Fors Willis

Devereaux Williams is a CFP® professional with eight years of industry experience, currently serving at Blalock Williams, LLC since 2023. His background includes roles at The Ascent Group, Ameritas Advisory Services, and Ameritas Investment Corp, as well as a 12-year tenure with the PGA Tour. Williams holds board positions with several local organizations, including Scott Accounting, Wicker Point Country Club, and Lake Martin Auburn Club, and contributes as a columnist for Lake Martin Living Magazine. Blalock Williams serves individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $176 million in assets. The firm offers customized, long-term investment portfolios using ETFs, mutual funds, stocks, and bonds, and provides discretionary and non-discretionary management along with financial planning and retirement plan advisory services.

Sheri Robinson is a CFP® professional with 22 years of experience in the financial services industry. She currently works at Avidian Wealth Solutions and previously spent 13 years at Linscomb & Williams Inc. She holds Series 63 and Series 66 licenses. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers primarily discretionary portfolio management and financial planning through a model-based investment approach supplemented by sub-advisors and separately managed accounts.

Kenneth Hubbard is a financial advisor at Leavell Investment Management, Inc. with 11 years of industry experience. He previously worked at Trustmark Investment Advisors from 2013 to 2024 before joining Leavell in 2024. He holds Series 63 and Series 65 credentials. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutions. The firm emphasizes a fundamental investment approach focused on diversification, risk control, and long-term compounding, and manages registered mutual funds alongside customized client solutions.

Jennifer Baskerville is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice and education programs. The firm emphasizes asset allocation and retirement guidance using proprietary tools from Morningstar Investment Management and operates at scale with a large client base and a significant portion of non-discretionary assets.

Jeremy Young is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, ProEquities, Inc., and First Protective. Outside of his advisory work, he is involved in residential construction through Dunnavant Valley Holdings, LLC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies.

Todd Kennedy is a financial advisor with UBS Financial Services in Dadeville, Alabama, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management, providing proprietary research and affiliated banking and lending programs.