Lawrence Graham Stidham

Lindsay Rhodes is a CFP® and PFS™ credentialed financial advisor with two years of experience at AllySian Wealth Planning in Cullman, AL. She previously worked at Halcyon Professional Advisors and operates her own CPA firm, Lindsay M. Rhodes, CPA, LLC, which she has managed since 2002. AllySian Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients, offering personalized investment policies and a combination of passive and active strategies. The firm integrates advisory services with accounting and tax practice under its principal, utilizes various fee approaches, and engages outside managers and model portfolios.

Michael Waters is a financial advisor at Halcyon Professional Advisors and holds the PFS™ designation with nine years of industry experience. He is also a CPA and manages his own accounting firm, Michael W. Waters, CPA, LLC, which he has operated since 1988. Outside of his financial and accounting work, he serves as a minister at Baldwin Church of Christ. Halcyon Professional Advisors is an independent firm serving a small number of middle-income individuals and families with fee-only financial planning and investment oversight. The firm provides tax-aware asset allocation advice and tailored recommendations, focusing on no-load mutual funds and publicly traded investments, while clients retain control of their accounts.

Jeremiah Nolen is a financial advisor at Next Phase Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Wealth Advisors and Regions Bank. Nolen is also a licensed insurance agent and owner of Nolen Financial Group. Next Phase Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using quantitative analysis and a long-term trading approach tailored to clients’ goals and risk tolerance.

Seth Layton is a CFP® with three years of experience in financial advising, currently with Next Phase Advisors in Cullman, Alabama. He has previously worked at AE Wealth Management, WG Financial Group, and founded Nolen Financial Group LLC, where he acts as an insurance agent specializing in life insurance and fixed annuity products. Next Phase Advisors serves individual and high-net-worth clients as well as some corporations, providing ongoing portfolio management and standalone financial planning. The firm’s approach emphasizes quantitative analysis, long-term trading, and includes insurance products among its investment recommendations.

Jared Davis is a financial advisor at Uptick Partners, LLC in Cullman, Alabama, holding a Series 65 designation with one year of industry experience. Prior to joining Uptick Partners in 2025, he worked at LINC Research Inc. for ten years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses an asset-allocation approach influenced by Modern Portfolio Theory and combines multiple analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.

John Williamson is a Series 65-licensed financial advisor with Wealth Management in Cullman, Alabama, bringing nine years of industry experience. He previously operated Jeb Williamson CPA LLC for over two decades and currently is involved with Stroup & Associates CPAs. Williamson serves as a board member for the Cullman Regional Foundation and as a commissioner on the Cullman Housing Authority. Wealth Management Nebraska LLC advises individual, high-net-worth, and institutional clients using broadly diversified, passively managed portfolios that emphasize long-term, buy-and-hold strategies with periodic rebalancing. The firm also provides fiduciary services, financial planning, and backoffice support for other advisors.