Alexander Whittington Davis

Keith Garrett is a financial advisor at Garrett Investment Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked in both investment advisory and automotive sales roles, including at the Ohlson Group and Orr Hyundai. Garrett is also the sole owner of Garrett Research LLC, an online financial publication company. Garrett Investment Advisory Services, LLC provides investment supervisory services and individual portfolio management to a small number of clients, including both non–high-net-worth and high-net-worth individuals. The firm develops customized portfolios and emphasizes mutual fund and ETF analysis with ongoing monitoring of holdings and market conditions.

Charles Blaylock is a CFA® charterholder and the sole advisor at Corvum Investment Management with six years of industry experience. He is also an Associate Professor of Finance at Texas A&M University - Texarkana. Prior to his current roles, he worked at Henderson State University for eleven years. Corvum Investment Management is an independent firm providing fee-only investment management and financial planning to individuals, families, charitable organizations, businesses, and financial professionals. The firm employs a blend of passive and active investment strategies and offers discretionary portfolio management, including sub-advisory services for registered investment advisers.

Koltlon Johnson is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at Floyd Capital Management since 2024. His prior roles include positions at Koch Energy Services, Texas A&M University, and Cheniere Energy, among others. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm manages client assets primarily through exchange-traded funds and mutual funds, using an asset-allocation, trend-based approach focused on scaling into investments during uptrends and moving to money market funds during downturns.

Benjamin Le Grand is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Patterson Nissan, Texas A&M University, and Pleasant Grove Independent School District. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities, primarily using exchange-traded funds and mutual funds. The firm employs an asset-allocation, trend-based approach focused on managing risk and opportunity through active portfolio adjustments and provides quarterly performance reviews alongside custodial statements.

Devin Carroll is a CFP® professional with 23 years of industry experience, currently serving at Carroll Advisory Group since 2025. His prior experience includes roles at Cogent Advisory Group LLC, LPL Financial, and Edward Jones. Outside of advisory work, Carroll owns Carroll Media Properties, which produces content focused on Social Security, Medicare, and retirement topics. Carroll Advisory Group provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm employs tailored, discretionary portfolio management with diversified investments and integrates both fundamental and technical analysis in its strategies.

Jeremy Reed is a CFP® professional with nine years of industry experience, currently advising at Carroll Advisory Group. His prior roles include positions at Thrivent Investment Management Inc, Thrivent Advisor Network, LLC, and RBC Capital Markets. He volunteers on Salisbury University’s Financial Planning Advisory Council and serves in leadership roles with CBMC and Ringgold Church. Carroll Advisory Group provides comprehensive investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and insurance company clients. The firm offers tailored advice, typically managing discretionary diversified portfolios using both fundamental and technical analysis across various asset classes, with formal reviews conducted at least annually.