S Wesley Carpenter

Cleveland Gantt is a CFP®-certified financial advisor with 12 years of industry experience, operating under Gantt Financial Advisors, LLC in Daphne, AL. He has been active in the financial services field since 1997. In addition to his advisory role, he is a licensed insurance agent offering long-term care insurance products and manages a timberland property. Gantt Financial Advisors, LLC provides financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory and conservative fundamental analysis, primarily using low-cost mutual funds and ETFs, and offers services including pension consulting and senior supplemental insurance.

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.

Julie Jenkins is a financial advisor at Redesign Wealth Planning with a Series 65 credential and one year of industry experience. She previously worked at Care Financial and Southern Women's Specialist. Jenkins’s background includes healthcare and insurance, and she provides educational seminars and speaking engagements for groups. Redesign Wealth Planning offers comprehensive, project-based, and hourly financial planning along with discretionary investment management to individual and high-net-worth clients, emphasizing passive, low-cost, diversified ETFs and mutual funds with attention to tax efficiency and client restrictions. The firm integrates outside managers and focuses on ongoing planning relationships rather than standalone investment services.

James Hickey is a CFA® charterholder with 15 years of industry experience. He is the Managing Director of Crimson Wealth and serves as CEO of X1 Capital Inc., a business development company. Hickey is also a managing member of Alternative Risk Strategies LLC, which provides consulting and insurance services, and he is a board member of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual clients with customized equity-focused portfolios, combining top-down macroeconomic analysis with disciplined bottom-up stock selection. The firm manages approximately $8.4 million across five accounts, emphasizing buy-and-hold strategies with a mix of index and thematic ETFs alongside concentrated individual stock positions.

John Brandon is a CFP® and ChFC® with 37 years of experience in financial advising. He has been the principal of Atlantes Financial Advisors since 2005 and is also affiliated with Purshe Kaplan Sterling Investments. Atlantes Financial Advisors provides personalized portfolio management and financial planning to individuals, institutions, and trust clients, employing a core-and-satellite investment approach that combines passive index funds and ETFs with selective active management.

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.