Brett Sheedy is a financial advisor with Strategic Financial LLC in Birmingham, AL. He holds the CFP® and Series 66 designations and has experience dating back to 2006, including roles at OneAmerica Securities, Inc. and as principal of Strategic Tax & Accounting LLC, which he has led for ten years. Strategic Financial LLC offers investment advisory and financial planning services to individuals and high-net-worth clients. The firm customizes portfolios based on clients’ objectives and risk tolerances, utilizing asset allocation, dollar-cost averaging, technical analysis, and a combination of long- and short-term strategies.

Paul Abele is the principal of Canterbury Investment Advisors LLC in Mountain Brook, AL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked with multiple firms, including Investment Advisor Group and Advisory Services Network LLC, and has operated as a sole proprietor since 1985. Outside of investment advisory services, he spends part of his time as an insurance agent specializing in fixed insurance sales. Canterbury Investment Advisors provides investment advisory services primarily to high-net-worth individuals through a non-discretionary asset management model focused on efficient-market principles, passive institutional funds, global diversification, and risk management without market timing. The firm also offers public educational seminars and comprehensive financial planning without additional fees.

Cilimberg James is a ChFC® credentialed financial advisor with Foresight Financial Advising LLC, based in Vestavia, AL, and has two years of industry experience. Prior to his advisory role, he worked in the healthcare sector and currently maintains a clinical practice as a Physician Assistant. Foresight Financial Advising LLC offers discretionary asset management and financial planning services primarily to individual clients. The firm uses a delegated investment approach through sub-advisors and the Betterment for Advisors platform, applying fundamental analysis and Modern Portfolio Theory in portfolio management.

William Beasley is a financial advisor with BHK Investment Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining BHK Investment Advisors in 2021, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2021. BHK Investment Advisors manages approximately $756 million in client assets and offers portfolio management, investment consulting, ETF-based global portfolio strategies, and retirement plan consulting for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm’s investment approach includes mathematically based asset allocation with regular rebalancing across multiple asset classes and tailored income, growth, balanced, and mutual fund/ETF strategies.

Scott Corcoran is a financial advisor at Aragon Capital, LLC with nine years of industry experience. He holds a Series 65 credential and has previously worked at Corcoran Capital Management LLC, Kestra Advisory Services LLC, and First Advisors Capital. 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 strategies such as asset allocation, dollar-cost averaging, and technical analysis.

James Knight is a financial advisor with BHK Investment Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with BHK Investment Advisors and its affiliated firm, Bhk Securities, LLC, since 2006. Outside of his advisory role, he serves as Vice President of the Mountain Brook Country Club and has been a board member of the Children’s Aid Society since 2002. BHK Investment Advisors manages approximately $756 million in client assets, offering portfolio management, investment consulting, and retirement plan services to individuals, corporations, and institutional clients. The firm utilizes ETF-based global portfolio strategies with a mathematics-based asset allocation approach and provides both discretionary and non-discretionary account management.

Donie Carlson is a financial advisor at Greybox Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Carlson has been involved with Albemarle Corporation, Martin Farm, and Rockhouse, LLC, entities related to his family farm, where he participates in operational responsibilities outside of trading hours. Greybox Investments provides portfolio and wealth management services to individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm employs a quantitative multi-factor approach combined with fundamental analysis to construct equity strategies and offers customized solutions without using hedge funds or structured products.

Duke Cope is a CFP® professional with 39 years of industry experience, currently serving as an advisor at COPE Private Wealth since 2020. His prior experience includes roles at Private Client Services and Prospera Financial Services. COPE Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, offering tailored portfolio management and estate planning support using third-party software. The firm employs a range of strategies, including asset allocation and technical analysis, with regular account reviews and a focus on tax considerations.

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.

Samuel Haskell is a financial advisor at Colarion with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Colarion since 2017, following roles at Ewing Asset Management and TLT Group. Outside of Colarion, Mr. Haskell is a principal of Sipco LLC, a real estate investment firm, serves on the boards of CommerceOne Bank and Janover, Inc., and is Chief Investment Officer of jhh wealth, LLC. Colarion provides discretionary and non-discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm manages separate accounts and a private pooled vehicle, the Mint Financial Sector Fund, utilizing fundamental and technical analysis with various trading strategies tailored to client objectives and risk tolerances.

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.

Taylor Hart is a CFP® with 16 years of industry experience. He is currently with Steadmont Advisors, LLC and held previous roles at Bank of America N.A. and Merrill. Steadmont Advisors provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm combines fundamental and technical analysis, quantitative methods, and modern portfolio theory to manage diversified portfolios using both active and passive strategies, including equities, fixed income, ETFs, alternatives, and private investments.

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.

Meredyth Hazzard is a financial advisor at BHK Investment Advisors with 40 years of industry experience. She has been with BHK Investment Advisors since 2006 and BHK Securities since 2005. She holds Series 63 and Series 65 licenses. Outside of her advisory role, Hazzard serves as a board member of the Parkinson’s Association of Alabama and is a trustee for the Gary Kay Irrevocable Life Insurance Trust. BHK Investment Advisors manages approximately $756 million in client assets and offers portfolio management, investment consulting, and retirement plan consulting for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm utilizes ETF-based global portfolio strategies with a mathematics-based asset allocation and provides both discretionary and non-discretionary account management.

Margaret Dunn is a financial advisor at Steadmont Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill for significant periods. Steadmont Advisors provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis, quantitative methods, and modern portfolio theory to manage diversified portfolios using both active and passive investment vehicles.

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.