Kenneth Cleo Johnson Sr.

Trevor Kurzhal is a financial advisor at Lanark Financial, Inc. with five years of industry experience and holds a Series 66 designation. Prior to his advisory career, he worked at The University of North Alabama and has been involved with Grace Life Church of the Shoals since 2015. Outside of finance, he works in audio production, mixing, and mastering music for local artists and also handles media production and editing for church-related ministries. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients including individuals, retirement plans, trusts, and institutional entities. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.

Todd Kurzhal is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities, Inc. since 2002. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts with 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, holding a Series 66 designation and having 16 years of industry experience. He has worked across several firms within the Wells Fargo organization since 2010 and briefly at Edward Jones in 2009. He also has a personal wealth management business based in Florence, AL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad planning menu for clients meeting certain net-worth criteria. The firm’s approach combines tailored recommendations developed using proprietary research and tools, with options for clients to implement strategies through brokerage or advisory programs.

Thomas Mccleskey is a financial advisor with LPL Financial in Decatur, Alabama. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America, Fidelity Investments, and Keel Point LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Story is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. His prior roles include positions at Morgan Keegan & Company, LLC, Raymond James & Associates, and Burningtree Country Club. Outside of his advisory work, he is involved with Rising Trout, Inc., a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning, portfolio management, and institutional platforms, utilizing a range of strategic and tactical investment options supported by advanced research and operational tools.