Brian Weber Chew

Cleveland Gantt is a CFP®-certified financial advisor with 12 years of industry experience, operating under Gantt Financial Advisors, LLC in Daphne, AL. He has been active in the financial services field since 1997. In addition to his advisory role, he is a licensed insurance agent offering long-term care insurance products and manages a timberland property. Gantt Financial Advisors, LLC provides financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory and conservative fundamental analysis, primarily using low-cost mutual funds and ETFs, and offers services including pension consulting and senior supplemental insurance.

Julie Jenkins is a financial advisor at Redesign Wealth Planning in Robertsdale, Alabama, holding a Series 65 designation with two years of industry experience. Prior to founding her independent firm, she worked at Care Financial and spent 15 years at Southern Women's Specialist. In addition to her advisory role, she holds a Certified Divorce Financial Analyst (CDFA) credential and operates a separate divorce-consulting business. Redesign Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing a passive, low-cost, diversified approach using index mutual funds and ETFs. The firm provides educational seminars and directly manages client assets following the discontinuation of third-party investment managers.

James Hickey is a CFA® charterholder and financial advisor with 16 years of industry experience, currently serving as Managing Director of Crimson Wealth. His prior experience includes roles at Clearmeadow Partners, Mariposa Community Partners, and Growth Lending GP, among others. Outside of advising, he is CEO of X1 Capital, a business development company, and serves on the board of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual investors, family offices, institutions, and corporations, offering portfolio management focused on U.S. equities. The firm creates custom portfolios blending low-cost index ETFs, thematic ETFs, and concentrated stock positions, employing a buy-and-hold investment approach informed by macroeconomic themes and disciplined company analysis.

John Brandon is a CFP® and ChFC® with 37 years of experience in financial advising. He has been the principal of Atlantes Financial Advisors since 2005 and is also affiliated with Purshe Kaplan Sterling Investments. Atlantes Financial Advisors provides personalized portfolio management and financial planning to individuals, institutions, and trust clients, employing a core-and-satellite investment approach that combines passive index funds and ETFs with selective active management.

Nathan Lippincott is a financial advisor at STM Asset Management LLC with 10 years of industry experience and holds a Series 65 designation. In addition to his advisory role, he is the owner of Knockout Home Inspections and serves as the pastor at Grace Bible Church. He is also the owner of Steadfast Insurance, LLC, a property and casualty insurance agency. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $52.7 million for around 493 clients. The firm offers tailored portfolio management using ETFs, mutual funds, and individual equities, with regular account reviews and client reporting.

Scott Koser is a CFA® charterholder and holds a Series 65 license, with 23 years of industry experience. He has been with Cornerstone Investment Management and Consulting, LLC since 2003. Cornerstone Investment Management and Consulting provides discretionary investment management and project-based consulting services to individuals, trusts, foundations, and endowments. The firm employs a combined top-down and bottom-up investment approach, utilizing quantitative screening and thematic research to manage portfolios aligned with client-specific investment policies.