Jeffrey Edward Dennison

Bobby Junkin is the principal of Junkin & Company, Inc., an independent firm based in Toney, Alabama. He holds the CFP® and ChFC® designations and has 19 years of industry experience. Since founding Junkin & Company in 2013, he has focused on providing financial planning and investment advisory services. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers clients advice on insurance products. Junkin & Company serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is based on the Efficient Market Hypothesis, Modern Portfolio Theory, and the Fama-French three-factor model, emphasizing global diversification and periodic rebalancing. Rather than managing portfolios directly, the firm typically recommends third-party money managers to implement long-term, passive strategies.

Stephen Mandracchia is a CFP® professional with four years of experience in financial advisory roles. He is currently the sole advisor at Tulip Financial Planning LLC, having previously worked at firms including Dew Wealth Management, Ironwood Investment Counsel, and Morgan Stanley. Tulip Financial Planning serves business owners, medical professionals, and high-net-worth families by offering discretionary investment management alongside tax preparation, tax advisory, and family-office services. The firm emphasizes passive, tax-efficient, long-term portfolios and provides integrated financial planning and tax services primarily through virtual delivery.

Michael Ellis II is a financial advisor at Ellis Wealth Advisors, LLC in Madison, Alabama. He holds a Series 65 designation and has been in the industry since 2025, with prior experience at Sowell Management and multiple roles in the food service industry. Ellis Wealth Advisors offers discretionary portfolio management and integrated financial planning to families, trusts, charitable organizations, foundations, and corporations. The firm manages client accounts internally using a combination of fundamental, technical, quantitative, and economic analysis, employing strategies that include long- and short-term investments, strategic asset allocation, and the use of options and structured products.

Michael Ellis is a financial advisor with Ellis Wealth Advisors, LLC in Madison, Alabama, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked with Purshe Kaplan Sterling Investments and Raymond James Financial Services, and he owns Ellis Land Company, LLC. Ellis Wealth Advisors provides discretionary portfolio management combined with integrated financial planning services to families, trusts, charitable organizations, foundations, and corporations. The firm manages accounts internally using a variety of analytical approaches and investment strategies, including both long- and short-term positions.

Taylor West is a financial advisor at Hibernia Wealth Partners, LLC with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Edward Jones and LPL Financial. West is based in Harvest, Alabama. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers portfolio management, financial planning, ERISA plan services, and sponsors a wrap-fee program, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analyses as well as modern portfolio theory.

Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.