Jason Michael Kozon

Jason Dyken is the principal of Dyken Wealth Strategies, Inc. in Gulf Shores, Alabama, with 24 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. He serves as a councilman for the City of Gulf Shores and operates a consulting business alongside his advisory practice. Dyken Wealth Strategies provides portfolio management, financial planning, and pension consulting to individual investors and pension or profit-sharing plans. The firm follows a long-term investment approach based on modern portfolio theory, primarily utilizing mutual funds and third-party managers, and combines advisory services with affiliated insurance activities.

Julie Jenkins is a financial advisor at Redesign Wealth Planning in Robertsdale, Alabama, holding a Series 65 designation with two years of industry experience. Prior to founding her independent firm, she worked at Care Financial and spent 15 years at Southern Women's Specialist. In addition to her advisory role, she holds a Certified Divorce Financial Analyst (CDFA) credential and operates a separate divorce-consulting business. Redesign Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing a passive, low-cost, diversified approach using index mutual funds and ETFs. The firm provides educational seminars and directly manages client assets following the discontinuation of third-party investment managers.

James Hickey is a CFA charterholder with 16 years of industry experience, currently serving as Managing Director of Crimson Wealth in Fairhope, Alabama. His career includes leadership roles at multiple firms, including CEO positions at X1 Capital Inc. and Growth Lending GP LLC. Hickey is also a board member of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth provides portfolio management and advisory services primarily to individual clients, constructing customized equity-focused portfolios using ETFs and individual stocks. The firm employs a top-down macroeconomic approach combined with bottom-up company analysis, emphasizing thematic market leaders and offering several defined investment strategies including concentrated, diversified equity, and conservative fixed-income options.

John Brandon is a CFP® and ChFC® with 37 years of experience in financial advising. He has been the principal of Atlantes Financial Advisors since 2005 and is also affiliated with Purshe Kaplan Sterling Investments. Atlantes Financial Advisors provides personalized portfolio management and financial planning to individuals, institutions, and trust clients, employing a core-and-satellite investment approach that combines passive index funds and ETFs with selective active management.

Christopher Bales is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He founded and leads Bridgeworks Asset Management, LLC, and also operates Bales Law Firm and previously managed Bridgeworks Divorce Planning, LLC. His background includes roles at Tennessee Valley Asset Management Partners, LLC and LPL Financial, LLC. Bridgeworks Asset Management is an independent registered investment adviser serving primarily individual clients and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, customizing strategies that incorporate modern portfolio theory, technical analysis, and various trading approaches. Its practice is uniquely integrated with family-law services, reflecting the principal’s dual financial planning and legal expertise.

John Grant is the sole advisor at Grant Financial Group in Elberta, Alabama, holding Series 63 and Series 65 designations with 26 years of industry experience. He has operated Grant Financial Group since 2008. Grant is also a licensed life, health, and variable annuity insurance agent with appointments at multiple insurance companies, focusing primarily on fixed deferred, equity-linked index, and immediate annuities. Grant Financial Group is an independent, state-registered investment adviser serving approximately 97 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a conservative, actively managed approach blending bond funds, equities, ETFs, and mutual funds, with daily security reviews and discretionary trading authority to implement client investment plans.