ADVISOR BIO

Beverley Stiverson is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Beverley has been in the industry since June 2022. Beverley is registered to provide investment advisory services in 47 states and the District of Columbia and also holds securities licenses in Tennessee and Texas.

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ADVISOR BIO

Beverly Leann Barnes is a Registered Representative and Investment Advisor Representative with Captrust. Beverly has worked in the financial services industry for over 15 years, with previous roles at Trustcore Investments LLC and Morgan Keegan & Company, Inc. Beverly holds the Series 6, 7, 63, 66 and 99 securities licenses. Beverly is registered with the state of Tennessee. Beverly is a Mary Kay Representative.

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ADVISOR BIO

Beverly Ann Gault is a financial professional with over 15 years of experience in the financial services industry. Beverly is currently a registered representative of UBS Financial Services Inc. Beverly's previous experience includes positions with CETERA ADVISORS LLC, MUTUAL OF AMERICA LIFE INSURANCE COMPANY, MUTUAL OF AMERICA SECURITIES LLC, and WELLS FARGO ADVISORS, LLC. Beverly holds FINRA Series 6 and 63 licenses. Beverly Ann Gault specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Beverly Ogles Davis is a financial advisor with Caldwell Advisors, LLC. Beverly has been in the financial services industry since August 25, 2004 and is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Beverly's expertise includes financial planning, portfolio management, and pension consulting. Beverly has helped a wide range of clients, including individuals, families, businesses, and charitable organizations. Beverly is committed to providing her clients with personalized financial advice that meets their unique needs and goals.

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ADVISOR BIO

Beverly Gwen Brackins is a registered investment advisor representative in the state of Tennessee. Beverly has been working in the financial industry since 2015. Beverly holds the Series 63, Series 65, Series 7, and SIE licenses. Currently, Beverly is employed by Keel Point, LLC, a firm located in Huntsville, Alabama. Prior to Keel Point, LLC, Beverly was employed by WFG INVESTMENTS, INC. in Brentwood, Tennessee. Beverly specializes in financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Beverly Marie Herbert is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Beverly is a highly experienced advisor with a wide range of experience in the financial services industry. Beverly has held positions at various financial institutions including SunTrust Investment Services, Inc., Raymond James Financial Services, Inc., and Pinnacle Asset Management. Beverly holds Series 6, 7, 63 and 65 licenses and is licensed to provide investment advice in 28 states.

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ADVISOR BIO

Beverly Boyd Neighbors is a financial advisor with over 30 years of experience in the industry. Beverly has been registered with LPL Financial LLC since February 2018. Beverly is licensed to provide investment advice and services in several states. Prior to joining LPL Financial LLC, Beverly worked for Invest Financial Corporation, where Beverly was registered from October 1995 to February 2018. Beverly also has previous experience with Morgan Keegan & Company, Inc., where Beverly was registered from January 1985 to May 1985.

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ADVISOR BIO

Bhawana Khurana is a financial advisor at The Colony Group, LLC. Bhawana holds the Chartered Financial Analyst designation and is licensed in both Illinois and Tennessee. Bhawana has over 10 years of experience in the financial services industry. Bhawana's previous experience includes roles at InterOcean Capital Group, LLC and The Smart Cube Inc. Bhawana specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses.

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ADVISOR BIO

Bijan Ramirez is an Investment Advisor Representative with Merit Financial Advisors. Bijan is registered with the state of Washington and has been in the industry since 2015. Bijan is a Certified Financial Planner and holds a Series 65 license. Bijan has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Bijan's previous employers include Filbrandt & Company, Wealth Enhancement Group, Facet Wealth, Real Talk Capital, LLC, and SVA Wealth Management, LLC. Bijan is also registered with the states of Arizona, California, Florida, Tennessee, and Texas.

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ADVISOR BIO

Bill Huffines is a financial professional with over 30 years of experience in the industry. He has a strong background in securities and investments, holding licenses and registrations with the Securities and Exchange Commission (SEC) and several state regulatory agencies. Bill is currently associated with Principal Securities, Inc., a leading financial services company. Prior to joining Principal, Bill worked with various firms, including W. S. Griffith & Co., Inc., Home Life Insurance Company and Sentra Securities Corporation. Bill's areas of expertise include a range of financial services, including portfolio management, financial planning, and educational seminars. He works with individuals, corporations, and other entities, providing customized financial solutions to meet their unique needs.

SPECIALIZATIONS