Stephen Sink

Wil Dedmon is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He is the sole advisor at Krowten Equities, where he has worked since 2022. His prior experience includes roles at Regions Bank, Capital Advisors, Inc., Doucet Asset Management LLC, and DMC Group, LLC. Krowten Equities provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm uses a fundamental, largely long-term investment approach that incorporates individual stocks, mutual funds, ETFs, and may employ derivatives and structured products within managed accounts.

Donald Pierini is the owner and advisor at Diversified Global Investment Strategies, LLC with 26 years of industry experience. He holds the Series 66 designation and has been associated with Diversified Global Investment Strategies and Raymond James Financial Services since 2016. His activities include financial services, qualified retirement plan management, and consulting on pension plans. Diversified Global Investment Strategies, LLC serves individuals, business owners, retirement plans, trusts, and non-profits, offering portfolio management, financial and estate planning, and retirement-plan consulting. The firm employs a consultative, team-based approach with strategic asset allocation models and emphasizes retirement-plan work and participant education.

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.

William Gay is the principal advisor at Stockbridge Wealth Partners, an independent firm in Birmingham, AL. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Atticus Asset Management and Wealth Designs. In addition to his advisory work, he operates an independent insurance brokerage, transacting life, disability, and long-term care insurance for individuals and businesses. Stockbridge Wealth Partners serves primarily individual clients, including some high-net-worth individuals, as well as institutional and organizational clients. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, supplemented by third-party sub-advisers, and manages approximately $17.2 million in discretionary assets.

David Green is the sole advisor at Green Financial Management, LLC in Birmingham, AL, with 16 years of industry experience. He holds a Series 66 designation and has operated Green Financial Management since 2011. In addition to his advisory role, Green is a licensed insurance agent and may recommend insurance products on a commission basis. Green Financial Management provides discretionary portfolio management and retirement planning services primarily to individuals and small businesses. The firm manages client assets using a combination of fundamental, technical, and cyclical analysis, offering customized investment strategies and insurance-related services upon client request.