Jennifer Baskerville

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.

Jeremy Young is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, ProEquities, Inc., and First Protective. Outside of his advisory work, he is involved in residential construction through Dunnavant Valley Holdings, LLC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies.

Fors Willis is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial in Alexander City, AL. He has held advisory roles at Raymond James Financial Services Advisors Inc. since 2016 and previously worked at Sal Financial Services, Inc. from 2001 to 2016. Willis is also the owner of Willis Capital Management, a financial advisory support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services backed by firm research and a broad affiliate network.