Fors David 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 with Leavell Investment Management, Inc., holding Series 63 and Series 65 designations and 12 years of industry experience. He worked for Trustmark Investment Advisors for 11 years before joining Leavell in 2024. Leavell Investment Management serves individual and institutional clients with discretionary investment management and related services, employing a fundamental analysis and tailored asset allocation approach. The firm manages a range of portfolios including mutual funds and provides additional services such as financial planning and family-office support.

Jennifer Baskerville is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. Her work history includes roles at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2006, as well as a position at Citigroup Global Markets from 2002 to 2003. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering various managed advice programs focused on asset allocation, contribution rates, and retirement age guidance. The firm’s approach relies on Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary investment solutions.

Jeremy Young is a financial advisor with LPL Financial in Dadeville, AL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, ProEquities, Inc., First Protective, and Primerica Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Todd Kennedy is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with UBS since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.