Tyler Reeves is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Plimsoll Financial Planning, LLC in Hoover, AL. His prior experience includes roles at Cambridge Investment Research Advisors Inc. and ownership of PFP Brokerage, LLC, where he sells life and health insurance. Plimsoll Financial Planning is an independent, fee-only advisory firm serving individual and business clients with a goals-based financial planning process. The firm offers flat annual planning fees and bundled planning-plus-investing services, implementing investment portfolios through third-party managers.

Breland Booth is the principal advisor at Booth Financial Planning, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Valley Tax Partners, LLC since 2019, providing tax preparation and business consulting services, and previously held roles at Timberchase Financial, LLC and ProEquities, Inc. Outside of financial advising, he was involved with Birmingham Fitness, LLC from 2006 to 2020. Booth Financial Planning, LLC offers discretionary portfolio management and comprehensive financial planning to individuals, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation using primarily passive index funds and ETFs, includes charitable and business clients in its client base, and provides educational seminars and tax-preparation consulting services.

Ye Jung Shin is a financial advisor at Next Level Accounting, LLC in Bessemer, AL, holding a Series 65 designation with three years of industry experience. Prior to founding Next Level Accounting in 2021, Shin has been associated with Huner & Cyr, PC since 2007. Next Level Accounting, LLC provides investment supervisory services, financial planning, and consulting on tax and estate planning primarily to individual clients. The firm uses a fundamental analysis approach with diversified portfolios tailored to client objectives and risk tolerance, combining actively managed and passive funds without exercising discretionary trading authority.

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.

Anthony Buchanan is a financial advisor at Let Bob Advisory, LLC with a Series 65 credential and two years of industry experience. He has held roles at AppSolutions, LLC, SunGuard, and BBVA Compass. Let Bob Advisory, LLC operates as an independent, solo advisor firm providing algorithm-driven robo-advisory portfolio management primarily to credit unions and their members through an online platform. The firm uses automated algorithms for investment allocations and rebalancing, serving a high number of client accounts relative to its single-advisor structure.

Antonio Sankey is a financial advisor with ADS Wealth Management LLC in Hoover, Alabama. He holds the ChFC® designation and has 24 years of industry experience. Prior to founding ADS Wealth Management in 2019, he worked at firms including New York Life/Eagle Strategies LLC and Triumph Wealth Advisors. He is also the owner of Antonio D. Sankey & Associates, LLC, an insurance brokering business. ADS Wealth Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, offering ongoing portfolio management, one-time financial plans, subscription-based advisory programs, and educational seminars. The firm’s investment approach combines technical and fundamental analysis with modern portfolio theory and manages accounts typically on a non-discretionary basis aligned with individual Investment Policy Statements.

Michael Pindzola is the sole advisor at Counterstrike Capital in Hoover, Alabama, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Counterstrike Capital since 2013. Counterstrike Capital provides discretionary portfolio management and financial advisory services to individual investors, trusts, and small-business retirement accounts. The firm employs modern portfolio theory with an emphasis on equity option strategies and precious metals to seek uncorrelated exposures and manage risk on an individualized basis.

Heidi Strauss is a financial advisor with Strauss Financial Group in Hoover, AL, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Strauss Financial Group and its related entities since 1988. Outside of advising, she is a managing member of PPS LLC, an entity that owns and maintains the commercial building housing the firm. Strauss Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering wealth management, financial planning, and corporate retirement advisory services. The firm employs an internal investment committee that uses a macroeconomic-driven, style-agnostic approach to portfolio management and provides additional services such as affiliated accounting, tax support, and estate planning.

James Mccormick is a financial advisor at PMD Advisory with 22 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Cambridge Investment Research Inc and United Planners Financial Services. Outside of advising, he is a partner in People Process Purpose, a consulting services firm. PMD Advisory serves individuals, including high-net-worth clients, employer retirement plans, trusts, estates, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and participant advisement, using fundamental and technical analysis to tailor portfolios primarily composed of mutual funds and ETFs.

Peyton Watts is a financial advisor at Timberchase Financial, LLC with a Series 65 designation and three years of industry experience. He has been with Timberchase Financial since 2018 and previously worked at Page Law Firm, LLC for eleven years. Timberchase Financial provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic, passive asset allocation using no-load mutual funds and ETFs, guided by cost-effectiveness and third-party research.

