Edward Heath Goodson

Joel Mcgriff is a financial advisor at The McGriff Alliance with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. McGriff has worked at Crown Capital Securities, LP since 2010 and has been associated with The McGriff Alliance RIA since 1994. He is also an officer of the McGriff Burrus Alliance, dedicating significant time to fixed insurance and independent registered advisory activities. The McGriff Alliance serves individuals, trusts, estates, pension and profit-sharing plans, and provides advisory services to investment company clients and pooled investment vehicles. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and managing private pooled funds focused on life settlements.

Steven Lind is a CFP® professional with 14 years of industry experience, currently serving at Navigate Wealth Management, LLC. He has worked at Stonebridge Advisors, LLC since 2017 and has owned Lind Professional Corporation, providing CPA services since 1995. Navigate Wealth Management, LLC is a six-advisor team managing approximately $354.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and fee-based financial planning, employing a long-term investment approach grounded in modern portfolio theory and tailored Investment Policy Statements.

Donna Gordon is a CFP® with 24 years of experience in financial advising, currently serving at Wesban Financial Consultants, P.C. in Birmingham, AL, where she has worked since 2001. She previously was associated with Park Square Financial Group LLC and holds leadership roles outside of finance, including serving as President of Little Whiskers Rescue Ranch, a charity focused on rescuing cats, and sitting on the board of directors for Trinity Counseling, Inc. Wesban Financial Consultants, P.C. provides investment advisory and comprehensive financial planning services primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes non-discretionary portfolio management using a strategic allocation approach with active, passive, and exchange-traded funds, combined with regular client reviews and tax-loss harvesting.

James Burnett is a CFP® with 22 years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2021. He has also been affiliated with Stonebridge Advisors, LLC since 2003. Outside of his advisory work, Mr. Burnett provides consulting services to an accounting firm, Conrad, Burnett, Norris & Gordon, LLC. Navigate Wealth Management is a team of six advisors managing approximately $354.6 million for individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, offering discretionary portfolio management and fee-based financial planning tailored to client-specific investment policy statements.

Jonathan Fargason is a CFP® with six years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2024. His prior roles include positions at Oakworth Capital Bank, FSC Securities Corp, and Thrivent Financial. Navigate Wealth Management, LLC is a six-advisor team providing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, using model portfolios and individualized Investment Policy Statements to align asset allocation with client risk tolerance and time horizon.

Reuben Stewart III is a financial advisor at Navigate Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and 65 licenses and has worked at multiple firms, including Stonebridge Advisors, LLC and Dempsey, Steed, Stewart, Ritchey & Gache, LLP. In addition to his advisory role, he is a partner at Shimoda, Stewart & Storey, LLP, a law practice in Birmingham, Alabama. Navigate Wealth Management, LLC serves primarily individual and high-net-worth clients, managing discretionary and non-discretionary portfolios based on modern portfolio theory and documented risk tolerance. The firm provides comprehensive financial planning and acts as a subadviser to other advisers.