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.

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.

Dawson Moses is a financial advisor with 5 years of industry experience, currently affiliated with 49 Financial. He holds Series 65 and Series 63 credentials and has previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities, Inc. Outside of his advisory role, he serves as a trustee on a relative’s trust. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm utilizes a disciplined, long-term, diversified asset allocation strategy grounded in Modern Portfolio Theory and delivers model-based portfolio management through proprietary and third-party platforms.

John Tyner is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He has worked at Aptus Capital Advisors, LLC since 2019 and previously held roles at SkyCop Inc. and Duncan-Williams, Inc. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, including nineteen actively managed Aptus funds, and employs a blend of technical and fundamental analysis in managing model-driven portfolios.

Dale Elliott is a financial advisor with NBC Securities, Inc. in Fairhope, Alabama, holding a Series 63 designation and with 32 years of industry experience. He has been with NBC Securities since 1996. Outside of his advisory work, he is a member of an LLC that holds rights to a University of Alabama football stadium skybox. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, utilizing discretionary manager selection, model portfolios, and overlay management as part of its approach.

Virginia O'Brien is a Series 65-licensed advisor at Simplicity Wealth with 11 years of industry experience. Her prior work includes roles at Mobile Bay Wealth Management, AE Wealth Management, and Global Financial Private Capital. She is a partner in Mobile Bay Financial Solutions, an insurance agency. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational solutions for other advisers.

Adam Bell is a CFP® professional with 17 years of industry experience, currently serving at International Assets Investment Management, LLC. He has worked with Rockbridge Asset Management, LLC since 2010 and was previously with WFG Investments Inc. He operates an investment consulting business under the name Rockbridge Wealth Management in Daphne, AL. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and incorporates third-party managers and wrap programs as part of its strategies.

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.

Beckham Wyrick Jr. is a CFP® and CFA® with 10 years of experience, currently serving as an advisor at Aptus Capital Advisors, LLC since 2016. He holds a Series 65 license and is based in Fairhope, AL. Outside of advising, he is the sole member of FIVE FALCON, LLC, a real estate investment entity focused on residential and commercial property rentals. Aptus Capital Advisors manages approximately $14.47 billion in assets and provides a range of advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETFs in its portfolio management approach, combining technical and fundamental analysis with model-driven discretionary management.

William Cohron III is a financial advisor at Kovack Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2006. Outside of his advisory work, he is the president and owner of Benefits Solutions Group, Inc., which provides insurance sales, payroll, employee assistance programs, and 403(b) compliance solutions. He is also the inventor of the Pillow-Cradle and the author of a Christian children’s allegory series through his media company, Awesum Media. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser that serves individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and recommends third-party managers and platforms while conducting ongoing portfolio supervision and rebalancing.

John Goldsberry is a financial advisor at Aptus Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Aptus Capital Advisors since 2014. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of technical and fundamental analysis to manage primarily ETF-based portfolios with an emphasis on discretionary, model-driven strategies and periodic reviews.

Garrison Mc Graw is a financial advisor at Kovack Advisors, Inc. based in Mobile, AL, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Kovack Securities, LLC since 2021 and previously worked at the University of Alabama for five years. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

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 career includes roles at Nationwide Investment Advisors, LLC, Nationwide Investment Services Corporation, and Kovack Securities, Inc. He is also involved in managing a financial services business and acts as a power of attorney and trustee for a private client. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers discretionary and non-discretionary management, and provides financial planning and account aggregation services.

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.

John Therrell is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Leavell Investment Management, Inc. since 2015. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and selected family-office services to a diverse client base including individuals, families, businesses, trusts, estates, and retirement plans. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding across various asset classes, and is also the adviser to two registered no-load mutual funds.

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 with Kovack Advisors, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of advising, he spends some time selling fixed insurance products. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, pension plans, and banking institutions. The firm offers diversified asset management primarily using mutual funds and ETFs, along with third-party manager recommendations and financial planning services.

Joseph Sykora is a CFA® charterholder and financial advisor with Aptus Capital Advisors, LLC, where he has worked since 2021. He has four years of industry experience, including six years with Gallatin Natural Resources, LLC. Sykora is based in Fairhope, Alabama. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis primarily through ETFs, including nineteen actively managed Aptus funds, and offers a range of portfolio management and advisory services.

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.