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.

Trace Jordan is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Bank, NYLIFE Securities LLC, New York Life Insurance Company, and several universities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and retail brokerage clients. The firm’s integrated model supports point-in-time financial plans and managed account solutions, with a focus on long-term portfolio returns and client saving rates.

Dennis Farrar is a financial advisor with Eagle Strategies (New York Life) based in Mobile, Alabama. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including tenure at Eagle Strategies since 2016 and affiliations with Nylife Securities LLC and New York Life Insurance Company dating back to 2009 and 2010, respectively. He is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base of individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of advisory programs including fee-based hourly advice and co-advisory relationships, with the majority of assets managed on a non-discretionary basis.

Michael Beshoar is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Brookstone since 2018, while also operating Beshoar Financial Services, LLC, where he consults and sells insurance products. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Raimundo Espinheira is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Safra Invest, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

David Wallace is a Series 66-licensed financial advisor with Guardian Life, based in Mobile, AL. He has five years of industry experience, including roles at Park Avenue Securities and Strategic Wealth Specialists. Wallace previously worked at Franciscan University of Steubenville for four years. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs, combining proprietary and third-party investment strategies.

Richard Brinson is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses algorithm-driven risk assessments to recommend portfolio strategies managed by PNC or third-party strategists, with implementation handled by investment delegates.

Richard Alexander is a financial advisor with Eagle Strategies (NY Life) based in Mobile, AL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Eagle Strategies since 2016 and operates Alexander Financial Group LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis, working extensively with institutional sponsors alongside individual investors.

Ryan Mahtani is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and its affiliated firms since 2018, including Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver asset allocation, fiduciary support, and manager selection services.

Kellie Thompson is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 24 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as Treasurer of the Augusta Evans Garden Association, a nonprofit neighborhood garden group in Mobile, Alabama. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, institutions, and charitable organizations through a range of personalized and model portfolio solutions.

Laureen Lynn is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and 32 years of industry experience. Prior to joining Steward Partners in 2024, she spent eight years at Wells Fargo Clearing and two years at Wells Fargo Advisors. She serves on the board and investment committee of the Alabama West FL United Methodist Foundation and holds leadership roles with the Mobile Opera Board and Ashland Place United Methodist Church. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Margaret Leffler is a financial advisor at Empower Advisory Group with one year of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.