Mike Mickels is a financial advisor at CochranMickels Retirement Specialists, LLC in Huntsville, AL, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2016 to 2023. Mickels is also an independent licensed insurance agent, selling insurance and annuity products. CochranMickels Retirement Specialists is a two-advisor registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary asset management, as well as financial planning and consulting. The firm uses fundamental analysis and Modern Portfolio Theory to create customized investment strategies, with quarterly reviews and opportunities for tax-loss harvesting.

Lucas Staples is a financial advisor at CochranMickels Retirement Specialists, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CochranMickels Retirement Specialists since 2014. CochranMickels Retirement Specialists is a small, two-advisor firm serving individuals and high-net-worth clients through discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to create customized asset allocations, conducts quarterly reviews including tax-loss harvesting, and accommodates client-imposed investment restrictions.