Janet Hayes is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding Series 63 and Series 65 credentials with 21 years of industry experience. She has been with Leavell Investment Management since 2004. Leavell Investment Management provides discretionary investment management and related services to a diverse client base, including individuals, families, trusts, pension plans, endowments, and foundations. The firm employs a fundamental analysis and tailored asset allocation approach, focusing on long-term returns through diversified portfolios managed by teams of investment counselors and portfolio managers.

James Conwell II is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and 39 years of industry experience. His prior experience includes seven years at WFG Investments Inc. He is also involved with Rockbridge Wealth Management in a sales and service capacity. 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 offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

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 with Gradient Advisors, LLC, holding the ChFC® designation and Series 63 license, and has five years of industry experience. Prior to joining Gradient Advisors in 2024, he worked at Sequent Planning, LLC and has been involved with Grove Financial Group Inc. since 2004. He is also the CEO of Web Tech Design, a firm focused on web technology for agent marketing and lead generation. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm operates a large network of advisors and employs a non-discretionary investment approach supplemented by client profile tools and a combination of fundamental, technical, and cyclical analysis.

Lacy Mulroy is a Series 65-licensed financial advisor with eight years of industry experience. She is currently with Simplicity Wealth and has prior experience at United Capital Financial Advisors, LLC. Simplicity Wealth serves a wide range of clients, from individual and high-net-worth investors to institutional entities and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support 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 is a CFP® with 25 years of industry experience and has been with Leavell Investment Management, Inc. since 2010. He holds Series 63 registration and serves as treasurer for his wife's dental practice outside of normal business hours. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and provides portfolio management, financial planning, and family-office services to a range of clients including individuals, families, businesses, and institutional investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, and also manages two registered no-load mutual funds.

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.

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.

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 who holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Level Four Advisory Services in 2023, he worked at Newport Group Consulting, LLC and Newport Group, Inc. from 2017 to 2023, Interserv, LLC from 2011 to 2017, and Dailyaccess Corporation from 2002 to 2017. Woodall is also active as an insurance agent with Level Four Insurance Agency. 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 individual investors, retirement plan sponsors, corporations, charitable organizations, and municipal clients, providing fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services.

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.