Stephanie Clements Jones

Joseph Martin is the principal of Goldsmith Martin Wealth Strategy LLC, an independent registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2026. Prior to founding his firm, Martin worked at Montgomery Metro Realty and Common Bond Brewers and spent seven years at Haynes Ambulance of Alabama. He is also active as a Realtor alongside his advisory practice. Goldsmith Martin Wealth Strategy provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active investment strategies with a focus on client-specific policies, offering discretionary portfolio management and comprehensive written financial plans.

Daniel Mckenzie is a financial advisor at ERS Capital Management LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Level Four Financial, LLC, Level Four Advisory Services, LLC, Kintail Capital, LLC, and Merrill. ERS Capital Management LLC offers asset management, financial planning, retirement-plan advisory, and consulting services to individuals, trusts, retirement plans, and businesses. The firm uses a research-focused, fundamental value approach combining macroeconomic and issuer-level analysis and employs a variety of investments including individual equities, fixed income, mutual funds, ETFs, and external managers.

Richard Akinyemi is a financial advisor at Rwc Wealth Management, Inc. in Montgomery, AL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rwc Wealth Management since 2012. Akinyemi is also a published author and serves as a director of a non-functioning construction company in Nigeria. RWC Wealth Management provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and corporate entities such as pension and profit-sharing plans. The firm offers individualized Investment Policy Statements, ongoing portfolio monitoring, and corporate consultations, utilizing a mix of analytical approaches and strategies while operating primarily on a non-discretionary basis.

Douglas Tucker is a financial advisor with Tucker Financial Group in Montgomery, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is an independent insurance agent. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using tailored investment strategies and offers retirement and estate planning advice.

Daniel Dean is a financial advisor at Tucker Financial Group with a Series 65 designation and three years of industry experience. He previously worked at Alea for 23 years and has held roles at County Risk Services and the AC Board of Education. Outside of finance, he serves as a police officer at Central Alabama Community College. Tucker Financial Group is an SEC-registered investment adviser that provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using various strategies tailored to clients’ objectives and risk tolerances.

Benjamin Auman is a financial advisor at Tucker Financial Group in Montgomery, Alabama. He holds a Series 65 designation and has four years of industry experience. Prior to joining Tucker Financial Group in 2018, he worked for Huntsville City Schools from 2015 to 2018. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses, managing discretionary and non-discretionary accounts across various asset types. The firm tailors portfolios based on clients’ objectives and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging, with accounts reviewed quarterly.