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.

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.

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.

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.

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.

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.

William Chappell is a CFP® certificant with four years of industry experience, currently serving at BrightHaven Financial Advisors, LLC in Birmingham, AL. Before joining BrightHaven in 2026, he worked at Raymond James & Associates for four years and held various roles including at the University of South Alabama and Colliers International. Outside of his advisory career, he owns Chop & Roll Commissary Kitchen, a commercial kitchen rental business. BrightHaven Financial Advisors provides portfolio management, financial planning, and consolidated investment reporting for individuals, families, trusts, estates, profit-sharing plans, and small businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a variety of investment vehicles and analytical methods, with most accounts managed on a discretionary basis.

Roy Rumbley is a financial advisor at Greybox Investments with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sterne Agee & Leach, Inc. and Sterne Agee Investment Advisor Services, Inc. He is also the sole member of Rumbley Capital Management LLC, a non-investment-related business. Greybox Investments provides portfolio management and wealth-management services primarily to individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm utilizes a quantitative multi-factor approach combined with fundamental assessment to construct equity strategies and offers custom SMA models to other RIAs, avoiding hedge funds and structured products in its investment solutions.

Kenneth Carlson is a CFA® charterholder with 10 years of industry experience, currently serving at Greybox Investments in Birmingham, AL. He has worked at DMC Group, LLC since 2015 and maintains active roles in several family-owned businesses, including Albemarle Corporation, Martin Farm, and Rockhouse, LLC, where he contributes to farm operations outside of trading hours. Greybox Investments provides portfolio and wealth management services primarily to individual and high-net-worth clients, as well as charitable organizations and other registered investment advisers, using a quantitative multi-factor investment approach combined with fundamental analysis. The firm offers customized single-sleeve models to other RIAs and focuses on forward-looking risk and return estimates while avoiding hedge funds and structured products.

Courtney Lankford is an advisor at Mag Cap with a Series 65 designation and experience that includes roles at Magnolia Capital Advisors, BBVA, and Movement Mortgage. She is also a licensed independent insurance agent. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving a diverse client base including individuals, retirement plans, corporations, and estates. The firm offers portfolio management, financial planning, and consulting services using a range of investment strategies and instruments.

David Kassouf is a CFP® with 25 years of experience in financial advisory services and is the founder of Kassouf Wealth Advisors, LLC, where he has worked since 1999. He is also the director and lead partner in the business services group at Kassouf & Co., P.C., a certified public accounting firm established in 1974. Kassouf Wealth Advisors is a fee-only advisory firm serving individual and institutional clients with financial planning, investment consulting, and discretionary asset management. The firm employs a Modern Portfolio Theory framework and a passive investment approach, focusing on low-cost, broadly diversified mutual funds and ETFs.

Ellen Bradford is a financial advisor at Indivisible Partners with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Somerset Advisory, Hightower Advisors, Wells Fargo Clearing Services, and UBS Financial Services. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management and third-party manager selection, delivering both discretionary and non-discretionary services tailored to client circumstances.

Michael Stone is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He is currently with Porter White Investment Advisors, Inc. in Birmingham, AL, and has previously worked at M&A Securities Group, Inc., Porter White Capital, LLC, and Spearhead Capital, LLC. Stone serves on the Alabama Symphony Orchestra Endowment Board. Porter White Investment Advisors, Inc. provides discretionary portfolio management, fiduciary retirement-plan and institutional services, and fee-based financial planning to individuals, trusts, pension and profit-sharing plans, and endowments. The firm manages approximately $748 million for about 90 clients, focusing on asset allocation and long-term buy-and-hold strategies using an open-architecture mix of mutual funds, ETFs, and fixed-income securities.