Brian Seay is a CFA® charterholder and founder of Capital Stewards, LLC, an independent advisory firm based in Huntsville, Alabama. He has four years of industry experience, including prior roles at Truist Bank and Accenture. Capital Stewards provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental analysis, quantitative methods, and modern portfolio theory to manage client portfolios with discretionary trading authority.

Paul Lamont is the sole advisor at Lamont Trading Advisors, Inc., an independent firm based in Huntsville, Alabama. He holds a Series 65 designation and has 19 years of industry experience. Prior to founding his firm, he spent eight years with Eureka Cattle Company, Inc. Lamont Trading Advisors, Inc. provides discretionary portfolio management and private financial consultation to individuals, corporations, trusts, and pension plans. The firm offers preservation-oriented accounts focused on short-term U.S. Treasury bills and actively managed Bear Market Strategies accounts using complex instruments, employing charting, cyclical, fundamental, and technical analysis to guide investment decisions.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

Erik Buatte is a financial advisor at LifeFirst Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Astrion, Longview Financial Advisors, Inc., and ERC, Inc. Outside of his advisory role, he is involved in other employment that occupies a significant portion of his time. LifeFirst Wealth, LLC is an independent firm that provides fee-only financial planning and discretionary portfolio management primarily for individual clients. The firm combines modern portfolio theory with fundamental and technical analysis, using a mix of active and passive investment vehicles focused on asset allocation, tax efficiency, and ongoing monitoring.

I’m Zeke Anders, and I founded Planalto Financial to offer a higher level of planning. I’ve always been passionate about investing and personal finance, and I eventually left corporate America to become a financial planner. I am a CFP professional with over five years of formal experience, but I’m an avid learner and student of market history and current research. My goal is to provide evidence-based, objective advice to help clients find fulfillment through their wealth. Financial planning is often about more than just math, it is about utilizing the assets you spent a career accumulating to create meaning and purpose in retirement. Planalto Financial is open to all, but my specialty is working with Brazilian-American families. While I am from Alabama, my wife is from Brazil originally, and we currently live in Brasilia, Brazil with our two daughters. We understand that cross-border families have specific opportunities and challenges such as owning assets in multiple countries, additional tax and reporting requirements, and higher travel and family support budgets. If this sounds like you, Planalto Financial is here to help. Pode contar comigo. Planalto offers flat-fee hourly, planning-only, or comprehensive planning and investment management services. I chose flat-fee services to provide transparency and simplify, whereas assets-under-management fees can be complicated (is it beginning, end, or the average asset values? In advance or in arrears?). In addition, I do not receive commissions for any product sales.

Raymond Saliba is the principal of Saliba Asset Management L.L.C. in Huntsville, Alabama, holding CFP® and CFA® designations with 21 years of industry experience. He is also president of Pretium Capital Group, Inc., a separate business providing valuation services to private companies. Saliba has been involved with Saliba Asset Management since 1996 and founded Pretium Capital Group in 1999. Saliba Asset Management offers discretionary investment management and financial consulting to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs a diversified investment approach using equities, mutual funds, ETFs, and other securities, combining fundamental, technical, charting, and cyclical analysis in portfolio construction.

Joseph Vaughan is a CFP®-designated financial advisor with three years of industry experience. He is the principal at Vaughan Family Financial, a firm he has led since 2023, and previously worked at Northwestern Mutual and Carr, Riggs & Ingram. Vaughan Family Financial also operates as a CPA firm. Vaughan Family Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs an investment approach that combines Modern Portfolio Theory with goals-based investing, focusing on long-term strategies aligned with clients' risk tolerances and time horizons.

James Boyle is a financial advisor at Tennessee Valley Investment Management in Huntsville, AL, holding a Series 65 credential with 17 years of industry experience. Prior to founding his current firm, he worked for 11 years at Saliba Asset Management. Tennessee Valley Investment Management provides discretionary portfolio management, investment consultations, and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis supported by third-party research, focusing on hands-on advisory work in special situations and managing a concentrated client base.

Lester Brol is the principal of Brol Capital Management, LLC, an independent firm based in Hampton Cove, AL. He holds the CFA® designation and Series 63 license, with 15 years of industry experience. Since founding his firm in 2010, he has also taught finance part-time at the University of Alabama in Huntsville and provides expert witness analytic, consulting, and testimony services related to securities and commodities cases. Brol Capital Management serves individuals, families, and institutional clients, including foundations, endowments, private investment funds, and small to mid-sized businesses, with a focus on 3(38) fiduciary services for employer retirement plans. The firm employs a mean-variance core/satellite investment approach combining global ETFs and fixed income with concentrated All-Cap equity sleeves, total-return strategies, and alternative investment due diligence.

