James Ellwood Edwards Jr.

Di Wu is a financial advisor at Wealthcare Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Whalen Wealth Management Inc., RFG Advisory, and T3 Trading Group. Before entering financial advisory roles, he was employed at The Frick Collection for nine years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios and an evidence-based investment framework overseen by an Investment Policy Committee.

Michael Johns is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been with Cetera and affiliated entities since 2013, including Regions Bank since the same year. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Kevin Lively is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Avantax Investment Services, LiveOak Capital Inc, Avantax Advisory Services, and Raymond James & Associates. Outside of advising, he is involved in tax preparation and accounting through McKinney & Lively PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management approaches.

Renee Green is a financial advisor with Edward Jones in Clanton, AL, holding a Series 66 designation and with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Patrick Mckinney is a financial advisor with LPL Financial, holding a Series 66 designation and approximately two years of industry experience. His prior work includes roles at KPMG LLP and McKinney & Lively, P.C. Patrick is based in Clanton, AL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from various sources.

Jason Latham is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Raymond James & Associates since 2015 and is also involved in agricultural operations as the owner and proprietor of a farming business. Additionally, he serves as a bookkeeper for Blow-Out Tire Co., Inc., a role he has held since 1996. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and governmental entities with a range of financial planning and consulting services, employing diverse investment strategies supported by firm research and model manager options.