Jessica Leopard

Thomas Hampton is a financial advisor at H2OLS Wealth Management Solutions LLC, holding the ChFC® designation and a Series 63 license, with 38 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metlife Securities Inc. He is also an owner of The Fox Hill Inn Bed and Breakfast in Virginia. H2OLS Wealth Management Solutions provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a multi-disciplinary investment approach combining technical, fundamental, and quantitative analyses, offering discretionary portfolio management and pension consulting with an emphasis on documented risk and suitability.

Nicholette Hamel is a financial advisor at Dougherty Investment Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Schwend and the Department of Veterans Affairs. Prior to her advisory roles, she was employed at Portsmouth Naval Shipyard for seven years. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning services, using fundamental analysis to construct portfolios that include equities, debt securities, mutual funds, ETFs, and government securities.

Ian Maddox is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked at Independent Financial Partners since 2012 and previously at LPL Financial from 2012 to 2019. Outside of his advisory role, Maddox serves as Vice Chair on the board of the Trussville Redevelopment Authority and is a board member of both the Trussville Area Chamber of Commerce and the Trussville City Schools Foundation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Matthew Kiser is a financial advisor with PNC Wealth Management in Birmingham, Alabama. He holds the Series 66 designation and has 16 years of industry experience. His prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation. The firm primarily utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external parties.

Peyton Jones is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, he worked for seven years at Bridgeworth Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Angela Henderson is a financial advisor with Eagle Strategies (NY Life) based in Oneonta, Alabama. She holds the ChFC® designation and a Series 63 license, and has three years of industry experience. Her background includes nearly two decades at The HomeTown Bank of Alabama and roles at Wilson, Gregory & Henderson, LLC as well as NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.