Mark Davidson is a CFA® charterholder with 23 years of industry experience. He has been with Cornerstone Investment Management and Consulting, LLC since 2003. Cornerstone Investment Management and Consulting provides discretionary investment management and project-based consulting to individuals, trusts, foundations, and endowments. The firm combines a top-down macroeconomic framework with bottom-up security selection, employing quantitative screening and thematic research to manage client portfolios according to customized investment policy statements.

Alexander Theodore is a financial advisor at Hayek Kallen Investment Management L.L.C. with six years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Hayek Kallen in 2019, his background includes various roles at the University of South Alabama in academic success, athletics, and recreation departments. Hayek Kallen Investment Management provides discretionary investment and wealth management services primarily to individuals, families, and small organizations, including non-profits. The firm employs a balanced-value investment approach focused on mid- and large-cap companies with typical equity/bond allocations of 50/50 or 60/40 and manages approximately $396–399 million across more than 200 client accounts.

Clinton Martin is a CFP® with 19 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2018. His prior experience includes roles at Great Lakes and Atlantic Wealth Management and Raymond James Financial. He is also the sole member of Town Square Consulting LLC, a non-investment support company. Capital Square, LLC advises individuals, trusts, businesses, non-profits, foundations, and endowments, offering financial planning, retirement planning, and portfolio management services. The firm emphasizes personalized client relationships and employs diversified asset allocation strategies, conducting ongoing oversight and occasional use of insurance solutions.

Terry Nager is a CFP® and ChFC® with 34 years of industry experience. He has been with Southern Capital Services, Inc. in Daphne, AL since 1982. Southern Capital Services, Inc. is a team advisory firm that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides ongoing investment supervisory services, prepares written Investment Policy Statements, and manages diversified portfolios using both fundamental and technical analysis with documented risk tolerances.

Larry Dixon is a financial advisor at Southern Capital Services Inc with three years of industry experience. He holds a Series 65 designation and has worked at Southern Capital Services since 2021. Outside of his advisory role, he assists as a Music/Tech Ministry Intern at Jubilee Baptist Church. Southern Capital Services, Inc. is a team advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides ongoing investment supervisory services, combining fundamental and technical analysis with both long-term and short-term strategies, managing portfolios across various asset classes.

John Wallace is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Capital Square, LLC. He has worked with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously held roles at Steadfast Companies and Stira Capital Markets Group. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm manages approximately $393 million in client assets, offering tailored portfolios through diversified asset allocation and employing discretionary and non-discretionary management approaches.

Gerald Scane is a financial advisor at Star Capital Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Star Capital since 2017, following six years at Allerion Asset Management. Star Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined, process-driven investment approach that combines fundamental analysis, quantitative screening, and top-down macro views, offering a range of focused strategies including an AI-themed adaptive SMA.

Thomas Webb is a financial advisor at Colomb Investment Management Company, LLC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Colomb Investment Management in 2022, Webb worked at McBryar Advisory Services and Guardian Life. He is also the owner of Webb Financial Strategies, a business focused on retirement and estate planning insurance products and services. Colomb Investment Management Company provides fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm utilizes long-term, strategic portfolios based on Modern Portfolio Theory and the Efficient Market Hypothesis, often delegating investment implementation to third-party managers in co-advisory arrangements.

Robert Cassella is a financial advisor at Cross State Financial Group LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Crown Capital Securities, Foothill Securities, and in legal services. He has been with Cross State Financial Group since 2016 and has also been involved in insurance sales since 2007. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and oversight of third-party advisers. The firm combines fundamental analysis with tactical asset allocation and manages approximately $166.8 million in discretionary assets through a team of nine advisors operating across nine offices.

Wendy Nelson Bailey is a CFP® with 19 years of industry experience, currently serving as an advisor at Southern Capital Services Inc since 2011. She holds Series 63 and Series 65 licenses and is based in Daphne, Alabama. Southern Capital Services, Inc. is a team advisory firm that serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides investment supervisory services with written Investment Policy Statements and manages diversified portfolios using both fundamental and technical analysis, employing long- and short-term strategies tailored to each client's risk tolerance.

Darlene Duncan is a financial advisor at Expressive Wealth LLC with 39 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and WealthTrust Asset Management. In addition to her advisory role, Duncan is a real estate sales associate with Coldwell Banker. Expressive Wealth is a team-based firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm employs a multi-faceted investment approach, uses Sub-Advisors for portfolio management, and provides quarterly account reviews with a focus on oversight and risk management.

Andrea Thomas is a CFA® charterholder with over 30 years of industry experience, including 25 years at THRIVENT Financial and current employment at Star Capital Inc. She has been with Star Capital for three years. Star Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and macroeconomic views, offering a range of focused strategies and a recently added AI-driven portfolio management option.

Mary Brown is a Series 65 licensed advisor with Montz Harcus Wealth Management, where she has worked for seven years. She has 11 years of industry experience, including five years at Ameritas Investment Corp and over two decades of involvement with Physicians Resource Group, where she manages office operations and assists with tax preparation and insurance services. Montz Harcus Wealth Management serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm manages approximately $876 million through a six-person advisory team, offering investment management, comprehensive financial planning, pension and project consulting, and access to alternative managers.

Dawson Moses is a financial advisor at 49 Financial with Series 65 and Series 63 licenses and five years of industry experience. He has worked at 49 Financial since 2021 and is currently a registered representative at Oakwood Capital Securities. Outside of his advisory role, he serves as a trustee on a relative’s trust. 49 Financial serves a range of individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and provides tiered fractional family office services alongside access to third-party managers.

John Tyner is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He has worked at Aptus Capital Advisors, LLC since 2019 and previously held roles at SkyCop Inc. and Duncan-Williams, Inc. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, including nineteen actively managed Aptus funds, and employs a blend of technical and fundamental analysis in managing model-driven portfolios.

Dale Elliott is a financial advisor at Lanark Financial, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at NBC Securities, Inc. for 30 years. Outside of his advisory role, he is a member of a limited liability company that holds rights to a University of Alabama football stadium skybox. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers a range of program-based accounts and discretionary and non-discretionary management options.

Beckham Wyrick Jr. is a CFP® and CFA® with 10 years of experience, currently serving as an advisor at Aptus Capital Advisors, LLC since 2016. He holds a Series 65 license and is based in Fairhope, AL. Outside of advising, he is the sole member of FIVE FALCON, LLC, a real estate investment entity focused on residential and commercial property rentals. Aptus Capital Advisors manages approximately $14.47 billion in assets and provides a range of advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETFs in its portfolio management approach, combining technical and fundamental analysis with model-driven discretionary management.

John Goldsberry is a financial advisor at Aptus Capital Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Aptus since 2014. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, blending technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

John Therrell III is a CFP® professional with 11 years of industry experience. He has been with Leavell Investment Management, Inc. since 2015. Leavell Investment Management provides discretionary investment management and related services to a diverse client base, including individuals, families, trusts, pension plans, endowments, and registered no-load mutual funds. The firm’s investment approach emphasizes fundamental analysis, tailored asset allocation, and risk control across various asset classes, with portfolio management conducted by specialized teams.

Joseph Sykora is a CFA® charterholder and financial advisor with Aptus Capital Advisors, LLC, where he has worked since 2021. He has four years of industry experience, including six years with Gallatin Natural Resources, LLC. Sykora is based in Fairhope, Alabama. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis primarily through ETFs, including nineteen actively managed Aptus funds, and offers a range of portfolio management and advisory services.