Celia Baehr is a CFP® with 43 years of industry experience, currently operating as the sole advisor at Celia Mann Baehr, CFP in Mobile, Alabama. She previously worked at LPL Financial LLC for 26 years before founding her independent advisory firm in 2014. Outside of her advisory work, Baehr serves as President and CEO of the Mobile Symphony, a nonprofit organization. Her firm provides investment advisory and portfolio management services to individuals and small businesses, offering tailored financial planning and investment strategies across a range of asset classes. The firm employs a disciplined approach with regular account reviews and emphasizes client-specific suitability and investment restrictions.

William Brigham is the sole advisor at Brigham Jr., William H., an independent firm based in Mobile, Alabama. He holds a Series 65 designation and has 22 years of industry experience, having worked at his current firm since 1996. Outside of his advisory work, he co-owns and helps manage a family farm in Mobile County. The firm provides discretionary portfolio management to individuals, trusts, and estates, focusing on long-term capital appreciation through investments in mutual funds, ETFs, equities, and fixed-income securities. Its investment approach relies on fundamental analysis and a multi-year holding horizon, serving a small client base with individualized oversight.

John Cocke is the sole advisor at Kairos Asset Advisory, LLC in Mobile, Alabama, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has led Kairos Asset Advisory since 2010. Outside of his advisory role, he serves as CFO on a part-time, unpaid basis for his wife's marketing and design business. Kairos Asset Advisory manages approximately $18.6 million for a select group of individual and institutional clients, including pension and Taft–Hartley plans, charitable foundations, and corporations. The firm employs a fundamentally driven, valuation-oriented investment approach across a range of asset classes and provides discretionary portfolio management, financial planning, and pension consulting services.

Jordan Jones is a financial advisor with Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation and 10 years of industry experience. He has been with Medora Partners, LLC and Medora Value Equity, LLC since 2016. Jones serves as chairman of the board of JOD Holdings, LLC, a coal mining business, and is a director for ElbFeeder, Inc., a containership owning company. Medora Value Equity, LLC manages discretionary, concentrated global value equity portfolios primarily for high-net-worth individuals, institutions, trusts, partnerships, and family offices. The firm employs a value-oriented approach with typically 10–20 holdings and pursues multi-year returns through fundamental analysis, often investing across capitalization ranges including less liquid instruments and using derivatives where beneficial.

Matt Williams is a financial advisor at Williams Financial Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aptus Capital Advisors, Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory work, he serves as a director of the Legacy Foundation at Cottage Hills Baptist Church. Williams Financial Group serves individual investors, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management and financial planning services, employing both discretionary and non-discretionary strategies that utilize equities, ETFs, bonds, options, and model portfolios.

Meredith Nowell is a financial advisor at Williams Financial Group in Mobile, AL, holding a Series 65 designation with three years of industry experience. Prior to joining Williams Financial Group in 2023, she worked at All In Credit Union from 2020 to 2023 and has held roles outside the financial industry. Williams Financial Group serves individual clients, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management, financial planning, and consulting services, employing a systematic investment approach that combines technical and fundamental analysis and includes its own wrap fee program.

Dariel Murray is a financial advisor with Wilkins Miller Wealth Management, LLC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked at Wilkins Miller Wealth Management since 2008 and at Purshe Kaplan Sterling Investments since 2013. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, as well as employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in exchange-traded funds and no-load mutual funds, offering discretionary portfolio management supported by written Investment Policy Statements and quarterly performance reporting.

Greg Bowen is a CFP® professional with 21 years of industry experience, currently serving at Wilkins Miller Wealth Management, LLC since 2015. He also has a concurrent role at Purshe Kaplan Sterling Investments dating back to 2012. Bowen has ownership interests in investment-related entities including Midtown Investments and is involved in life insurance sales. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, and employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in ETFs and no-load mutual funds, delivering portfolio management guided by written Investment Policy Statements and quarterly performance reporting.

Billy Williams is a CFP® and ChFC® with 24 years of industry experience. He is currently with Williams Financial Group, where he has worked since 2020, and has prior experience at Aptus Capital Advisors, Eagle Strategies, and New York Life Insurance Company. Outside of advisory work, he is involved in medical device investor relations and real estate development through several LLCs. Williams Financial Group serves individual investors, high-net-worth households, small businesses, trusts, and estates. The firm provides portfolio management, sub-adviser oversight, financial planning, and consulting, employing both discretionary and non-discretionary strategies that combine fundamental and technical analysis.

