Lance Heisler

Celia Baehr is a CFP® with 43 years of industry experience, currently operating as the sole advisor at Celia Mann Baehr, CFP in Mobile, Alabama. She previously worked at LPL Financial LLC for 26 years before founding her independent advisory firm in 2014. Outside of her advisory work, Baehr serves as President and CEO of the Mobile Symphony, a nonprofit organization. Her firm provides investment advisory and portfolio management services to individuals and small businesses, offering tailored financial planning and investment strategies across a range of asset classes. The firm employs a disciplined approach with regular account reviews and emphasizes client-specific suitability and investment restrictions.

John Cocke is the sole advisor at Kairos Asset Advisory, LLC in Mobile, Alabama, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has led Kairos Asset Advisory since 2010. Outside of his advisory role, he serves as CFO on a part-time, unpaid basis for his wife's marketing and design business. Kairos Asset Advisory manages approximately $18.6 million for a select group of individual and institutional clients, including pension and Taft–Hartley plans, charitable foundations, and corporations. The firm employs a fundamentally driven, valuation-oriented investment approach across a range of asset classes and provides discretionary portfolio management, financial planning, and pension consulting services.

Jordan Jones is a financial advisor at Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation with nine years of industry experience. He previously worked at Richmond Hill Investments, LLC from 2009 to 2016 and has been with Medora since 2016. Outside his advisory role, Jones serves as chairman of the board for JOD Holdings, LLC, a coal mining company, and is a director for ElbFeeder, Inc., a containership owning business. Medora Value Equity, LLC provides discretionary investment management primarily to high net worth individuals, institutional clients, trusts, partnerships, and certain corporate clients. The firm employs a concentrated, global value equity strategy focused on long-term fundamental value investing and also offers sub-advisory services to other registered investment advisers.

Virginia O'Brien is a financial advisor at Mobile Bay Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management, LLC and Global Financial Private Capital, LLC. Outside of her advisory role, she is a partner in Mobile Bay Financial Solutions, LLC, an insurance agency. Mobile Bay Wealth Management, LLC provides investment advisory and financial planning services primarily to individual clients, offering managed accounts on both a discretionary and non-discretionary basis. The firm customizes advice based on client objectives and risk tolerance, utilizing various investment strategies and overseeing third-party sub-advisors.

Matt Williams is a financial advisor at Williams Financial Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aptus Capital Advisors, Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory work, he serves as a director of the Legacy Foundation at Cottage Hills Baptist Church. Williams Financial Group serves individual investors, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management and financial planning services, employing both discretionary and non-discretionary strategies that utilize equities, ETFs, bonds, options, and model portfolios.

Lacy Mulroy is a financial advisor at Mobile Bay Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at United Capital Financial Advisors, LLC and Richland Advisory. Mobile Bay Wealth Management provides investment advisory and financial planning services primarily to individual clients, managing discretionary and non-discretionary accounts. The firm employs tailored strategies including asset allocation, dollar-cost averaging, and technical analysis, and oversees a multi-million-dollar asset base with approximately 310 client relationships.