Elizabeth Mitcham

Jerry Goodson is a CFP® professional with 21 years of experience in financial advising. He has worked at Advisor Financial Group, Inc. since 1999 as its sole advisor. Advisor Financial Group provides wealth management and investment advisory services to individuals, professionals, executives, businesses, trusts, estates, and charitable organizations. The firm uses a consultative process with a focus on multi-asset class, multi-manager, long-term portfolio strategies, managing assets on a non-discretionary basis without taking custody or exercising discretionary trading authority.

Jeffrey Wright is a financial advisor at Fish Creek Value Management, LLC in Leeds, Alabama, with seven years of industry experience. He holds a Series 65 designation and has worked at Fish Creek since 2017, following a 13-year tenure at Regions Financial Corporation. Outside of his advisory role, he is involved in a family-owned small business that buys and sells raw land, where he reviews and approves land transactions. Fish Creek Value Management provides discretionary and non-discretionary investment management and consultative services to individuals, trusts, estates, small corporations, and nonprofit organizations. The firm employs a long-term, value-oriented strategy that integrates fundamental analysis, technical methods, and selective use of derivatives, offering performance-based fee arrangements and serving a diverse client base including small corporate and nonprofit entities.

Donna Cates is a financial advisor at The Wealth Boutique with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2022. Outside of advisory work, she is a certified mediator specializing in divorce financial mediation and also works as an insurance agent. The Wealth Boutique is an SEC-registered advisory team managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm provides holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Debra Cinquemani is a CFP® professional with 12 years of industry experience, currently serving at Principal Advised Services. Her prior roles include positions at Thrivent Financial and Century Silver Exchange. She is based in Leeds, Alabama. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary, wrap-fee investment management program. The firm integrates proprietary models with third-party research and operates within the Principal Financial Group family, supporting access to affiliated products and services.

Paul Vahle is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021, and previously with Bb&T Securities and BBTIS from 2011 to 2021. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by proprietary research and third-party platforms.

Jacob Traylor is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower, he worked at Wells Fargo Bank and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.