Clayton Dodd is a financial advisor at 364 Investing, LLC with three years of industry experience. He holds a Series 65 designation and also works as a Quality Control Assistant for the Alabama Department of Transportation. Clayton has held positions at Hoar Construction and ALDOT prior to his current advisory role. 364 Investing, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, and modern portfolio theory, with a notable focus on options trading and the use of performance-based fees for qualified clients.

Bailey Vance is a financial advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL, holding a Series 66 designation. Vance has been with Canterbury Capital since 2025 and has prior experience at Northwestern Mutual Investment Services LLC and working with Robert Butler. He also has a background that includes time at the University of Alabama and Hoover City Schools. Canterbury Capital Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm manages approximately $132.1 million in assets across about 305 client relationships with a focus on diversified portfolios and regular account monitoring.

Jacob Henley is an advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL. He holds a Series 65 license and has one year of industry experience. Prior to joining Canterbury Capital Wealth Management, he spent five years at the University of Alabama and worked in education at the high school level. Canterbury Capital Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $132.1 million in assets for about 305 client relationships, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and alternative investments with regular portfolio monitoring and reviews.

Robert Butler is a financial advisor with Canterbury Capital Wealth Management, LLC in Tuscaloosa, Alabama, holding a Series 66 license and 16 years of industry experience. Prior to joining Canterbury Capital Wealth Management in 2025, he spent 16 years at Northwestern Mutual in various roles including wealth management and investment services. Outside of his advisory work, Butler is a 33% owner of a non-financial business, Southern Transportation, based in Jacksonville, Mississippi. Canterbury Capital Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $132.1 million in assets, employing diverse investment strategies that include mutual funds, ETFs, individual securities, alternatives, and proprietary models, with ongoing account monitoring and regular client reviews.

Stephen Reinhart is a financial advisor with Financial Economics Consulting Group, Inc. in Tuscaloosa, Alabama, holding a Series 63 designation and bringing 34 years of industry experience. He has served as an adjunct professor at the University of Alabama's Culverhouse College of Commerce since 2009. Outside his advisory role, Reinhart is a part-owner of two local companies involved in property management and rental activities. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm combines a monetarist, top-down economic view with bottom-up fundamental and technical analysis to create customized, balanced portfolios focused on moderate risk.

Robert Mcleod is a CFP® and CFA® with 34 years of experience at Financial Economics Consulting Group, Inc., where he has worked since 1986. He is also a professor of finance at the University of Alabama’s Culverhouse College of Commerce. Outside of his advisory role, he is involved in identifying and analyzing residential and commercial properties through a private company. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, financial planning, and consulting services. The firm combines a monetarist, top-down economic view with fundamental and technical analysis to build customized, balanced portfolios, and also provides business valuation and litigation support.

Richard Gibson is a CFP® professional with three years of experience at JMF Capstone Wealth Management and a longstanding career since 1978 at JamisonMoneyFarmer, PC. He serves as an outside director and audit committee chair for Robertson Banking Company. JMF Capstone Wealth Management serves individuals, retirement plans, trusts, and businesses with discretionary investment management and financial planning, emphasizing diversified, long-term portfolios primarily using passively managed funds and independent managers. The firm is affiliated with Jamison Money Farmer PC, coordinating advisory and pension consulting services to provide integrated support.

Steven Shelton is a Series 65-licensed financial advisor with 25 years of industry experience. He is the sole advisor at WRS Financial Services, L.L.C., an independent registered investment adviser based in Tuscaloosa, AL. WRS Financial Services provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm employs a customized, fundamental analysis-driven investment approach with a long-term purchase strategy and also offers ERISA-focused services to pension and profit-sharing plans.

Robert Ingram is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He has been with JMF Capstone Wealth Management and JamisonMoneyFarmer PC since 2014. Outside of his advisory role, he serves as a shareholder and CPA at JamisonMoneyFarmer PC and holds trustee and corporate treasury positions in several non-investment-related entities, including a private foundation and an aerospace manufacturing company. JMF Capstone Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary investment management and financial planning, focusing on diversified, long-term portfolios primarily composed of passively managed and evidence-based funds, and maintains close operational integration with its affiliated accounting and pension consulting firm.

