Cleveland Gantt is a CFP®-certified financial advisor with 12 years of industry experience, operating under Gantt Financial Advisors, LLC in Daphne, AL. He has been active in the financial services field since 1997. In addition to his advisory role, he is a licensed insurance agent offering long-term care insurance products and manages a timberland property. Gantt Financial Advisors, LLC provides financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory and conservative fundamental analysis, primarily using low-cost mutual funds and ETFs, and offers services including pension consulting and senior supplemental insurance.

Celia Baehr is a CFP® with 43 years of industry experience, currently operating as the sole advisor at Celia Mann Baehr, CFP in Mobile, Alabama. She previously worked at LPL Financial LLC for 26 years before founding her independent advisory firm in 2014. Outside of her advisory work, Baehr serves as President and CEO of the Mobile Symphony, a nonprofit organization. Her firm provides investment advisory and portfolio management services to individuals and small businesses, offering tailored financial planning and investment strategies across a range of asset classes. The firm employs a disciplined approach with regular account reviews and emphasizes client-specific suitability and investment restrictions.

Julie Jenkins is a financial advisor at Redesign Wealth Planning with a Series 65 credential and one year of industry experience. She previously worked at Care Financial and Southern Women's Specialist. Jenkins’s background includes healthcare and insurance, and she provides educational seminars and speaking engagements for groups. Redesign Wealth Planning offers comprehensive, project-based, and hourly financial planning along with discretionary investment management to individual and high-net-worth clients, emphasizing passive, low-cost, diversified ETFs and mutual funds with attention to tax efficiency and client restrictions. The firm integrates outside managers and focuses on ongoing planning relationships rather than standalone investment services.

James Hickey is a CFA® charterholder with 15 years of industry experience. He is the Managing Director of Crimson Wealth and serves as CEO of X1 Capital Inc., a business development company. Hickey is also a managing member of Alternative Risk Strategies LLC, which provides consulting and insurance services, and he is a board member of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual clients with customized equity-focused portfolios, combining top-down macroeconomic analysis with disciplined bottom-up stock selection. The firm manages approximately $8.4 million across five accounts, emphasizing buy-and-hold strategies with a mix of index and thematic ETFs alongside concentrated individual stock positions.

John Brandon is a CFP® and ChFC® with 37 years of experience in financial advising. He has been the principal of Atlantes Financial Advisors since 2005 and is also affiliated with Purshe Kaplan Sterling Investments. Atlantes Financial Advisors provides personalized portfolio management and financial planning to individuals, institutions, and trust clients, employing a core-and-satellite investment approach that combines passive index funds and ETFs with selective active management.

John Cocke is the sole advisor at Kairos Asset Advisory, LLC in Mobile, Alabama, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has led Kairos Asset Advisory since 2010. Outside of his advisory role, he serves as CFO on a part-time, unpaid basis for his wife's marketing and design business. Kairos Asset Advisory manages approximately $18.6 million for a select group of individual and institutional clients, including pension and Taft–Hartley plans, charitable foundations, and corporations. The firm employs a fundamentally driven, valuation-oriented investment approach across a range of asset classes and provides discretionary portfolio management, financial planning, and pension consulting services.

Jordan Jones is a financial advisor at Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation with nine years of industry experience. He previously worked at Richmond Hill Investments, LLC from 2009 to 2016 and has been with Medora since 2016. Outside his advisory role, Jones serves as chairman of the board for JOD Holdings, LLC, a coal mining company, and is a director for ElbFeeder, Inc., a containership owning business. Medora Value Equity, LLC provides discretionary investment management primarily to high net worth individuals, institutional clients, trusts, partnerships, and certain corporate clients. The firm employs a concentrated, global value equity strategy focused on long-term fundamental value investing and also offers sub-advisory services to other registered investment advisers.

Nathan Lippincott is a financial advisor at STM Asset Management LLC with 10 years of industry experience and holds a Series 65 designation. In addition to his advisory role, he is the owner of Knockout Home Inspections and serves as the pastor at Grace Bible Church. He is also the owner of Steadfast Insurance, LLC, a property and casualty insurance agency. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $52.7 million for around 493 clients. The firm offers tailored portfolio management using ETFs, mutual funds, and individual equities, with regular account reviews and client reporting.

Virginia O'Brien is a financial advisor at Mobile Bay Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management, LLC and Global Financial Private Capital, LLC. Outside of her advisory role, she is a partner in Mobile Bay Financial Solutions, LLC, an insurance agency. Mobile Bay Wealth Management, LLC provides investment advisory and financial planning services primarily to individual clients, offering managed accounts on both a discretionary and non-discretionary basis. The firm customizes advice based on client objectives and risk tolerance, utilizing various investment strategies and overseeing third-party sub-advisors.

