Cleveland Gantt is a CFP®-certified financial advisor with 12 years of industry experience, operating under Gantt Financial Advisors, LLC in Daphne, AL. He has been active in the financial services field since 1997. In addition to his advisory role, he is a licensed insurance agent offering long-term care insurance products and manages a timberland property. Gantt Financial Advisors, LLC provides financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory and conservative fundamental analysis, primarily using low-cost mutual funds and ETFs, and offers services including pension consulting and senior supplemental insurance.

Celia Baehr is a CFP® with 43 years of industry experience, currently operating as the sole advisor at Celia Mann Baehr, CFP in Mobile, Alabama. She previously worked at LPL Financial LLC for 26 years before founding her independent advisory firm in 2014. Outside of her advisory work, Baehr serves as President and CEO of the Mobile Symphony, a nonprofit organization. Her firm provides investment advisory and portfolio management services to individuals and small businesses, offering tailored financial planning and investment strategies across a range of asset classes. The firm employs a disciplined approach with regular account reviews and emphasizes client-specific suitability and investment restrictions.

William Brigham is the sole advisor at Brigham Jr., William H., an independent firm based in Mobile, Alabama. He holds a Series 65 designation and has 22 years of industry experience, having worked at his current firm since 1996. Outside of his advisory work, he co-owns and helps manage a family farm in Mobile County. The firm provides discretionary portfolio management to individuals, trusts, and estates, focusing on long-term capital appreciation through investments in mutual funds, ETFs, equities, and fixed-income securities. Its investment approach relies on fundamental analysis and a multi-year holding horizon, serving a small client base with individualized oversight.

John Cocke is the sole advisor at Kairos Asset Advisory, LLC in Mobile, Alabama, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has led Kairos Asset Advisory since 2010. Outside of his advisory role, he serves as CFO on a part-time, unpaid basis for his wife's marketing and design business. Kairos Asset Advisory manages approximately $18.6 million for a select group of individual and institutional clients, including pension and Taft–Hartley plans, charitable foundations, and corporations. The firm employs a fundamentally driven, valuation-oriented investment approach across a range of asset classes and provides discretionary portfolio management, financial planning, and pension consulting services.

Jordan Jones is a financial advisor at Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation with nine years of industry experience. He previously worked at Richmond Hill Investments, LLC from 2009 to 2016 and has been with Medora since 2016. Outside his advisory role, Jones serves as chairman of the board for JOD Holdings, LLC, a coal mining company, and is a director for ElbFeeder, Inc., a containership owning business. Medora Value Equity, LLC provides discretionary investment management primarily to high net worth individuals, institutional clients, trusts, partnerships, and certain corporate clients. The firm employs a concentrated, global value equity strategy focused on long-term fundamental value investing and also offers sub-advisory services to other registered investment advisers.

Virginia O'Brien is a financial advisor at Mobile Bay Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management, LLC and Global Financial Private Capital, LLC. Outside of her advisory role, she is a partner in Mobile Bay Financial Solutions, LLC, an insurance agency. Mobile Bay Wealth Management, LLC provides investment advisory and financial planning services primarily to individual clients, offering managed accounts on both a discretionary and non-discretionary basis. The firm customizes advice based on client objectives and risk tolerance, utilizing various investment strategies and overseeing third-party sub-advisors.

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.

Lacy Mulroy is a financial advisor at Mobile Bay Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at United Capital Financial Advisors, LLC and Richland Advisory. Mobile Bay Wealth Management provides investment advisory and financial planning services primarily to individual clients, managing discretionary and non-discretionary accounts. The firm employs tailored strategies including asset allocation, dollar-cost averaging, and technical analysis, and oversees a multi-million-dollar asset base with approximately 310 client relationships.

Dariel Murray is a financial advisor with Wilkins Miller Wealth Management, LLC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked at Wilkins Miller Wealth Management since 2008 and at Purshe Kaplan Sterling Investments since 2013. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, as well as employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in exchange-traded funds and no-load mutual funds, offering discretionary portfolio management supported by written Investment Policy Statements and quarterly performance reporting.

James Aull is a financial advisor at Aull & Monroe with 33 years of industry experience. He has been with Aull & Monroe since 1989. In addition to his advisory role, he serves as Chief Financial Officer and Principal of Eagle Market Makers, Inc., a clearing member of the Chicago Board of Trade. Aull & Monroe provides discretionary investment management and retirement-plan advisory services to individuals, trusts, and plan sponsors. The firm manages approximately $329 million in discretionary assets using a long-term investment approach focused on balanced portfolios of high-quality equities and investment-grade bonds, tailored to each client’s objectives.

