Donie Martin Carlson

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.

David Hayes is a CERTIFIED FINANCIAL PLANNER® professional dedicated to helping families and professionals build clarity and confidence in their financial lives. With a background that blends personal integrity, practical experience, and a passion for serving others, David provides clients with a comprehensive approach to wealth management, retirement planning, and financial decision-making. After graduating from the University of Alabama at Birmingham, where he also played baseball, David began his career in youth ministry and medical sales before finding his true calling in financial planning. Drawing on his diverse experiences, he is proficient at breaking down complex financial topics into clear, actionable strategies that empower clients to make well-informed choices. David works closely with clients to craft personalized plans that address every stage of life, from growing wealth to preserving it for future generations. His practice is built on long-term relationships, conservative and thoughtful planning, and a commitment to putting clients’ best interests first. Outside the office, David and his wife, Frances, are raising their three children—Lawson, Sally Beth, and John David. They enjoy serving in their church community, spending time with friends and family, and making the most of life’s simple joys, whether at a tailgate, on the beach, or in their neighborhood. Schedule a meeting with me here! https://calendly.com/davidhayescfp/30min?month=2026-06

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.