William Beasley is a financial advisor with BHK Investment Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining BHK Investment Advisors in 2021, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2021. BHK Investment Advisors manages approximately $756 million in client assets and offers portfolio management, investment consulting, ETF-based global portfolio strategies, and retirement plan consulting for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm’s investment approach includes mathematically based asset allocation with regular rebalancing across multiple asset classes and tailored income, growth, balanced, and mutual fund/ETF strategies.

James Knight is a financial advisor with BHK Securities, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with BHK Investment Advisors, LLC and BHK Securities, LLC since 2006 and previously worked with Wells Fargo Clearing from 2000 to 2006. Outside of his advisory role, he serves as Vice President of the Mountain Brook Country Club and is a board member of the Children’s Aid Society. BHK Securities, LLC serves individuals, corporations, retirement plans, and charitable institutions, offering investment advisory programs primarily through First Clearing. The firm implements client strategies using third-party managers and model portfolios, providing both discretionary and non-discretionary services.

Meredyth Hazzard is a financial advisor at BHK Investment Advisors with 40 years of industry experience. She has been with BHK Investment Advisors since 2006 and BHK Securities since 2005. She holds Series 63 and Series 65 licenses. Outside of her advisory role, Hazzard serves as a board member of the Parkinson’s Association of Alabama and is a trustee for the Gary Kay Irrevocable Life Insurance Trust. BHK Investment Advisors manages approximately $756 million in client assets and offers portfolio management, investment consulting, and retirement plan consulting for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm utilizes ETF-based global portfolio strategies with a mathematics-based asset allocation and provides both discretionary and non-discretionary account management.