Julie Bird

Lester Brol is the principal of Brol Capital Management, LLC, an independent firm based in Hampton Cove, AL. He holds the CFA® designation and Series 63 license, with 15 years of industry experience. Since founding his firm in 2010, he has also taught finance part-time at the University of Alabama in Huntsville and provides expert witness analytic, consulting, and testimony services related to securities and commodities cases. Brol Capital Management serves individuals, families, and institutional clients, including foundations, endowments, private investment funds, and small to mid-sized businesses, with a focus on 3(38) fiduciary services for employer retirement plans. The firm employs a mean-variance core/satellite investment approach combining global ETFs and fixed income with concentrated All-Cap equity sleeves, total-return strategies, and alternative investment due diligence.

Marcel Doumerc is a financial advisor at Eden Financial with Series 63 and Series 65 licenses and one year of industry experience. He is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC, activities conducted outside of trading hours. Eden Financial is a fee-only registered investment adviser serving individuals, retirement plan sponsors, charitable organizations, and businesses. The firm focuses on discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and primarily passive management with flexibility for active strategies and ESG considerations.

Sarah Morgan is a financial advisor with Steward Partners Investment Advisory, LLC in Huntsville, Alabama. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc. and Freedom Street Partners. Morgan also works as an independent contractor providing support services for Cornerstone Legacy Advisors and Freedom Street. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base ranging from non-high-net-worth individuals to institutional clients. The firm offers discretionary and non-discretionary portfolio management through a combination of proprietary strategies and third-party money managers, utilizing a range of asset classes tailored to client objectives.

Jason Pals is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has worked at PNC Investments LLC since 2022, following a 20-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party-managed investment strategies.

Daniel Moroney is a financial advisor with TLG Advisors, Inc. in Guntersville, Alabama, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Nationwide Advisory Services and Nationwide Insurance Company, where he worked for over two decades, as well as more recent experience with Millennium Brokerage Group and Randy Jones & Associates. He also provides guidance to federal employees regarding their pension, healthcare, and retirement benefits as a federal retirement consultant. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

Guy Caffey III is a financial advisor with Raymond James Financial Services Advisors Inc. in Guntersville, Alabama, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Team Wealth Solutions since 2016 and was affiliated with Guy Caffey from 2018 to 2019. Outside of advising, he is the CEO of Caffey Wealth Management, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored financial plans and a significant portion of advisory assets managed on a non-discretionary basis.