Anita Hayes is a financial advisor at JMF Capstone Wealth Management with 11 years of industry experience. She holds a Series 65 designation and has been with JMF Capstone since 2014. In addition to her advisory role, she devotes approximately half of her time to JamisonMoneyFarmer PC, a non-investment related accounting firm specializing in benefit plan services. JMF Capstone Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary investment management and financial planning, implementing diversified, long-term portfolios primarily through passively managed and evidence-based mutual funds and ETFs, with additional fixed-income management delegated to third-party managers.

Robert Way is a Series 65 registered financial advisor with WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, with 26 years of industry experience. He is part of a seven-advisor team at the firm. WRS Financial Services, LLC provides discretionary investment management primarily to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and retirement-plan advisory services, focusing on fundamental analysis and long-term purchase strategies under discretionary authority.

James Brazil is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He has been with JMF Capstone Wealth Management since 2014 and also devotes significant time to his role as a CPA at JamisonMoneyFarmer PC. He is based in Tuscaloosa, AL. JMF Capstone Wealth Management serves a range of clients including individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs diversified, long-term investment strategies primarily using passively managed and evidence-based funds, and integrates advisory, planning, and pension consulting services through its affiliation with Jamison Money Farmer PC and partnerships with sub-advisory firms.

Cindy Savage is a financial advisor with WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, holding 26 years of industry experience. She is part of a seven-advisor team at the firm. WRS Financial Services provides discretionary investment management primarily to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using fundamental analysis and long-term strategies, focusing on portfolio and retirement-plan management rather than comprehensive financial planning.

Bryan Chandler is a CFP® and PFS™ with 12 years of experience at JMF Capstone Wealth Management and related entities. He has worked at JamisonMoneyFarmer PC, a public accounting firm, since 1978, where he is involved in audit, accounting, and tax planning. Chandler holds a role in a separate business focused on office building ownership. JMF Capstone Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary investment management and financial planning, using diversified, evidence-based portfolios primarily through passive mutual funds and ETFs, and coordinates closely with its affiliated accounting firm and pension consulting services.

Bryan Robinson is a financial advisor at WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, with 15 years of industry experience. He holds a Series 65 designation and has been with WRS Financial Services since 2008. WRS Financial Services is an independent registered investment adviser that manages discretionary portfolios for individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and it also provides ERISA-focused services and portfolio management for institutional clients.

Milton Sims is a financial advisor at WRS Financial Services, L.L.C. in Tuscaloosa, AL, holding a Series 65 designation with 25 years of industry experience. He is the sole advisor at the independent firm. WRS Financial Services, LLC provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers customized, non-model portfolios using fundamental analysis and a long-term purchase approach, with services that include ERISA-focused pension and profit-sharing plan management.

David Berney is a financial advisor at JMF Capstone Wealth Management with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Stangier Wealth Management and Summit Funding. Before entering the financial industry, he served with the Springfield Police Department. JMF Capstone Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses, managing approximately $415 million in discretionary assets. The firm employs a diversified, evidence-based investment approach grounded in Modern Portfolio Theory and offers services including portfolio management, retirement plan advisory, and broader financial consulting.

Joel Lake is a financial advisor at JMF Capstone Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has been affiliated with JamisonMoneyFarmer, PC since 1992, where he serves as a shareholder and CPA. In addition to his advisory role, he dedicates part of his time to accounting and holds oversight responsibilities in related business entities. JMF Capstone Wealth Management serves individuals, retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm focuses on diversified, long-term portfolios using primarily passive and evidence-based mutual funds and ETFs, and integrates advisory, planning, and pension consulting services through affiliations with an accounting firm and third-party managers.

William Ray is a Series 65 licensed financial advisor with 26 years of industry experience, based in Tuscaloosa, Alabama. He is part of a seven-advisor team at WRS Financial Services, L.L.C. WRS Financial Services, LLC provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and retirement-plan advisory services, emphasizing fundamental analysis and long-term purchase strategies under discretionary authority.

Kimberly Sartain is a financial advisor with WRS Financial Services, L.L.C. in Tuscaloosa, Alabama. She holds a Series 65 designation and has 25 years of industry experience. WRS Financial Services is an independent registered investment adviser that provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm builds customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and also offers ERISA-focused services and portfolio management for institutional-type clients.