David Clark is a CFP® professional with 29 years of experience in financial advisory. He is the principal advisor at DMC Wealth Management, LLC in Birmingham, AL, where he has worked since 2012, including through prior affiliations. In addition to his advisory role, Mr. Clark is licensed as an independent insurance agent. DMC Wealth Management offers discretionary and non-discretionary investment management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as retirement plans. The firm constructs portfolios primarily using mutual funds and ETFs, with tailored allocations based on client objectives, and also advises on pooled and private investment vehicles for qualified clients.

Brian Anderson is a financial advisor with Anderson Asset Management in Birmingham, AL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Anderson Pewitt Asset Management since 2013. Anderson Asset Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, and other entities, including a private pooled investment vehicle for qualified investors. The firm uses fundamental analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.

Joseph Aultman Jr. is the sole advisor at Still Waters Investment Strategies LLC in Birmingham, AL, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior work includes roles at Truist Securities, Inc. and SunTrust Robinson Humphrey, Inc. before founding his current firm. Still Waters Investment Strategies is a registered investment adviser serving individuals and high net worth clients with discretionary investment management and comprehensive financial planning. The firm employs a rule-based, semi-automated investment process combining quantitative methods and human oversight, offering both asset-based management and hourly financial planning services.

John Kirby is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Dreamwork Financial Group, an independent firm based in Birmingham, AL, since 2015. Outside of his advisory role, he owns Swiggity, LLC, a beverage manufacturing business, where he provides advice to the Chief Brand Officer and sales team. DreamWork Financial Group offers discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs both fundamental and technical analysis, including the use of derivatives and options strategies, and manages assets in-house with a focus on tailored investment policies and comprehensive reporting.

Donald Pierini is the owner and advisor at Diversified Global Investment Strategies, LLC with 26 years of industry experience. He holds the Series 66 designation and has been associated with Diversified Global Investment Strategies and Raymond James Financial Services since 2016. His activities include financial services, qualified retirement plan management, and consulting on pension plans. Diversified Global Investment Strategies, LLC serves individuals, business owners, retirement plans, trusts, and non-profits, offering portfolio management, financial and estate planning, and retirement-plan consulting. The firm employs a consultative, team-based approach with strategic asset allocation models and emphasizes retirement-plan work and participant education.

Ryan Weiss is a financial advisor with Ballast Wealth LLC in Birmingham, AL, holding a Series 66 designation and 16 years of industry experience. He has worked at Ballast Wealth LLC since 2022 and concurrently with DMC Group, LLC since 2015. Outside of his advisory roles, he is the managing partner of Wei(ss), LLC and Three Axis Capital, LLC, both involved in real estate investments. Ballast Wealth LLC is a state-registered investment adviser providing discretionary investment management and advisory services to individuals, trusts, estates, and small businesses. The firm focuses on direct equity selection supported by fundamental and technical analysis, managing portfolios tailored to client objectives and risk tolerance.

Harrison Self is a financial advisor at Legacy Capital Partners LLC in Birmingham, AL, holding a Series 65 designation and with experience in infrastructure development since 2025. He previously worked at Auburn University from 2023 to 2025 and at Briarwood Christian School from 2008 to 2023. Legacy Capital Partners LLC is an independent registered investment adviser that serves primarily individual clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a fundamental-analysis approach with diversified strategies across equities, fixed income, ETFs, and approved options.

I am Jessica McDonald, a financial advisor and owner of Southern Wealth Builders, based in Birmingham, Alabama and accepting virtual clients. I know how it feels to experience financial uncertainty. I've been there, staring down at the myriad of possible paths, unsure of which one will lead to financial security and success. It's disconcerting and frustrating, and at times, it can feel as though your dreams are slipping away. Through my journey, I have armed myself with the knowledge and experience that can turn financial anxiety into financial empowerment. As a CFP® Professional, I've devoted my life to mastering the art of financial planning, learning how to distill complex financial concepts into practical, easy-to-understand strategies that cater to each individual's unique needs. Whether you're an athlete looking to capitalize on a lucrative sponsorship or NIL deal, a seasoned professional striving to make your money work harder for you, or a veteran preparing for a comfortable retirement, I've got you covered. I have helped numerous individuals, just like you, break free from their financial constraints and confidently stride towards their financial goals.

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.

