Thomas Booker

Stephen Crawford is a financial advisor with Summit Wealth Group holding a Series 66 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network, Marion Bank and Trust Company, and Trustmark National Bank. He is also the owner of First Cahaba Investments LLC, a private entity established to facilitate his advisory and insurance business activities. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a range of analytical approaches and customizes target allocations based on each client’s financial profile, goals, liquidity needs, and risk tolerance.

Gary James is a financial advisor with Summit Wealth Group and holds the CFP® designation along with a Series 66 license. He has 25 years of industry experience, including a tenure at Commonwealth Financial Network since 2014. Outside of advising, he is co-owner of a marketing company based in Colorado. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment strategies using a variety of analytical approaches and frequently employs third-party money managers and sub-advised models, maintaining ongoing client account monitoring with at least annual reviews.

Nathan Cox is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 65 credential and has worked at Sound Income Strategies since 2019. Outside of his advisory role, he is involved in agricultural and livestock sales and holds partial ownership in a dog grooming business. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, estates, corporations, and other advisers, offering customized portfolio management with an emphasis on fixed-income analysis combined with equity review.

Lacey Morrison is a financial advisor at Summit Wealth Group with nine years of industry experience. She holds a Series 66 designation and has been with Summit Wealth Group since 2015, including a co-ownership role. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and utilizes a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.

Richard Hamner is a financial advisor with Eagle Strategies (NY Life) based in Meridian, MS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Eagle Strategies since 2010 and operates Hamner Financial Group, LLC, which sells New York Life products and brokers non-registered insurance. Outside of his advisory role, Hamner volunteers in leadership positions at Highland Baptist Church, serves on a hospital patient safety council, and owns a charter boat fishing and sightseeing business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

Melinda Russell is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N. A. and Merrill since 2019. Her background also includes roles outside finance, such as teaching at Liberty University and work in mental health. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a variety of investment strategies and tax-efficient services.