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.

Garrison Mc Graw is a financial advisor at Kovack Advisors, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kovack Securities, LLC and the University of Alabama. Mc Graw operates a small investment-related business under the name MCGRAW SERVICES. 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 plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services through both internally developed models and third-party managers.

Marvin Mc Graw is a financial advisor with Kovack Advisors, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. He is also involved in managing McGraw Financial Services, Inc., a separate investment-related business. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets, serving individuals, pension plans, charitable organizations, banks, and municipal clients. The firm utilizes an Envestnet-supported workflow and employs both internally created models and third-party managers to construct and monitor client portfolios across multiple custodians.

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.

Kent Amos is a financial advisor at Kovack Advisors, Inc. in Mobile, Alabama, holding Series 63 and Series 65 credentials with 40 years of industry experience. His career includes roles at Kovack Advisors and Kovack Securities, as well as BTS Asset Management. Outside of advisory work, he is involved in selling fixed insurance and owns a rental condominium. 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 plans, charitable organizations, banks, and government clients, employing a risk-tolerance-based investment process that utilizes both internal and third-party models across multiple custodians and execution venues.

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.

James Conwell II is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at WFG Investments Inc, Gunnallen Financial, Inc., and BBVA Compass Investment Solutions, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party managers and wrap programs to implement strategies aligned with client objectives.

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.

Stephen Pierce is a financial advisor at International Assets Investment Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WFG Investments Inc and Rockbridge Asset Management. Pierce is a partner at Rockbridge Wealth Management, an affiliated financial services entity. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio strategies using a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs.

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.