Thomas Ross

Michael Ellis II is a financial advisor with Ellis Wealth Advisors, LLC in Madison, Alabama. He holds a Series 65 designation and has been in the industry for approximately one year. His prior experience includes working at Sowell Management and multiple roles outside the financial sector, including positions in the restaurant industry and at the University of Alabama. Ellis Wealth Advisors offers discretionary portfolio management and integrated financial planning primarily to families, trusts, charitable organizations, foundations, and corporations. The firm manages accounts internally using a combination of fundamental, technical, quantitative, and economic analysis, employing strategies such as strategic asset allocation, options, and structured products.

Michael Ellis is a financial advisor with Ellis Wealth Advisors, LLC in Madison, Alabama, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked with Purshe Kaplan Sterling Investments and Raymond James Financial Services, and he owns Ellis Land Company, LLC. Ellis Wealth Advisors provides discretionary portfolio management combined with integrated financial planning services to families, trusts, charitable organizations, foundations, and corporations. The firm manages accounts internally using a variety of analytical approaches and investment strategies, including both long- and short-term positions.

Kenneth Johnson Sr. is a financial advisor at Ignite Planners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at StoneX Securities Inc. Johnson is also president of a family-owned industrial sales business and serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ. Additionally, he holds board member roles with The Enrichment Center, International Motorsports Hall of Fame, and the Industrial Development Board of Lawrence County, Alabama, and advocates against gambling legislation in the Alabama legislature. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive VEGA strategy with a portfolio mix of public and private investments tailored to client objectives and risk tolerances.

Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Trevor Kurzhal is a financial advisor at Lanark Financial, Inc. with five years of industry experience and holds a Series 66 designation. Prior to his advisory career, he worked at The University of North Alabama and has been involved with Grace Life Church of the Shoals since 2015. Outside of finance, he works in audio production, mixing, and mastering music for local artists and also handles media production and editing for church-related ministries. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients including individuals, retirement plans, trusts, and institutional entities. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.