Porter White Investment Advisors, Inc.

Michael Stone is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He is currently with Porter White Investment Advisors, Inc. in Birmingham, AL, and has previously worked at M&A Securities Group, Inc., Porter White Capital, LLC, and Spearhead Capital, LLC. Stone serves on the Alabama Symphony Orchestra Endowment Board. Porter White Investment Advisors, Inc. provides discretionary portfolio management, fiduciary retirement-plan and institutional services, and fee-based financial planning to individuals, trusts, pension and profit-sharing plans, and endowments. The firm manages approximately $748 million for about 90 clients, focusing on asset allocation and long-term buy-and-hold strategies using an open-architecture mix of mutual funds, ETFs, and fixed-income securities.

Ross Walker is a financial advisor at Porter White Investment Advisors, Inc. in Birmingham, AL, holding a Series 65 designation with six years of experience. He joined Porter White in 2020 after four years at Wofford College. Porter White Investment Advisors provides discretionary wealth management, financial planning, retirement-plan fiduciary services, and institutional consulting to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs an open-architecture, asset-allocation driven investment approach focused on long-term buy-and-hold strategies, periodic rebalancing, and simulation analysis.

James White is a financial advisor with Porter White Investment Advisors, Inc. in Birmingham, AL, holding a Series 63 designation and over 51 years of industry experience. He has held leadership roles at multiple affiliated entities, including serving as chairman of various investment and consulting firms within the Porter White group. Outside of investment advisory work, he is chairman of PW Management Co., Inc., which focuses on employee payroll and benefits management. Porter White Investment Advisors, Inc. provides discretionary portfolio management, fiduciary retirement-plan and institutional services, and fee-based financial planning to individuals, trusts, pension and profit-sharing plans, and endowments. The firm emphasizes asset allocation and long-term, buy-and-hold strategies using an open-architecture mix of mutual funds, ETFs, and fixed-income securities, managing approximately $748 million for about 90 clients.

Goodloe White is a CFA® charterholder with 24 years of industry experience, currently serving at Porter White Investment Advisors, Inc. He has held leadership roles at multiple affiliated entities, including Porter White Capital, LLC, and Porter, White & Company, Inc., where he acts as CEO and Chief Compliance Officer. Outside the investment field, he is president of PW Management Co., Inc., which focuses on employee payroll and benefits management. Porter White Investment Advisors, Inc. provides discretionary portfolio management, fiduciary retirement-plan and institutional services, and fee-based financial planning to individuals, trusts, pension and profit-sharing plans, endowments, and other entities. The firm emphasizes asset allocation and long-term, buy-and-hold strategies implemented through a mix of mutual funds, ETFs, and fixed-income securities, managing roughly $748 million for about 90 clients.

Anna Lena Kanter is a CFP® professional with experience at Porter White Investment Advisors, Inc. since 2023. Her prior roles include positions at Regions Bank, Clarus Consulting Group, and various educational institutions. She has also worked with nonprofit and international organizations such as the Christian Youth Exchange and Global Learning Collective. Porter White Investment Advisors provides discretionary wealth management, financial planning, retirement-plan fiduciary services, and institutional consulting to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs an open-architecture, asset-allocation driven approach focused on long-term strategies and regular performance evaluation.