Navigate Wealth Management, LLC

Steven Lind is a CFP® professional with 14 years of industry experience, currently serving at Navigate Wealth Management, LLC. He has worked at Stonebridge Advisors, LLC since 2017 and has owned Lind Professional Corporation, providing CPA services since 1995. Navigate Wealth Management, LLC is a six-advisor team managing approximately $354.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and fee-based financial planning, employing a long-term investment approach grounded in modern portfolio theory and tailored Investment Policy Statements.

James Burnett is a CFP® with 22 years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2021. He has also been affiliated with Stonebridge Advisors, LLC since 2003. Outside of his advisory work, Mr. Burnett provides consulting services to an accounting firm, Conrad, Burnett, Norris & Gordon, LLC. Navigate Wealth Management is a team of six advisors managing approximately $354.6 million for individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, offering discretionary portfolio management and fee-based financial planning tailored to client-specific investment policy statements.

Caleb Hopkins is a CFP® and CFA® with 15 years of industry experience. He has worked at Navigate 401K, LLC since 2020 and Navigate Wealth Management, LLC since 2015. Both firms are based in Birmingham, AL. Navigate 401K, LLC provides consulting and investment management services primarily for company-sponsored retirement plan sponsors, focusing on fiduciary governance, asset allocation, and investment policy development. The firm’s client base is concentrated in institutional retirement plans, though it has recently expanded to include retail advisory accounts and offers employee group enrollment and investment education workshops.

Mary Livingston is a CFP® and CFA® with 14 years of experience in financial advising. She currently works at Navigate Wealth Management, LLC and has previously been with Abeona Wealth, LLC, Equita Financial Network, Inc., and Porter White Investment Advisors, Inc. Outside of her advisory work, she serves as a trustee for the Alabama Episcopal Diocese Endowment and holds treasurer roles for the Kiwanis Club of Birmingham and Down's Syndrome of Alabama. Navigate Wealth Management, LLC is a six-advisor team providing portfolio management and financial planning to individual and high-net-worth clients. The firm uses a modern portfolio theory-based investment approach, tailored Investment Policy Statements, and offers services including discretionary management, fee-based planning under Abeona Wealth, and subadviser arrangements for third-party advisers.

Jonathan Fargason is a CFP® with six years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2024. His prior roles include positions at Oakworth Capital Bank, FSC Securities Corp, and Thrivent Financial. Navigate Wealth Management, LLC is a six-advisor team providing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, using model portfolios and individualized Investment Policy Statements to align asset allocation with client risk tolerance and time horizon.

Reuben Stewart is a financial advisor at Navigate Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Shimoda, Stewart & Storey, LLP, where he is a partner in a law practice. Navigate Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $354.6 million across about 259 client relationships with a team of six advisors. The firm utilizes a long-term investment approach grounded in modern portfolio theory and offers discretionary portfolio management tailored to client-specific Investment Policy Statements.

Carl Grahs is a CFA® charterholder with 20 years of industry experience. He has been with Navigate Wealth Management, LLC in Birmingham, AL since 2014, working as part of a six-advisor team. Navigate Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $354.6 million across about 259 client relationships. The firm employs a long-term trading approach grounded in modern portfolio theory and offers discretionary portfolio management alongside fee-based financial planning and subadviser arrangements.