Celia Mann Baehr

Cleveland Gantt is a CFP®-certified financial advisor with 12 years of industry experience, operating under Gantt Financial Advisors, LLC in Daphne, AL. He has been active in the financial services field since 1997. In addition to his advisory role, he is a licensed insurance agent offering long-term care insurance products and manages a timberland property. Gantt Financial Advisors, LLC provides financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory and conservative fundamental analysis, primarily using low-cost mutual funds and ETFs, and offers services including pension consulting and senior supplemental insurance.

James Hickey is a CFA® charterholder and principal at Crimson Wealth with 16 years of industry experience. He has held leadership roles at several firms, including serving as Managing Director of Crimson Wealth Management Inc. and CEO of X1 Capital Inc., a business development company. Hickey also serves on the board of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual investors while also working with family offices, institutions, and corporations. The firm constructs custom portfolios centered on U.S. equities, combining low-cost index and thematic ETFs with concentrated individual stock positions, using a macro-economic approach and disciplined bottom-up analysis.

John Brandon is a CFP® and ChFC® with 38 years of industry experience. He has been principal at Atlantes Financial Advisors since 2005 and has held a role with Purshe Kaplan Sterling Investments since 2004. Prior to that, he worked at Edward Jones from 2002 to 2004. Atlantes Financial Advisors Corp. offers personalized portfolio management and financial planning services to individuals, trusts, estates, pension plans, and business entities. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both passive index funds and actively managed investments, supported by multiple analytical methods and tailored to client risk profiles.

William Brigham is the sole advisor at Brigham Jr., William H., an independent firm based in Mobile, Alabama. He holds a Series 65 designation and has 22 years of industry experience, having worked at his current firm since 1996. Outside of his advisory work, he co-owns and helps manage a family farm in Mobile County. The firm provides discretionary portfolio management to individuals, trusts, and estates, focusing on long-term capital appreciation through investments in mutual funds, ETFs, equities, and fixed-income securities. Its investment approach relies on fundamental analysis and a multi-year holding horizon, serving a small client base with individualized oversight.

John Cocke is the sole advisor at Kairos Asset Advisory, LLC in Mobile, Alabama, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has led Kairos Asset Advisory since 2010. Outside of his advisory role, he serves as CFO on a part-time, unpaid basis for his wife's marketing and design business. Kairos Asset Advisory manages approximately $18.6 million for a select group of individual and institutional clients, including pension and Taft–Hartley plans, charitable foundations, and corporations. The firm employs a fundamentally driven, valuation-oriented investment approach across a range of asset classes and provides discretionary portfolio management, financial planning, and pension consulting services.

Jordan Jones is a financial advisor with Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation and 10 years of industry experience. He has been with Medora Partners, LLC and Medora Value Equity, LLC since 2016. Jones serves as chairman of the board of JOD Holdings, LLC, a coal mining business, and is a director for ElbFeeder, Inc., a containership owning company. Medora Value Equity, LLC manages discretionary, concentrated global value equity portfolios primarily for high-net-worth individuals, institutions, trusts, partnerships, and family offices. The firm employs a value-oriented approach with typically 10–20 holdings and pursues multi-year returns through fundamental analysis, often investing across capitalization ranges including less liquid instruments and using derivatives where beneficial.