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 at Lanark Financial, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at NBC Securities, Inc. for 30 years. Outside of his advisory role, he is a member of a limited liability company that holds rights to a University of Alabama football stadium skybox. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers a range of program-based accounts and discretionary and non-discretionary management options.

Virginia O'Brien is a financial advisor at Simplicity Wealth with 11 years of industry experience. She holds a Series 65 designation and has held roles at several firms, including Mobile Bay Wealth Management, LLC, AE Wealth Management, LLC, and Global Financial Private Capital, LLC. O'Brien is also a partner in Mobile Bay Financial Solutions, LLC, an insurance agency. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing alongside advisory services and technological support for other advisors.

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.

John Goldsberry is a financial advisor at Aptus Capital Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Aptus since 2014. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, blending technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

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.

John Therrell III is a CFP® professional with 11 years of industry experience. He has been with Leavell Investment Management, Inc. since 2015. Leavell Investment Management provides discretionary investment management and related services to a diverse client base, including individuals, families, trusts, pension plans, endowments, and registered no-load mutual funds. The firm’s investment approach emphasizes fundamental analysis, tailored asset allocation, and risk control across various asset classes, with portfolio management conducted by specialized teams.

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.

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.

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 Gardner is a financial advisor at Aptus Capital Advisors, LLC with seven years of industry experience. He has held his Series 65 designation and worked at Aptus since 2018. Prior to joining Aptus, he was employed at Hygia Health Services from 2014 to 2018. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis to implement ETF-based strategies through discretionary, model-driven portfolio management.