Navigate Wealth Management, LLC

Steven Lind is a CFP® professional with 14 years of industry experience, currently serving at Navigate Wealth Management, LLC. He has worked with the firm since 2017, including prior experience at Stonebridge Advisors, LLC. In addition to his advisory role, Lind is the owner of Lind Professional Corporation, where he provides CPA services. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individuals and high-net-worth clients. The firm focuses on portfolio management guided by modern portfolio theory and risk tolerance, offering both discretionary and non-discretionary services as well as financial planning through its dba Abeona Wealth.

James Burnett Jr. is a CFP® professional with 22 years of industry experience, currently serving at Navigate Wealth Management, LLC since 2021. He previously spent 19 years at Stonebridge Advisors, LLC. In addition to his advisory role, Mr. Burnett provides consulting services to an accounting firm. Navigate Wealth Management, LLC is an SEC-registered advisory firm managing over $429 million primarily for individual and high-net-worth clients. The firm employs a modern portfolio theory-based approach, utilizing model portfolios and documented risk profiles to guide asset allocation and portfolio management.

Caleb Hopkins is a CFP® and CFA® with 15 years of industry experience. He has worked at Navigate 401K, LLC since 2020 and Navigate Wealth Management, LLC since 2015. Both firms are based in Birmingham, AL. Navigate 401K, LLC provides consulting and investment management services primarily for company-sponsored retirement plan sponsors, focusing on fiduciary governance, asset allocation, and investment policy development. The firm’s client base is concentrated in institutional retirement plans, though it has recently expanded to include retail advisory accounts and offers employee group enrollment and investment education workshops.

Mary Livingston is a CFP®, CFA®, and Series 66 credentialed advisor with 15 years of industry experience. She currently works at Navigate Wealth Management, LLC and has held prior roles at Abeona Wealth, LLC, Equita Financial Network, Inc., and Porter White Investment Advisors, Inc. Outside of her advisory work, she serves as a trustee for the Alabama Episcopal Diocese Endowment and is treasurer for both the Kiwanis Club of Birmingham and Down's Syndrome of Alabama. Navigate Wealth Management, LLC is an SEC-registered firm managing over $429 million primarily for individuals and high-net-worth clients. The firm uses modern portfolio theory and long-term trading strategies, guided by risk-tolerance profiles, to provide discretionary and non-discretionary portfolio management along with financial planning services.

Jonathan Fargason is a CFP® with six years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2024. His prior roles include positions at Oakworth Capital Bank, FSC Securities Corp, and Thrivent Financial. Navigate Wealth Management, LLC is a six-advisor team providing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, using model portfolios and individualized Investment Policy Statements to align asset allocation with client risk tolerance and time horizon.

Reuben Stewart III is a financial advisor at Navigate Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has a background that includes roles at Stonebridge Advisors, LLP, and Trustee Empowerment & Protection, Inc. In addition to his advisory work, he is a partner in a law practice based in Birmingham, Alabama. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individuals and high-net-worth clients. The firm employs a long-term investment approach based on modern portfolio theory and uses model portfolios and documented risk-tolerance profiles to manage discretionary and non-discretionary accounts.

Carl Grahs is a CFA® charterholder with 20 years of industry experience. He has been with Navigate Wealth Management, LLC in Birmingham, AL since 2014, working as part of a six-advisor team. Navigate Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $354.6 million across about 259 client relationships. The firm employs a long-term trading approach grounded in modern portfolio theory and offers discretionary portfolio management alongside fee-based financial planning and subadviser arrangements.