Jesse Zora is a CFP® with 14 years of industry experience and has been with Zora Financial since 2014. He serves on the board of directors for Seabed, Inc., a closely held family farm in Marion Junction, AL. Zora Financial serves individual households—including both high-net-worth and non-HNW clients—and sponsors of employer retirement plans. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, supplemented by fundamental, technical, and cyclical analysis, and offers a range of planning and advisory services.

James Chapman is a CFP® with 22 years of industry experience. He is currently with Aragon Family Office LLC, where he has worked since 2025, following a two-decade tenure at Equitable Advisors and Axa Advisors. Aragon Family Office, LLC is a SEC-registered investment adviser serving individuals and high net worth clients with discretionary portfolio management and financial planning services. The firm’s investment approach is tailored to client objectives and risk tolerance, incorporating various strategies and maintaining regular account reviews.

Joel Barlow is a CFP® with 23 years of industry experience, currently advising at APEX Wealth Advisors LLC in Birmingham, AL. His prior roles include positions at Cantor Fitzgerald, LP and the American Financial Education Alliance. He is also a part owner of The Barlow Firm, which provides tax and accounting services. APEX Wealth Advisors offers investment management and financial planning to individuals, charities, and business entities, managing approximately $102.6 million in discretionary assets. The firm uses an asset-allocation approach with model portfolios and employs third-party sub-advisers, while providing comprehensive financial planning and estate-planning facilitation through a third-party technology platform.

Steven Dauphin is a financial advisor at Bonaventure Capital, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bonaventure Capital since 1998. Dauphin is also a member of Fidelis Capital, LLC, where he provides investment consulting services. Bonaventure Capital offers investment advisory services to pooled investment entities and manages separately managed accounts for individuals, trusts, and corporations. The firm utilizes broad asset-class ETFs and listed-option strategies for SMAs and employs fundamental financial analysis and active monitoring for private equity and micro-cap fund investments.

Glen Barlow is a financial advisor at APEX Wealth Advisors LLC in Birmingham, AL, holding a Series 65 designation. He has one year of industry experience and has previously worked at RFG Advisory, Lewis Communications, and Jones Walker, LLP. APEX Wealth Advisors LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and business entities. The firm manages approximately $122 million in client assets through a four-advisor team, using model portfolios with a focus on asset allocation and oversight of delegated trading.

Scott Walton is a financial advisor with Walton Financial in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Walton Financial since 1999 and previously worked with Commonwealth Financial Network from 1999 to 2024. Outside of his advisory role, Walton is a co-author of a book with his spouse and is a part owner of BBQ Digest, Inc., a company that publishes cookbooks. Walton Financial provides financial planning and discretionary asset management services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines advisor-managed accounts with model portfolios and incorporates various analysis methods to tailor portfolios to client objectives.

Jerry Callahan is a financial advisor at Tabula Rasa Advisors, LLC in Birmingham, Alabama, holding the PFS™ designation and Series 65 license with 25 years of industry experience. He has previously worked at Kassouf Wealth Advisors, LLC and Kassouf & Co., P.C. Mr. Callahan also provides accounting services as a shareholder of Pearce Bevill Leesburg & Moore, P.C. Tabula Rasa Advisors, LLC is a fee-only firm serving individual clients, including high-net-worth households, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm follows a passive, evidence-based investment approach using diversified model portfolios constructed from indexed mutual funds and ETFs.

Ross Kennedy is a financial advisor at Zora Financial with nine years of industry experience. He holds a Series 65 designation and has been with Zora Financial since 2016. Zora Financial provides comprehensive financial planning, investment supervisory services, and retirement-plan consulting to individuals, small businesses, and retirement plan sponsors. The firm emphasizes a planning-first approach grounded in Modern Portfolio Theory and offers educational workshops and tailored financial planning services for various client segments.

Ryan Weiss is a financial advisor at Ballast Wealth LLC in Birmingham, AL, holding a Series 66 designation and bringing 17 years of industry experience. He previously worked at DMC Group, LLC for 11 years and has managed Ballast Wealth since 2022. Outside of his advisory role, he is the managing partner of Wei(ss), LLC and Three Axis Capital, LLC, both real estate investment entities. Ballast Wealth LLC provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, and small businesses. The firm focuses on customized, equity-centric portfolios and employs a primarily long-term investment approach that combines fundamental and technical analysis.

Nicholette Hamel is a financial advisor at Dougherty Investment Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Schwend and the Department of Veterans Affairs. Prior to her advisory roles, she was employed at Portsmouth Naval Shipyard for seven years. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning services, using fundamental analysis to construct portfolios that include equities, debt securities, mutual funds, ETFs, and government securities.

