Howard Neil Bailey

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.

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.

James Mccormick is a financial advisor at PMD Advisory with 22 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Cambridge Investment Research Inc and United Planners Financial Services. Outside of advising, he is a partner in People Process Purpose, a consulting services firm. PMD Advisory serves individuals, including high-net-worth clients, employer retirement plans, trusts, estates, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and participant advisement, using fundamental and technical analysis to tailor portfolios primarily composed of mutual funds and ETFs.

Melanie Dickinson is a financial advisor with PMD Advisory in Hoover, AL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at United Planners Financial Services since 2025 and has been involved with PMD Advisory and related entities since 2009. Outside of advisory work, she co-owns a consulting business, PMD Consulting, which is not investment related. PMD Advisory serves individuals—including high-net-worth clients—employer retirement plans, trusts, estates, and business entities by providing financial planning, portfolio management, retirement plan consulting, and asset management services. The firm offers both full and modular financial plans and uses a variety of analytical methods to tailor portfolios, which often include mutual funds and ETFs.

Joel Mcgriff is a financial advisor at The McGriff Alliance with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. McGriff has worked at Crown Capital Securities, LP since 2010 and has been associated with The McGriff Alliance RIA since 1994. He is also an officer of the McGriff Burrus Alliance, dedicating significant time to fixed insurance and independent registered advisory activities. The McGriff Alliance serves individuals, trusts, estates, pension and profit-sharing plans, and provides advisory services to investment company clients and pooled investment vehicles. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and managing private pooled funds focused on life settlements.