Michael Anthony Johns

Di Wu is a financial advisor at Wealthcare Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Whalen Wealth Management Inc., RFG Advisory, and T3 Trading Group. Before entering financial advisory roles, he was employed at The Frick Collection for nine years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios and an evidence-based investment framework overseen by an Investment Policy Committee.

James Edwards Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is president and owner of JEE Holding Company Inc, a corporation that owns the office building used by his Edward Jones practice. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting its services with a large national network of financial advisors and branch offices.

Jack Tillery Jr. is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. He has worked at Cetera and Cetera Investment Services LLC since 2017 and has been employed by Regions Bank since 2009. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a network of over 10,000 advisors.

Kevin Lively is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Avantax Investment Services, LiveOak Capital Inc, Avantax Advisory Services, and Raymond James & Associates. Outside of advising, he is involved in tax preparation and accounting through McKinney & Lively PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management approaches.

Renee Green is a financial advisor with Edward Jones in Clanton, AL, holding a Series 66 designation and with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Patrick Mckinney is a financial advisor with LPL Financial, holding a Series 66 designation and approximately two years of industry experience. His prior work includes roles at KPMG LLP and McKinney & Lively, P.C. Patrick is based in Clanton, AL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from various sources.