Greg Bowen is a CFP® professional with 21 years of industry experience, currently serving at Wilkins Miller Wealth Management, LLC since 2015. He also has a concurrent role at Purshe Kaplan Sterling Investments dating back to 2012. Bowen has ownership interests in investment-related entities including Midtown Investments and is involved in life insurance sales. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, and employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in ETFs and no-load mutual funds, delivering portfolio management guided by written Investment Policy Statements and quarterly performance reporting.

William Monroe is a financial advisor at Aull & Monroe with 33 years of industry experience. He has been with the firm since 1989. Monroe holds Series 63 and Series 65 designations. Aull & Monroe provides discretionary investment management and retirement-plan advisory services to individuals, trusts, and plan sponsors. The firm manages approximately $329 million in assets and employs a long-term investment approach centered on balanced portfolios tailored to client objectives.

Billy Williams is a CFP® and ChFC® with 24 years of industry experience. He is currently with Williams Financial Group, where he has worked since 2020, and has prior experience at Aptus Capital Advisors, Eagle Strategies, and New York Life Insurance Company. Outside of advisory work, he is involved in medical device investor relations and real estate development through several LLCs. Williams Financial Group serves individual investors, high-net-worth households, small businesses, trusts, and estates. The firm provides portfolio management, sub-adviser oversight, financial planning, and consulting, employing both discretionary and non-discretionary strategies that combine fundamental and technical analysis.

Stephen Haidt is a CFP® professional with 21 years of industry experience, serving as the sole advisor at Retirement Advisors, Inc. in Mobile, Alabama. He has been with the firm since 1996. Retirement Advisors, Inc. provides wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, and charitable organizations. The firm employs a research-driven, long-term investment approach focused on strategic asset allocation, global diversification, and the use of low-cost, institutional-class mutual funds, primarily through Dimensional Fund Advisors, with portfolios managed mostly on a discretionary basis.

Charles Thuss is a financial advisor at Aull & Monroe with 14 years of industry experience. He holds a Series 65 designation and has been with Aull & Monroe since 2011. Outside of his advisory role, he is the founder and president of The Compassionate Connection, a life coaching and public speaking venture that includes the Warriors Unmasked Podcast. Aull & Monroe provides discretionary investment management and retirement-plan advisory services to individuals, trusts, and plan sponsors, managing approximately $329 million in assets. The firm focuses on long-term, balanced portfolios constructed using Modern Portfolio Theory and offers institutional-style plan services alongside individual portfolio management.

Miles Ball is a financial advisor with Wealth Management Consultants, LLC in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Sagepoint Financial Inc for 14 years and has been with OSAIC since 2023. Outside of his advisory role, Mr. Ball serves on the Jaguar Athletic Fund Board for the University of South Alabama’s soccer team and volunteers as a poll inspector in Mobile County elections. Wealth Management Consultants, LLC provides financial planning and investment management services to individuals, trusts, pension and profit-sharing plans, municipalities, and business entities. The two-advisor firm manages approximately $23.3 million for about 40 clients, offering comprehensive planning, portfolio management, retirement plan consulting, and related advisory services.

Jamie Thuss is a CFP® with 28 years of industry experience, currently serving as the sole advisor at Aull & Monroe in Mobile, AL. He has been with Aull & Monroe since 1997. Aull & Monroe provides discretionary investment management and retirement-plan advisory services to individuals, including high-net-worth clients, trusts, and plan sponsors. The firm employs a long-term investment approach centered on balanced portfolios of high-quality equities and investment-grade bonds, using Modern Portfolio Theory to tailor portfolios to client objectives.

Thomas Van Antwerp is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Mitchell McLeod Pugh & Williams since 2013. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, corporate pension plans, charitable institutions, and government entities. The firm emphasizes tailored portfolio construction using a blend of individual stocks, mutual funds, ETFs, and bonds, with a focus on tax-aware strategies and capital preservation.

Katherine McGinley is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. in Mobile, AL, holding a Series 65 designation with 17 years of industry experience. She has been with the firm since 2006. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, corporate pension plans, charitable institutions, and government entities. The firm customizes portfolio construction to client objectives and risk tolerance, managing a multi-billion dollar asset base with a focus on tax-aware equity strategies and high-quality, intermediate-term fixed income portfolios.

Terry Nager is a CFP® and ChFC® with 34 years of industry experience. He has been with Southern Capital Services, Inc. in Daphne, AL since 1982. Southern Capital Services, Inc. is a team advisory firm that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides ongoing investment supervisory services, prepares written Investment Policy Statements, and manages diversified portfolios using both fundamental and technical analysis with documented risk tolerances.