Chad Alan Reid

Tyler Reeves is a Certified Financial Planner® at Plimsoll Financial Planning, LLC with 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Collateral Financial Advisors, LLC, and Mutual of Omaha Investor Services, Inc. Outside of his advisory role, he owns PFP Brokerage, LLC, where he sells life and health insurance. Plimsoll Financial Planning is an independent, fee-only firm that serves individual and business clients with financial planning and combined planning-plus-investing services. The firm follows a goals-based planning process and implements portfolios through third-party managers, emphasizing flat annual and fixed-fee pricing rather than percentage-of-assets billing.

Breland Booth is the principal of Booth Financial, an independent registered investment adviser based in Birmingham, AL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including roles at Valley Tax Partners, LLC and Timberchase Financial, LLC. Outside of advising, he provides tax preparation and business consulting services through Valley Tax Partners. Booth Financial manages approximately $43 million for around 40 clients, offering tailored investment management, comprehensive financial planning, and business consulting to individuals, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation using primarily passive index funds and ETFs, with most accounts managed on a discretionary basis and customized to each client’s risk tolerance.

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. He has worked at Let Bob Advisory since 2022 and also has experience at AppSolutions, LLC and BBVA Compass. Let Bob Advisory, LLC (operating as Bob Robo Adviser) offers algorithm-driven robo-advisory portfolio management primarily through an online platform serving credit unions and individual clients. The firm emphasizes automated investment allocations based on client inputs, managing a high volume of accounts with limited human intervention.

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.

Michael Pindzola is the sole advisor at Counterstrike Capital in Hoover, Alabama, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Counterstrike Capital since 2013. Counterstrike Capital provides discretionary portfolio management and financial advisory services to individual investors, trusts, and small-business retirement accounts. The firm employs modern portfolio theory with an emphasis on equity option strategies and precious metals to seek uncorrelated exposures and manage risk on an individualized basis.