Daniel Harvey is a financial advisor with Aull & Monroe in Mobile, Alabama, holding a Series 65 designation and beginning his industry experience in 2023. His prior work includes roles at Roberts Wealth Management, Johnstone Adams, LLC, and Wilkins Miller, LLC, as well as non-financial work at Big Time Diner and UMS-Wright Preparatory School. Aull & Monroe provides discretionary investment management to individuals, retirement plans, charitable organizations, and corporate entities, using a long-term investment approach focused on balanced portfolios tailored to each client. The firm manages over $323 million across approximately 180 client relationships with an emphasis on diversification, low portfolio turnover, and formal ERISA fiduciary arrangements.

Frank Smith III is a financial advisor with BankPlus Wealth Advisors in Mobile, Alabama, holding eight years of industry experience. He previously worked at Wilkins Miller Wealth Management and Wilkins Miller LLC, serving clients for a total of eleven years before joining BankPlus Wealth Advisors. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm manages approximately $263.8 million across about 633 client relationships, employing a thematic, bottom-up investment approach that incorporates in-house fundamental research and emphasizes long-term holdings.

Alan Bradley is a CFP® with 19 years of industry experience, currently serving at RWM Capital, LLC. His prior roles include positions at Pruco Securities, Prudential Financial Planning Services, Bank of America, Merrill, and TIAA-CREF. In addition to his advisory work, he is an independent insurance agent providing insurance and annuity planning services. Roberts Wealth Management (RWM Capital, LLC) delivers financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients, focusing on retirement and comprehensive planning. The firm combines tailored asset allocations with model portfolios, sub-advisers, and algorithm-driven rebalancing across multiple offices and manages approximately $222 million in assets.

Douglas Mcleod is a financial advisor with Mitchell, Mcleod, Pugh & Williams, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is a member of Jubilee Early Child Development Center, LLC, a childcare organization, where he contributes financial and accounting expertise. Mitchell, Mcleod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, corporate pension plans, charitable institutions, and government entities. The firm uses a combination of individually managed equity and fixed-income portfolios, no-load mutual funds, and ETFs with a focus on diversification, low turnover, and systematic fund selection.

Darrell Manning is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Principal Securities Inc. and Principal Life Insurance Company. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plan participants, trusts, and charitable institutions. The firm employs a mix of buy-and-hold and active trading strategies and provides clients with options for discretionary and non-discretionary account management.

Lance Heisler is a financial advisor with Element Wealth, LLC in Theodore, Alabama, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Element Wealth since 2019 and previously at Pinnacle Trust from 2015 to 2019. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using intermediate relative strength along with fundamental and technical analysis to guide investment decisions.

Brennan Kim is a financial advisor at RWM Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Foundations Investment Advisors and Aflac. In addition to his advisory role, he serves as an insurance representative specializing in Medicare. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations and a combination of model portfolios, sub-advisers, and algorithmic tools across multiple offices to manage approximately $222 million in assets.

Wendy Nelson Bailey is a CFP® with 19 years of industry experience, currently serving as an advisor at Southern Capital Services Inc since 2011. She holds Series 63 and Series 65 licenses and is based in Daphne, Alabama. Southern Capital Services, Inc. is a team advisory firm that serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides investment supervisory services with written Investment Policy Statements and manages diversified portfolios using both fundamental and technical analysis, employing long- and short-term strategies tailored to each client's risk tolerance.

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.

Gray Ingle is a financial advisor with Mitchell McLeod Pugh & Williams, Inc. He holds a Series 65 designation and has seven years of experience with his current firm, following prior roles at Employee Fiduciary, Interserv, LLC, and Dailyaccess Corporation. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, institutional clients, and qualified plans. The firm employs a diversified investment approach combining individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs, integrating municipal and tax-exempt issuers in its fixed-income strategy.

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.

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.

Darlene Duncan is a financial advisor at Expressive Wealth LLC with 39 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and WealthTrust Asset Management. In addition to her advisory role, Duncan is a real estate sales associate with Coldwell Banker. Expressive Wealth is a team-based firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm employs a multi-faceted investment approach, uses Sub-Advisors for portfolio management, and provides quarterly account reviews with a focus on oversight and risk 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.

Andrea Thomas is a CFA® charterholder with over 30 years of industry experience, including 25 years at THRIVENT Financial and current employment at Star Capital Inc. She has been with Star Capital for three years. Star Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and macroeconomic views, offering a range of focused strategies and a recently added AI-driven portfolio management option.

Mary Brown is a Series 65 licensed advisor with Montz Harcus Wealth Management, where she has worked for seven years. She has 11 years of industry experience, including five years at Ameritas Investment Corp and over two decades of involvement with Physicians Resource Group, where she manages office operations and assists with tax preparation and insurance services. Montz Harcus Wealth Management serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm manages approximately $876 million through a six-person advisory team, offering investment management, comprehensive financial planning, pension and project consulting, and access to alternative managers.