Andrew Walters

Devereaux Williams is a CFP® professional with eight years of industry experience, currently serving at Blalock Williams, LLC since 2023. His background includes roles at The Ascent Group, Ameritas Advisory Services, and Ameritas Investment Corp, as well as a 12-year tenure with the PGA Tour. Williams holds board positions with several local organizations, including Scott Accounting, Wicker Point Country Club, and Lake Martin Auburn Club, and contributes as a columnist for Lake Martin Living Magazine. Blalock Williams serves individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $176 million in assets. The firm offers customized, long-term investment portfolios using ETFs, mutual funds, stocks, and bonds, and provides discretionary and non-discretionary management along with financial planning and retirement plan advisory services.

Kenneth Hubbard is a financial advisor at Leavell Investment Management, Inc. with 11 years of industry experience. He previously worked at Trustmark Investment Advisors from 2013 to 2024 before joining Leavell in 2024. He holds Series 63 and Series 65 credentials. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutions. The firm emphasizes a fundamental investment approach focused on diversification, risk control, and long-term compounding, and manages registered mutual funds alongside customized client solutions.

Jeremy Young is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, ProEquities, Inc., and First Protective. Outside of his advisory work, he is involved in residential construction through Dunnavant Valley Holdings, LLC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies.

Fors Willis is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial in Alexander City, AL. He has held advisory roles at Raymond James Financial Services Advisors Inc. since 2016 and previously worked at Sal Financial Services, Inc. from 2001 to 2016. Willis is also the owner of Willis Capital Management, a financial advisory support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services backed by firm research and a broad affiliate network.

Todd Kennedy is a financial advisor with UBS Financial Services in Dadeville, Alabama, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management, providing proprietary research and affiliated banking and lending programs.

Jon Peavy is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith from 2006 to 2017 before joining Morgan Stanley in 2017. Outside of his advisory role, he is an owner and musician of a for-profit music business. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning that incorporates firm-approved planning tools and modeling techniques.