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.

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.