Sarah Caballero

Clarence Carroll is a Series 65-registered financial advisor with Attainable Wealth LLC in Enterprise, AL, where he has worked since 2018. He has 10 years of industry experience, including two years at Invest Wise, LLC, and a 32-year career in the United States Army. Attainable Wealth provides personalized investment advice and financial planning primarily to individual clients, as well as high-net-worth, business, and charitable clients. The firm operates as a co-advisor with Matson Money, using Modern Portfolio and Efficient Market principles to guide asset allocation and rebalancing, and offers free public seminars and workshops.

Brian Mc Leod is a financial advisor at BWB Advisory Group with two years of industry experience. He holds a Series 65 designation and previously worked for National Security Insurance Company for 31 years. Mc Leod is also an accountant and partner at Brunson, Wilkerson, Bowden & Associates, PC, an affiliated accounting firm. BWB Advisory Group provides portfolio management, retirement-plan consulting, and financial planning primarily for individual clients, including high-net-worth households, as well as pension and charitable organizations. The firm uses a range of investment strategies, including options and private placements, and coordinates closely with its affiliated accounting firm to integrate tax and accounting services.

Lee Forehand is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. Prior to joining Arkadios in 2025, he spent a decade at Morgan Stanley in various capacities including Morgan Stanley Private Bank. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party managers, and financial planning. The firm utilises an integrated operating model supported by an internal portfolio team that provides investment strategies and trade execution across multiple asset classes.

Christy Coskrey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She previously worked at Morgan Stanley for six years and at Dothan City Schools for four years. Coskrey also operates a separate investment-related business under the name Longleaf Capital Group. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management through an internal portfolio team and offers a range of analysis techniques and fiduciary consulting for retirement plans.

Cory Singletary is a CFP® with 15 years of industry experience, currently serving at Arkadios Wealth Advisors in Dothan, AL. He previously worked at Bank of America and Merrill Lynch for 15 years. Outside of his advisory role, he is an advisory board member of the Kiwanis Club of Dothan. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and offers a range of investment strategies while operating through a large network of affiliated advisory entities and an in-house broker-dealer.

George Liddon is a financial advisor at Arkadios Wealth Advisors with 20 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and employs multiple analytical approaches while offering discretionary management and retirement plan consulting.