Mobile, AL W I 65 Service Road N Office

Kellie Thompson is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 24 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as Treasurer of the Augusta Evans Garden Association, a nonprofit neighborhood garden group in Mobile, Alabama. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, institutions, and charitable organizations through a range of personalized and model portfolio solutions.

William Mc Fadden is a Series 66-licensed financial advisor with Steward Partners Investment Advisory, LLC. He has one year of experience at Steward Partners and previously worked at Troy University for five years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Ferguson is a CFP® professional with 22 years of industry experience currently affiliated with Steward Partners Investment Advisory, LLC. Prior to his current roles since 2023, he spent seven years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. He serves as a finance committee member for Christ Church Cathedral in Mobile, Alabama, where he participates in meetings on stewardship, fundraising, real estate, and operational matters. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm offers a range of investment advisory and financial planning services to individuals, pension plans, corporations, trusts, estates, and charitable organizations through personalized portfolio solutions and third-party manager selections.

Douglas Whitmore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 10 years before joining Steward Partners in 2024. Outside of his advisory role, he serves on the City of Mobile Finance Committee, advising the mayor on city finances. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.