Jason Michael Sgarlata

Clayton Dodd is a financial advisor at 364 Investing, LLC with three years of industry experience. He holds a Series 65 designation and also works as a Quality Control Assistant for the Alabama Department of Transportation. Clayton has held positions at Hoar Construction and ALDOT prior to his current advisory role. 364 Investing, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, and modern portfolio theory, with a notable focus on options trading and the use of performance-based fees for qualified clients.

Bailey Vance is a financial advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL, holding a Series 66 designation. Vance has been with Canterbury Capital since 2025 and has prior experience at Northwestern Mutual Investment Services LLC and working with Robert Butler. He also has a background that includes time at the University of Alabama and Hoover City Schools. Canterbury Capital Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm manages approximately $132.1 million in assets across about 305 client relationships with a focus on diversified portfolios and regular account monitoring.

Jacob Henley is an advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL. He holds a Series 65 license and has one year of industry experience. Prior to joining Canterbury Capital Wealth Management, he spent five years at the University of Alabama and worked in education at the high school level. Canterbury Capital Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $132.1 million in assets for about 305 client relationships, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and alternative investments with regular portfolio monitoring and reviews.

Robert Butler is a financial advisor with Canterbury Capital Wealth Management, LLC in Tuscaloosa, Alabama, holding a Series 66 license and 16 years of industry experience. Prior to joining Canterbury Capital Wealth Management in 2025, he spent 16 years at Northwestern Mutual in various roles including wealth management and investment services. Outside of his advisory work, Butler is a 33% owner of a non-financial business, Southern Transportation, based in Jacksonville, Mississippi. Canterbury Capital Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $132.1 million in assets, employing diverse investment strategies that include mutual funds, ETFs, individual securities, alternatives, and proprietary models, with ongoing account monitoring and regular client reviews.

Stephen Reinhart is a financial advisor with Financial Economics Consulting Group, Inc. in Tuscaloosa, Alabama, holding a Series 63 designation and bringing 34 years of industry experience. He has served as an adjunct professor at the University of Alabama's Culverhouse College of Commerce since 2009. Outside his advisory role, Reinhart is a part-owner of two local companies involved in property management and rental activities. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm combines a monetarist, top-down economic view with bottom-up fundamental and technical analysis to create customized, balanced portfolios focused on moderate risk.

Robert Mcleod is a CFP® and CFA® with 34 years of experience at Financial Economics Consulting Group, Inc., where he has worked since 1986. He is also a professor of finance at the University of Alabama’s Culverhouse College of Commerce. Outside of his advisory role, he is involved in identifying and analyzing residential and commercial properties through a private company. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, financial planning, and consulting services. The firm combines a monetarist, top-down economic view with fundamental and technical analysis to build customized, balanced portfolios, and also provides business valuation and litigation support.