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.

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.

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.

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.

Peyton Watts is a financial advisor at Timberchase Financial, LLC with a Series 65 designation and three years of industry experience. He has been with Timberchase Financial since 2018 and previously worked at Page Law Firm, LLC for eleven years. Timberchase Financial provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic, passive asset allocation using no-load mutual funds and ETFs, guided by cost-effectiveness and third-party research.

Steven Dauphin is a financial advisor at Bonaventure Capital, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bonaventure Capital since 1998. Dauphin is also a member of Fidelis Capital, LLC, where he provides investment consulting services. Bonaventure Capital offers investment advisory services to pooled investment entities and manages separately managed accounts for individuals, trusts, and corporations. The firm utilizes broad asset-class ETFs and listed-option strategies for SMAs and employs fundamental financial analysis and active monitoring for private equity and micro-cap fund investments.

Adam Kirklin is a financial advisor at Bluewater Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Bluewater Wealth Advisors since 2024. Kirklin also has a background with Kirklin Investment Management Company and Oakworth Capital Bank. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary wealth management, investment management, financial planning, and consulting. The firm employs a top-down macroeconomic process managed by an Investment Committee and offers both portfolio management and standalone planning services.

Stanley Funches Sr. is a CFP® and ChFC® with 27 years of industry experience, currently affiliated with LPL Financial in Birmingham, AL. He has worked with INTELUS Advisory Group, LLC and Level Four Advisory Services, among others, and has been involved in authoring investment-related content since 2019. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

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.

Eric Mcclain is a CFP® professional with 16 years of industry experience. He has been with Mcclain Lovejoy Financial Planning since 2013. Mcclain holds a minority interest in a real estate development company, Kairos Properties, LLC, but does not have an active management role. He is affiliated with Approach Retirement Advisors, LLC, a firm that provides wealth management and investment advisory services to individuals, trusts, estates, and charitable organizations. The firm uses model portfolios based on Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk profiles.

Harvey Smith is a Series 65-licensed financial advisor with Birmingham Capital Management Co., Inc. in Birmingham, AL, where he has worked since 1983, accumulating 33 years of industry experience. He is one of two advisors at the firm. Birmingham Capital Management provides discretionary investment management primarily to high-net-worth individuals and institutional clients, employing a large-cap, value-oriented approach focused on individual U.S. equities and fixed-income holdings with low turnover and long holding periods. The firm manages approximately $322 million in assets and operates with a two-principal investment team.

James Moore is a CFP® and holds a Series 65 license, with five years of experience in financial advising. He has been with Timberchase Financial, LLC since 2020 and previously worked at PriceWaterhouseCoopers for eight years. Outside of his advisory role, he is a shareholder in LRJ, LLC, which provides decentralized network coverage for internet and 5G wireless through the Helium network. Timberchase Financial offers personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, passive asset allocation approach using no-load mutual funds and ETFs, guided by cost-effectiveness and third-party research.

William Couchman is a financial advisor with Birmingham Capital Management Co., Inc., holding a Series 65 designation and 33 years of industry experience. He has been with Birmingham Capital Management since 1983. Birmingham Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients, focusing on a large-cap, value-oriented approach with an emphasis on U.S. equities and fixed income. The firm operates with a two-principal investment team and manages approximately $322 million in assets.

Phillip Walker is a CFP® with 15 years of experience in the financial advisory industry. He has been with Walker Wealth Advisors, LLC since 2011. Walker is based in Birmingham, AL, and holds a Series 65 license. He is a principal at Approach Retirement Advisors, LLC, a firm that provides wealth management and investment advisory services to individuals, trusts, estates, and charitable organizations. The firm employs model portfolios guided by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management, focusing primarily on mutual funds, ETFs, and equities while incorporating broader investment strategies including the use of derivatives.

Bryan Hancock is a CFP® professional with 21 years of experience, currently serving at Timberchase Financial, LLC since 2004. He is also an adjunct instructor of finance at Samford University in Birmingham, AL. Timberchase Financial provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, passive asset allocation approach using no-load mutual funds and ETFs, focusing on cost-effectiveness and third-party research.

Katie Lenz is a CFP® professional with 10 years of industry experience. She has been with Timberchase Financial, LLC since 2015. Outside of her advisory role, she owns several real estate investment properties and performs related administrative duties. Timberchase Financial provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, passive asset allocation approach using no-load mutual funds and ETFs, and operates as a fee-only advisor managing approximately $237 million for about 120 clients.

Samuel Harris II is a financial advisor at Bluewater Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Oakworth Capital Bank and Auburn University. Outside of his advisory role, he is involved with Stardust Development, LLC and Mark Harris Farms, LLC. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary wealth management, investment management, financial planning, and consulting. The firm employs a top-down macroeconomic investment process and manages client assets through an Investment Committee, focusing on larger account sizes with tailored portfolio solutions.

William Reiser Jr. is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He has been with Bonaventure Capital, LLC since 1998. Reiser is also a member of Fidelis Capital, LLC, where he dedicates significant time to providing investment consulting and management services. Bonaventure Capital provides investment advisory services to pooled investment entities and manages separately managed accounts for individuals, trusts, and corporations. The firm employs a combination of broad asset-class ETFs and listed-option strategies for SMAs, alongside fundamental financial analysis and active monitoring for private equity and micro-cap fund investments.

Robert Eifert is a CFP® professional with seven years of industry experience, currently advising at Cahaba Wealth Management, Inc. in Birmingham, AL since 2020. His prior roles include positions at Fidelity Institutional Asset Management and Fidelity Institutional, as well as experience at PACCAR Engine Company and Mississippi State University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion in discretionary assets for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm employs a long-term, client-specific investment approach using comprehensive financial planning, diversified portfolios, and regular performance reviews.