Noah Joseph Lohan

Jordan Taylor is an independent financial advisor at Core Planning. Before entering the independent space, he worked at firms including Edward Jones and Northwestern Mutual. Jordan provides fee-based financial planning and wealth management services to individuals, couples/families, retirement plans, and business entities, offering customized investment strategies, detailed financial planning and education, and advisory support tailored to each client's goals, risk tolerance, and financial psychology/behaviors.

Frank Cade is the principal advisor at Cade Wealth Management LLC in Birmingham, AL, with nine years of industry experience. Before founding Cade Wealth Management in 2022, he worked at Forager Capital Management, LLC for six years. He is also a partner at Cade Crenshaw & Associates, P.C., an accounting firm. Cade Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plans. The firm provides discretionary asset management and ERISA plan services, using fundamental analysis and modern portfolio theory to tailor investment programs to client goals and risk tolerance.

David Clark is a CFP® professional with 29 years of experience in financial advisory. He is the principal advisor at DMC Wealth Management, LLC in Birmingham, AL, where he has worked since 2012, including through prior affiliations. In addition to his advisory role, Mr. Clark is licensed as an independent insurance agent. DMC Wealth Management offers discretionary and non-discretionary investment management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as retirement plans. The firm constructs portfolios primarily using mutual funds and ETFs, with tailored allocations based on client objectives, and also advises on pooled and private investment vehicles for qualified clients.

Brian Anderson is the sole advisor at Anderson Asset Management in Birmingham, AL, holding Series 63 and Series 65 designations with 25 years of industry experience. He has managed Anderson Asset Management since 2011 and has served as investment manager for Weybridge Capital Partners GP, LLC since 2013. Anderson Asset Management provides discretionary and non-discretionary asset management to individuals, trusts, estates, charitable organizations, corporations, and other business entities, and manages a private pooled investment vehicle. The firm creates customized portfolios based on clients’ objectives and risk tolerance, employing fundamental analysis and a combination of long- and short-term strategies, with portfolio rebalancing as market conditions change.

Joseph Aultman Jr. is the sole advisor at Still Waters Investment Strategies LLC in Birmingham, AL. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. His prior roles include positions at Truist Securities, Inc. and SunTrust Robinson Humphrey, Inc. Still Waters Investment Strategies LLC provides discretionary investment management for pooled or institutional mandates as well as financial planning and individual account management for clients, including high-net-worth individuals. The firm employs semi-automated, rules-based quantitative models combined with human oversight to manage and rebalance portfolios on a discretionary basis.

John Kirby is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Dreamwork Financial Group, an independent firm based in Birmingham, AL, since 2015. Outside of his advisory role, he owns Swiggity, LLC, a beverage manufacturing business, where he provides advice to the Chief Brand Officer and sales team. DreamWork Financial Group offers discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs both fundamental and technical analysis, including the use of derivatives and options strategies, and manages assets in-house with a focus on tailored investment policies and comprehensive reporting.