Reginald Rhodes is a financial advisor at Legacy Wealth Management Group, LLC with five years of industry experience. He holds a Series 65 designation and has operated his own legal practice since 1993, specializing in elder law and related services. He is the founder and managing member of Alabama Center for Elder Law, LLC, and also leads Asset Protective Services, LLC. Legacy Wealth Management Group provides discretionary investment management and integrated financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive portfolio construction with index funds and ETFs, tailoring portfolios to client objectives while leveraging the principal’s active legal practice to offer estate, elder-law, and trust-related services through affiliated entities.

Robert Ryals is a financial advisor at Magnolia Wealth Management LLC, holding a Series 65 designation with four years of industry experience. He previously worked at MidSouth Bank and Troy University. In addition to his advisory role, he provides insurance services through the firm on a limited basis. Magnolia Wealth Management is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary asset management and fee-based financial planning, focusing on business and retirement planning. The firm employs fundamental analysis and Modern Portfolio Theory to create tailored portfolios and manages approximately $158 million in discretionary assets.

Edwin Cox is a financial advisor at Magnolia Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Magnolia Wealth Management since 2018, following prior roles at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of his advisory work, Cox serves as a board member of the Dothan Rescue Mission and teaches seminars on federal employee benefits at a local military base and postal service. Magnolia Wealth Management is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary asset management and fee-based financial planning, focusing on business and retirement planning. The firm employs fundamental analysis and Modern Portfolio Theory to create tailored asset allocations, managing accounts primarily on a discretionary basis.

Braxton Pettey is a financial advisor at CapSouth Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at TCI Wealth Advisors and the University of Arizona Student Union. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and offers diversified portfolios with both long-term and shorter-term strategies, supported by a multidisciplinary team including a CPA and an attorney.

Daniel Tew is a CFP® and PFS™ with six years of industry experience, currently serving as a financial advisor at Jackson Thornton Wealth Management, LLC in Dothan, Alabama. His work history is primarily with affiliated entities within the Jackson Thornton family, including Jackson Thornton Advisors, LLC, Jackson Thornton & Co., P.C., and Jackson Thornton Asset Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses, focusing on portfolio construction, ongoing investment management, and wealth management consultations. The firm employs a long-term, passively implemented investment approach grounded in Modern Portfolio Theory, with an emphasis on asset-class diversification primarily using mutual funds and ETFs.

Peter Ramsey is a financial advisor at CapSouth Wealth Management in Dothan, Alabama, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Home Oil Company. CapSouth Wealth Management provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a diversified investment approach combining fundamental analysis with both long-term and opportunistic strategies.

Angela Andrews is a financial advisor at Jackson Thornton Wealth Management, LLC in Dothan, Alabama, holding a Series 65 designation with three years of industry experience. She previously worked at Jackson Thornton Asset Management, LLC for 18 years before joining her current firm. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, ongoing investment management, and wealth management consultations, employing a long-term, passive investment approach grounded in Modern Portfolio Theory with an emphasis on asset-class diversification.

Anthony Mccallister is a financial advisor at CapSouth Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has worked at CapSouth Partners, Inc. since 2006. CapSouth Wealth Management provides investment management, financial planning, institutional consulting, and other advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.0 billion in client assets and emphasizes diversified, long-term portfolios aligned with clients’ financial backgrounds, investment experience, objectives, and risk tolerance.

Marshall Bolden is a financial advisor with CapSouth Wealth Management in Dothan, Alabama, holding a Series 66 designation and bringing 25 years of industry experience. He has been with CapSouth Partners, Inc. since 2004. Outside of his advisory role, he is a member and co-owner of J&M Properties LLC, where he manages financial records and oversees a mortgage loan. CapSouth Wealth Management offers investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, and organizations. The firm emphasizes diversified, long-term portfolios tailored to client objectives and risk tolerance, managing approximately $1.0 billion in assets across about 330 clients.

Emily Dougherty is a financial advisor at CapSouth Wealth Management in Dothan, Alabama, holding a Series 65 designation with one year of industry experience. Prior to her current role, she worked at Allworth Financial and has a background that includes positions in collegiate athletics and education. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a diversified investment approach with a long-term, buy-and-hold orientation while allowing for shorter-term strategies and offers ERISA fiduciary services along with comprehensive planning tools.

Paul Robinson is a financial advisor at CapSouth Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with CapSouth Partners since 2012. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a multidisciplinary team approach, combining fundamental analysis with both long-term and tactical investment strategies.

Lee Forehand is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. Prior to joining Arkadios in 2025, he spent a decade at Morgan Stanley in various capacities including Morgan Stanley Private Bank. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party managers, and financial planning. The firm utilises an integrated operating model supported by an internal portfolio team that provides investment strategies and trade execution across multiple asset classes.

Robert Arnold is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 17 years of industry experience. He has been a managing member of Superior Income Group, a life insurance and annuities business in Dothan, AL, since 2019, and has worked with Slingluff Insurance Agency, Inc. since 1992. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, providing investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring money managers, allocating among tactical and strategic approaches, and supplementing with fundamental analysis of individual securities.

Christy Coskrey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She previously worked at Morgan Stanley for six years and at Dothan City Schools for four years. Coskrey also operates a separate investment-related business under the name Longleaf Capital Group. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management through an internal portfolio team and offers a range of analysis techniques and fiduciary consulting for retirement plans.

Cory Singletary is a CFP® with 15 years of industry experience, currently serving at Arkadios Wealth Advisors in Dothan, AL. He previously worked at Bank of America and Merrill Lynch for 15 years. Outside of his advisory role, he is an advisory board member of the Kiwanis Club of Dothan. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and offers a range of investment strategies while operating through a large network of affiliated advisory entities and an in-house broker-dealer.

George Liddon is a financial advisor at Arkadios Wealth Advisors with 20 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and employs multiple analytical approaches while offering discretionary management and retirement plan consulting.

Bryan Scarratt is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2014. Outside of his advisory role, he is an owner and director of Scarratt Wealth Management Partners, LLC, which focuses on tax shelter and asset protection strategies. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and pension plans. The firm offers discretionary and non-discretionary asset management with an emphasis on diversified asset-class exposure primarily through mutual funds and ETFs, and it also provides financial planning and third-party manager recommendations.

Charles Lee is a Series 66-licensed financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He worked for Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2025 before joining Arkadios in 2025. Outside of advisory work, he is involved with Red Top Farm, LLC, a recreational hunting property, and serves on the finance committee of The Dothan Country Club in Alabama. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment management and financial planning. The firm employs a mix of advisor-managed accounts, wrap programs, third-party money managers, and an internal portfolio team to provide diversified strategies incorporating fundamental, technical, and cyclical analysis.

Todd Thornell is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he co-manages a family timber farm through Thornell Land and Timber LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and a range of advisory programs including discretionary account management and 401(k) consulting.

Marcus Crews is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Level Four Advisory Services, he worked at Raymond James & Associates and Edward Jones. Outside of his advisory role, he serves as a consultant on forensic aspects of investigative cases for the Covington County Alabama District Attorney’s Office. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and third-party providers, and offers a range of municipal and tax-exempt investment strategies.