William Major Sosebee

Lindsay Rhodes is a CFP® and PFS™ credentialed advisor with three years of experience at AllySian Wealth Planning. She previously worked at Halcyon Professional Advisors for two years and has operated Lindsay M. Rhodes, CPA, LLC since 2002. AllySian Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients, developing personalized investment policies and managing portfolios using a blend of passive and active strategies. The firm maintains an affiliation with an accounting and tax practice operated by Ms. Rhodes, offering cross-referrals and employing various fee approaches including fixed, hourly, and asset-based engagements.

Michael Waters is a financial advisor at Halcyon Professional Advisors and holds the PFS™ designation with nine years of industry experience. He is also a CPA and manages his own accounting firm, Michael W. Waters, CPA, LLC, which he has operated since 1988. Outside of his financial and accounting work, he serves as a minister at Baldwin Church of Christ. Halcyon Professional Advisors is an independent firm serving a small number of middle-income individuals and families with fee-only financial planning and investment oversight. The firm provides tax-aware asset allocation advice and tailored recommendations, focusing on no-load mutual funds and publicly traded investments, while clients retain control of their accounts.

Jeremiah Nolen is a financial advisor at Next Phase Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Wealth Advisors and Regions Bank. Nolen is also a licensed insurance agent and owner of Nolen Financial Group. Next Phase Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using quantitative analysis and a long-term trading approach tailored to clients’ goals and risk tolerance.

Seth Layton is a CFP® with three years of experience in financial advising, currently with Next Phase Advisors in Cullman, Alabama. He has previously worked at AE Wealth Management, WG Financial Group, and founded Nolen Financial Group LLC, where he acts as an insurance agent specializing in life insurance and fixed annuity products. Next Phase Advisors serves individual and high-net-worth clients as well as some corporations, providing ongoing portfolio management and standalone financial planning. The firm’s approach emphasizes quantitative analysis, long-term trading, and includes insurance products among its investment recommendations.

Jared Davis is a financial advisor at Uptick Partners, LLC in Cullman, Alabama, holding a Series 65 designation with one year of industry experience. Prior to joining Uptick Partners in 2025, he worked at LINC Research Inc. for ten years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses an asset-allocation approach influenced by Modern Portfolio Theory and combines multiple analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.

Lawrence Stidham is a financial advisor with Andrew Garrett, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Andrew Garrett, Inc., he worked at 2065 Wealth Management and Principal Securities, Inc. Stidham serves on the board of Sacred Heart School. Andrew Garrett, Inc. provides advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement rollover guidance, employing a variety of strategies across multiple platforms and custodians.