WRS Financial Services, L.L.C.

Steven Shelton is a Series 65-licensed financial advisor with 25 years of industry experience. He is the sole advisor at WRS Financial Services, L.L.C., an independent registered investment adviser based in Tuscaloosa, AL. WRS Financial Services provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm employs a customized, fundamental analysis-driven investment approach with a long-term purchase strategy and also offers ERISA-focused services to pension and profit-sharing plans.

Robert Way is a financial advisor at WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, holding a Series 65 designation with 25 years of industry experience. WRS Financial Services is an independent registered investment adviser that provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26.2 million in discretionary assets across 48 client relationships, offering customized, non-model portfolios based on fundamental analysis and a long-term purchase approach. WRS is a wholly owned subsidiary of a certified public accounting firm and provides ERISA-focused services and institutional portfolio management, distinguishing it within its category.

Bryan Robinson is a financial advisor at WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, with 15 years of industry experience. He holds a Series 65 designation and has been with WRS Financial Services since 2008. WRS Financial Services is an independent registered investment adviser that manages discretionary portfolios for individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and it also provides ERISA-focused services and portfolio management for institutional clients.

Milton Sims is a financial advisor at WRS Financial Services, L.L.C. in Tuscaloosa, AL, holding a Series 65 designation with 25 years of industry experience. He is the sole advisor at the independent firm. WRS Financial Services, LLC provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers customized, non-model portfolios using fundamental analysis and a long-term purchase approach, with services that include ERISA-focused pension and profit-sharing plan management.

William Ray is a Series 65 licensed financial advisor with 25 years of industry experience. He operates as the sole advisor at WRS Financial Services, L.L.C., an independent registered investment adviser based in Tuscaloosa, Alabama. WRS Financial Services provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm specializes in customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and it is affiliated with a certified public accounting firm, offering ERISA-focused services and institutional portfolio management.

Kimberly Sartain is a financial advisor with WRS Financial Services, L.L.C. in Tuscaloosa, Alabama. She holds a Series 65 designation and has 25 years of industry experience. WRS Financial Services is an independent registered investment adviser that provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm builds customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and also offers ERISA-focused services and portfolio management for institutional-type clients.