Stephen James 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 Jr. is an advisor at Diversified Global Investment Strategies, LLC in Birmingham, AL, with 27 years of industry experience. He holds a Series 66 designation and has worked at Diversified Global Investment Strategies and Raymond James Financial Services since 2016. Pierini also serves as CEO and proprietor of his firm, providing financial services and qualified retirement plan management. Diversified Global Investment Strategies, LLC serves individuals, business owners, retirement plans, trusts, and nonprofit organizations with portfolio management, financial and estate planning, and retirement-plan consulting. The firm employs a consultative, team-based approach and utilizes strategic asset allocation models, combining tax-efficient ETFs and mutual funds across accounts, while offering clients access to brokerage, insurance, and separately managed accounts through Raymond James.

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 a financial advisor at Stockbridge Wealth Partners in Birmingham, AL, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Atticus Asset Management, Independent Insurance Agent, and Wealth Designs. In addition to advisory services, he is an independent insurance broker, transacting life, disability, and long-term care insurance for businesses and individuals. Stockbridge Wealth Partners offers discretionary portfolio management and investment advisory services to individual investors, pension plans, corporations, and charitable organizations. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, with regular account reviews and due diligence on sub-advisers, while also providing financial planning that incorporates various analysis methods.

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.