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.

James Rutter III is a Series 65-licensed advisor at Gradient Advisors, LLC with experience at Rutter Wealth Strategies, LLC and Rutter Champions, LLC. He has been active in the advisory field since 2014. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a broad client base that includes individuals, retirement plans, trusts, estates, and charitable organizations. The firm operates primarily through third-party money managers and investment advisor representatives, emphasizing a non-discretionary approach and utilizing various analytical tools to assess client objectives and risk tolerance.

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.

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.

William Graham III is a financial advisor at Aptus Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Aptus since 2020. Prior to joining Aptus, he spent seven years at JEAR Logistics, LLC. Aptus Capital Advisors manages approximately $14.47 billion and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses primarily ETF-based strategies combining technical and fundamental analysis to manage portfolios on a discretionary, model-driven basis.

Marilyn Baggett is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2024 and previously was with Wells Fargo Clearing and WELLS FARGO Advisors for eight and four years, respectively. In addition to her advisory role, she is a notary and serves as a registered associate assisting advisors and clients at Dauphine Capital. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory and financial planning services, supporting independent decision-making with access to in-house and third-party solutions.

Tenzin Phuntsok is a financial advisor at Aptus Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including First Trust Portfolios L.P., First Trust Advisors L.P., and Gyroscope Capital Management Group, LLC. 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 blend of technical and fundamental analysis primarily through ETFs, including its suite of actively managed Aptus funds, and offers a range of advisory and portfolio management services.

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.

Tamara Morton is a financial advisor at Leavell Investment Management, Inc. in Fairhope, Alabama, holding a Series 65 designation with 18 years of industry experience. She has been with Leavell Investment Management since 1999. Leavell Investment Management manages approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base that includes individuals, families, businesses, and institutional investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding across multiple asset classes.

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. Prior to joining Kestra in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 12 years. He is also engaged in insurance-related activities through Dauphine Capital in Mobile, Alabama. Kestra Private Wealth Services serves a diverse clientele including individual investors, retirement plans, and institutional entities, offering a range of advisory services such as portfolio management, financial planning, and specialized programs like annuity subaccount and 529 plan advisory. The firm employs both discretionary and non-discretionary investment approaches and provides access to various investment vehicles and third-party solutions.

Nicolas Rhodes is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory work, he is also a musician who writes and records music for streaming platforms and performs live. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs focused on asset allocation, contribution rates, and retirement planning. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management and serves a large client base with a high client-to-advisor ratio.

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.

Kyle Beshoar is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2023. Prior to that, he was employed at U.S. Bank and Darden Restaurants. Beshoar is also an insurance agent with Beshoar Financial Services. 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 diverse client base, including individuals, retirement plans, corporations, charitable organizations, registered investment advisers, sovereign wealth funds, and banking institutions.

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.

Chase Smith is a Series 66-licensed financial advisor with 11 years of industry experience, currently with PNC Wealth Management. He previously worked at Edward Jones for nine years before joining PNC Investments LLC in 2023. Outside of his advisory role, Smith serves as president of Sehoy POA, a non-investment related organization. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses approved investment strategies with mutual funds and ETFs, focusing on algorithm-driven risk assessment and annual portfolio rebalancing.

William Graham is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2017. Outside of his advisory role, he is involved in a guitar resale business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.