Alan Bagwell is a financial advisor at Providence Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Providence Wealth Advisors since 2018, following prior roles at Keel Point Capital and Blue Creek Investment Partners and Securities. In addition to his advisory work, Bagwell spends time on accounting and tax return preparation activities. Providence Wealth Advisors is a fee-only registered investment adviser serving individuals, corporate retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers personalized financial planning and discretionary portfolio management, emphasizing customized asset allocation and fundamental analysis, and is also registered as a CPA firm, providing integrated tax and accounting services alongside investment advice.

Jay Hoyle is a financial advisor at Franklin Street Capital LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory role, he serves as secretary and treasurer of the Shelby King Foundation. Franklin Street Capital LLC provides discretionary investment management and advisory services to individual clients and retirement plans, managing approximately $51 million across about 15 client relationships. The firm emphasizes customized portfolios with a focus on individual-stock strategies and applies fundamental analysis with a generally long-term orientation.

John Gibson is a financial advisor at BrightHaven Financial Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Hightower Securities, LLC and BrightHaven Capital Management, LLC. Gibson also serves as a professor at the University of Alabama-Huntsville. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses by providing discretionary and non-discretionary portfolio management, financial planning, and consolidated investment reporting. The firm customizes portfolios based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis with ongoing monitoring and rebalancing.

Geoffrey West is a financial advisor at BrightHaven Financial Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James and Jackson National Life Distributors. Outside of advising, he serves on the advisory board for a student-led investment portfolio at Freed-Hardeman University and is a partner in several businesses, including a physician’s clinic and a coffee company. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses by providing portfolio management, financial planning, and consolidated investment reporting. The firm tailors portfolios based on client goals and risk tolerance, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Phillip Gibson is a financial advisor at BrightHaven Financial Advisors, LLC in Huntsville, AL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BrightHaven since 2022. In addition to his advisory role, he is president of an independent insurance agency and owns a private law practice. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses by providing portfolio management, financial planning, and consolidated investment reporting. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment strategies and managing most accounts on a discretionary basis.

Jessica Smith is a CFP® professional with 17 years of experience in financial advising. She has been with Longview Financial Advisors, Inc. since 2010. Longview Financial Advisors, Inc. provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and emphasizes client objectives through Investment Policy Statements while offering both discretionary and non-discretionary advisory services.

Grover Whaley is a financial advisor at Witter & Lester Inc in Huntsville, AL, holding a Series 63 designation with 21 years of industry experience. He has been with Witter & Lester since 1993. Witter & Lester, Inc. provides discretionary investment supervisory services and model-based asset management programs for individual and institutional clients. The firm employs a quantitatively oriented, seasonality-driven investment approach using stocks, ETFs, bonds, and mutual funds, managing a small, concentrated client base.

Wilbert Hamilton is the principal of Hamilton Capital Advisors LLC in Huntsville, AL, holding Series 63 and Series 65 licenses with 13 years of industry experience. His career includes roles at Grant & Hamilton Capital Advisors LLC and Metlife Securities. Outside of advisory services, he is an insurance agent and principal owner of Hamilton Wealth Advisors LLC, offering fixed insurance products focused on asset protection and retirement income. Hamilton Capital Advisors provides investment advisory and retirement plan consulting primarily to plan sponsors and pooled investment programs, along with private client portfolio management and financial planning. The firm manages $70 million in assets and uses fundamental and technical analysis to construct diversified portfolios, often employing discretionary authority and third-party manager recommendations.

Mike Mickels is a financial advisor with CochranMickels Retirement Specialists, LLC in Huntsville, Alabama, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Principal Life Insurance Company. Outside of his advisory role, he operates as an independent licensed insurance agent. CochranMickels Retirement Specialists is a two-advisor firm serving individuals and high-net-worth clients with discretionary and non-discretionary asset management, as well as financial planning and consulting. The firm utilizes fundamental analysis and Modern Portfolio Theory to create customized asset allocations and long-term strategies, incorporating periodic rebalancing and tax-loss harvesting in quarterly reviews.

Lucas Staples is a financial advisor at CochranMickels Retirement Specialists, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CochranMickels Retirement Specialists since 2014. CochranMickels Retirement Specialists is a small, two-advisor firm serving individuals and high-net-worth clients through discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to create customized asset allocations, conducts quarterly reviews including tax-loss harvesting, and accommodates client-imposed investment restrictions.

Richard Lester is a financial advisor at Witter & Lester Inc with 21 years of industry experience. He has been with the firm since 1988. Lester holds a Series 63 designation. Witter & Lester Inc provides discretionary investment supervisory services and model-based asset management programs for individual and institutional clients. The firm employs a quantitatively oriented investment approach that incorporates market indices, seasonal patterns, and fundamental and technical indicators to manage portfolios.