Selwyn Turner IV is a CFA® charterholder at Mitchell, McLeod, Pugh & Williams, Inc. with one year of experience at the firm. He previously worked at Capital One for seven years and held roles at The Credit Junction. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, and government entities. The firm employs a diversified investment approach combining individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs.

Clifford Rutledge is a financial advisor at WealthTrust Asset Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at WELLS FARGO Advisors from 2012 to 2016. Rutledge is involved with Tamp Advisory Solutions, LLC and Duncan McHugh Investments, where he has been active since 2016. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering direct investment management and financial planning. The firm is notable for its WealthTrust DBS model portfolios and its significant business serving other advisers through sub-advisory and third-party model subscription platforms.

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.

Robert Arendall III is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. in Mobile, Alabama, holding a Series 65 credential with five years of industry experience. Prior to joining his current firm, he spent nine years at ServisFirst Bank. Outside of his advisory role, he serves as the social club manager for Center Line, LLC, a non-investment related business. Mitchell McLeod Pugh & Williams offers discretionary and non-discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, corporate pension plans, and government entities. The firm’s investment approach emphasizes broad diversification through individually managed equity and fixed-income portfolios, no-load mutual funds, and ETFs, with a focus on capital preservation and income.

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.

Richard Mitchell is a Series 63–licensed financial advisor with Mitchell McLeod Pugh & Williams, Inc. in Mobile, AL, where he has worked for 20 years. He has 33 years of industry experience in total. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to a range of individual and institutional clients, including high-net-worth individuals, corporate pension plans, charitable institutions, and government entities. The firm employs a diversified investment process combining individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs, emphasizing capital preservation and income through a blend of large and mid-cap stocks and laddered intermediate-term bonds.

Thomas Leland is a financial advisor with Southeast Asset Advisors, LLC in Mobile, Alabama, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Southeast Asset Advisors since 2015 and serves as a Principal of the firm. Mr. Leland is involved with an affiliate, Conifer Advisors, LLC, which manages private funds including the Conifer Funds. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients. The firm manages both discretionary and non-discretionary portfolios with a range of investment options and acts as a private fund adviser through Conifer Advisors, overseeing multiple private funds and pooled vehicles.

Virginia O'Brien is a financial advisor at Simplicity Wealth with 11 years of industry experience. She holds a Series 65 designation and has held roles at several firms, including Mobile Bay Wealth Management, LLC, AE Wealth Management, LLC, and Global Financial Private Capital, LLC. O'Brien is also a partner in Mobile Bay Financial Solutions, LLC, an insurance agency. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing alongside advisory services and technological support for other advisors.

Christopher Nix is a financial advisor with Leavell Investment Management, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Leavell since 2016 and also is involved with Mensura Capital, LLC and Mensura Securities, LLC since 2011. Outside of his advisory work, Nix operates a video production business and participates as a member in a videography company. Leavell Investment Management manages approximately $3.0 billion in discretionary assets, serving individuals, families, businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments, and foundations. The firm emphasizes fundamental investment strategies with broad diversification and risk control, managing client portfolios through team-based discretionary oversight and offering services including financial planning, family-office support, and management of two registered no-load mutual funds.

William Cohron III is a financial advisor at Kovack Advisors, Inc. with 34 years of industry experience. He previously worked at Morgan Stanley DW Inc. for seven years before joining Kovack Advisors and its affiliated securities firm. Outside of his advisory role, he is president of Benefits Solutions Group, Inc., a company providing insurance sales, payroll, employee assistance programs, and 403(b) compliance solutions, and he authors a Christian children's allegory book series through his media company, Awesum Media. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a risk-tolerance based investment process that uses both internal models and third-party managers.

Kee Goostree is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding a Series 65 credential with 14 years of industry experience. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a range of clients including individuals, families, businesses, and institutional investors. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding, and is notable for managing the Government Street Equity and Opportunities Funds as well as providing bookkeeping and bill-pay services.

Daniel Hubbard is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding a Series 65 credential with six years of industry experience. He has worked at Leavell Investment Management since 2019 and previously at RSMUS LLP from 2015 to 2019. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and serves individuals, families, businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments, and foundations. The firm employs a fundamental investment approach focused on broad diversification, risk control, and long-term compounding, with client accounts managed by teams on a discretionary basis.

Mark Cagle is a Series 65-licensed advisor with Portfolio Medics, LLC, based in Mobile, AL, with one year of industry experience. He has been involved in several roles since 2025, including positions at GIS Communications and Excel Empire. Outside of his advisory work, Mr. Cagle is an Independent Insurance Agent and benefits coach, and he refers clients to tax services through Excel Empire. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals and offers a range of investment management, financial planning, and consulting services using strategic and tactical approaches.

Thomas Leavell is a financial advisor at Leavell Investment Management, Inc. with 41 years of industry experience. He holds the Series 63 designation and has been associated with T. Leavell & Associates, Inc. since 1979. 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 institutional investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, and manages two registered no-load mutual funds known as the Government Street Funds.

Janet Hayes is a financial advisor with Leavell Investment Management, Inc. in Mobile, Alabama. She holds Series 63 and Series 65 credentials and has 22 years of industry experience, all with Leavell since 2004. Leavell Investment Management provides discretionary investment management and related services to a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm’s investment approach emphasizes fundamental analysis, tailored asset allocation, and broad diversification across various asset classes, with portfolio management handled by teams focused on suitability, liquidity, and best execution.

Eugene Grinstead is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Leavell Investment Management since 2010. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and serves individuals, families, businesses, trusts, estates, and various retirement and institutional plans. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, managing client portfolios through teams with regular reviews and rebalancing.

Leon Grove III is a financial advisor at Gradient Advisors, LLC with the ChFC® designation and five years of industry experience. He has worked at Gradient Advisors since 2024 and previously spent four years with Sequent Planning, LLC. Outside of his advisory role, he is the owner of Grove Financial Group Inc., which focuses on insurance and Medicare sales, and he leads Web Tech Design, a web technology company providing marketing and lead generation services for agents. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that involves client approval of transactions.

Lacy Mulroy is a financial advisor at Simplicity Wealth with eight years of industry experience. She holds a Series 65 designation and has previously worked at United Capital Financial Advisors, LLC. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

William Nicrosi II is a CFP® with 26 years of industry experience, currently serving as an advisor at Leavell Investment Management, Inc. since 2010. Prior to that, he worked at Arlington Partners LLC for 10 years. He also serves as the treasurer of his wife’s dental practice, a non-investment-related role he performs outside of normal business hours. Leavell Investment Management provides discretionary investment management and related services to a variety of individual and institutional clients. The firm employs fundamental analysis and tailored asset allocation strategies, managing equities, fixed income, mutual funds/ETFs, and select alternatives with an emphasis on diversification, risk control, and suitability.

John Williams is a financial advisor with Leavell Investment Management, Inc. in Mobile, Alabama. He holds a Series 63 designation and has 25 years of industry experience. Williams has been with T. Leavell & Associates, Inc. since 2007. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, trusts, and retirement plans. The firm emphasizes a fundamental investment approach focused on diversification, risk control, and long-term compounding, managing client accounts through team oversight and regular reviews.