John Shelburn Grant

Jason Dyken is the principal of Dyken Wealth Strategies, Inc. in Gulf Shores, Alabama, with 24 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. He serves as a councilman for the City of Gulf Shores and operates a consulting business alongside his advisory practice. Dyken Wealth Strategies provides portfolio management, financial planning, and pension consulting to individual investors and pension or profit-sharing plans. The firm follows a long-term investment approach based on modern portfolio theory, primarily utilizing mutual funds and third-party managers, and combines advisory services with affiliated insurance activities.

Julie Jenkins is a financial advisor at Redesign Wealth Planning in Robertsdale, Alabama, holding a Series 65 designation with two years of industry experience. Prior to founding her independent firm, she worked at Care Financial and spent 15 years at Southern Women's Specialist. In addition to her advisory role, she holds a Certified Divorce Financial Analyst (CDFA) credential and operates a separate divorce-consulting business. Redesign Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing a passive, low-cost, diversified approach using index mutual funds and ETFs. The firm provides educational seminars and directly manages client assets following the discontinuation of third-party investment managers.

Christopher Bales is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He founded and leads Bridgeworks Asset Management, LLC, and also operates Bales Law Firm and previously managed Bridgeworks Divorce Planning, LLC. His background includes roles at Tennessee Valley Asset Management Partners, LLC and LPL Financial, LLC. Bridgeworks Asset Management is an independent registered investment adviser serving primarily individual clients and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, customizing strategies that incorporate modern portfolio theory, technical analysis, and various trading approaches. Its practice is uniquely integrated with family-law services, reflecting the principal’s dual financial planning and legal expertise.

Nathan Faircloth is a financial advisor with STM Asset Management LLC in Robertsdale, Alabama. He holds a Series 63 designation and has 15 years of industry experience. He has been with STM Asset Management and The Faircloth Group P.C. since 2014. Outside of advisory work, Faircloth is a partner in The Faircloth Group, an accounting firm providing bookkeeping, tax preparation, and payroll services. STM Asset Management provides investment supervisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $56 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon using technical, fundamental, and cyclical analysis.

Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC in Elberta, Alabama, holding a Series 65 designation with three years of industry experience. His prior work includes roles in real estate at Coldwell Banker Coastal Realty, Patrick Daily Real Estate, and Re/Max of Orange Beach, as well as extensive experience at United Rentals. Freedom Wealth Coaching provides fee-based investment management, financial planning, and non-discretionary retirement plan consulting to individuals, trusts, estates, small businesses, and plan sponsors. The firm employs a co-advisory structure with an independent SEC-registered investment manager to implement long-term strategic asset allocation in client portfolios aligned with Modern Portfolio Theory.

Lance Williams is a financial advisor at NewSong Capital Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC. Outside of his advisory role, he owns and operates a commercial spear fishing business and participates in fishing and diving tournaments as a brand ambassador. NewSong Capital Management provides investment management and ongoing financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm offers customized portfolio management that includes equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure, and derivatives, combining traditional asset management with subscription-style financial planning and integrated risk management.