Elizabeth Gantt Cotter

Louie Grimes Jr. is a financial advisor at Red Oak Investment Solutions LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Magnolia Wealth Management, LLC. Outside of advising, he is employed as a pharmacist at CVS Pharmacy. Red Oak Investment Solutions LLC provides financial planning and investment advice primarily through one-time written plans for individuals and high-net-worth clients. The firm’s approach incorporates modern portfolio theory and favors long-term trading with a focus on mutual funds, fixed-income securities, real estate funds, equities, ETFs, TIPS, and non-U.S. securities, without discretionary authority or ongoing trading responsibilities.

Shon Mc Clung is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Capstone Wealth Advisors, LLC and has prior experience at Prevett Financial and Providence Financial Consulting, LLC. In addition to his advisory role, Mc Clung is an accountant with White, McClung, and Barber, LLC and is an independent licensed insurance agent. Capstone Wealth Advisors provides portfolio management and financial planning services primarily for individual clients, as well as charitable organizations and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning tailored to client risk tolerances.

Terry Wilson is a financial advisor at Capstone Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for PowerSouth Energy Cooperative for over 20 years. Wilson is also licensed as an insurance agent and sells various insurance products. Capstone Wealth Advisors provides portfolio management and financial planning primarily for individual clients, as well as charitable organizations and business entities. The firm combines fundamental analysis with modern portfolio theory, offering both discretionary and non-discretionary management along with one-time and ongoing financial planning services.

Ronald Sansom Jr. is a financial advisor with Ameriprise in Andalusia, Alabama, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. Outside of his advisory role, he serves as president of the Kinston Schools Foundation and is a board member of the Kiwanis Foundation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for Ameriprise-managed accounts.

Alison Rhodes is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She previously worked at Bankers Life and its affiliated entities from 2013 to 2022. Outside of her advisory role, Rhodes volunteers with Finding Forever Dog and Cat Rescue, assisting with fundraising and donation coordination. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes client intake processes to tailor services based on goals and risk tolerance.

William Greenwald is a financial advisor at Edward Jones in Andalusia, Alabama, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.