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.

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.

Alexandra Romero is a financial advisor at Aptus Capital Advisors, LLC with a Series 65 designation. She has one year of industry experience and previously worked at Christopher Newport University for four years and spent six years in full-time education. 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 primarily implements strategies through ETFs, including nineteen actively managed Aptus funds, using a combination of technical and fundamental analysis to manage portfolios on a discretionary, model-driven basis.

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.

Joseph King is a financial advisor at Aptus Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Red Hat for four years before joining Aptus in 2021. 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 primarily implements strategies through ETFs, combining technical and fundamental analysis to manage portfolios on a discretionary, model-driven basis.

John Guagliardo is a financial advisor with Aptus Capital Advisors, LLC, holding Series 65, Series 63, and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Neuberger Berman LLC, LoCorr Distributors, LLC, and First Financial Equity Corporation. Outside of advising, he is a strategic consultant developing and maintaining relationships with financial advisors. 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 employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, using a blend of technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

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.

April Holloway is a financial advisor at Leavell Investment Management, Inc. with a Series 65 designation and two years of industry experience. She previously worked at PNC Bank for two years and has been with Leavell since 2024. Leavell Investment Management provides discretionary investment management and related services to individual and institutional clients, including families, trusts, pension plans, and endowments. The firm’s investment approach focuses on fundamental analysis and tailored asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and select alternatives.

John Gardner is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Aptus Capital Advisors, LLC since 2013. He holds the Series 66 designation and works out of Fairhope, Alabama. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets and provides a range of advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily employs ETF-based strategies that combine technical and fundamental analysis and serves a large client base through a relatively small advising team.

Bradley Rapking is a CFA® charterholder with six years of experience at Aptus Capital Advisors, LLC and a total of five years in the industry. He previously worked at Driehaus Capital Management and Opus Capital Management. Aptus Capital Advisors manages approximately $14.47 billion across various client segments, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis to manage primarily ETF-based strategies through a discretionary, model-driven approach.

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.

Brian Chew is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at LPL Financial, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Chew is involved with Chew Financial Group, a business connected to his LPL activities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

James Rutter III is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has been active in the industry since 2014 through his involvement with Rutter Champions, LLC, and has roles at Rutter Wealth Strategies, LLC and Gradient Advisors. 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, using a largely non-discretionary model and a range of analytical tools to support client portfolios.

Weston Lindemann is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at firms including RWM Capital, LLC and Catalyst Wealth Advisory. Weston advises clients on insurance and annuity products through his role with Catalyst Wealth Advisory. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across a network of advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of strategies and a broad affiliated-entity ecosystem.

Gary Garner is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Safe Harbor Financial Services and Relax and Retire Financial Services. Outside of advisory work, he is involved in insurance sales through Relax and Retire Financial Services, focusing on products such as annuities, life insurance, and Medicare policies. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework supported by a third-party services platform.