Zeeshan Ali

Tyler Reeves is a Certified Financial Planner® at Plimsoll Financial Planning, LLC with 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Collateral Financial Advisors, LLC, and Mutual of Omaha Investor Services, Inc. Outside of his advisory role, he owns PFP Brokerage, LLC, where he sells life and health insurance. Plimsoll Financial Planning is an independent, fee-only firm that serves individual and business clients with financial planning and combined planning-plus-investing services. The firm follows a goals-based planning process and implements portfolios through third-party managers, emphasizing flat annual and fixed-fee pricing rather than percentage-of-assets billing.

Scott Sutton is a financial advisor with Sutton Financial Group in Birmingham, AL, holding a Series 66 designation and 14 years of industry experience. He has worked at Proequities Inc and has been affiliated with Business Planning Inc since 2010, where he serves as an employee involved in employee benefit consulting and third-party administration. Sutton also maintains a non-practicing CPA license. Sutton Financial Group provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $65 million in assets across about 158 client relationships, employing a generally long-term investment approach using low-cost, diversified mutual funds and ETFs, with ongoing portfolio monitoring and formal reviews.

Jessie Mc Carley is a financial advisor with 1st & 3rd Investments LLC, holding a Series 65 credential and one year of industry experience. He previously served 14 years in the United States Marine Corps and currently works as a commercial airline pilot for Delta Air Lines. 1st & 3rd Investments provides discretionary portfolio management and financial planning to individuals, families, small businesses, and retirement plans. The firm combines fundamental security research with technical analysis and proprietary pricing inputs, offering a range of strategies from long-term investing to active trading and market timing.

Breland Booth is the principal advisor at Booth Financial in Birmingham, AL, holding Series 65 and Series 63 licenses with 13 years of industry experience. He has worked at firms including Valley Tax Partners, where he currently serves as a business consultant focusing on tax preparation and business growth. Booth has also been involved in Birmingham Fitness, LLC from 2006 to 2020. Booth Financial is an independent registered investment adviser managing approximately $43 million for around 40 clients, including individuals, charitable organizations, and business clients. The firm emphasizes strategic asset allocation primarily through passive index funds and ETFs, offering tailored investment management, financial planning, and business consulting services.

Jeffrey Florio is a Series 65-licensed financial advisor with 13 years of industry experience, currently operating as the sole advisor at Old Oak Advisors, LLC since 2011. Based in Vestavia Hills, AL, he focuses on discretionary portfolio management and financial planning. Old Oak Advisors is an independent registered investment adviser serving individuals and participant-directed retirement plans, managing approximately $16.3 million for around 47 clients. The firm provides tailored Investment Policy Statements, ongoing portfolio monitoring, and co-fiduciary services for plan sponsors, and employs a range of investment strategies including mutual funds, equities, bonds, ETFs, REITs, hedge funds, and derivatives through its distinct Alpha Strategy.

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.