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.

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.

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.

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.

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.

Donald Pierini is the owner and advisor at Diversified Global Investment Strategies, LLC with 26 years of industry experience. He holds the Series 66 designation and has been associated with Diversified Global Investment Strategies and Raymond James Financial Services since 2016. His activities include financial services, qualified retirement plan management, and consulting on pension plans. Diversified Global Investment Strategies, LLC serves individuals, business owners, retirement plans, trusts, and non-profits, offering portfolio management, financial and estate planning, and retirement-plan consulting. The firm employs a consultative, team-based approach with strategic asset allocation models and emphasizes retirement-plan work and participant education.

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.

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.

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.

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.

David Green is the sole advisor at Green Financial Management, LLC in Birmingham, AL, with 16 years of industry experience. He holds a Series 66 designation and has operated Green Financial Management since 2011. In addition to his advisory role, Green is a licensed insurance agent and may recommend insurance products on a commission basis. Green Financial Management provides discretionary portfolio management and retirement planning services primarily to individuals and small businesses. The firm manages client assets using a combination of fundamental, technical, and cyclical analysis, offering customized investment strategies and insurance-related services upon client request.

Paul Abele is the principal of Canterbury Investment Advisors LLC in Mountain Brook, AL, with 40 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Canterbury Investment Advisors since 2018. He also operates a sole proprietorship providing fixed insurance sales, dedicating about 25% of his time to this activity. Canterbury Investment Advisors serves high-net-worth individuals with non-discretionary asset management and financial planning. The firm follows an investment approach based on efficient-market principles, using passively managed institutional funds, global diversification, and client-approved transactions.

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.

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.

Scott Corcoran is a Series 65-licensed advisor with eight years of industry experience. He is currently with Aragon Family Office LLC, where he has worked since 2025. Prior to this, he held roles at Kestra Advisory Services LLC, Corcoran Capital Management LLC, and First Advisors Capital. Aragon Family Office LLC is an SEC-registered investment adviser focused on discretionary asset management and managed account services for individuals and high-net-worth clients. The firm employs a blend of asset allocation, dollar-cost averaging, and technical analysis, tailoring portfolios to clients’ time horizons and risk tolerances.