Robert Cassella

Cleveland Gantt is a CFP®-certified financial advisor with 12 years of industry experience, operating under Gantt Financial Advisors, LLC in Daphne, AL. He has been active in the financial services field since 1997. In addition to his advisory role, he is a licensed insurance agent offering long-term care insurance products and manages a timberland property. Gantt Financial Advisors, LLC provides financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory and conservative fundamental analysis, primarily using low-cost mutual funds and ETFs, and offers services including pension consulting and senior supplemental insurance.

Julie Jenkins is a financial advisor at Redesign Wealth Planning with a Series 65 credential and one year of industry experience. She previously worked at Care Financial and Southern Women's Specialist. Jenkins’s background includes healthcare and insurance, and she provides educational seminars and speaking engagements for groups. Redesign Wealth Planning offers comprehensive, project-based, and hourly financial planning along with discretionary investment management to individual and high-net-worth clients, emphasizing passive, low-cost, diversified ETFs and mutual funds with attention to tax efficiency and client restrictions. The firm integrates outside managers and focuses on ongoing planning relationships rather than standalone investment services.

James Hickey is a CFA® charterholder with 15 years of industry experience. He is the Managing Director of Crimson Wealth and serves as CEO of X1 Capital Inc., a business development company. Hickey is also a managing member of Alternative Risk Strategies LLC, which provides consulting and insurance services, and he is a board member of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual clients with customized equity-focused portfolios, combining top-down macroeconomic analysis with disciplined bottom-up stock selection. The firm manages approximately $8.4 million across five accounts, emphasizing buy-and-hold strategies with a mix of index and thematic ETFs alongside concentrated individual stock positions.

John Brandon is a CFP® and ChFC® with 37 years of experience in financial advising. He has been the principal of Atlantes Financial Advisors since 2005 and is also affiliated with Purshe Kaplan Sterling Investments. Atlantes Financial Advisors provides personalized portfolio management and financial planning to individuals, institutions, and trust clients, employing a core-and-satellite investment approach that combines passive index funds and ETFs with selective active management.

John Grant is the sole advisor at Grant Financial Group in Elberta, Alabama, holding Series 63 and Series 65 designations with 26 years of industry experience. He has operated Grant Financial Group since 2008. Grant is also a licensed life, health, and variable annuity insurance agent with appointments at multiple insurance companies, focusing primarily on fixed deferred, equity-linked index, and immediate annuities. Grant Financial Group is an independent, state-registered investment adviser serving approximately 97 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a conservative, actively managed approach blending bond funds, equities, ETFs, and mutual funds, with daily security reviews and discretionary trading authority to implement client investment plans.

Nathan Lippincott is a financial advisor at STM Asset Management LLC with 10 years of industry experience and holds a Series 65 designation. In addition to his advisory role, he is the owner of Knockout Home Inspections and serves as the pastor at Grace Bible Church. He is also the owner of Steadfast Insurance, LLC, a property and casualty insurance agency. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $52.7 million for around 493 clients. The firm offers tailored portfolio management using ETFs, mutual funds, and individual equities, with regular account reviews and client reporting.