Lindsay Metcalf Rhodes

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 financial advisor at Next Phase Advisors in Cullman, Alabama, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Utah State University and Utah Valley University, as well as operating an insurance brokerage, Nolen Financial Group LLC, where he serves as an agent making recommendations on life insurance and fixed annuity products. Next Phase Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, focusing on mutual funds, equities, fixed income, ETFs, TIPS, and insurance products. The firm utilizes quantitative analysis and a long-term trading approach to align portfolios with clients’ goals and risk tolerance.

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.

Lawrence Stidham is a financial advisor with Andrew Garrett, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Andrew Garrett, Inc., he worked at 2065 Wealth Management and Principal Securities, Inc. Stidham serves on the board of Sacred Heart School. Andrew Garrett, Inc. provides advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement rollover guidance, employing a variety of strategies across multiple platforms and custodians.

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.