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.

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.

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.

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.

Brian Paulk is a financial advisor at TrueWealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC, Concourse Financial Group Securities, Inc., and Benefit Planners, Inc., where he serves as Vice President offering life, supplemental health, and annuity insurance products. He is also Treasurer and a board member of Arrowhead Country Club. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors employer retirement plans by providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation using in-house and third-party model portfolios, offers ESG and faith-aligned investing options, and supports held-away account management and participant education.

Jerry McDonald is a financial advisor with TrueWealth Advisors, LLC in Hoover, AL, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of experience in the industry, including prior roles at Cetera Wealth Services, LLC and Concourse Financial Services Securities. He has also operated his own financial services firm since 2007, offering fixed and variable annuities, life insurance, and financial planning services. TrueWealth Advisors serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans by providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation with a mix of in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports retirement plan participant education and rollover guidance.

Daniel Jones is a CFP® with 19 years of industry experience, currently serving as a financial advisor at TrueWealth Advisors, LLC. He has held positions at Cetera Wealth Services, Concourse Financial Group Securities Inc, and ProEquities, Inc. Jones is also a licensed insurance producer offering select insurance products. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and employer retirement plan sponsors by providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, with options for ESG and faith-aligned investing.

Gary Ely is a CFP® with 34 years of industry experience and currently serves as a financial advisor at TrueWealth Advisors, LLC. His prior roles include positions at Cetera Wealth Services, LLC, Concourse Financial Group Securities Inc, and operating under the dba LEGACY PLANNING. In addition to his advisory work, he is a licensed insurance agent and offers commission-based life insurance products as an independent contractor. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports held-away account management and participant education.

Timothy Walls is a financial advisor with Axient Investment Advisors LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at StoneX Securities Inc, Concourse Financial Group Securities Inc, and Sterne Agee Financial Services. Axient Investment Advisors LLC is an SEC-registered firm offering discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm provides multiple implementation options, including proprietary equity-focused model portfolios and third-party money manager programs, and offers ERISA/pension consulting, participant education, and affiliated insurance services.

Larry Sims is a financial advisor at TrueWealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Concourse Financial Group Securities, Inc. for 21 years prior to his current roles. Outside of advising, he serves as a school board member for ECCS in Alabaster, AL. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, offering portfolio management, financial planning, and ERISA retirement-plan fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, with options for ESG and faith-aligned investing.

Ronald Paulk is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 designations and over 33 years of industry experience. His career includes 30 years at Concourse Financial Group Securities Inc and ongoing ownership of financial services businesses under the names Ronnie D Paulk & Associates and Benefit Planners, Inc. He also serves as a power of attorney for a family member. TrueWealth Advisors, LLC serves individual and high-net-worth clients as well as sponsors of employer retirement plans, offering portfolio management, financial planning, and ERISA retirement-plan fiduciary services. The firm employs strategic asset allocation using in-house and third-party model portfolios with ETFs and mutual funds, providing ESG and faith-aligned investment options.

Robert Grant is a financial advisor at TrueWealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC and Concourse Financial Group Securities Inc. He is the founding partner of Grant Wealth Management LLC and serves on the boards of the Tri-City Foundation and the Gateway Initiative. TrueWealth Advisors serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, offering portfolio management, financial planning, consulting, and ERISA fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, with options for ESG and faith-aligned investing.

Anthony Shunnarah is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 65 licenses. He has over ten years of industry experience, including prior roles at Mass Mutual Investors Services, Guardian Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he serves on the Board of Directors for Down Syndrome Alabama. TrueWealth Advisors, LLC serves individual clients and employer retirement plan sponsors by providing portfolio management, financial planning, and ERISA fiduciary services. The firm utilizes strategic asset allocation with ETFs and mutual funds, offers ESG and faith-aligned investment options, and supports held-away account management and participant education.

Kenneth Askew is a CFP® professional with 26 years of industry experience, currently serving at TrueWealth Advisors, LLC in Huntsville, AL. His prior roles include positions at Concourse Financial Group Securities Inc and Cetera Wealth Services, LLC. Outside of his advisory work, he is an author and public speaker, as well as an executive consultant in media production and provides leadership for a family-owned storage facility. TrueWealth Advisors serves individual and high-net-worth clients, as well as sponsors of employer retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, including ESG and faith-aligned investment options.

Freddy Williamson is a financial advisor with TrueWealth Advisors, LLC in Hoover, AL, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 37 years and has operated Williamson Financial Services since 1979. Williamson serves as a board member of Railroad Community Credit Union. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, providing portfolio management, financial planning, consulting, and fiduciary services. The firm employs strategic asset allocation using in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and provides participant education and rollover guidance.

Judy Holt is a financial advisor at TrueWealth Advisors, LLC with 13 years of industry experience. She previously worked at ProEquities, Inc and Williamson Financial Services. Outside of her advisory role, she serves as Vice President at Central Alabama Cleaning Inc, a pressure washing and janitorial business. TrueWealth Advisors serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans by providing portfolio management, financial planning, consulting, and ERISA fiduciary services. The firm employs strategic asset allocation using in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports held-away account management with regular portfolio reviews.

Paul Marks is a CFP® with 20 years of experience in the financial services industry. He is affiliated with TrueWealth Advisors, LLC and has previously worked at Cetera Wealth Services, LLC and Concourse Financial Group Securities, Inc. Outside of his advisory role, he owns and manages Peep and Squeak Farms, LLC, a farm specializing in the cultivation and harvesting of fruit trees. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans by providing portfolio management, financial planning, and fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports retirement plan participants with education and rollover guidance.

Christopher Phillips is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently an advisor at TrueWealth Advisors, LLC and has prior experience with Cetera Wealth Services, LLC and Concourse Financial Group Securities Inc. In addition to his advisory role, Phillips serves as a Notary Public for the State of Alabama. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans by providing portfolio management, financial planning, and ERISA retirement-plan fiduciary services. The firm emphasizes strategic asset allocation using in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports held-away account management and participant education.

Warren Marshall IV is a financial advisor with TrueWealth Advisors, LLC and holds a Series 66 designation. He has five years of industry experience and has previously worked at firms including Cetera Wealth Services, LLC and Concourse Financial Group Securities Inc. He serves as chairman of the finance sub-committee for Young Life of Trussville, overseeing the organization’s income and expenses. TrueWealth Advisors serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, offering portfolio management, financial planning, and ERISA fiduciary services. The firm utilizes strategic asset allocation with ETFs and mutual funds, provides ESG and faith-aligned investment options, and maintains relationships with third-party managers and custodians such as Charles Schwab.