Brian Seay is a CFA® and the sole advisor at Capital Stewards, LLC in Huntsville, AL, with five years of industry experience. Prior to founding Capital Stewards in 2021, he worked at Truist Bank for four years and Accenture for two years. Capital Stewards, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth households, as well as pension plans and charitable organizations. The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, utilizing a range of investment vehicles including mutual funds, ETFs, fixed income, real estate funds, and alternative investments.

Paul Lamont is the principal of Lamont Trading Advisors, Inc. in Huntsville, AL, with 20 years of industry experience. He holds a Series 65 designation and has managed his advisory firm since 2005. Prior to founding the firm, he spent eight years at Eureka Cattle Company, Inc. Lamont Trading Advisors provides investment advice, account management, and financial consultation to individuals, corporations, trusts, and pension plans. The firm offers two managed account programs focused on short-term U.S. Treasury bills and actively managed bear market strategies, combining charting, cyclical, fundamental, and technical analysis with discretionary trading authority.

Bobby Junkin Jr. is the principal of Junkin & Company, Inc. in Toney, Alabama, with 20 years of experience in financial advisory services. He holds the CFP® and ChFC® designations and has led his independent firm since 2013. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers advice on commissionable insurance products. Junkin & Company provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes a passive investment approach based on the Efficient Market Hypothesis and Modern Portfolio Theory, typically recommending unaffiliated advisers to implement diversified, long-term strategies.

Erik Buatte is a financial advisor at LifeFirst Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at AI Signal Research, Inc., Astrion, Longview Financial Advisors, Inc., and ERC, Inc. LifeFirst Wealth serves individual clients with financial planning and portfolio management, and offers an employer-facing workplace financial wellness service called the Compass Program. The firm uses a fee-only model, applying modern portfolio theory through a mix of passive and active strategies, and manages accounts on a discretionary basis via a digital institutional custodian platform.

Stephen Mandracchia is a CFP® professional with four years of experience in financial advisory roles. He is currently the sole advisor at Tulip Financial Planning LLC, having previously worked at firms including Dew Wealth Management, Ironwood Investment Counsel, and Morgan Stanley. Tulip Financial Planning serves business owners, medical professionals, and high-net-worth families by offering discretionary investment management alongside tax preparation, tax advisory, and family-office services. The firm emphasizes passive, tax-efficient, long-term portfolios and provides integrated financial planning and tax services primarily through virtual delivery.

Michael Ellis II is a financial advisor with Ellis Wealth Advisors, LLC in Madison, Alabama. He holds a Series 65 designation and has been in the industry for approximately one year. His prior experience includes working at Sowell Management and multiple roles outside the financial sector, including positions in the restaurant industry and at the University of Alabama. Ellis Wealth Advisors offers discretionary portfolio management and integrated financial planning primarily to families, trusts, charitable organizations, foundations, and corporations. The firm manages accounts internally using a combination of fundamental, technical, quantitative, and economic analysis, employing strategies such as strategic asset allocation, options, and structured products.

Wilbert Hamilton is a financial advisor with Hamilton Capital Advisors LLC in Huntsville, AL, holding Series 65 and Series 63 credentials. He has 13 years of industry experience and has worked at related firms including Grant & Hamilton Capital Advisors LLC and Closing The Gap Hamilton Wealth. Outside of investment advisory, he is a principal owner and insurance agent offering fixed insurance products focused on asset protection and retirement income. Hamilton Capital Advisors LLC provides investment management, retirement-plan advisory, and consulting services primarily for pooled and institutional programs, while also offering portfolio management and financial planning to private clients on a limited basis. The firm combines fundamental and technical analysis with discretionary portfolio management and third-party manager solutions, maintaining client alignment through ongoing monitoring and rebalancing.

Michael Ellis is a financial advisor with Ellis Wealth Advisors, LLC in Madison, Alabama, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked with Purshe Kaplan Sterling Investments and Raymond James Financial Services, and he owns Ellis Land Company, LLC. Ellis Wealth Advisors provides discretionary portfolio management combined with integrated financial planning services to families, trusts, charitable organizations, foundations, and corporations. The firm manages accounts internally using a variety of analytical approaches and investment strategies, including both long- and short-term positions.

Mike Mickels is a financial advisor with CochranMickels Retirement Specialists, LLC in Huntsville, AL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for seven years. In addition to his advisory role, he is 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 employs a combination of fundamental analysis and Modern Portfolio Theory to create customized portfolios, incorporating periodic rebalancing and tax-loss harvesting in their service.

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.

Taylor West is a financial advisor at Hibernia Wealth Partners, LLC with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Edward Jones and LPL Financial. West is based in Harvest, Alabama. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers portfolio management, financial planning, ERISA plan services, and sponsors a wrap-fee program, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analyses as well as modern portfolio theory.

Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Dustin Haraway is a CFP® professional with eight years of industry experience, currently affiliated with Balefire, LLC. His prior roles include positions at Integrity Alliance, Lion Street Financial, and Raymond James Financial Services Advisors, among others. Outside of financial advising, he operated the Haraway Lawn Care Company for two years. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy supported by an Investment Committee and offers discretionary portfolio management along with comprehensive financial planning.

Jeffrey Dennison is a financial advisor at HBW Advisory Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Cetera Wealth Services, LLC and Goodwyn, Mills & Caywood. Dennison is also involved in several outside activities, including serving as executive director of a charity organization and owning businesses focused on land development, social networking events, and website domain sales. HBW Advisory Services manages approximately $1.75 billion in client assets and provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers, tactical asset allocation, and multi-manager diversification, and offers a high client load per advisor alongside institutional and intermediary services.

David Wyrick is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked as an independent contractor for Cornerstone Senior Services since 2006, providing financial services primarily related to long-term care, insurance, and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach focuses on selecting and monitoring third-party money managers combined with tactical and strategic allocations, supplemented by fundamental analysis of individual securities.

Benjamin Williams is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 license and one year of industry experience. Prior to joining Verus Capital Partners in 2025, he was affiliated briefly with LPL Financial and LifeCourse Capital, Inc., among others. Outside of advising, he works as a Medicare insurance agent. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ specific time horizons, risk tolerances, and tax situations.

Leslie Hollingsworth is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and six years of industry experience. Their prior roles include positions at Gradient Advisors LLC and several financial services firms. Outside of advisory work, Leslie is involved with Insurance Service of America LLC and assists federal employees with retirement benefits through Federal Retirement Consultant. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering advisory services from financial planning to managed account platforms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside technology and operational solutions for financial advisers.

Bruce Scott is a financial advisor with Moors & Cabot, Inc. in Athens, Alabama, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He previously worked at Edward Jones for eight years and Wells Fargo Clearing for three years before joining his current firm. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of investment and advisory services, including portfolio management, fee-based financial planning, and access to third-party wrap programs, utilizing multiple analysis methods and common strategies like asset allocation and dollar-cost averaging.

Nathan Hand is a financial advisor with Cetera Planning Partners in Huntsville, AL, holding a Series 65 license and bringing seven years of industry experience. He has worked at HK Financial Services since 2019 and is also a partner and accountant at Anglin Reichmann Armstrong, P.C., a regional CPA firm where he has worked since 2005. Outside of his advisory role, Nathan owns a cryptocurrency mining business called Deep South Miners, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, and it integrates resources from the larger Cetera network to deliver a broad range of financial solutions.