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 21 years of industry experience. He is currently with Aragon Capital, LLC and previously worked at Equitable Advisors and Axa Advisors, LLC. Aragon Family Office, LLC provides discretionary portfolio management and financial planning services to individuals and high net worth clients. The firm adopts a personalized investment approach tailored to client objectives, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis.

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 is a financial advisor at PMD Advisory with 22 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Cambridge Investment Research Inc and United Planners Financial Services. Outside of advising, he is a partner in People Process Purpose, a consulting services firm. PMD Advisory serves individuals, including high-net-worth clients, employer retirement plans, trusts, estates, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and participant advisement, using fundamental and technical analysis to tailor portfolios primarily composed of mutual funds and ETFs.

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.

Adam Kirklin is a financial advisor at Bluewater Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Bluewater Wealth Advisors since 2024. Kirklin also has a background with Kirklin Investment Management Company and Oakworth Capital Bank. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary wealth management, investment management, financial planning, and consulting. The firm employs a top-down macroeconomic process managed by an Investment Committee and offers both portfolio management and standalone planning services.

Stanley Funches Sr. is a CFP® and ChFC® with 27 years of industry experience, currently affiliated with LPL Financial in Birmingham, AL. He has worked with INTELUS Advisory Group, LLC and Level Four Advisory Services, among others, and has been involved in authoring investment-related content since 2019. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

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.

Susan Copeland is a CFP® professional with 10 years of experience in financial advising. She is currently with Hippocratic Financial Advisors and has previously worked at Avantax Planning Partners, Bridgeworth, LLC, and Cahaba Wealth Management, Inc. Outside of her advisory role, she teaches weekly spin classes at YMCA Mt. Brook. Hippocratic Financial Advisors provides investment management, financial planning, and educational seminars to individual and high-net-worth clients, recently adding a student-loan analysis and management service. The firm emphasizes a Modern Portfolio Theory approach with diversified, low-cost funds and tailored portfolios, operating five offices while managing several hundred client accounts.

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 CFP® with 21 years of experience in financial planning and wealth management. He has been with Cole Financial Planning since 2004. Cole occasionally teaches financial planning courses as an adjunct professor and serves as a board member of GPN Alliance, Inc., the owner of Garrett Planning Network, LLC. Cole Financial Planning and Wealth Management serves individuals, high-net-worth clients, trusts, estates, small businesses, and nonprofit organizations with a range of financial planning and wealth management services. The firm emphasizes a long-term asset allocation approach with a buy-hold-and-rebalance philosophy and manages a larger proportion of non-discretionary assets compared to discretionary ones.

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.

Melanie Dickinson is a financial advisor with PMD Advisory in Hoover, AL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at United Planners Financial Services since 2025 and has been involved with PMD Advisory and related entities since 2009. Outside of advisory work, she co-owns a consulting business, PMD Consulting, which is not investment related. PMD Advisory serves individuals—including high-net-worth clients—employer retirement plans, trusts, estates, and business entities by providing financial planning, portfolio management, retirement plan consulting, and asset management services. The firm offers both full and modular financial plans and uses a variety of analytical methods to tailor portfolios, which often include mutual funds and ETFs.

Ryan Weiss is a financial advisor at Ballast Wealth LLC in Birmingham, AL, holding a Series 66 designation and bringing 17 years of industry experience. He previously worked at DMC Group, LLC for 11 years and has managed Ballast Wealth since 2022. Outside of his advisory role, he is the managing partner of Wei(ss), LLC and Three Axis Capital, LLC, both real estate investment entities. Ballast Wealth LLC provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, and small businesses. The firm focuses on customized, equity-centric portfolios and employs a primarily long-term investment approach that combines fundamental and technical analysis.

Joel Mcgriff is a financial advisor at The McGriff Alliance with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. McGriff has worked at Crown Capital Securities, LP since 2010 and has been associated with The McGriff Alliance RIA since 1994. He is also an officer of the McGriff Burrus Alliance, dedicating significant time to fixed insurance and independent registered advisory activities. The McGriff Alliance serves individuals, trusts, estates, pension and profit-sharing plans, and provides advisory services to investment company clients and pooled investment vehicles. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and managing private pooled funds focused on life settlements.

Eric Mcclain is a CFP® with 16 years of experience in financial advising. He has been with Approach Retirement Advisors, LLC in Birmingham, AL since 2013. Outside of his advisory role, he is a minority member of Kairos Properties, LLC, a real estate investment and development entity. Approach Retirement Advisors provides fee-only wealth management and portfolio management services primarily to individual and high-net-worth clients. The firm employs a customized investment approach that includes Modern Portfolio Theory, model portfolios, ongoing monitoring, and discretionary trading authority when applicable.