Breland Booth is the principal of Booth Financial, an independent registered investment adviser based in Birmingham, AL. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to founding Booth Financial, Booth worked at Timberchase Financial and ProEquities, and he also served as a business consultant at Valley Tax Partners, where he assists with tax preparation and business growth strategies. Booth Financial manages approximately $43 million for about 40 clients, including individuals, charitable organizations, and corporate clients. The firm focuses on tailored investment management using strategic asset allocation with passive index funds and ETFs, offering comprehensive financial and business planning services as well as employee-benefits optimization.

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.

James Mccormick is a financial advisor at PMD Advisory with 22 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Cambridge Investment Research Inc and United Planners Financial Services. Outside of advising, he is a partner in People Process Purpose, a consulting services firm. PMD Advisory serves individuals, including high-net-worth clients, employer retirement plans, trusts, estates, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and participant advisement, using fundamental and technical analysis to tailor portfolios primarily composed of mutual funds and ETFs.

Melanie Dickinson is a financial advisor with PMD Advisory in Hoover, AL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at United Planners Financial Services since 2025 and has been involved with PMD Advisory and related entities since 2009. Outside of advisory work, she co-owns a consulting business, PMD Consulting, which is not investment related. PMD Advisory serves individuals—including high-net-worth clients—employer retirement plans, trusts, estates, and business entities by providing financial planning, portfolio management, retirement plan consulting, and asset management services. The firm offers both full and modular financial plans and uses a variety of analytical methods to tailor portfolios, which often include mutual funds and ETFs.

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.

Steven Lind is a CFP® professional with 14 years of industry experience, currently serving at Navigate Wealth Management, LLC. He has worked at Stonebridge Advisors, LLC since 2017 and has owned Lind Professional Corporation, providing CPA services since 1995. Navigate Wealth Management, LLC is a six-advisor team managing approximately $354.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and fee-based financial planning, employing a long-term investment approach grounded in modern portfolio theory and tailored Investment Policy Statements.

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, TrueWealth Advisors, and Concourse Financial Group Securities, Inc. He is also Vice President of Benefit Planners, Inc., where he offers life, supplemental health, and annuity insurance products. Additionally, he serves as Treasurer on the board of Arrowhead Country Club. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages roughly $547 million in client assets through a team of 14 advisors and primarily uses strategic asset-allocation model portfolios constructed with ETFs and mutual funds, offering values-based and ESG investment options.

Jerry Mcdonald is a financial advisor with TrueWealth Advisors, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Cetera Wealth Services, LLC and Concourse Financial Services Securities. He also owns Jerry McDonald Financial Services LLC, where he provides financial planning and offers fixed and variable annuity products. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $547 million in assets. The firm employs strategic asset-allocation model portfolios primarily through ETFs and mutual funds, offers retirement plan consulting including ERISA fiduciary services, and provides values-based and ESG investment options.

Daniel Jones Jr. is a CFP® with 20 years of industry experience and currently serves as a financial advisor at TrueWealth Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, LLC, Concourse Financial Group Securities Inc, and ProEquities, Inc. He is also a licensed insurance producer offering select insurance products. TrueWealth Advisors, LLC provides comprehensive investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in assets through a team of 14 advisors and employs strategic asset-allocation model portfolios including ETFs, mutual funds, and ESG options, alongside retirement plan consulting under ERISA fiduciary standards.

Gary Ely is a CFP® professional with 34 years of industry experience, currently affiliated with TrueWealth Advisors, LLC. His prior experience includes roles at Concourse Financial Group Securities Inc. and operating under the dba LEGACY PLANNING. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $547 million in client assets across 14 advisors, employing strategic asset-allocation model portfolios using ETFs and mutual funds, with options for values-based and ESG investing.

