Patrick A Mckinney

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 at Edward Jones in Clanton, Alabama, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of advisory services, he is president and owner of JEE Holding Company Inc., a corporation that owns the office building leased to Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of advisors and branch offices.

Michael Johns is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2013, following earlier roles at BB&T Investment Services and LPL Financial. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors, with access to multiple program structures and third-party money managers.

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 previous experience at firms including Raymond James & Associates, Avantax Investment Services, and LiveOak Capital Inc. Outside of advisory services, he is involved in tax preparation and accounting through McKinney & Lively PC and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a range of clients, including individuals, retirement plan participants, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, utilizing a variety of investment strategies supported by technological tools, while overseeing over $819 billion in discretionary assets.

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.

Jason Latham is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Raymond James & Associates since 2015 and is also involved in agricultural operations as the owner and proprietor of a farming business. Additionally, he serves as a bookkeeper for Blow-Out Tire Co., Inc., a role he has held since 1996. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and governmental entities with a range of financial planning and consulting services, employing diverse investment strategies supported by firm research and model manager options.