon Advisors, Inc., where Clay provides financial planning and portfolio management services to a diverse clientele, including high-net-worth individuals, families, and businesses. Clay's commitment to building long-lasting client relationships is a hallmark of Clay's approach to financial planning and investment management.

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ADVISOR BIO

Clay Wheeler is a financial advisor with over 20 years of experience in the industry. Clay is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2003. Before joining Wells Fargo, Clay was a registered representative for Merrill Lynch and Prudential Securities Incorporated. Clay offers a variety of financial services, including investment consulting, financial planning, pension consulting and portfolio management for individuals and businesses. Clay has a Series 7, Series 63, and Series 65 license and is currently registered in several states. Clay has a strong track record of success in providing investment advice and financial planning to individuals, families, and businesses.

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ADVISOR BIO

Clay William Wood is a financial advisor with The Welch Group, LLC. Clay is a Certified Financial Planner. Clay has been in the financial services industry since 2015. Clay is registered with the states of Alabama and Texas. Clay has experience with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The Welch Group, LLC offers advisory services to individuals, businesses, and charitable organizations. They offer financial planning, portfolio management, and advice on matters not involving securities. The Welch Group, LLC has approximately $2.76 billion in assets under management. They have 3,957 clients, 21 investment advisor representatives, and 0 registered representatives.

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ADVISOR BIO

Clay Parris is a financial advisor registered with Edward Jones in Athens, Alabama. Clay Parris is also registered with the state of Georgia. Clay Parris has been in the financial services industry for 6 years. Clay Parris is a graduate of Lee University and has a history of working in the customer service and financial services industry. Clay Parris specializes in offering investment advice to individuals, families, and small businesses.

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ADVISOR BIO

Clayton Bitting Aho has been a financial advisor for over 20 years. Clayton currently holds registrations with the state of Alabama and FINRA, and is an active Registered Investment Advisor with RFG Advisory, LLC. Clayton's experience includes positions with LPL FINANCIAL LLC, Ameriprise Financial Services, Inc., and Ameriprise Advisor Services, Inc. Clayton holds a Series 6, 7, 31, 63, and 65 license, as well as the SIE. Clayton is also a Chartered Financial Analyst. Clayton is a dedicated financial professional who is committed to providing clients with comprehensive financial advice and services. Clayton provides a wide range of financial services, including financial planning, investment management, and pension consulting. Clayton's goal is to help clients achieve their financial goals and objectives.

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Clayton Bradley Lake is a registered representative with Edward Jones. Clayton has been in the financial industry since 2020. Clayton has a Series 7, Series 66 and SIE license. Clayton is registered in 18 states. Clayton is registered in Alabama and Texas as an Investment Advisor Representative. Clayton is a Financial Advisor providing financial planning and investment advice. Clayton also offers portfolio management for individuals and businesses. Clayton's firm, Edward Jones, is a financial services firm offering financial planning and investment management services to individuals and families.

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Clayton Simmons is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Clayton has been in the financial services industry since 1996. Clayton has a total of 20 state licenses and has passed the Series 7, 9, 10, 31, and 63 exams. Clayton is a Certified Financial Planner and holds a Series 65. Clayton holds 50% ownership of both Simmons & Starzl Wealth Management LLC and Baystreet Management LLC. Clayton's main office is located in Gadsden, AL.

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ADVISOR BIO

Clinton Vance is an investment advisor representative with Concourse Financial Group Securities, Inc. Clinton has been in the industry since 2013 and is licensed in Alabama. Clinton holds Series 6, 7, 63 and 65 licenses. Clinton is a registered representative with Concourse Financial Group Securities, Inc. and an investment advisor representative. Concourse Financial Group Securities, Inc. is a firm with offices in Birmingham, Alabama. Clinton specializes in providing financial planning, investment management, and other financial services to individuals and businesses.

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Clinton Petty is a financial advisor associated with Edward Jones and has been in the industry since December 20, 1983. Clinton holds the Series 63, Series 7, and SIE licenses. The advisor is registered to offer investment advice in 18 states, including Alabama, Arizona, California, Colorado, Florida, Georgia, Iowa, Louisiana, Maine, Massachusetts, Michigan, Mississippi, North Carolina, South Carolina, Tennessee, Texas, and the District of Columbia. Clinton Petty has a strong track record of providing financial advice and has a proven ability to help clients achieve their financial goals. Clinton has experience in helping individuals, families, and businesses with their financial planning needs, including retirement planning, college savings, and estate planning.

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ADVISOR BIO

Clinton Koen is an investment advisor representative with MWA Financial Services Inc. Clinton has been in the industry since January 20, 2004. Clinton is registered in Alabama, Florida, Louisiana, Mississippi, and Texas. Clinton specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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