Ian Maddox

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.

Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.

Brian Anderson is a financial advisor with Anderson Asset Management in Birmingham, AL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Anderson Pewitt Asset Management since 2013. Anderson Asset Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, and other entities, including a private pooled investment vehicle for qualified investors. The firm uses fundamental analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.

Jessie McCarley is a financial advisor with 1st & 3rd Investments LLC, holding a Series 65 designation and beginning his advisory career in 2023. Prior to entering the financial industry, he served 14 years in the United States Marine Corps and currently works as an airline pilot for Delta Air Lines. 1st & 3rd Investments serves individual investors, families, trusts, corporations, retirement plans, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a range of investment strategies from conservative fixed-income to multi-cap equity portfolios.

Wil Dedmon is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He is the sole advisor at Krowten Equities, where he has worked since 2022. His prior experience includes roles at Regions Bank, Capital Advisors, Inc., Doucet Asset Management LLC, and DMC Group, LLC. Krowten Equities provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm uses a fundamental, largely long-term investment approach that incorporates individual stocks, mutual funds, ETFs, and may employ derivatives and structured products within managed accounts.

Joseph Aultman Jr. is the sole advisor at Still Waters Investment Strategies LLC in Birmingham, AL, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior work includes roles at Truist Securities, Inc. and SunTrust Robinson Humphrey, Inc. before founding his current firm. Still Waters Investment Strategies is a registered investment adviser serving individuals and high net worth clients with discretionary investment management and comprehensive financial planning. The firm employs a rule-based, semi-automated investment process combining quantitative methods and human oversight, offering both asset-based management and hourly financial planning services.