Benny Heeb is a financial advisor at Stock Management LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Stock Management LLC since 1984. Stock Management LLC provides discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, managing approximately $128 million in discretionary assets. The firm employs a fundamental analysis approach using Value Line data and manages portfolios with explicit sell rules and a bond-ladder strategy to reduce interest-rate risk.

Susan Williams is a Series 65-licensed financial advisor with Stock Management LLC in Centralia, WA. She has 24 years of industry experience and has been with Stock Management LLC since 1997. Stock Management LLC provides discretionary investment supervisory services and portfolio management to a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and several institutional clients such as sovereign wealth funds and government entities. The firm employs a fundamental analysis approach grounded in Value Line data and manages portfolios to asset-allocation targets with explicit sell rules and a bond-ladder strategy to mitigate interest-rate risk.