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.

Robert Hope is a financial advisor with Leavell Investment Management, Inc. in Mobile, Alabama. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Leavell in 2023, he worked at Barclays Capital Inc. and had roles at the Central Intelligence Agency and Tellurian, Inc. He also spent time affiliated with Harvard University. 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 fundamentally based, diversified investment approach with an emphasis on risk control and long-term compounding, and it offers discretionary portfolio management alongside financial planning and selected family-office services.

Dalton Owens is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, with eight years of industry experience. He holds a Series 65 designation and previously worked at N.D. Pitman & Company, Inc. for eight years, following two years in full-time education. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and provides portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutional entities. The firm emphasizes a fundamental investment approach focused on diversification, risk control, and long-term compounding, and also manages registered no-load mutual funds while offering specialized services such as bookkeeping and bill-pay arrangements.

Marvin Woodall is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Newport Group Consulting, Newport Group, Interserv, and Dailyaccess Corporation. Outside of advisory services, he works as an insurance agent with Level Four Insurance Agency. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and public entities. The firm provides financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services using model portfolios, firm-sponsored wrap platforms, and unaffiliated sub-advisors.

Rebekah Lasher is a financial advisor at Level Four Advisory Services with 11 years of industry experience. She holds the Series 66 designation and has been with Level Four Advisory Services since 2021, also associated with Level Four Financial, LLC since 2013. Outside of her advisory role, she owns and operates an Etsy store selling T-shirts and mugs. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion through 115 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and nonprofits, offering fee-only financial planning, asset management, and retirement plan advisory services.

Charles Hanes is a CFP® professional with seven years of experience in financial advisory. He has worked at Leavell Investment Management, Inc. since 2019 and previously was involved with Outback Ministries, Inc. from 2014 to 2019. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a broad client base including individuals, families, businesses, and institutional entities. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding, and distinguishes itself by managing registered mutual funds and providing additional services such as bookkeeping and bill-pay arrangements.

Richard Stimpson is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding a Series 63 designation and bringing 19 years of industry experience. He has been with Leavell Investment Management since 2006. 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 plans. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding through various asset classes, and it manages two registered no-load mutual funds while also offering selected retirement plan consulting.

Norman Pitman is a CFP® with 26 years of industry experience, currently serving at Leavell Investment Management, Inc. since 2026. Prior to this, he was with N. D. Pitman & Company, Inc. for 26 years. 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 accounts. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, with client portfolios managed by teams through regular reviews and rebalancing.

Marilyn Baggett is a financial advisor at Kestra Private Wealth Services, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Additionally, she serves as a notary and assists advisors and clients as a registered associate with Dauphine Capital. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specializes in advisor-managed accounts, third-party manager platforms, wrap programs, and other specialized offerings.

Edward Norfleet is a CFA® charterholder with four years of industry experience. He has worked at Leavell Investment Management, Inc. since 2022 and previously spent eight years at the Virginia Retirement System. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets, offering portfolio management, financial planning, and selected family-office services to a range of clients including individuals, families, businesses, and institutional accounts. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, and manages two registered no-load mutual funds.

James Ashbee is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors before joining Kestra in 2024. In addition to his advisory role, he is involved with Dauphine Capital, where he provides insurance-related client services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets across about 208 advisors and delivers a broad range of investment products and specialized services through advisor-managed accounts and third-party platforms.

Richella Vincent Lee is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 18 years of industry experience. She has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as a general board member for Ambition Preparatory Charter School, a K-8 school in Jackson, Mississippi. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

Michael Cowart Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with multiple firms, including Lion Street Advisors and ProEquities Inc. Cowart serves as a board member for the Coastal Alabama Chapter of The Salvation Army. Integrity Alliance is a large advisory and brokerage network with over 300 independent advisers managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, serving individual investors, corporations, and qualified retirement plans.

Hannon Fayard Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual, CUNA Brokerage Services, Inc., and Navigator Credit Union. Outside of advising, he serves as Secretary of Lodi Marketing Group, Inc., a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs.