Randall Paul Macneill

Devereaux Williams is a CFP® professional with eight years of industry experience, currently serving at Blalock Williams, LLC since 2023. His background includes roles at The Ascent Group, Ameritas Advisory Services, and Ameritas Investment Corp, as well as a 12-year tenure with the PGA Tour. Williams holds board positions with several local organizations, including Scott Accounting, Wicker Point Country Club, and Lake Martin Auburn Club, and contributes as a columnist for Lake Martin Living Magazine. Blalock Williams serves individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $176 million in assets. The firm offers customized, long-term investment portfolios using ETFs, mutual funds, stocks, and bonds, and provides discretionary and non-discretionary management along with financial planning and retirement plan advisory services.

Kenneth Hubbard is a financial advisor with Leavell Investment Management, Inc., holding Series 63 and Series 65 designations and 12 years of industry experience. He worked for Trustmark Investment Advisors for 11 years before joining Leavell in 2024. Leavell Investment Management serves individual and institutional clients with discretionary investment management and related services, employing a fundamental analysis and tailored asset allocation approach. The firm manages a range of portfolios including mutual funds and provides additional services such as financial planning and family-office support.

Jeremy Young is a financial advisor with LPL Financial in Dadeville, AL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, ProEquities, Inc., First Protective, and Primerica Advisors. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Fors Willis is a CFP® credentialed financial advisor with 33 years of industry experience. He is currently affiliated with Raymond James Financial and is the owner of Willis Capital Management, a financial advisory support company. Willis has worked with Raymond James since 2016 and has prior experience at International Advisory Consultants Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Todd Kennedy is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with UBS since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Jon Peavy is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith from 2006 to 2017 before joining Morgan Stanley in 2017. Outside of his advisory role, he is an owner and musician of a for-profit music business. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning that incorporates firm-approved planning tools and modeling techniques.