Jeffrey French 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.

Jessie Mc Carley is a financial advisor with 1st & 3rd Investments LLC, holding a Series 65 credential and one year of industry experience. He previously served 14 years in the United States Marine Corps and currently works as a commercial airline pilot for Delta Air Lines. 1st & 3rd Investments provides discretionary portfolio management and financial planning to individuals, families, small businesses, and retirement plans. The firm combines fundamental security research with technical analysis and proprietary pricing inputs, offering a range of strategies from long-term investing to active trading and market timing.

Breland Booth is the principal of Booth Financial, an independent registered investment adviser based in Birmingham, AL. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to founding Booth Financial, Booth worked at Timberchase Financial and ProEquities, and he also served as a business consultant at Valley Tax Partners, where he assists with tax preparation and business growth strategies. Booth Financial manages approximately $43 million for about 40 clients, including individuals, charitable organizations, and corporate clients. The firm focuses on tailored investment management using strategic asset allocation with passive index funds and ETFs, offering comprehensive financial and business planning services as well as employee-benefits optimization.

Jeffrey Florio is a Series 65-licensed financial advisor with 13 years of industry experience, currently operating as the sole advisor at Old Oak Advisors, LLC since 2011. Based in Vestavia Hills, AL, he focuses on discretionary portfolio management and financial planning. Old Oak Advisors is an independent registered investment adviser serving individuals and participant-directed retirement plans, managing approximately $16.3 million for around 47 clients. The firm provides tailored Investment Policy Statements, ongoing portfolio monitoring, and co-fiduciary services for plan sponsors, and employs a range of investment strategies including mutual funds, equities, bonds, ETFs, REITs, hedge funds, and derivatives through its distinct Alpha Strategy.

Ye Jung Shin is a financial advisor at Next Level Accounting, LLC based in Bessemer, Alabama, with four years of industry experience. She holds the Series 65 designation and has worked at Next Level Accounting since 2021, alongside nearly two decades at Huner & Cyr, PC. Next Level Accounting, LLC provides investment supervisory services, financial planning, and consultations on tax and estate planning primarily to individual clients. The firm employs a fundamental analysis approach with diversified asset allocation, integrating tax-focused advice as part of its service offering.