Howard Lerner

Brian Mohney is a financial advisor with Lincoln Douglas Investments, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Lincoln Douglas Investments since 2011 and concurrently serves as FINOP/CCO for Sovereign Global Advisors LLC. Outside of finance, he owns Mohney Enterprises LLC, a dry ice blasting services and rental business. Lincoln Douglas Investments provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build and manage diversified portfolios.

David Noakes is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Packerland in 2017, he worked at INVEST Financial Corp. for 15 years. Outside of his advisory role, he serves on the Board of Directors for the Eufaula Barbour Chamber of Commerce. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, third-party arrangements, and fee-based programs on the Hilltop/Envestnet platform. The firm combines individualized planning with discretionary or non-discretionary management and offers tools such as separately managed accounts and automated rebalancing, while maintaining due diligence on third-party managers.

Kendall Smith is a financial advisor at Packerland Brokerage Services, Inc. with a Series 66 designation and no prior industry experience. Before entering the financial sector, he worked for the Alabama Department of Transportation for 15 years and has been self-employed since 2013. He is also involved with the Kendall and Jamie Smith Farm, which he has operated for 20 years. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms including Hilltop/Envestnet. The firm provides both brokerage and advisory services with a range of management options and maintains due diligence and monitoring of third-party managers.

John Mott is a financial advisor with Eagle Strategies (NY Life) based in Eufaula, Alabama, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with Eagle Strategies since 2022 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2011 and 2009, respectively. Outside of advisory work, he is involved in managing the Mott Family Limited Partnership and owns Mott Farms. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

Kimberly Hill is a financial advisor at VOYA Financial Advisors, Inc. with seven years of industry experience. She previously worked at Morgan Stanley and LGE Community Credit Union. Outside of her advisory role, she serves as co-trustee for two family trusts and is a founding director of a non-profit organization dedicated to rehabilitating and rehoming homeless dogs. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm utilizes a combination of model portfolios and manager-driven strategies, providing both discretionary and non-discretionary investment options.

Jose Pena is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in personal property and recreational ventures in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.