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.

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.

Sean Mcclay is a financial advisor at STM Asset Management LLC with 19 years of industry experience. He has been with STM Asset Management since 2009 and holds Series 63 and Series 66 designations. STM Asset Management provides investment supervisory services for individuals, pension and 401(k) plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $56 million in assets for around 500 clients, tailoring portfolios based on risk tolerance and time horizon using technical, fundamental, and cyclical analysis.

James Robertson is a financial advisor at 6th Street Advisors, LLC with nine years of industry experience. He is also a CPA at Robertson, Andreoli & Covington, P.C., where he has worked for over 40 years. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. 6th Street Advisors serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $270.8 million in assets. The firm provides portfolio management, financial planning, and retirement consulting, employing fundamental analysis and diversified asset allocation strategies tailored to each client’s investment policy.

Donald Laurence Jr. is a CFP® and Series 66-registered advisor with 27 years of industry experience. He is currently with Naviant Partners, LLC and previously worked at Stone Oak Wealth Management, Raymond James & Associates, and Wells Fargo Clearing. He serves on the board of the Respite Care of San Antonio Foundation, participating in governance and fundraising activities. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment approach using ETFs, low-cost mutual funds, and other securities, and offers specialized retirement plan consulting and fiduciary services.

Mark Davidson is a CFA® charterholder with 23 years of industry experience. He has been with Cornerstone Investment Management and Consulting, LLC since 2003. Cornerstone Investment Management and Consulting provides discretionary investment management and project-based consulting to individuals, trusts, foundations, and endowments. The firm combines a top-down macroeconomic framework with bottom-up security selection, employing quantitative screening and thematic research to manage client portfolios according to customized investment policy statements.

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.

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.

Alexander Theodore is a financial advisor at Hayek Kallen Investment Management L.L.C. with six years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Hayek Kallen in 2019, his background includes various roles at the University of South Alabama in academic success, athletics, and recreation departments. Hayek Kallen Investment Management provides discretionary investment and wealth management services primarily to individuals, families, and small organizations, including non-profits. The firm employs a balanced-value investment approach focused on mid- and large-cap companies with typical equity/bond allocations of 50/50 or 60/40 and manages approximately $396–399 million across more than 200 client accounts.

Thomas Van Antwerp Jr. is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. in Mobile, Alabama, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mitchell McLeod Pugh & Williams since 2013. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as corporate pension 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, with a focus on capital preservation and income.

Katherine McGinley is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. with 17 years of industry experience. She holds a Series 65 credential and has been with the firm since 2006. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, corporate pension plans, foundations, and government entities. The firm employs a diversified investment process using individually managed equity and fixed-income portfolios, mutual funds, and ETFs, with a focus on capital preservation and income through high-quality bonds and blended equity portfolios.

Clinton Martin is a CFP® with 19 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2018. His prior experience includes roles at Great Lakes and Atlantic Wealth Management and Raymond James Financial. He is also the sole member of Town Square Consulting LLC, a non-investment support company. Capital Square, LLC advises individuals, trusts, businesses, non-profits, foundations, and endowments, offering financial planning, retirement planning, and portfolio management services. The firm emphasizes personalized client relationships and employs diversified asset allocation strategies, conducting ongoing oversight and occasional use of insurance solutions.

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.

Michael Barnett Jr. is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and BBVA Compass. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, corporate pension plans, and government entities. The firm’s investment approach features diversified portfolios combining individually managed equities and fixed-income holdings with no-load mutual funds and ETFs, emphasizing capital preservation and income.

Larry Dixon is a financial advisor at Southern Capital Services Inc with three years of industry experience. He holds a Series 65 designation and has worked at Southern Capital Services since 2021. Outside of his advisory role, he assists as a Music/Tech Ministry Intern at Jubilee Baptist Church. Southern Capital Services, Inc. is a team advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides ongoing investment supervisory services, combining fundamental and technical analysis with both long-term and short-term strategies, managing portfolios across various asset classes.

Gerald Scane is a financial advisor with Star Capital Inc. in Fairhope, Alabama. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include six years at Allerion Asset Management before joining Star Capital in 2017. Star Capital operates as a five-advisor team serving retail and high-net-worth individuals, retirement accounts, small businesses, and other advisers. The firm emphasizes portfolio management and consulting through a disciplined investment process that combines fundamental analysis, quantitative screening, and macroeconomic assessment, offering model portfolios and the actively managed Lyra Adaptive AI Strategy.

Thomas Webb is a financial advisor at Colomb Investment Management Company, LLC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Colomb Investment Management in 2022, Webb worked at McBryar Advisory Services and Guardian Life. He is also the owner of Webb Financial Strategies, a business focused on retirement and estate planning insurance products and services. Colomb Investment Management Company provides fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm utilizes long-term, strategic portfolios based on Modern Portfolio Theory and the Efficient Market Hypothesis, often delegating investment implementation to third-party managers in co-advisory arrangements.

Kyle Pugh is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. with 22 years of industry experience. He holds the Series 65 designation and has been with the firm since 2006. 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 retirement plans, charitable institutions, and government entities. The firm’s investment approach combines diversified portfolios of equities and fixed income with a focus on capital preservation and income, and it incorporates municipal and tax-exempt issuers into its fixed-income strategy.

Thomas Iturbe is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Alliance Bernstein and UBS. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, pension plans, charitable institutions, and government entities. The firm combines individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs, emphasizing broad diversification, low turnover, and systematic fund selection.

David Lindsey is a CFP® with 34 years of experience in financial advising. He has been with Southern Capital Services, Inc. since 1991. Southern Capital Services, Inc. is a team advisory firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing investment supervisory services, prepares written Investment Policy Statements, and manages diversified portfolios using a combination of fundamental and technical analysis alongside both long-term and short-term trading strategies.