Austin Lee Garcia

Frank Arvai is a CFP® professional with 15 years of industry experience. He has worked at William Mack & Associates, Inc. since 2019 and previously held positions at Mutual Fund Management Co. and Arvai & Associates. He has also served as an independent contractor-consultant during a firm transition period. William Mack & Associates is a multi-team registered investment adviser serving individual and institutional clients, including non-high-net-worth and high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes diversification, tax efficiency, and low-cost funds through a range of model strategies, managing over $1 billion in discretionary assets across approximately 950 accounts.

Anton Berishaj is a Series 66 licensed advisor at Fifth Third Securities, Inc. with two years of industry experience. He has worked at Ameriprise, Comerica Securities, and Comerica Bank prior to joining Fifth Third Securities. Berishaj also has outside employment as a Client Service Associate with Comerica Financial Advisors. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a variety of investment programs including mutual fund and ETF models, separately managed accounts, and direct indexing. The firm is a wholly owned subsidiary of Fifth Third Bank and supports a broad client base with approximately $10.9 billion in assets under management.

Charles Brody is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Shelby State Bank, MDI Worldwide, Zeigler Motorsports, and Grand Valley State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical model portfolios along with research from multiple sources.

Jeffrey Brecht is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

James Stovall is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial Services since 2009 and also maintains a long-term association with Shelby State Bank since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.