Ernest Smith is a financial advisor at NewSong Capital Management, Inc. with 19 years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including NexAdvisors, COUNTRY Trust Bank, and LPL Financial LLC. He is an owner of ERISA Specialists LLC but is not currently active in its operations. NewSong Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm offers customized portfolio management across various asset classes, integrating risk management and employing strategies that may include derivatives and margin, combined with a subscription-style financial planning model.

Scott Cole is a CFP® with 21 years of experience and has been with Cole Financial Planning since 2004. He holds a Series 65 license and serves as a board member of GPN Alliance, Inc., the parent organization of the Garrett Planning Network. Cole also occasionally teaches financial planning courses as an adjunct professor and works as a financial neutral on interdisciplinary teams. Cole Financial Planning and Wealth Management, Inc. provides financial planning and investment advisory services to individuals, families, small businesses, nonprofits, trusts, and estates. The firm emphasizes long-term asset allocation and buy-hold-rebalance strategies, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Melanie Dickinson is a financial advisor with PMD Advisory in Hoover, AL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at United Planners Financial Services since 2025 and has been involved with PMD Advisory and related entities since 2009. Outside of advisory work, she co-owns a consulting business, PMD Consulting, which is not investment related. PMD Advisory serves individuals—including high-net-worth clients—employer retirement plans, trusts, estates, and business entities by providing financial planning, portfolio management, retirement plan consulting, and asset management services. The firm offers both full and modular financial plans and uses a variety of analytical methods to tailor portfolios, which often include mutual funds and ETFs.

Joel Mcgriff is a financial advisor at The McGriff Alliance with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. McGriff has worked at Crown Capital Securities, LP since 2010 and has been associated with The McGriff Alliance RIA since 1994. He is also an officer of the McGriff Burrus Alliance, dedicating significant time to fixed insurance and independent registered advisory activities. The McGriff Alliance serves individuals, trusts, estates, pension and profit-sharing plans, and provides advisory services to investment company clients and pooled investment vehicles. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and managing private pooled funds focused on life settlements.

John Strauss is a financial advisor at Strauss Financial Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strauss Financial Group and its related entities since 1988. Outside of advising, he is a managing member and co-owner of PPS LLC, an entity that owns the commercial building housing the firm. Strauss Financial Group serves a diverse client base including individuals, pension plans, trusts, and corporations, offering wealth and investment management, financial planning, and corporate retirement advisory services. The firm uses a committee-driven investment approach combining macroeconomic, fundamental, and quantitative analysis, and provides additional services such as affiliated accounting and tax support, digital estate planning, and corporate retirement plan advisory.

James Moore is a CFP® and holds a Series 65 license, with five years of experience in financial advising. He has been with Timberchase Financial, LLC since 2020 and previously worked at PriceWaterhouseCoopers for eight years. Outside of his advisory role, he is a shareholder in LRJ, LLC, which provides decentralized network coverage for internet and 5G wireless through the Helium network. Timberchase Financial offers personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, passive asset allocation approach using no-load mutual funds and ETFs, guided by cost-effectiveness and third-party research.

John Strauss is a financial advisor at Strauss Financial Group with 12 years of industry experience. He holds a Series 65 designation and has worked at Strauss Financial Group, Inc. from 2013 to 2020 and at Strauss Wealth Advising, Inc. since 2020. Strauss Financial Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an internal investment committee that uses macroeconomic, fundamental, and quantitative analysis to guide investment decisions, offering a style-agnostic approach across various asset classes within discretionary custom asset management programs.

Adam Warren is a CFP® professional with four years of industry experience. He has worked at Colefp since 2025 and previously held roles at Destiny Capital Corporation and Briaud Financial Advisors. Prior to his financial advisory career, he spent four years working as a caregiver. Cole Financial Planning and Wealth Management, Inc. provides financial planning and investment advisory services to individuals, families, small businesses, nonprofits, trusts, and estates. The firm emphasizes long-term asset allocation and buy-hold-rebalance strategies while offering services ranging from retirement and tax planning to portfolio management.

Bryan Hancock is a CFP® professional with 21 years of experience, currently serving at Timberchase Financial, LLC since 2004. He is also an adjunct instructor of finance at Samford University in Birmingham, AL. Timberchase Financial provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, passive asset allocation approach using no-load mutual funds and ETFs, focusing on cost-effectiveness and third-party research.

Katie Lenz is a CFP® professional with 10 years of industry experience. She has been with Timberchase Financial, LLC since 2015. Outside of her advisory role, she owns several real estate investment properties and performs related administrative duties. Timberchase Financial provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, passive asset allocation approach using no-load mutual funds and ETFs, and operates as a fee-only advisor managing approximately $237 million for about 120 clients.