ADVISOR BIO

Charles C. Robinson is a financial advisor with Cetera Investment Advisers LLC. He has been in the financial services industry for over 20 years. Charles holds a Series 7 and Series 63 license. He is registered in Alabama, Georgia, Mississippi, North Carolina and South Carolina. Charles specializes in providing financial planning, investment advice and portfolio management services to individuals, families, and businesses. He is also a councilman for the Hokes Bluff City Council.

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ADVISOR BIO

Daniel Brock is a financial advisor with Raymond James Financial Services Advisors, Inc. Daniel is a registered representative with the state of Alabama and has been in the financial services industry since 2000. Daniel has a Series 63 and Series 7 license. Daniel's firm, Raymond James Financial Services Advisors, Inc., is headquartered in Saint Petersburg, Florida, and provides financial services to a wide range of clients, including individuals, families, businesses, and institutions. The firm offers a variety of financial services, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

Donald Ledford is a financial advisor who has been in the industry since 1986. Donald Ledford is registered with LPL Financial LLC and is also an Investment Advisor Representative. Donald Ledford has a Series 7, Series 6, and Series 63 license and has passed the SIE exam. Donald Ledford has previously worked with STONEX SECURITIES INC., BB&T INVESTMENT SERVICES, INC., STERNE AGEE FINANCIAL SERVICES, INC., WACHOVIA SECURITIES, LLC, SOUTHTRUST SECURITIES, LLC, LIBERTY SECURITIES CORPORATION, EQ FINANCIAL CONSULTANTS, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Donald Ledford currently works out of the Anniston, AL office of LPL Financial LLC.

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Douglas Glenn Huie is a registered representative with MML Investors Services, LLC, a firm based in Springfield, MA. Douglas Huie has been in the financial services industry since March 29, 2007. Douglas Huie is currently registered with the state of Alabama as an investment advisor representative. Douglas Huie is also registered with the state of Florida, North Carolina, Tennessee, and Virginia. Previously, Douglas Huie was registered with MSI FINANCIAL SERVICES, INC. and AXA ADVISORS, LLC.

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Gregory Halligan is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2016. Gregory also has previous experience with Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory holds Series 7, Series 63, and Series 65 licenses and offers various financial services, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Isaac Jekuthial Brown is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Isaac has been in the financial industry since September 1994. Isaac holds several licenses including Series 7, Series 10, Series 9, Series 63 and Series 65. Isaac has been registered in several states across the country including Alabama, Texas, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, and the District of Columbia among others. Isaac has been working for Merrill Lynch since June 1994.

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Jacob Tyler Pollard is a financial advisor with LPL Financial LLC, based in Anniston, Alabama. Jacob Tyler Pollard is registered with the state of Alabama and has a Series 6, 7, and SIE licenses. Jacob Tyler Pollard has been in the financial industry since 2010. Prior to joining LPL Financial LLC, Jacob Tyler Pollard was with Simon Markets LLC, Investment Professionals, Inc., BB&T Investment Services, Inc., BBVA Securities Inc., and Pruco Securities, LLC. Jacob Tyler Pollard provides financial planning, portfolio management for businesses and individuals, and other consulting services.

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ADVISOR BIO

Jeffery Wayne Owens is a financial advisor at Osaic Wealth, Inc. in Anniston, AL. Jeffery has been in the financial industry since December 1999, and his current registration with Osaic Wealth, Inc. started in June 2024. Prior to that, Jeffery was registered with Securities America, Inc. in Anniston, AL. Jeffery has passed a number of industry exams including the Series 6, Series 26, Series 63, and Series 65 exams, as well as the SIE exam. Jeffery also provides tax preparation and accounting services through his business, Jeff Owens & Associates, Inc. in Anniston, AL.

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Jeffrey John Fink is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey Fink has been in the industry since August 2018 and is licensed in multiple states. Jeffrey Fink specializes in retirement planning, investment management, and financial planning for individuals and businesses.

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ADVISOR BIO

Jennifer Grant Jones is a financial professional with Wells Fargo Clearing Services, LLC, a firm with over $10 billion to $50 billion in assets. Jennifer has been in the industry since October 2017 and is registered in Alabama. Jennifer holds the Series 6, Series 63 and SIE licenses. Jennifer specializes in investments for individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, high-net-worth individuals and insurance companies.

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