Lance Stephen Heisler

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.

William Brigham is the sole advisor at Brigham Jr., William H., an independent firm based in Mobile, Alabama. He holds a Series 65 designation and has 22 years of industry experience, having worked at his current firm since 1996. Outside of his advisory work, he co-owns and helps manage a family farm in Mobile County. The firm provides discretionary portfolio management to individuals, trusts, and estates, focusing on long-term capital appreciation through investments in mutual funds, ETFs, equities, and fixed-income securities. Its investment approach relies on fundamental analysis and a multi-year holding horizon, serving a small client base with individualized oversight.

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.

Jordan Jones is a financial advisor with Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation and 10 years of industry experience. He has been with Medora Partners, LLC and Medora Value Equity, LLC since 2016. Jones serves as chairman of the board of JOD Holdings, LLC, a coal mining business, and is a director for ElbFeeder, Inc., a containership owning company. Medora Value Equity, LLC manages discretionary, concentrated global value equity portfolios primarily for high-net-worth individuals, institutions, trusts, partnerships, and family offices. The firm employs a value-oriented approach with typically 10–20 holdings and pursues multi-year returns through fundamental analysis, often investing across capitalization ranges including less liquid instruments and using derivatives where beneficial.

Terry Nager is a CFP® and ChFC® with 35 years of industry experience. He has been with Southern Capital Services Inc. since 1982. Southern Capital Services is a team advisory firm managing approximately $192 million in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional entities, providing discretionary portfolio management using written Investment Policy Statements and employing both fundamental and technical analysis.

Larry Dixon III is a financial advisor at Southern Capital Services Inc with a Series 65 credential and four years of industry experience. Prior to joining Southern Capital Services, he worked briefly at Coldsmith, Ryder, and Associates - Ameriprise Financial and has experience in music and technology ministry through his role as a Music/Tech Ministry Intern at Jubilee Baptist Church. Southern Capital Services is a team advisory firm managing approximately $192 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis and employs various strategies, including long-term investing, short-term trading, and covered options writing, with portfolios managed primarily on a discretionary basis.