Graham Campbell is a financial advisor at Tabula Rasa Advisors, LLC in Birmingham, AL, holding the PFS™ designation with one year of industry experience. He also serves as a director at Pearce, Bevill, Leesburg, Moore, PC, a CPA firm. Tabula Rasa Advisors is a fee-only firm providing wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth households, and select institutional clients. The firm employs a passive, evidence-based investment approach using diversified model portfolios primarily composed of indexed mutual funds and ETFs, and maintains close affiliations with the accounting profession.

Robert Cope is a CFP® with nine years of industry experience, currently serving as a financial advisor at COPE Private Wealth in Birmingham, AL. He has worked at COPE Private Wealth since 2020 and has prior experience with firms including Willis Johnson & Associates and FSC Securities Corp. COPE Private Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and estate planning support. The firm employs a mix of discretionary and non-discretionary managed accounts with strategies tailored to clients’ risk tolerance and time horizons, and incorporates estate-planning software and artificial intelligence tools in its service approach.

William Chappell is a financial advisor at BrightHaven Financial Advisors with five years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. Before joining BrightHaven in 2026, he worked at Raymond James & Associates from 2021 to 2025 and held positions at the University of South Alabama and Colliers International. Outside of finance, Mr. Chappell owns Chop & Roll LLC, a commercial kitchen rental business. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses by providing discretionary portfolio management, written financial planning, and consolidated reporting. The firm uses a high-conviction equity strategy focused on a concentrated portfolio of companies selected for durable competitive advantages, combining fundamental research with technical analysis and customizing portfolio construction and risk profiles for each client.

Roy Rumbley is a financial advisor with Ballast Wealth LLC in Birmingham, AL, holding a Series 66 designation and 22 years of industry experience. He has been affiliated with DMC Group, LLC since 2016. Outside of his advisory work, he is the sole member of Rumbley Capital Management LLC, a non-investment-related business. Ballast Wealth LLC provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, and small businesses. The firm constructs customized, primarily equity-focused portfolios and emphasizes continuous personal contact with clients through a long-term investment approach incorporating fundamental and technical analysis.

John Blalock IV is a CFP® professional with 20 years of industry experience. He is currently with Blalock Williams, LLC, where he has worked since 2023. His prior experience includes roles at The Ascent Group, LLC, Ameritas Advisory Services, and Ameritas Life Insurance Company. Outside of advisory work, he is licensed as an independent insurance agent and owns an accounting entity. Blalock Williams serves a diverse client base including individuals, high net worth clients, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions. The firm manages approximately $176 million in assets, offering customized, long-term investment portfolios along with discretionary and non-discretionary management and retirement plan advisory services.

William Reiser Jr. is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He has been with Bonaventure Capital, LLC since 1998. Reiser is also a member of Fidelis Capital, LLC, where he dedicates significant time to providing investment consulting and management services. Bonaventure Capital provides investment advisory services to pooled investment entities and manages separately managed accounts for individuals, trusts, and corporations. The firm employs a combination of broad asset-class ETFs and listed-option strategies for SMAs, alongside fundamental financial analysis and active monitoring for private equity and micro-cap fund investments.

Kenneth Carlson is a CFA® charterholder with 10 years of industry experience, currently serving at Greybox Investments in Birmingham, AL. He has worked at DMC Group, LLC since 2015 and maintains active roles in several family-owned businesses, including Albemarle Corporation, Martin Farm, and Rockhouse, LLC, where he contributes to farm operations outside of trading hours. Greybox Investments provides portfolio and wealth management services primarily to individual and high-net-worth clients, as well as charitable organizations and other registered investment advisers, using a quantitative multi-factor investment approach combined with fundamental analysis. The firm offers customized single-sleeve models to other RIAs and focuses on forward-looking risk and return estimates while avoiding hedge funds and structured products.

Courtney Lankford is an advisor at Mag Cap with a Series 65 designation and experience that includes roles at Magnolia Capital Advisors, BBVA, and Movement Mortgage. She is also a licensed independent insurance agent. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving a diverse client base including individuals, retirement plans, corporations, and estates. The firm offers portfolio management, financial planning, and consulting services using a range of investment strategies and instruments.

Byron Golden is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Park Place Capital Corporation since 2020 and has also worked at Renasant Bank and Renasant Asset Management since 2011. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals, pension plans, and insurance companies. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and employs both fundamental and technical analysis in its investment approach.

Janet Ball is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding one year of industry experience. She is also a Managing Director at Oakworth Capital Bank, a position she has held since 2007. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process and manages assets across various investment vehicles, including mutual funds, ETFs, and alternative investments.