Chad Alan Reid

Tyler Reeves is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Plimsoll Financial Planning, LLC in Hoover, AL. His prior experience includes roles at Cambridge Investment Research Advisors Inc. and ownership of PFP Brokerage, LLC, where he sells life and health insurance. Plimsoll Financial Planning is an independent, fee-only advisory firm serving individual and business clients with a goals-based financial planning process. The firm offers flat annual planning fees and bundled planning-plus-investing services, implementing investment portfolios through third-party managers.

Breland Booth is the principal of Booth Financial, an independent registered investment adviser based in Birmingham, AL. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to founding Booth Financial, Booth worked at Timberchase Financial and ProEquities, and he also served as a business consultant at Valley Tax Partners, where he assists with tax preparation and business growth strategies. Booth Financial manages approximately $43 million for about 40 clients, including individuals, charitable organizations, and corporate clients. The firm focuses on tailored investment management using strategic asset allocation with passive index funds and ETFs, offering comprehensive financial and business planning services as well as employee-benefits optimization.

Ye Jung Shin is a financial advisor at Next Level Accounting, LLC based in Bessemer, Alabama, with four years of industry experience. She holds the Series 65 designation and has worked at Next Level Accounting since 2021, alongside nearly two decades at Huner & Cyr, PC. Next Level Accounting, LLC provides investment supervisory services, financial planning, and consultations on tax and estate planning primarily to individual clients. The firm employs a fundamental analysis approach with diversified asset allocation, integrating tax-focused advice as part of its service offering.

Kendall Maddox is a CFP® with 23 years of industry experience, operating through MFP, LLC, an independent advisory firm based in Birmingham, AL. He has been managing his own practice since 2006 and is also a licensed attorney in Alabama, focusing on estate planning and administration. MFP, LLC provides personalized investment advice and discretionary asset management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using primarily passively managed funds and combines legal and investment services under one practice, a distinctive feature among independent advisors.

Anthony Buchanan is a financial advisor with Let Bob Advisory, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at AppSolutions, LLC, SunGuard, and BBVA Compass. Let Bob Advisory, LLC, operating as Bob Robo Adviser, provides algorithm-driven robo-advisory portfolio management primarily to credit unions and their individual members, as well as to individual clients. The firm delivers an internet-first, business-to-business service with a high client-to-advisor ratio and uses automated algorithms for investment allocation and rebalancing.

Antonio Sankey is a financial advisor with ADS Wealth Management LLC in Hoover, Alabama. He holds the ChFC® designation and has 24 years of industry experience. Prior to founding ADS Wealth Management in 2019, he worked at firms including New York Life/Eagle Strategies LLC and Triumph Wealth Advisors. He is also the owner of Antonio D. Sankey & Associates, LLC, an insurance brokering business. ADS Wealth Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, offering ongoing portfolio management, one-time financial plans, subscription-based advisory programs, and educational seminars. The firm’s investment approach combines technical and fundamental analysis with modern portfolio theory and manages accounts typically on a non-discretionary basis aligned with individual Investment Policy Statements.