Sean Mcclay is a financial advisor at STM Asset Management LLC with 19 years of industry experience. He has been with STM Asset Management since 2009 and holds Series 63 and Series 66 designations. STM Asset Management provides investment supervisory services for individuals, pension and 401(k) plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $56 million in assets for around 500 clients, tailoring portfolios based on risk tolerance and time horizon using technical, fundamental, and cyclical analysis.

James Robertson is a financial advisor at 6th Street Advisors, LLC with nine years of industry experience. He is also a CPA at Robertson, Andreoli & Covington, P.C., where he has worked for over 40 years. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. 6th Street Advisors serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $270.8 million in assets. The firm provides portfolio management, financial planning, and retirement consulting, employing fundamental analysis and diversified asset allocation strategies tailored to each client’s investment policy.

Donald Laurence Jr. is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Naviant Partners, LLC. He previously worked at Stone Oak Wealth Management, Raymond James & Associates, Wells Fargo Clearing, Hilltop Securities, and UBS Financial Services. Laurence is a board member of the Respite Care of San Antonio Foundation, involved in endowment oversight and fundraising activities. Naviant Partners provides discretionary investment management, wealth planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm employs a long-term investment approach with an emphasis on ETFs and low-cost diversified mutual funds, combining multiple analytical methods and decision-support tools under human review.

Hi! Thanks for taking a minute or two to read my bio. I formed Equip Financial Partners after over a decade working in wealth management. I realized there is a common theme in the industry. Many advisors say they work with business owners, but what they really mean is that they're ready to swoop in during the last year or two before the owner is ready to sell so they can capture and manage the assets. I prefer to be along for the ride. Most advisors don't do this because there's "no money to manage." I've built my services to focus on the issues that are unique and important to business owners. I understand the business is "the investment." It's also going to have better returns than just about anything you'll find in the stock market. I help owners: • minimize taxes • create an exit strategy • know their "walk-away number" • focus on building transferable value • protect their business value • protect their family and their wealth However, there's a problem that is often faced that prevents owners from handling these matters--They don't understand their business's finances. They know what happened, but they can't look forward and predict what's coming up. Because of this, I've created Equip CFO which offers fractional CFO services. Between these two entities, we are able to handle just about any financial-related question or issue that arises for business owners. So, whether you're ready to sell, looking to grow, or just want to plan more efficiently, we're here to help. Thanks again for reading! I look forward to connecting.

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.

John Wallace IV is a CFP® with 12 years of industry experience. He is currently with Capital Square, LLC and has prior experience at Morgan Stanley Private Bank, Morgan Stanley, Steadfast Companies, and Stira Capital Markets Group. Capital Square, LLC advises individuals, trusts, businesses, non-profits, foundations, and endowments, offering financial planning, retirement planning, and portfolio management. The firm customizes asset allocations based on client goals and risk tolerance, conducts regular portfolio reviews, and may utilize third-party managers for specialized mandates.

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.

Alan Bradley is a CFP® with 19 years of industry experience, currently serving at RWM Capital, LLC. His prior roles include positions at Pruco Securities, Prudential Financial Planning Services, Bank of America, Merrill, and TIAA-CREF. In addition to his advisory work, he is an independent insurance agent providing insurance and annuity planning services. Roberts Wealth Management (RWM Capital, LLC) delivers financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients, focusing on retirement and comprehensive planning. The firm combines tailored asset allocations with model portfolios, sub-advisers, and algorithm-driven rebalancing across multiple offices and manages approximately $222 million in assets.

Brennan Kim is a financial advisor at RWM Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Foundations Investment Advisors and Aflac. In addition to his advisory role, he serves as an insurance representative specializing in Medicare. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations and a combination of model portfolios, sub-advisers, and algorithmic tools across multiple offices to manage approximately $222 million in assets.

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 three years of industry experience. She has been with Star Capital Inc. since 2023 and previously worked at Thrivent Financial for 25 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 uses a disciplined, process-driven investment approach that combines fundamental analysis, quantitative screening, and macroeconomic views to construct portfolios across various focused strategies, including a specialized AI-adaptive SMA.

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 five years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience with Oakwood Capital Securities and Purshe Kaplan Sterling Investments. He also serves as a trustee on a family trust. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial planning, retirement plan consulting, and discretionary investment management. The firm’s investment approach focuses on diversified asset allocation informed by multiple analytical methods and manages model portfolios with ongoing committee oversight.

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.

Adam Bell is a CFP® with 18 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC. His prior work includes roles at Rockbridge Asset Management, WFG Investments Inc, and Gunnallen Financial, Inc. He also operates as an investment consultant under Rockbridge Wealth Management. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may engage third-party managers or wrap programs as part of its strategy.