Heidi Strauss is a financial advisor with Strauss Financial Group in Hoover, AL, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Strauss Financial Group and its related entities since 1988. Outside of advising, she is a managing member of PPS LLC, an entity that owns and maintains the commercial building housing the firm. Strauss Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering wealth management, financial planning, and corporate retirement advisory services. The firm employs an internal investment committee that uses a macroeconomic-driven, style-agnostic approach to portfolio management and provides additional services such as affiliated accounting, tax support, and estate planning.

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 Securities, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with BHK Investment Advisors, LLC and BHK Securities, LLC since 2006 and previously worked with Wells Fargo Clearing from 2000 to 2006. Outside of his advisory role, he serves as Vice President of the Mountain Brook Country Club and is a board member of the Children’s Aid Society. BHK Securities, LLC serves individuals, corporations, retirement plans, and charitable institutions, offering investment advisory programs primarily through First Clearing. The firm implements client strategies using third-party managers and model portfolios, providing both discretionary and non-discretionary services.

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.

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.

Derrell Crimm is a CFP® professional with 24 years of experience in the financial industry. He is currently with Walton Financial and has previously worked at Commonwealth Financial Network and AC Financial Partners. Crimm serves as the Supervisory Council Chairman for Mutual Savings Credit Union. Walton Financial provides comprehensive financial planning, asset management, and retirement plan consulting to individual clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary services including customized and model portfolios, utilizing a multi-step due-diligence process for investment selection.

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.

James Mccormick III is a financial advisor at PMD Advisory with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Cambridge Investment Research Inc. Outside of his advisory role, he is a partner in a consulting business based in Hoover, AL. PMD Advisory serves individual clients across wealth levels by providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis in constructing portfolios, typically employing mutual funds and ETFs tailored to client objectives and risk tolerance.

Jacob Drum is a financial advisor at Strauss Financial Group with certifications including CFP®, PFS™, and Series 65. He has two years of industry experience and previously worked at firms such as Lakeview Tax Advisors and BCR Wealth Strategies. Strauss Financial Group provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a combination of macroeconomic analysis and fundamental and quantitative research to manage diversified portfolios and offers integrated tax and bookkeeping support alongside digital estate-planning tools.

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.

Scott Cole is a Certified Financial Planner™ and holds a Series 65 license with 22 years of experience at Cole Financial Planning in Hoover, Alabama. He has served as an adjunct professor teaching financial planning courses and is a board member of GPN Alliance, Inc., which owns the Garrett Planning Network. Cole Financial Planning and Wealth Management provides financial planning and portfolio management services to individuals, high net worth clients, trusts, estates, small businesses, and nonprofit organizations. The firm emphasizes asset allocation, long-term buy-and-hold investing, and periodic rebalancing, offering both discretionary and non-discretionary services tailored to client objectives and risk tolerance.

Melanie Dickinson is a financial advisor with PMD Advisory in Hoover, AL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. She has worked at Cambridge Investment Research Inc and United Planners Financial Services, and she is involved in consulting through her ownership in PMD Consulting. PMD Advisory serves both high-net-worth and non-high-net-worth individual clients, offering financial planning, portfolio management, retirement plan consulting, and access to third-party asset management programs. The firm uses a combination of fundamental and technical analysis with mutual funds and ETFs, providing discretionary and non-discretionary management tailored to client objectives and risk tolerance.