Heather Renae Feller

Jordan Jones is a financial advisor with Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation and 10 years of industry experience. He has been with Medora Partners, LLC and Medora Value Equity, LLC since 2016. Jones serves as chairman of the board of JOD Holdings, LLC, a coal mining business, and is a director for ElbFeeder, Inc., a containership owning company. Medora Value Equity, LLC manages discretionary, concentrated global value equity portfolios primarily for high-net-worth individuals, institutions, trusts, partnerships, and family offices. The firm employs a value-oriented approach with typically 10–20 holdings and pursues multi-year returns through fundamental analysis, often investing across capitalization ranges including less liquid instruments and using derivatives where beneficial.

Roy Mcbryar is a financial advisor at Mcbryar Advisory Services, Inc. with 17 years of industry experience. He is also a licensed attorney and certified public accountant, maintaining a separate law practice alongside his advisory role. Mcbryar has worked with his current firm since 2009 and with his law practice since 1993. Mcbryar Advisory Services, Inc. provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a co-advisor model, emphasizing long-term, Modern Portfolio Theory–based portfolio construction and strategic asset allocation while coordinating with third-party managers who handle discretionary trading.

James Hollon is a financial advisor with McBryar Advisory Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has been with McBryar Advisory Services since 2010 and also serves as president of J. R. Hollon & Associates, Inc., a company associated with his earnings from advisory work. McBryar Advisory Services, Inc. provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm uses a co-advisor model with third-party managers for trading and execution, following a long-term, Modern Portfolio Theory–based investment approach.

Frank Smith III is a financial advisor with BankPlus Wealth Advisors in Mobile, Alabama, holding eight years of industry experience. He previously worked at Wilkins Miller Wealth Management and Wilkins Miller LLC, serving clients for a total of eleven years before joining BankPlus Wealth Advisors. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm manages approximately $263.8 million across about 633 client relationships, employing a thematic, bottom-up investment approach that incorporates in-house fundamental research and emphasizes long-term holdings.

Alan Bradley is a CFP® with 19 years of industry experience, currently serving at RWM Capital, LLC. His prior roles include positions at Pruco Securities, Prudential Financial Planning Services, Bank of America, Merrill, and TIAA-CREF. In addition to his advisory work, he is an independent insurance agent providing insurance and annuity planning services. Roberts Wealth Management (RWM Capital, LLC) delivers financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients, focusing on retirement and comprehensive planning. The firm combines tailored asset allocations with model portfolios, sub-advisers, and algorithm-driven rebalancing across multiple offices and manages approximately $222 million in assets.

Brennan Kim is a financial advisor at RWM Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Foundations Investment Advisors and Aflac. In addition to his advisory role, he serves as an insurance representative specializing in Medicare. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations and a combination of model portfolios, sub-advisers, and algorithmic tools across multiple offices to manage approximately $222 million in assets.