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.

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.

Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.

Jessie McCarley is a financial advisor with 1st & 3rd Investments LLC, holding a Series 65 designation and beginning his advisory career in 2023. Prior to entering the financial industry, he served 14 years in the United States Marine Corps and currently works as an airline pilot for Delta Air Lines. 1st & 3rd Investments serves individual investors, families, trusts, corporations, retirement plans, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a range of investment strategies from conservative fixed-income to multi-cap equity portfolios.

Wil Dedmon is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He is the sole advisor at Krowten Equities, where he has worked since 2022. His prior experience includes roles at Regions Bank, Capital Advisors, Inc., Doucet Asset Management LLC, and DMC Group, LLC. Krowten Equities provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm uses a fundamental, largely long-term investment approach that incorporates individual stocks, mutual funds, ETFs, and may employ derivatives and structured products within managed accounts.

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.

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.

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.

William Gay is the principal advisor at Stockbridge Wealth Partners, an independent firm in Birmingham, AL. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Atticus Asset Management and Wealth Designs. In addition to his advisory work, he operates an independent insurance brokerage, transacting life, disability, and long-term care insurance for individuals and businesses. Stockbridge Wealth Partners serves primarily individual clients, including some high-net-worth individuals, as well as institutional and organizational clients. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, supplemented by third-party sub-advisers, and manages approximately $17.2 million in discretionary assets.

Mark Miehle is the principal of First Fidelity Group LLC in Birmingham, AL, with 15 years of industry experience. He holds a Series 66 designation and has led First Fidelity Group since 2008. Outside of his advisory role, Miehle is also the owner of Ophthalmic Concepts, a manufacturer’s representative for eyecare products. First Fidelity Group serves individual clients, including high-net-worth individuals, providing discretionary portfolio management, retirement planning, supplemental employee benefits, and risk-management advice. The firm integrates market-condition assessments with various analysis techniques to manage portfolios using equities, ETFs, mutual funds, and dividend-paying securities tailored to client risk profiles.

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.

Cilimberg James is a ChFC® credentialed financial advisor with Foresight Financial Advising LLC, based in Vestavia, AL, and has two years of industry experience. Prior to his advisory role, he worked in the healthcare sector and currently maintains a clinical practice as a Physician Assistant. Foresight Financial Advising LLC offers discretionary asset management and financial planning services primarily to individual clients. The firm uses a delegated investment approach through sub-advisors and the Betterment for Advisors platform, applying fundamental analysis and Modern Portfolio Theory in portfolio management.

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.

William Beasley is a financial advisor with BHK Investment Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining BHK Investment Advisors in 2021, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2021. BHK Investment Advisors manages approximately $756 million in client assets and offers portfolio management, investment consulting, ETF-based global portfolio strategies, and retirement plan consulting for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm’s investment approach includes mathematically based asset allocation with regular rebalancing across multiple asset classes and tailored income, growth, balanced, and mutual fund/ETF strategies.

James Knight is a financial advisor with BHK Investment Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with BHK Investment Advisors and its affiliated firm, Bhk Securities, LLC, since 2006. Outside of his advisory role, he serves as Vice President of the Mountain Brook Country Club and has been a board member of the Children’s Aid Society since 2002. BHK Investment Advisors manages approximately $756 million in client assets, offering portfolio management, investment consulting, and retirement plan services to individuals, corporations, and institutional clients. The firm utilizes ETF-based global portfolio strategies with a mathematics-based asset allocation approach and provides both discretionary and non-discretionary account management.

Courtney Truss is a financial advisor at Bluewater Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Oakworth Capital Bank for ten years. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary wealth management, investment management, financial planning, and consulting. The firm employs a top-down macroeconomic process combined with various analytical methods to manage portfolios and generally serves a concentrated client base with relatively large account sizes.

Samuel Haskell is a financial advisor with Colarion LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Sterne Agee & Leach, Inc., TLT Group, LLC, and Ewing Asset Management, LLC. Outside of his advisory work, he is a principal of Sipco LLC, a real estate investment firm, serves on the boards of CommerceOne Bank and Janover, Inc., and is CIO and partial owner of jhh wealth, LLC. Colarion provides discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, and estates, primarily through ongoing portfolio management and financial planning. The firm employs a combined fundamental and technical analysis approach with an emphasis on equity and options strategies, tailoring portfolios to individual objectives and risk tolerances.