Kenneth Johnson Sr.

Trevor Kurzhal is a financial advisor with NBC Securities, Inc. holding a Series 66 designation and five years of industry experience. Outside of his advisory role, he is involved in audio production, mixing and mastering music for local artists, and serves in various media and production roles with Grace Life Church of the Shoals and its missions affiliate. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including individuals, institutions, and municipalities, with approximately $1.78 billion in assets under management. The firm offers multiple fee-based advisory programs and integrates brokerage execution and custody services through RBC platforms.

James Mitchell Jr. is a financial advisor with Diversify Advisory Services, LLC in Decatur, AL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at DFPG Investments, LLC, BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Triad Advisors, Inc. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of internal and third-party models across multiple platforms and offering a broad range of investment instruments and strategies.

Todd Kurzhal is a financial advisor at NBC Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities since 2002. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutions, and municipalities. The firm offers multiple advisory programs that integrate third-party investment managers and model portfolios, supporting both discretionary and non-discretionary arrangements.

James Newton is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Barlas O'Reilly Wealth Management, Plan Partners LLC, and Eqis Capital Management, Inc. Outside of his advisory role, he owns and operates Newton Institutional, where he transacts insurance products, and PayLink IRA, which provides payroll and IRA services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a blend of strategic and tactical approaches.

Paul Morris is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 15 years of industry experience. His career includes multiple roles within Wells Fargo-affiliated entities since 2010 and a brief tenure at Merrill in 2021. He also owns Paul D Morris Wealth Management Inc., an investment-related business based in Florence, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Thomas Mccleskey is a financial advisor at LPL Financial with a Series 66 designation and over two years of industry experience. His prior roles include positions at Securities America, Fidelity Investments, and Keel Point LLC, as well as working at the University of Alabama. LPL Financial provides advisory and brokerage services to a broad client base including individual investors, retirement plan sponsors, banks, and credit unions. The firm offers a wide range of programs and investment solutions, managing over $819 billion in advisory assets through a nationwide network of more than 21,800 investment adviser representatives.