Pablo Andres Miranda

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.

Joseph Aultman Jr. is a financial advisor at Still Waters Investment Strategies LLC in Birmingham, AL, with 14 years of industry experience. He has held positions at Truist Securities, Inc. and SunTrust Robinson Humphrey, Inc. before founding his current firm in 2025. He holds Series 63 and Series 65 designations. Still Waters Investment Strategies LLC provides discretionary investment management for pooled or institutional mandates, as well as financial planning and individual account management for high-net-worth clients. The firm uses semi-automated, rules-based quantitative models combined with human oversight to guide investment decisions and portfolio rebalancing.

Harrison Self is the sole advisor at Legacy Capital Partners LLC in Birmingham, AL. He holds a Series 65 designation and has experience in infrastructure development since 2025. Prior to that, he worked at Auburn University and Briarwood Christian School. Legacy Capital Partners provides discretionary investment management and financial planning primarily to individual clients, covering equities, fixed income, ETFs, and options. The firm employs fundamental analysis and diversified strategies to create client-specific investment plans and serves a broad range of non-individual clients alongside individuals.

I am Jessica McDonald, a financial advisor and owner of Southern Wealth Builders, based in Birmingham, Alabama and accepting virtual clients. I know how it feels to experience financial uncertainty. I've been there, staring down at the myriad of possible paths, unsure of which one will lead to financial security and success. It's disconcerting and frustrating, and at times, it can feel as though your dreams are slipping away. Through my journey, I have armed myself with the knowledge and experience that can turn financial anxiety into financial empowerment. As a CFP® Professional, I've devoted my life to mastering the art of financial planning, learning how to distill complex financial concepts into practical, easy-to-understand strategies that cater to each individual's unique needs. Whether you're an athlete looking to capitalize on a lucrative sponsorship or NIL deal, a seasoned professional striving to make your money work harder for you, or a veteran preparing for a comfortable retirement, I've got you covered. I have helped numerous individuals, just like you, break free from their financial constraints and confidently stride towards their financial goals.

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.