Lori Ann Merchant

Jeffrey Wright is a financial advisor at Fish Creek Value Management, LLC in Leeds, Alabama, with seven years of industry experience. He holds a Series 65 designation and has worked at Fish Creek since 2017, following a 13-year tenure at Regions Financial Corporation. Outside of his advisory role, he is involved in a family-owned small business that buys and sells raw land, where he reviews and approves land transactions. Fish Creek Value Management provides discretionary and non-discretionary investment management and consultative services to individuals, trusts, estates, small corporations, and nonprofit organizations. The firm employs a long-term, value-oriented strategy that integrates fundamental analysis, technical methods, and selective use of derivatives, offering performance-based fee arrangements and serving a diverse client base including small corporate and nonprofit entities.

Kendall Maddox is a CFP® with 23 years of industry experience, operating through MFP, LLC, an independent advisory firm based in Birmingham, AL. He has been managing his own practice since 2006 and is also a licensed attorney in Alabama, focusing on estate planning and administration. MFP, LLC provides personalized investment advice and discretionary asset management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using primarily passively managed funds and combines legal and investment services under one practice, a distinctive feature among independent advisors.

Mark Miehle is the principal of First Fidelity Group LLC in Birmingham, AL, with 15 years of industry experience. He holds a Series 66 designation and has led First Fidelity Group since 2008. Outside of his advisory role, Miehle is also the owner of Ophthalmic Concepts, a manufacturer’s representative for eyecare products. First Fidelity Group serves individual clients, including high-net-worth individuals, providing discretionary portfolio management, retirement planning, supplemental employee benefits, and risk-management advice. The firm integrates market-condition assessments with various analysis techniques to manage portfolios using equities, ETFs, mutual funds, and dividend-paying securities tailored to client risk profiles.

Courtney Truss is a financial advisor at Bluewater Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Oakworth Capital Bank for ten years. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary wealth management, investment management, financial planning, and consulting. The firm employs a top-down macroeconomic process combined with various analytical methods to manage portfolios and generally serves a concentrated client base with relatively large account sizes.

Samuel Haskell is a financial advisor at Colarion with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Colarion since 2017, following roles at Ewing Asset Management and TLT Group. Outside of Colarion, Mr. Haskell is a principal of Sipco LLC, a real estate investment firm, serves on the boards of CommerceOne Bank and Janover, Inc., and is Chief Investment Officer of jhh wealth, LLC. Colarion provides discretionary and non-discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm manages separate accounts and a private pooled vehicle, the Mint Financial Sector Fund, utilizing fundamental and technical analysis with various trading strategies tailored to client objectives and risk tolerances.

Steven Dauphin is a financial advisor at Bonaventure Capital, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bonaventure Capital since 1998. Dauphin is also a member of Fidelis Capital, LLC, where he provides investment consulting services. Bonaventure Capital offers investment advisory services to pooled investment entities and manages separately managed accounts for individuals, trusts, and corporations. The firm utilizes broad asset-class ETFs and listed-option strategies for SMAs and employs fundamental financial analysis and active monitoring for private equity and micro-cap fund investments.