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.

Eric Mcclain is a CFP® with 16 years of industry experience, currently serving at Approach Retirement Advisors, LLC since 2013. Prior to that, he worked at Wesban Financial Consultants, P.C. from 2010 to 2013. He is a minority member of Kairos Properties, LLC, a real estate investment and development entity, though he holds no operational role. Approach Retirement Advisors, LLC is a fee-only registered investment adviser managing approximately $227 million for about 140 clients, including individuals, trusts, estates, and charitable organizations. The firm employs diversified portfolio strategies and is notable for its use of derivatives and option-based overlay strategies through third-party sub-advisers.

John Strauss is a financial advisor at Strauss Financial Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strauss Financial Group and its related entities since 1988. Outside of advising, he is a managing member and co-owner of PPS LLC, an entity that owns the commercial building housing the firm. Strauss Financial Group serves a diverse client base including individuals, pension plans, trusts, and corporations, offering wealth and investment management, financial planning, and corporate retirement advisory services. The firm uses a committee-driven investment approach combining macroeconomic, fundamental, and quantitative analysis, and provides additional services such as affiliated accounting and tax support, digital estate planning, and corporate retirement plan advisory.

Harvey Smith is a Series 65-licensed financial advisor with Birmingham Capital Management Co., Inc. in Birmingham, AL, where he has worked since 1983, accumulating 33 years of industry experience. He is one of two advisors at the firm. Birmingham Capital Management provides discretionary investment management primarily to high-net-worth individuals and institutional clients, employing a large-cap, value-oriented approach focused on individual U.S. equities and fixed-income holdings with low turnover and long holding periods. The firm manages approximately $322 million in assets and operates with a two-principal investment team.

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.

Jonathan Elston is a financial advisor at D.L. Fields Advisory Group, LLC with seven years of industry experience. He holds a Series 65 designation and has worked in various roles including IT Consultant at Fidelity Solutions and Mortgage Loan Originator at Southwest Funding LP. His experience includes project management, business analysis, and quality assurance. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers customized investment strategies using a mix of fundamental and technical analysis and includes discretionary and non-discretionary management, with portfolios reviewed regularly.

John Strauss is a financial advisor at Strauss Financial Group with 12 years of industry experience. He holds a Series 65 designation and has worked at Strauss Financial Group, Inc. from 2013 to 2020 and at Strauss Wealth Advising, Inc. since 2020. Strauss Financial Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an internal investment committee that uses macroeconomic, fundamental, and quantitative analysis to guide investment decisions, offering a style-agnostic approach across various asset classes within discretionary custom asset management programs.

William Couchman is a financial advisor with Birmingham Capital Management Co., Inc., holding a Series 65 designation and 33 years of industry experience. He has been with Birmingham Capital Management since 1983. Birmingham Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients, focusing on a large-cap, value-oriented approach with an emphasis on U.S. equities and fixed income. The firm operates with a two-principal investment team and manages approximately $322 million in assets.

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.

Phillip Walker is a CFP® and holds a Series 65 license, with 15 years of experience in the financial industry. He has worked at Approach Retirement Advisors, LLC since 2021 and previously spent a decade at Walker Wealth Advisors, LLC. Approach Retirement Advisors, LLC is a fee-only registered investment adviser managing approximately $227 million for about 140 clients, including individuals, trusts, estates, and charitable organizations. The firm employs diversified portfolio strategies and is noted for its use of derivatives and option-based overlay strategies through third-party sub-advisers.

Jonathan Yeager is a financial advisor at Marathon Financial Group with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including RFG Advisory, NewEdge Securities, and Axa Advisors. Yeager serves on the Executive Leadership Team of the Alabama Alzheimer's Association, focusing on fundraising and recruiting efforts. Marathon Financial Group is a team of four professionals managing approximately $289 million for about 115 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and consulting, following a goals-based, planning-driven investment approach with an emphasis on long-term, tax-conscious equity portfolios.

Adam Warren is a CFP® professional with four years of industry experience. He has held advisory roles at Colefp since 2025, and previously worked at Destiny Capital Corporation and Briaud Financial Advisors. Prior to his advisory career, he spent four years as a caregiver. Cole Financial Planning and Wealth Management provides financial planning and portfolio management services to individuals, high net worth clients, trusts, estates, small businesses, and non-profit organizations. The firm emphasizes asset allocation, long-term buy-and-hold investing, and periodic rebalancing, offering both discretionary and non-discretionary client relationships tailored to individual objectives and risk tolerance.

Tyler Decker is a financial advisor at Steadmont Advisors, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2020 to 2024. Outside of his advisory role, Tyler has worked at High Point Climbing and Fitness, a local rock climbing gym in Birmingham, AL. 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.

Lisa Gamble is a financial advisor at Walton Financial with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network and AC Financial Partners. Walton Financial serves individual clients, pension and profit-sharing plans, charitable organizations, and corporations, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a multi-step due-diligence process for model portfolio selection and provides services primarily on a discretionary basis using third-party platform services.

Samuel Harris II is a financial advisor at Bluewater Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Oakworth Capital Bank and Stardust Development, LLC. Outside of advising, he is involved with Mark Harris Farms, LLC. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and wealth management services. The firm employs a top-down macroeconomic investment approach through an internal committee and utilizes a range of investment vehicles, including interval funds and negotiated held-away assets.

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.

Amy Drinkard is a financial advisor at Steadmont Advisors, LLC with 10 years of industry experience. She has previously worked at Merrill and Bank of America, N.A. She serves as a board member for Feels Good Man LLC, a charitable organization based in Birmingham, Alabama. 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 construct diversified portfolios using both active and passive investments.