Devereaux Williams is a CFP® professional with eight years of industry experience, currently serving at Blalock Williams, LLC since 2023. His background includes roles at The Ascent Group, Ameritas Advisory Services, and Ameritas Investment Corp, as well as a 12-year tenure with the PGA Tour. Williams holds board positions with several local organizations, including Scott Accounting, Wicker Point Country Club, and Lake Martin Auburn Club, and contributes as a columnist for Lake Martin Living Magazine. Blalock Williams serves individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $176 million in assets. The firm offers customized, long-term investment portfolios using ETFs, mutual funds, stocks, and bonds, and provides discretionary and non-discretionary management along with financial planning and retirement plan advisory services.

Kenneth Hubbard is a financial advisor at Leavell Investment Management, Inc. with 11 years of industry experience. He previously worked at Trustmark Investment Advisors from 2013 to 2024 before joining Leavell in 2024. He holds Series 63 and Series 65 credentials. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutions. The firm emphasizes a fundamental investment approach focused on diversification, risk control, and long-term compounding, and manages registered mutual funds alongside customized client solutions.

Jeremy Young is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, ProEquities, Inc., and First Protective. Outside of his advisory work, he is involved in residential construction through Dunnavant Valley Holdings, LLC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies.

Fors Willis is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial in Alexander City, AL. He has held advisory roles at Raymond James Financial Services Advisors Inc. since 2016 and previously worked at Sal Financial Services, Inc. from 2001 to 2016. Willis is also the owner of Willis Capital Management, a financial advisory support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services backed by firm research and a broad affiliate network.

Todd Kennedy is a financial advisor with UBS Financial Services in Dadeville, Alabama, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management, providing proprietary research and affiliated banking and lending programs.

Jon Peavy is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith from 2006 to 2017 before joining Morgan Stanley in 2017. Outside of his advisory role, he is an owner and musician of a for-profit music business. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning that incorporates firm-approved planning tools and modeling techniques.

Andrew Walters is a Series 66 designated financial advisor with 14 years of industry experience. He has worked at Edward Jones since 2019 and previously spent eight years at Ameriprise Financial Services Inc. Walters is based in Alexander City, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Randall Macneill is a financial advisor with Ameriprise in Alexander City, AL, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise since 2018, with prior experience at Raymond James & Associates from 2013 to 2018. Outside of advising, he has interests in real estate ownership related to lot and land holdings. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm operates as a large institutional provider with a broad range of advisory, brokerage, and insurance solutions.