Kelli Wierzbicki

Brian Mohney is a financial advisor with Lincoln Douglas Investments, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Lincoln Douglas Investments since 2011 and concurrently serves as FINOP/CCO for Sovereign Global Advisors LLC. Outside of finance, he owns Mohney Enterprises LLC, a dry ice blasting services and rental business. Lincoln Douglas Investments provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build and manage diversified portfolios.

David Noakes is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Packerland in 2017, he worked at INVEST Financial Corp. for 15 years. Outside of his advisory role, he serves on the Board of Directors for the Eufaula Barbour Chamber of Commerce. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, third-party arrangements, and fee-based programs on the Hilltop/Envestnet platform. The firm combines individualized planning with discretionary or non-discretionary management and offers tools such as separately managed accounts and automated rebalancing, while maintaining due diligence on third-party managers.

Kendall Smith is a financial advisor at Packerland Brokerage Services, Inc. with a Series 66 designation and no prior industry experience. Before entering the financial sector, he worked for the Alabama Department of Transportation for 15 years and has been self-employed since 2013. He is also involved with the Kendall and Jamie Smith Farm, which he has operated for 20 years. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms including Hilltop/Envestnet. The firm provides both brokerage and advisory services with a range of management options and maintains due diligence and monitoring of third-party managers.

John Mott is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of advising, he is involved in managing a family limited partnership and operates Mott Farms. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Kimberly Hill is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and eight years of industry experience. She previously worked at Morgan Stanley for six years and has experience with LGE Community Credit Union. Hill serves as co-trustee for two family trusts and is a founding director of Muttley Crew, a nonprofit focused on rehabilitating and rehoming homeless dogs. VOYA Financial Advisors, Inc. serves a wide range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services through various program structures, often emphasizing recommendation-based, non-discretionary advice.

Howard Lerner is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves as a limited partner in Strathmore Partnership, a family-owned partnership. Morgan Stanley Wealth Management provides advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and offering a range of investment programs and planning tools.