John Frederick Wallace IV

Cleveland Gantt is a CFP®-certified financial advisor with 12 years of industry experience, operating under Gantt Financial Advisors, LLC in Daphne, AL. He has been active in the financial services field since 1997. In addition to his advisory role, he is a licensed insurance agent offering long-term care insurance products and manages a timberland property. Gantt Financial Advisors, LLC provides financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory and conservative fundamental analysis, primarily using low-cost mutual funds and ETFs, and offers services including pension consulting and senior supplemental insurance.

Celia Baehr is a CFP® with 43 years of industry experience, currently operating as the sole advisor at Celia Mann Baehr, CFP in Mobile, Alabama. She previously worked at LPL Financial LLC for 26 years before founding her independent advisory firm in 2014. Outside of her advisory work, Baehr serves as President and CEO of the Mobile Symphony, a nonprofit organization. Her firm provides investment advisory and portfolio management services to individuals and small businesses, offering tailored financial planning and investment strategies across a range of asset classes. The firm employs a disciplined approach with regular account reviews and emphasizes client-specific suitability and investment restrictions.

Julie Jenkins is a financial advisor at Redesign Wealth Planning in Robertsdale, Alabama, holding a Series 65 designation with two years of industry experience. Prior to founding her independent firm, she worked at Care Financial and spent 15 years at Southern Women's Specialist. In addition to her advisory role, she holds a Certified Divorce Financial Analyst (CDFA) credential and operates a separate divorce-consulting business. Redesign Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing a passive, low-cost, diversified approach using index mutual funds and ETFs. The firm provides educational seminars and directly manages client assets following the discontinuation of third-party investment managers.

James Hickey is a CFA® charterholder and principal at Crimson Wealth with 16 years of industry experience. He has held leadership roles at several firms, including serving as Managing Director of Crimson Wealth Management Inc. and CEO of X1 Capital Inc., a business development company. Hickey also serves on the board of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual investors while also working with family offices, institutions, and corporations. The firm constructs custom portfolios centered on U.S. equities, combining low-cost index and thematic ETFs with concentrated individual stock positions, using a macro-economic approach and disciplined bottom-up analysis.

John Brandon is a CFP® and ChFC® with 38 years of industry experience. He has been principal at Atlantes Financial Advisors since 2005 and has held a role with Purshe Kaplan Sterling Investments since 2004. Prior to that, he worked at Edward Jones from 2002 to 2004. Atlantes Financial Advisors Corp. offers personalized portfolio management and financial planning services to individuals, trusts, estates, pension plans, and business entities. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both passive index funds and actively managed investments, supported by multiple analytical methods and tailored to client risk profiles.

John Cocke is the sole advisor at Kairos Asset Advisory, LLC in Mobile, Alabama, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has led Kairos Asset Advisory since 2010. Outside of his advisory role, he serves as CFO on a part-time, unpaid basis for his wife's marketing and design business. Kairos Asset Advisory manages approximately $18.6 million for a select group of individual and institutional clients, including pension and Taft–Hartley plans, charitable foundations, and corporations. The firm employs a fundamentally driven, valuation-oriented investment approach across a range of asset classes and provides discretionary portfolio management, financial planning, and pension consulting services.