Charles Lineberry

Richard Akinyemi is a financial advisor with Rwc Wealth Management, Inc. in Montgomery, AL, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Rwc Wealth Management since 2012. Outside of his advisory role, he is a published author and serves as a director of a construction company in Nigeria, as well as a member of an import-export company. RWC Wealth Management provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and corporate entities such as pension and profit-sharing plans. The firm uses a variety of analytical methods and investment strategies, operates primarily on a non-discretionary basis, and offers specialized services including corporate consultations and facilitation of precious-metals purchases.

Robert Allan is a CFP® and CFA® with six years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at Empirian Health and Hayek Kallen Investment Management. Outside of his advisory role, he dedicates limited time to Welon Consulting, LLC, which advises small businesses on profitability and efficiency strategies. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients with discretionary investment management, financial planning, and consulting. The firm emphasizes asset allocation and tax-aware portfolio construction, often employing a core-satellite equity approach and coordinating closely with clients’ tax and legal advisors.

John Steiner is a CFA® charterholder with 10 years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at White Oak Investment Counsel and Oakworth Capital Bank. In addition to his advisory role, Steiner serves as a managing director of Welon Fiduciary Services, a trust services company affiliated with Welon Partners, where he dedicates time to marketing activities. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients, providing discretionary investment management, financial planning, and consulting. The firm emphasizes a custom-tailored investment approach focused on asset allocation, tax-aware strategies, and coordination with clients’ tax and legal professionals.

Nancy Brown is a financial advisor at Jackson Thornton Wealth Management, LLC in Montgomery, AL. She holds a Series 65 designation and has 14 years of industry experience. Nancy has worked with Jackson Thornton and its related entities since 1996. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, diversified portfolios using passive mutual funds and ETFs, supported by quantitative tools and discretionary portfolio management.

Emily Farrior is a financial advisor at Marble Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Stifel/Merchant Capital. She is currently dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities. Marble Wealth provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using exchange-traded funds and individual equities, and it offers discretionary and non-discretionary portfolio management as well as digital asset custody and trading.

James Causey is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. He has worked at Jackson Thornton Asset Management, LLC since 2014 and at Jackson Thornton & Co., P.C. since 2006. He holds a Series 65 license and is based in Montgomery, Alabama. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services, serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, asset-class diversification using passive mutual funds and ETFs, with portfolio implementation including discretionary rebalancing and tax-loss harvesting.