Donna Gordon is a CFP® with 24 years of experience in financial advising, currently serving at Wesban Financial Consultants, P.C. in Birmingham, AL, where she has worked since 2001. She previously was associated with Park Square Financial Group LLC and holds leadership roles outside of finance, including serving as President of Little Whiskers Rescue Ranch, a charity focused on rescuing cats, and sitting on the board of directors for Trinity Counseling, Inc. Wesban Financial Consultants, P.C. provides investment advisory and comprehensive financial planning services primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes non-discretionary portfolio management using a strategic allocation approach with active, passive, and exchange-traded funds, combined with regular client reviews and tax-loss harvesting.

James Burnett is a CFP® with 22 years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2021. He has also been affiliated with Stonebridge Advisors, LLC since 2003. Outside of his advisory work, Mr. Burnett provides consulting services to an accounting firm, Conrad, Burnett, Norris & Gordon, LLC. Navigate Wealth Management is a team of six advisors managing approximately $354.6 million for individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, offering discretionary portfolio management and fee-based financial planning tailored to client-specific investment policy statements.

Timothy Walls is a financial advisor at Axient Investment Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Concourse Financial Group Securities Inc and Sterne Agee Financial Services. Walls is based in Pelham, Alabama. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting to clients including retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models and combines tactical and strategic allocation approaches, managing over $450 million in discretionary assets.

Larry Sims is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Concourse Financial Group Securities, Inc. and has been with TrueWealth Advisors since 2015. Outside of financial advising, he serves as a school board member for ECCS. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs strategic asset-allocation models primarily using ETFs and mutual funds, offers both discretionary and non-discretionary portfolio management, and manages approximately $547 million in client assets through a team of 14 advisors.

Ronald Paulk is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include long-term positions at Concourse Financial Group Securities Inc and Cetera Wealth Services, LLC. He also owns and operates (dba) Ronnie D Paulk & Associates and Benefit Planners, Inc., which provide financial services and insurance product sales. TrueWealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with investment advisory and financial planning services. The firm manages approximately $547 million in assets and emphasizes strategic asset allocation through ETFs and mutual funds, offering ESG and faith-aligned portfolio options alongside comprehensive retirement plan consulting.

Robert Grant is a financial advisor with TrueWealth Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc and operates (dba) GRANT WEALTH MANAGEMENT LLC, where he is a founding partner. Grant serves on the boards of the Tri-City Foundation and the Gateway Initiative, nonprofit organizations involved in community grant oversight and program review. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, employing strategic asset-allocation model portfolios with ETFs and mutual funds and offering values-based and ESG investment options.

Anthony Shunnarah is a financial advisor at TrueWealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including MassMutual Investors Services, Guardian Life Insurance Company, and Hornor Townsend & Kent LLC. He serves on the board of directors for Down Syndrome Alabama. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in assets through a team of 14 advisors, using strategic asset-allocation model portfolios primarily composed of ETFs and mutual funds, and offers discretionary portfolio management along with retirement plan consulting under ERISA fiduciary standards.

Kenneth Askew is a CFP® professional with 27 years of experience in the financial industry. He is currently with TrueWealth Advisors, LLC and has held roles at Cetera Wealth Services, Concourse Financial Group Securities Inc, and under the TrueWealth Advisors brand since 2011. Outside of advising, he is involved in media production consulting, executive leadership of a family-owned self-storage facility, and is a freelance writer and public speaker. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $547 million in client assets through a team of 14 advisors and employs strategic asset-allocation model portfolios that include ETFs, mutual funds, values-based, and ESG options, offering ongoing portfolio monitoring and comprehensive retirement plan consulting.

Jonathan Fargason is a CFP® with six years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2024. His prior roles include positions at Oakworth Capital Bank, FSC Securities Corp, and Thrivent Financial. Navigate Wealth Management, LLC is a six-advisor team providing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, using model portfolios and individualized Investment Policy Statements to align asset allocation with client risk tolerance and time horizon.

Freddy Williamson is a financial advisor with TrueWealth Advisors, LLC in Hoover, Alabama, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 37 years and operates Williamson Financial Services, a financial planning and insurance firm he has owned since 1979. Williamson also serves on the board of the Railroad Community Credit Union. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, using strategic asset-allocation model portfolios primarily constructed with ETFs and mutual funds, and offers values-based and ESG investment options.