Alabama Meet The Team

We currently do not have a local office in your state but do have professionals that can service your area. Please give us a call at 877-549-7526.

Also Licensed in Alabama

Edward Nelson*, MBA

Senior Managing Partner; Investment Advisor

Marquis Chachere

Financial Advisor

Jared Key

Financial Professional

Joe Bradley*, FSCP

Financial Professional

Chris Simich

Managing Partner

Gary Braswell

Financial Professional

David Keith*, LUTCF, CLF

Registered Representative, Managing Partner

Joshua Crane-Whittington*

Partner

Nick Smith*

Partner, Registered Representative

Terry Anderson*, LUTCF

Registered Representative

Irma Ceja

Financial Professional

Ciera Dorsey

Financial Professional

John Fitzgerald

Director of Mature Marketing

Jeffrey Hendrix*

Registered Representative

David Hussey, MBA

Financial Professional

Steven Manthey*

Financial Advisor

Dr. Gregory McBride*, PhD

Investment Advisor Representative

Brandon Melton*

Registered Representative

Chris Taylor

Financial Professional

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If You’re Ready to Have a Conversation, We’re Ready to Help

Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.

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