William Beck

Clayton Dodd is a financial advisor at 364 Investing, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience with the Alabama Department of Transportation and Hoar Construction. Outside of his advisory role, he continues to work as a Quality Control Assistant for the Alabama Department of Transportation. 364 Investing provides portfolio management and financial planning services to individual investors, high-net-worth individuals, and charitable organizations. The firm employs a mix of charting, fundamental and technical analysis, and modern portfolio theory, with active options strategies and discretionary trading authority, and offers performance-based fee arrangements for qualified clients.

Bailey Vance is a financial advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL, holding a Series 66 designation with several years of experience in the industry. Prior to joining Canterbury Capital, Bailey worked at Northwestern Mutual Investment Services LLC and has a background that includes roles at Robert Butler and the University of Alabama. Canterbury Capital Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, and institutional clients. The firm employs a multi-faceted investment process and offers a range of services such as retirement plan consulting and ERISA fiduciary services, managing over $100 million in discretionary assets.

Robert Butler is a financial advisor with Canterbury Capital Wealth Management, LLC in Tuscaloosa, Alabama. He holds a Series 66 designation and has 15 years of industry experience, including a decade at Northwestern Mutual Wealth Management Company. Outside of financial services, Butler is a partial owner of Southern Transportation, a non-financial business. Canterbury Capital Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and qualified employee benefit plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis with a disciplined risk-monitoring framework and serves a relatively high client load per advisor alongside institutional retirement-plan consulting and ERISA fiduciary services.

Kimberly Bolton is a financial advisor at YFP Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Your Financial Pharmacist since 2020. Prior to that, she was affiliated with The University of Alabama from 2016 to 2020. YFP Wealth serves individuals, families, high-net-worth clients, and business entities with financial planning, investment management, retirement plan consulting, and life planning. The firm emphasizes client education through seminars, authored content, and an online community, and primarily employs a passive investment approach using index funds and ETFs.

Stephen Reinhart is a financial advisor with Financial Economics Consulting Group, Inc. in Tuscaloosa, Alabama, holding a Series 63 designation and bringing 34 years of industry experience. He has served as an adjunct professor at the University of Alabama's Culverhouse College of Commerce since 2009. Outside his advisory role, Reinhart is a part-owner of two local companies involved in property management and rental activities. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm combines a monetarist, top-down economic view with bottom-up fundamental and technical analysis to create customized, balanced portfolios focused on moderate risk.

Robert Mcleod is a CFP® and CFA® with 34 years of experience at Financial Economics Consulting Group, Inc., where he has worked since 1986. He is also a professor of finance at the University of Alabama’s Culverhouse College of Commerce. Outside of his advisory role, he is involved in identifying and analyzing residential and commercial properties through a private company. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, financial planning, and consulting services. The firm combines a monetarist, top-down economic view with fundamental and technical analysis to build customized, balanced portfolios, and also provides business valuation and litigation support.