Jeffrey Foose II

Tyler Reeves is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Plimsoll Financial Planning, LLC in Hoover, AL. His prior experience includes roles at Cambridge Investment Research Advisors Inc. and ownership of PFP Brokerage, LLC, where he sells life and health insurance. Plimsoll Financial Planning is an independent, fee-only advisory firm serving individual and business clients with a goals-based financial planning process. The firm offers flat annual planning fees and bundled planning-plus-investing services, implementing investment portfolios through third-party managers.

Scott Sutton is a financial advisor with Sutton Financial Group in Birmingham, AL, holding a Series 66 designation and 14 years of industry experience. He has worked at Proequities Inc and has been affiliated with Business Planning Inc since 2010, where he serves as an employee involved in employee benefit consulting and third-party administration. Sutton also maintains a non-practicing CPA license. Sutton Financial Group provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $65 million in assets across about 158 client relationships, employing a generally long-term investment approach using low-cost, diversified mutual funds and ETFs, with ongoing portfolio monitoring and formal reviews.

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.

Ye Jung Shin is a financial advisor at Next Level Accounting, LLC in Bessemer, AL, holding a Series 65 designation with three years of industry experience. Prior to founding Next Level Accounting in 2021, Shin has been associated with Huner & Cyr, PC since 2007. Next Level Accounting, LLC provides investment supervisory services, financial planning, and consulting on tax and estate planning primarily to individual clients. The firm uses a fundamental analysis approach with diversified portfolios tailored to client objectives and risk tolerance, combining actively managed and passive funds without exercising discretionary trading authority.

Kendall Maddox is a CFP® with 23 years of industry experience, operating through MFP, LLC, an independent advisory firm based in Birmingham, AL. He has been managing his own practice since 2006 and is also a licensed attorney in Alabama, focusing on estate planning and administration. MFP, LLC provides personalized investment advice and discretionary asset management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using primarily passively managed funds and combines legal and investment services under one practice, a distinctive feature among independent advisors.

Mark Miehle is the principal of First Fidelity Group LLC in Birmingham, AL, with 15 years of industry experience. He holds a Series 66 designation and has led First Fidelity Group since 2008. Outside of his advisory role, Miehle is also the owner of Ophthalmic Concepts, a manufacturer’s representative for eyecare products. First Fidelity Group serves individual clients, including high-net-worth individuals, providing discretionary portfolio management, retirement planning, supplemental employee benefits, and risk-management advice. The firm integrates market-condition assessments with various analysis techniques to manage portfolios using equities, ETFs, mutual funds, and dividend-paying securities tailored to client risk profiles.