Howard Bailey

Breland Booth is the principal advisor at Booth Financial Planning, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Valley Tax Partners, LLC since 2019, providing tax preparation and business consulting services, and previously held roles at Timberchase Financial, LLC and ProEquities, Inc. Outside of financial advising, he was involved with Birmingham Fitness, LLC from 2006 to 2020. Booth Financial Planning, LLC offers discretionary portfolio management and comprehensive financial planning to individuals, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation using primarily passive index funds and ETFs, includes charitable and business clients in its client base, and provides educational seminars and tax-preparation consulting services.

Anthony Buchanan is a financial advisor at Let Bob Advisory, LLC with a Series 65 credential and two years of industry experience. He has held roles at AppSolutions, LLC, SunGuard, and BBVA Compass. Let Bob Advisory, LLC operates as an independent, solo advisor firm providing algorithm-driven robo-advisory portfolio management primarily to credit unions and their members through an online platform. The firm uses automated algorithms for investment allocations and rebalancing, serving a high number of client accounts relative to its single-advisor structure.

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.

Scott Cole is a CFP® with 21 years of experience and has been with Cole Financial Planning since 2004. He holds a Series 65 license and serves as a board member of GPN Alliance, Inc., the parent organization of the Garrett Planning Network. Cole also occasionally teaches financial planning courses as an adjunct professor and works as a financial neutral on interdisciplinary teams. Cole Financial Planning and Wealth Management, Inc. provides financial planning and investment advisory services to individuals, families, small businesses, nonprofits, trusts, and estates. The firm emphasizes long-term asset allocation and buy-hold-rebalance strategies, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

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.