Patricia Winsett

Kenneth Johnson is a financial advisor at Ignite Planners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at StoneX Securities Inc. Outside of advising, he serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ and is involved in several community boards, including the International Motorsports Hall of Fame and the Industrial Development Board of Lawrence County, Alabama. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, employing a multi-disciplinary investment approach and discretionary portfolio management that includes private and alternative investments.

Trevor Kurzhal is a financial advisor with NBC Securities, Inc. holding a Series 66 designation and five years of industry experience. Outside of his advisory role, he is involved in audio production, mixing and mastering music for local artists, and serves in various media and production roles with Grace Life Church of the Shoals and its missions affiliate. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including individuals, institutions, and municipalities, with approximately $1.78 billion in assets under management. The firm offers multiple fee-based advisory programs and integrates brokerage execution and custody services through RBC platforms.

James Mitchell Jr. is a financial advisor with Diversify Advisory Services, LLC in Decatur, AL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at DFPG Investments, LLC, BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Triad Advisors, Inc. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of internal and third-party models across multiple platforms and offering a broad range of investment instruments and strategies.

Todd Kurzhal is a financial advisor at NBC Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities since 2002. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutions, and municipalities. The firm offers multiple advisory programs that integrate third-party investment managers and model portfolios, supporting both discretionary and non-discretionary arrangements.

James Newton is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Barlas O'Reilly Wealth Management, Plan Partners LLC, and Eqis Capital Management, Inc. Outside of his advisory role, he owns and operates Newton Institutional, where he transacts insurance products, and PayLink IRA, which provides payroll and IRA services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a blend of strategic and tactical approaches.

Marty McGuire is an investment advisor representative with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has four years of industry experience and previously worked at COUNTRY FINANCIAL for eleven years. McGuire is also a licensed insurance agent and offers insurance products alongside his advisory services. NewEdge Advisors serves a diverse range of clients, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.