Brant White is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Navy Federal Investment Services, Bank of America, Merrill, and Wells Fargo Bank. Before entering financial services, he worked for nine years at Enterprise Rent-A-Car. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Williams is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, Williams serves on investment committees for the Archdiocese of Mobile’s Retired Priests Fund and Catholic Foundation and is involved in timberland management and a local hunting club. Stifel serves a diverse client base including individuals and institutional clients, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kanisha Mcpherson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, Elite Residential, CPSI, BBVA, and Woodforest Bank. Outside of finance, she is involved with Elite Residential, which provides in-home care for mental health clients. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, focusing on investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nicholas Myers is a financial advisor at L&L Financial Services, LLP with one year of industry experience. He holds a Series 65 designation and previously worked at Sunbelt Rentals and The University of Alabama. L&L Financial Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes long-term investment strategies based on Modern Portfolio Theory and integrates financial planning with accounting and tax services through an affiliated accounting practice.

Brian Driskell is a financial advisor with L&L Financial Services, LLP in Mobile, Alabama, holding 26 years of industry experience. He has been with L&L Financial Services since 1999 and is also president of Lawrence & Lawrence, PC, a CPA firm where he provides tax preparation and accounting services. Additionally, he is a partner in Three Sixteen, LLP, a partnership involved in various business interests. L&L Financial Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes long-term portfolio construction guided by Modern Portfolio Theory and integrates its advisory services closely with an affiliated accounting practice.

Christopher Patterson is a financial advisor at L&L Financial Services, LLP with 23 years of industry experience. He has been with L&L Financial Services since 2001 and also maintains a long-standing role at Lawrence & Lawrence, PC, a CPA firm where he prepares individual and business tax returns. L&L Financial Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on long-term portfolio construction guided by Modern Portfolio Theory and collaborates closely with an affiliated accounting practice, integrating investment advisory with accounting and tax services.

Calvin Nettles is a financial advisor with L&L Financial Services, LLP in Mobile, Alabama, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with L&L Financial Services since 2014. Outside of his advisory work, Nettles serves as a vestry representative board member for St. Lukes Episcopal School and as a vestry member of St. Lukes Episcopal Church. L&L Financial Services serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on long-term portfolio construction guided by Modern Portfolio Theory and commonly uses third-party managers and institutional-share mutual funds to implement strategies.

George Davis is a Series 65-licensed financial advisor with L&L Financial Services, LLP, where he has worked since 1999. He has 26 years of industry experience and is also a partner at Lawrence & Lawrence, PC, a CPA firm providing individual and business tax return preparation. Davis is additionally a partner in Three Sixteen, LLP, a business partnership involved in accounting. L&L Financial Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes long-term investment strategies based on Modern Portfolio Theory and integrates closely with its affiliated accounting practice, with many advisors holding CPA credentials.

Jacob Baker is a financial advisor at L&L Financial Services, LLP with eight years of industry experience. He is also a CPA and supervisor at Lawrence & Lawrence, PC, where he provides tax-related accounting services. L&L Financial Services serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, managing approximately $9.5 million in discretionary assets. The firm emphasizes long-term portfolio construction informed by Modern Portfolio Theory and integrates investment advisory services with accounting and tax expertise through its affiliation with Lawrence & Lawrence, PC.