David Alan Hayes

Jordan Taylor is an independent financial advisor at Core Planning. Before entering the independent space, he worked at firms including Edward Jones and Northwestern Mutual. Jordan provides fee-based financial planning and wealth management services to individuals, couples/families, retirement plans, and business entities, offering customized investment strategies, detailed financial planning and education, and advisory support tailored to each client's goals, risk tolerance, and financial psychology/behaviors.

Sean Forbes is a retirement plan advisor at Navigate 401K with a focus on helping small business owners design and manage 401(k) plans that work for both their company and their employees. Sean started his career at Vestwell, a national recordkeeper, where he worked with employers of all sizes and developed a deep appreciation for what retirement planning looks like from the ground up. He later joined Meridiem Advisory Group as part of a dedicated retirement advisory team, focusing on participant education, financial wellness, and plan design. At Navigate 401K, Sean works closely with small businesses to simplify the retirement plan process—handling everything from plan design and onboarding to participant education and one-on-one financial guidance. He also serves individual clients through the firm's TrailGuide program, bringing the same personalized approach to people planning for retirement outside of an employer plan. Sean holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Nonqualified Plan Consultant (NQPC) credential. His goal is straightforward: make sure every business owner and employee feels confident about their retirement.

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.

Frank Cade is the principal advisor at Cade Wealth Management LLC in Birmingham, AL, with nine years of industry experience. Before founding Cade Wealth Management in 2022, he worked at Forager Capital Management, LLC for six years. He is also a partner at Cade Crenshaw & Associates, P.C., an accounting firm. Cade Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plans. The firm provides discretionary asset management and ERISA plan services, using fundamental analysis and modern portfolio theory to tailor investment programs to client goals and risk tolerance.

David Clark is a CFP® professional with 29 years of experience in financial advisory. He is the principal advisor at DMC Wealth Management, LLC in Birmingham, AL, where he has worked since 2012, including through prior affiliations. In addition to his advisory role, Mr. Clark is licensed as an independent insurance agent. DMC Wealth Management offers discretionary and non-discretionary investment management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as retirement plans. The firm constructs portfolios primarily using mutual funds and ETFs, with tailored allocations based on client objectives, and also advises on pooled and private investment vehicles for qualified clients.

Scott Sutton is a financial advisor with Sutton Financial Group in Birmingham, AL, holding a Series 66 designation and 14 years of industry experience. He has worked at Proequities Inc and has been affiliated with Business Planning Inc since 2010, where he serves as an employee involved in employee benefit consulting and third-party administration. Sutton also maintains a non-practicing CPA license. Sutton Financial Group provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $65 million in assets across about 158 client relationships, employing a generally long-term investment approach using low-cost, diversified mutual funds and ETFs, with ongoing portfolio monitoring and formal reviews.