Matt Williams is a financial advisor at Williams Financial Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aptus Capital Advisors, Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory work, he serves as a director of the Legacy Foundation at Cottage Hills Baptist Church. Williams Financial Group serves individual investors, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management and financial planning services, employing both discretionary and non-discretionary strategies that utilize equities, ETFs, bonds, options, and model portfolios.

Meredith Nowell is a financial advisor at Williams Financial Group in Mobile, AL, holding a Series 65 designation with three years of industry experience. Prior to joining Williams Financial Group in 2023, she worked at All In Credit Union from 2020 to 2023 and has held roles outside the financial industry. Williams Financial Group serves individual clients, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management, financial planning, and consulting services, employing a systematic investment approach that combines technical and fundamental analysis and includes its own wrap fee program.

Billy Williams is a CFP® and ChFC® with 25 years of industry experience. He has held positions at Williams Financial Group since 2004 and previously worked with Aptus Capital Advisors, Eagle Strategies, and New York Life Insurance Company. Outside of financial advising, Williams serves as Head of Investor Relations for a medical device company, InnoMed Tech, LLC. Williams Financial Group serves individual clients, including high-net-worth households, as well as small businesses, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a systematic investment approach that combines technical and fundamental analysis across various asset classes.