Sheri Eddings Robinson

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.

Jennifer Baskerville is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. Her work history includes roles at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2006, as well as a position at Citigroup Global Markets from 2002 to 2003. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering various managed advice programs focused on asset allocation, contribution rates, and retirement age guidance. The firm’s approach relies on Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary investment solutions.

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.