Scott Koser is a CFA® charterholder and holds a Series 65 license, with 23 years of industry experience. He has been with Cornerstone Investment Management and Consulting, LLC since 2003. Cornerstone Investment Management and Consulting provides discretionary investment management and project-based consulting services to individuals, trusts, foundations, and endowments. The firm employs a combined top-down and bottom-up investment approach, utilizing quantitative screening and thematic research to manage portfolios aligned with client-specific investment policies.

James Pearson is a financial advisor at Financial Strategies Wealth Management LLC in Fairhope, AL, holding a Series 65 designation with 26 years of industry experience. He previously worked at L&L Financial Services, LLP for 17 years before joining his current firm in 2014. In addition to his advisory role, he operates as an independent licensed insurance agent. Financial Strategies Wealth Management provides investment advisory services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading to tailor portfolios according to clients’ objectives and risk tolerances.

Nathan Faircloth is a financial advisor at STM Asset Management LLC with 14 years of industry experience. He holds a Series 63 designation and has worked at STM Asset Management and The Faircloth Group P.C. since 2014. Outside of financial advising, he is a partner in The Faircloth Group, a tax preparation and accounting firm. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management using ETFs, mutual funds, and individual equities, combining technical, fundamental, and cyclical analysis supported by third-party research.

David Braud is a Certified Financial Planner® with 39 years of industry experience. He is currently affiliated with OSAIC since 2023 and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he serves as President and Treasurer of the Daphne Executive Center Condo Owner's Association. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers various advisory programs and third-party manager access through its extensive network of financial advisers.

Darryl Bryant is a CFP® with 24 years of industry experience, currently serving as a financial advisor at 6th Street Advisors, LLC since 2011. He is also an independent insurance agent with Fairwood Financial Services, LLC, an affiliated company. 6th Street Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $270.8 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing fundamental analysis and diversified asset allocation strategies.

Matt Williams is a financial advisor at Williams Financial Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aptus Capital Advisors, Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory work, he serves as a director of the Legacy Foundation at Cottage Hills Baptist Church. Williams Financial Group serves individual investors, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management and financial planning services, employing both discretionary and non-discretionary strategies that utilize equities, ETFs, bonds, options, and model portfolios.

Silas Peters is a financial advisor at Blue Marlin Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Gar Wood Securities, LLC and Trades Trending. Peters is also the founder and managing partner of Ocean Capital Partners, a financial publishing company that provides market education and tools through on-demand courses and software. Blue Marlin Advisors serves individual clients with discretionary investment management and subscription-based financial planning. The firm employs a passive, asset-allocation approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options integration.

Mary Benedict is a financial advisor at Heritage Road Advisors with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 27 years before founding Benedict Consulting. Her current role at Heritage Road Advisors began in 2019. Heritage Road Advisors provides independent financial planning and discretionary portfolio management for individuals, small business owners, trusts, estates, and institutional clients. The firm emphasizes passive investment management through low-cost index funds and ETFs, customized fixed-income strategies, and option overlays to manage concentrated equity risks, while also offering professional services to other advisors and legal/tax professionals.

Lacy Mulroy is a financial advisor at Mobile Bay Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at United Capital Financial Advisors, LLC and Richland Advisory. Mobile Bay Wealth Management provides investment advisory and financial planning services primarily to individual clients, managing discretionary and non-discretionary accounts. The firm employs tailored strategies including asset allocation, dollar-cost averaging, and technical analysis, and oversees a multi-million-dollar asset base with approximately 310 client relationships.

Dariel Murray is a financial advisor with Wilkins Miller Wealth Management, LLC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked at Wilkins Miller Wealth Management since 2008 and at Purshe Kaplan Sterling Investments since 2013. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, as well as employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in exchange-traded funds and no-load mutual funds, offering discretionary portfolio management supported by written Investment Policy Statements and quarterly performance reporting.

Clifton Hunter is a financial advisor with Financial Strategies Wealth Management LLC in Fairhope, AL, holding a Series 65 credential and 26 years of industry experience. He has been with Financial Strategies Wealth Management since 2014 and also serves as president of C. Ray Hunter CPA, PC, a CPA firm specializing in individual and business tax returns. Financial Strategies Wealth Management provides investment advisory services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a range of investment approaches, including asset allocation and technical analysis, and utilizes third-party managed programs while maintaining oversight.