Philip Wilson is the principal of Wilson Financial Group in Birmingham, AL, holding a Series 63 license with 35 years of industry experience. He has led Wilson Financial Group since 1994. Outside of his advisory role, he serves as vice president of the Sandy Shores Association and is a board member of Elevate Community Church. Wilson Financial Group provides wealth management and financial planning services to individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory-based approach using diversified mutual funds and ETFs, supplemented by individual stocks and insurance products as appropriate.

Kurt Weselius is the sole advisor at Dublin Wealth Management, Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has led Dublin Wealth Management since its founding in 2010. Dublin Wealth Management provides portfolio management, financial planning, and advisory services to individuals and institutional clients, including sovereign funds, municipalities, and nonprofit organizations. The firm manages approximately $15.6 million in discretionary assets and offers both discretionary and non-discretionary supervision, utilizing third-party custodians and adhering to formal compliance and trading policies.

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.

Donie Carlson is a financial advisor at Greybox Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Carlson has been involved with Albemarle Corporation, Martin Farm, and Rockhouse, LLC, entities related to his family farm, where he participates in operational responsibilities outside of trading hours. Greybox Investments provides portfolio and wealth management services to individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm employs a quantitative multi-factor approach combined with fundamental analysis to construct equity strategies and offers customized solutions without using hedge funds or structured products.

Duke Cope is a financial advisor at COPE Private Wealth in Birmingham, AL, holding the CFP® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has worked at COPE Private Wealth since 2020 and previously was with Private Client Services, RFG Advisory, LLC, and Prospera Financial Services. COPE Private Wealth serves individual and high-net-worth clients, offering tailored investment advisory and financial planning services, including managed accounts and estate consulting. The firm’s investment approach focuses on aligning asset allocation with clients’ time horizons and risk tolerances, utilizing various techniques aimed at preserving purchasing power over the long term.

Jesse Zora is a CFP® with 14 years of industry experience and has been with Zora Financial since 2014. He serves on the board of directors for Seabed, Inc., a closely held family farm in Marion Junction, AL. Zora Financial serves individual households—including both high-net-worth and non-HNW clients—and sponsors of employer retirement plans. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, supplemented by fundamental, technical, and cyclical analysis, and offers a range of planning and advisory services.

Joel Barlow is a CFP® with 23 years of industry experience, currently advising at APEX Wealth Advisors LLC in Birmingham, AL. His prior roles include positions at Cantor Fitzgerald, LP and the American Financial Education Alliance. He is also a part owner of The Barlow Firm, which provides tax and accounting services. APEX Wealth Advisors offers investment management and financial planning to individuals, charities, and business entities, managing approximately $102.6 million in discretionary assets. The firm uses an asset-allocation approach with model portfolios and employs third-party sub-advisers, while providing comprehensive financial planning and estate-planning facilitation through a third-party technology platform.

Scott Walton is a financial advisor with Walton Financial in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Walton Financial since 1999 and previously worked with Commonwealth Financial Network from 1999 to 2024. Outside of his advisory role, Walton is a co-author of a book with his spouse and is a part owner of BBQ Digest, Inc., a company that publishes cookbooks. Walton Financial provides financial planning and discretionary asset management services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines advisor-managed accounts with model portfolios and incorporates various analysis methods to tailor portfolios to client objectives.

Ross Kennedy is a financial advisor at Zora Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Zora Financial since 2016. Prior to his advisory role, he was affiliated with The University of Alabama from 2012 to 2016. Zora Financial serves individual households, including both high-net-worth and non-HNW clients, as well as sponsors of employer retirement plans. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers financial planning, investment supervisory services, and retirement plan consulting.

Nicholette Hamel is a financial advisor at Dougherty Investment Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Schwend and the Department of Veterans Affairs. Prior to her advisory roles, she was employed at Portsmouth Naval Shipyard for seven years. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning services, using fundamental analysis to construct portfolios that include equities, debt securities, mutual funds, ETFs, and government securities.

Robert Cope is a CFP® professional with eight years of experience in the financial advisory industry. He is currently a principal at COPE Private Wealth in Birmingham, AL, where he has worked since 2020. His prior experience includes roles at Willis Johnson & Associates, FSC Securities Corp, and Prospera Financial. COPE Private Wealth serves individual and high-net-worth clients with tailored investment advisory and financial planning services, managing approximately $88 million for about 170 clients. The firm’s investment approach focuses on aligning asset allocation with clients’ time horizons and risk tolerance, utilizing a combination of asset allocation, dollar-cost averaging, technical analysis, and varied purchase strategies.