James Todd

Reginald Rhodes is a financial advisor at Legacy Wealth Management Group, LLC with five years of industry experience. He holds a Series 65 designation and has operated his own legal practice since 1993, specializing in elder law and related services. He is the founder and managing member of Alabama Center for Elder Law, LLC, and also leads Asset Protective Services, LLC. Legacy Wealth Management Group provides discretionary investment management and integrated financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive portfolio construction with index funds and ETFs, tailoring portfolios to client objectives while leveraging the principal’s active legal practice to offer estate, elder-law, and trust-related services through affiliated entities.

Robert Ryals is a financial advisor at Magnolia Wealth Management LLC, holding a Series 65 designation with four years of industry experience. He previously worked at MidSouth Bank and Troy University. In addition to his advisory role, he provides insurance services through the firm on a limited basis. Magnolia Wealth Management is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary asset management and fee-based financial planning, focusing on business and retirement planning. The firm employs fundamental analysis and Modern Portfolio Theory to create tailored portfolios and manages approximately $158 million in discretionary assets.

Edwin Cox is a financial advisor at Magnolia Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Magnolia Wealth Management since 2018, following prior roles at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of his advisory work, Cox serves as a board member of the Dothan Rescue Mission and teaches seminars on federal employee benefits at a local military base and postal service. Magnolia Wealth Management is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary asset management and fee-based financial planning, focusing on business and retirement planning. The firm employs fundamental analysis and Modern Portfolio Theory to create tailored asset allocations, managing accounts primarily on a discretionary basis.

Braxton Pettey is a financial advisor at CapSouth Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at TCI Wealth Advisors and the University of Arizona Student Union. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and offers diversified portfolios with both long-term and shorter-term strategies, supported by a multidisciplinary team including a CPA and an attorney.

Daniel Tew is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with five years of industry experience. He is affiliated with Jackson Thornton Wealth Management, LLC in Dothan, Alabama, and has worked with related Jackson Thornton entities since 2009. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services. The firm serves individuals, retirement plans, trusts, charitable organizations, and small businesses, managing nearly $2.0 billion across more than 1,000 client relationships.

Donald Bolden is a CFP® professional with 24 years of industry experience, currently serving at CapSouth Wealth Management since 2004. He holds Series 63 and Series 65 licenses and is based in Dothan, Alabama. Outside of his advisory role, he is a partner and manager of real estate LLCs unrelated to his investment work. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a multidisciplinary team offering both discretionary and non-discretionary services with a focus on diversified, fundamentally analyzed portfolios.