Heather Feller

Jordan Jones is a financial advisor at Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation with nine years of industry experience. He previously worked at Richmond Hill Investments, LLC from 2009 to 2016 and has been with Medora since 2016. Outside his advisory role, Jones serves as chairman of the board for JOD Holdings, LLC, a coal mining company, and is a director for ElbFeeder, Inc., a containership owning business. Medora Value Equity, LLC provides discretionary investment management primarily to high net worth individuals, institutional clients, trusts, partnerships, and certain corporate clients. The firm employs a concentrated, global value equity strategy focused on long-term fundamental value investing and also offers sub-advisory services to other registered investment advisers.

James Hollon is a financial advisor with McBryar Advisory Services, Inc. He holds a Series 63 designation and has 26 years of industry experience. He has been associated with McBryar Advisory Services since 2010 and is also president of J. R. Hollon & Associates, Inc., a company established to receive earnings from his advisory activities. McBryar Advisory Services provides personalized, fee-based investment management and financial planning to individuals, retirement plans, trusts, estates, and small businesses. The firm serves approximately 200 clients and emphasizes long-term, Modern Portfolio Theory-based asset allocation and strategic portfolio construction, often working with third-party managers in co-advisor arrangements.

Thomas Van Antwerp is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Mitchell McLeod Pugh & Williams since 2013. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, corporate pension plans, charitable institutions, and government entities. The firm emphasizes tailored portfolio construction using a blend of individual stocks, mutual funds, ETFs, and bonds, with a focus on tax-aware strategies and capital preservation.

Katherine McGinley is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. in Mobile, AL, holding a Series 65 designation with 17 years of industry experience. She has been with the firm since 2006. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, corporate pension plans, charitable institutions, and government entities. The firm customizes portfolio construction to client objectives and risk tolerance, managing a multi-billion dollar asset base with a focus on tax-aware equity strategies and high-quality, intermediate-term fixed income portfolios.

Michael Barnett is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and BBVA Compass, among other firms. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, corporate pension plans, charitable institutions, and government entities. The firm manages a multi-billion dollar asset base and emphasizes tailored portfolio construction with a mix of individual securities, mutual funds, ETFs, and bonds, alongside offering consulting and administrative services.

Kyle Pugh is a financial advisor with Mitchell, McLeod, Pugh & Williams, Inc. in Mobile, Alabama. He holds a Series 65 credential and has 22 years of industry experience, including 20 years at his current firm. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment advisory services to individuals, corporate pension and profit-sharing plans, charitable institutions, and government entities. The firm manages a multi-billion dollar asset base and offers tailored portfolio construction using a diversified mix of securities, along with ancillary bookkeeping and check-writing services.