Stephen Haidt is a CFP® professional with 21 years of industry experience, serving as the sole advisor at Retirement Advisors, Inc. in Mobile, Alabama. He has been with the firm since 1996. Retirement Advisors, Inc. provides wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, and charitable organizations. The firm employs a research-driven, long-term investment approach focused on strategic asset allocation, global diversification, and the use of low-cost, institutional-class mutual funds, primarily through Dimensional Fund Advisors, with portfolios managed mostly on a discretionary basis.

Miles Ball is a financial advisor with Wealth Management Consultants, LLC in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Sagepoint Financial Inc for 14 years and has been with OSAIC since 2023. Outside of his advisory role, Mr. Ball serves on the Jaguar Athletic Fund Board for the University of South Alabama’s soccer team and volunteers as a poll inspector in Mobile County elections. Wealth Management Consultants, LLC provides financial planning and investment management services to individuals, trusts, pension and profit-sharing plans, municipalities, and business entities. The two-advisor firm manages approximately $23.3 million for about 40 clients, offering comprehensive planning, portfolio management, retirement plan consulting, and related advisory services.

Thomas Van Antwerp Jr. is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. in Mobile, Alabama, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mitchell McLeod Pugh & Williams since 2013. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as corporate pension plans, charitable institutions, and government entities. The firm employs a diversified investment approach combining individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs, with a focus on capital preservation and income.

Katherine McGinley is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. with 17 years of industry experience. She holds a Series 65 credential and has been with the firm since 2006. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, corporate pension plans, foundations, and government entities. The firm employs a diversified investment process using individually managed equity and fixed-income portfolios, mutual funds, and ETFs, with a focus on capital preservation and income through high-quality bonds and blended equity portfolios.

Michael Barnett Jr. is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and BBVA Compass. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, corporate pension plans, and government entities. The firm’s investment approach features diversified portfolios combining individually managed equities and fixed-income holdings with no-load mutual funds and ETFs, emphasizing capital preservation and income.

Kyle Pugh is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. with 22 years of industry experience. He holds the Series 65 designation and has been with the firm since 2006. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, corporate retirement plans, charitable institutions, and government entities. The firm’s investment approach combines diversified portfolios of equities and fixed income with a focus on capital preservation and income, and it incorporates municipal and tax-exempt issuers into its fixed-income strategy.

Thomas Iturbe is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Alliance Bernstein and UBS. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, pension plans, charitable institutions, and government entities. The firm combines individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs, emphasizing broad diversification, low turnover, and systematic fund selection.

Jenny Thomas is a financial advisor at Aull & Monroe with three years of industry experience. She holds a Series 65 designation and has previously worked at Eberl Claims Service and Alorica, Inc. prior to joining Aull & Monroe. Aull & Monroe provides discretionary investment management to individuals, retirement plans, charitable organizations, and corporate entities. The firm focuses on long-term, balanced portfolios customized for each client, emphasizing diversification, low portfolio turnover, and ongoing performance monitoring.

Daniel Harvey is a financial advisor with Aull & Monroe in Mobile, Alabama, holding a Series 65 designation and beginning his industry experience in 2023. His prior work includes roles at Roberts Wealth Management, Johnstone Adams, LLC, and Wilkins Miller, LLC, as well as non-financial work at Big Time Diner and UMS-Wright Preparatory School. Aull & Monroe provides discretionary investment management to individuals, retirement plans, charitable organizations, and corporate entities, using a long-term investment approach focused on balanced portfolios tailored to each client. The firm manages over $323 million across approximately 180 client relationships with an emphasis on diversification, low portfolio turnover, and formal ERISA fiduciary arrangements.

Frank Smith III is a financial advisor with BankPlus Wealth Advisors in Mobile, Alabama, holding eight years of industry experience. He previously worked at Wilkins Miller Wealth Management and Wilkins Miller LLC, serving clients for a total of eleven years before joining BankPlus Wealth Advisors. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm manages approximately $263.8 million across about 633 client relationships, employing a thematic, bottom-up investment approach that incorporates in-house fundamental research and emphasizes long-term holdings.

Douglas Mcleod is a financial advisor with Mitchell, Mcleod, Pugh & Williams, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is a member of Jubilee Early Child Development Center, LLC, a childcare organization, where he contributes financial and accounting expertise. Mitchell, Mcleod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, corporate pension plans, charitable institutions, and government entities. The firm uses a combination of individually managed equity and fixed-income portfolios, no-load mutual funds, and ETFs with a focus on diversification, low turnover, and systematic fund selection.