Bobby Junkin Jr.

Paul Lamont is the sole advisor at Lamont Trading Advisors, Inc., an independent firm based in Huntsville, Alabama. He holds a Series 65 designation and has 19 years of industry experience. Prior to founding his firm, he spent eight years with Eureka Cattle Company, Inc. Lamont Trading Advisors, Inc. provides discretionary portfolio management and private financial consultation to individuals, corporations, trusts, and pension plans. The firm offers preservation-oriented accounts focused on short-term U.S. Treasury bills and actively managed Bear Market Strategies accounts using complex instruments, employing charting, cyclical, fundamental, and technical analysis to guide investment decisions.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

I’m Zeke Anders, and I founded Planalto Financial to offer a higher level of planning. I’ve always been passionate about investing and personal finance, and I eventually left corporate America to become a financial planner. I am a CFP professional with over five years of formal experience, but I’m an avid learner and student of market history and current research. My goal is to provide evidence-based, objective advice to help clients find fulfillment through their wealth. Financial planning is often about more than just math, it is about utilizing the assets you spent a career accumulating to create meaning and purpose in retirement. Planalto Financial is open to all, but my specialty is working with Brazilian-American families. While I am from Alabama, my wife is from Brazil originally, and we currently live in Brasilia, Brazil with our two daughters. We understand that cross-border families have specific opportunities and challenges such as owning assets in multiple countries, additional tax and reporting requirements, and higher travel and family support budgets. If this sounds like you, Planalto Financial is here to help. Pode contar comigo. Planalto offers flat-fee hourly, planning-only, or comprehensive planning and investment management services. I chose flat-fee services to provide transparency and simplify, whereas assets-under-management fees can be complicated (is it beginning, end, or the average asset values? In advance or in arrears?). In addition, I do not receive commissions for any product sales.

Raymond Saliba is the principal of Saliba Asset Management L.L.C. in Huntsville, Alabama, holding CFP® and CFA® designations with 21 years of industry experience. He is also president of Pretium Capital Group, Inc., a separate business providing valuation services to private companies. Saliba has been involved with Saliba Asset Management since 1996 and founded Pretium Capital Group in 1999. Saliba Asset Management offers discretionary investment management and financial consulting to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs a diversified investment approach using equities, mutual funds, ETFs, and other securities, combining fundamental, technical, charting, and cyclical analysis in portfolio construction.

James Boyle is a financial advisor at Tennessee Valley Investment Management in Huntsville, AL, holding a Series 65 credential with 17 years of industry experience. Prior to founding his current firm, he worked for 11 years at Saliba Asset Management. Tennessee Valley Investment Management provides discretionary portfolio management, investment consultations, and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis supported by third-party research, focusing on hands-on advisory work in special situations and managing a concentrated client base.

Stephen Mandracchia is a CFP® professional with four years of experience in financial advisory roles. He is currently the sole advisor at Tulip Financial Planning LLC, having previously worked at firms including Dew Wealth Management, Ironwood Investment Counsel, and Morgan Stanley. Tulip Financial Planning serves business owners, medical professionals, and high-net-worth families by offering discretionary investment management alongside tax preparation, tax advisory, and family-office services. The firm emphasizes passive, tax-efficient, long-term portfolios and provides integrated financial planning and tax services primarily through virtual delivery.