Edward Heath Goodson

Steven Lind is a CFP® professional with 14 years of industry experience, currently serving at Navigate Wealth Management, LLC. He has worked with the firm since 2017, including prior experience at Stonebridge Advisors, LLC. In addition to his advisory role, Lind is the owner of Lind Professional Corporation, where he provides CPA services. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individuals and high-net-worth clients. The firm focuses on portfolio management guided by modern portfolio theory and risk tolerance, offering both discretionary and non-discretionary services as well as financial planning through its dba Abeona Wealth.

Donna Gordon is a CFP® with 25 years of industry experience. She is currently with Park Square Financial Group LLC and previously worked for Wesban Financial Consultants, P.C. for 25 years. Outside of her advisory role, she serves on the board of directors for Trinity Counseling, Inc. and is president of Little Whiskers Rescue Ranch, a charity focused on rescuing cats. Park Square Financial Group serves individual and high-net-worth clients, trusts, and estates with discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach and primarily operates its advisory business as a wrap fee program sponsor.

James Burnett Jr. is a CFP® professional with 22 years of industry experience, currently serving at Navigate Wealth Management, LLC since 2021. He previously spent 19 years at Stonebridge Advisors, LLC. In addition to his advisory role, Mr. Burnett provides consulting services to an accounting firm. Navigate Wealth Management, LLC is an SEC-registered advisory firm managing over $429 million primarily for individual and high-net-worth clients. The firm employs a modern portfolio theory-based approach, utilizing model portfolios and documented risk profiles to guide asset allocation and portfolio management.

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 20 years of industry experience. He holds the Series 63 and Series 65 designations and has a background that includes roles at Stonebridge Advisors, LLP, and Trustee Empowerment & Protection, Inc. In addition to his advisory work, he is a partner in a law practice based in Birmingham, Alabama. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individuals and high-net-worth clients. The firm employs a long-term investment approach based on modern portfolio theory and uses model portfolios and documented risk-tolerance profiles to manage discretionary and non-discretionary accounts.

Stephen Garrett Sr. is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 63 designation and 35 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. He serves on the Board of Directors for the University of Southern Mississippi Alumni Foundation and is Treasurer Emeritus of the Bassett Hound Rescue of Alabama. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, employing a mix of discretionary and consultative approaches.