The Frazer Lanier Company is an investment banking firm that through experience, skill and finesse provides its clients with personal attention and sound advice. The Firm’s select staff is involved in every step, making it a truly full-service operation. With over 250 years of combined experience and an outstanding record, the company clearly demonstrates that there is strength in numbers. Our firm is dedicated primarily to corporate and municipal finance. Since 1976, our company has served as an investment banker to thousands of corporations, cities, counties, states, local boards and agencies throughout the United States.

RFG Advisory is a hybrid RIA firm built around a service first culture – we take care of our Advisors so that they can take care of their clients. RFG delivers a fully-integrated platform engineered to power the independent Investment Advisor by offering a wide range of services, from a cutting-edge technology to compliance, investment management, operations, team management practice consulting and branding/marketing support. Experienced in M&A, we grow through succession-driven acquisitions or independent advisor affiliation. Our goal is to be the partner of choice for growth-oriented Advisors, to thrive in the midst of disruption in the wealth management industry and above all to enable Advisors to be in business for themselves, not by themselves. Advisor led and professionally managed, RFG Advisory’s team wakes up every day thinking about how we can create value for our Advisors. We believe it speaks volumes that our talented employees are solely focused on delivering solutions to help grow an Advisor’s practice. Join Us – Your Future is Our Priority. For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.

OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), OneAscent Financial Services, LLC (“OAFS”), OneAscent Investment Solutions, LLC (“OAIS”), OneAscent Capital, LLC (“OAC”), and OneAscent Family Office, LLC (“OAFO”), investment advisers registered with the United States Securities and Exchange Commission. OAWM, OAFS, OAIS, OAC, and OAFO may only transact business in those states in which they are registered or qualify for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to their investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM's, OAFS's, OAIS's, OAC's, and OAFO's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM, OAFS, OAIS, OAC, and OAFO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

At BCR Wealth Strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. We assist our clients to understand their financial goals and develop a plan to achieve whatever they may wish. In a Wealth Management relationship, the emphasis is placed on the client’s goals while the investment portfolio is seen simply as the means to achieving those goals. Once our client’s goals and dreams are established, we create, implement and monitor an investment strategy that complements their plan. BCR Wealth coordinates with a client’s accountants, attorneys, and other professional advisors to make sure that everyone is working in harmony to achieve the client’s goals. Long-term success will be achieved through dedication and monitoring throughout a client’s financial life cycle.

- Financial Advising Intern from 2017-2019- Financial Advisor Jan- Feb 2019- Series 7 Certified 2018

I founded and serve as president of Cole Financial Planning and Wealth Management, Inc. A commission free financial planning and investment advisory firm. We provided financial planning and wealth management services to individuals and small businesses.

Kelley & Mullis Wealth Management was founded over 35 years ago, focusing on client and personalized service to create a unique portfolio to fit each individual's financial needs. As an independent wealth management firm, our advisors are able to communicate and create a solid relationship with clients. Kelley & Mullis Wealth Management primarily focuses on providing a high level of service and accepts new clients on a regular basis. Our advisors are open to new clients of all levels of income because we know that each person's assets are equally important regardless of the amount. As a wealth management firm, we strive to provide our clients with the highest quality financial services to those who need it most. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with [ENTER FIRM NAME]. [ENTER FIRM NAME] does not offer tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

My mission is to help my clients pursue their short- and long-term financial goals with confidence, clarity, and a plan tailored to their unique circumstances.My expertise spans a full range of financial advisory services, including strategic wealth planning, retirement planning, tax-efficient strategies, investment management, business succession planning, and legacy planning. I believe that every client deserves a customized approach that aligns with their values, priorities, and vision for the future.When we work together, you can expect recommendations that are solely focused on what serves your financial goals best. Whether helping families secure their financial independence, plan for major life milestones like college funding or homeownership, or guiding businesses to retain more of their earnings, my approach begins with an in-depth review of your finances to uncover opportunities that might otherwise go unnoticed.For individuals and families, I help navigate the complexities of creating and sustaining wealth, ensuring every strategy supports your goals—from leaving a legacy for your loved ones to achieving financial independence. For businesses and business owners, I focus on addressing the most pressing financial and operational concerns, helping to mitigate risk, reduce tax burdens, and ensure a smooth transition of wealth or ownership when the time comes.Key to my approach is ensuring you take the appropriate level of investment risk for your objectives, preparing for unpredictable market events, leveraging tax strategies to maximize opportunities, and crafting estate plans that ensure your wishes are honored and your assets are distributed efficiently. With regular monitoring and adjustments, I ensure your plan evolves with your life and goals.Through these strategies, my goal is to provide peace of mind and the confidence that your financial future is in capable hands.

Providence Investments is a privately held investment firm located in Birmingham, Alabama. Providence focuses on stable, income producing multi-family opportunities in emerging U.S. markets. We target high yield passive cash flow and long term capital appreciation through strategic acquisition and superior asset management. The vision of Providence’s leadership is to deliver qualified returns on investment by hedging risk and acquiring Multi-Family assets that meet or exceed our criteria. Our firm’s focus is on delivering high returns to our partner investors in all targeted capital markets. Location is extremely important and our first priority in identifying when investing. US emerging markets with high barrier to entry have demonstrated to be the key locations of high potential return on investments. Quality class asset, strong job growth, strong political leadership, path of growth, key demographics, high rental demand, and competitive occupancy are proven essentials to a high yield investment. We focus on stabilized assets with strong physical qualities requiring minor repairs with potential value-add components. Our goal is to maximize returns for our partners and investors without compromising our conservative approach. We have over 40+ years of combined commercial real estate experience. Our partnership has led over 4,000 units throughout the Southeast and other primary and secondary markets in the US. All of our assets are well-performing assets managed and operated within our partnership. You can be confident that with Providence Investments and its affiliated partners, your investment is in the hands of highly competitive and knowledgeable real estate professionals.