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.

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.

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.

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.

William Chappell is a CFP® professional with five years of industry experience, currently serving as an advisor at BrightHaven Financial Advisors. Before joining BrightHaven in 2026, he worked at Raymond James & Associates for four years. Outside of his financial advisory role, Mr. Chappell owns a commercial kitchen rental business, Chop and Roll LLC. BrightHaven Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, profit-sharing plans, and small businesses. The firm employs a high-conviction equity strategy focused on concentrated portfolios tailored to client objectives and risk tolerance.

Roy Rumbley is a financial advisor with Ballast Wealth LLC in Birmingham, AL, holding a Series 66 designation and 22 years of industry experience. He has been affiliated with DMC Group, LLC since 2016. Outside of his advisory work, he is the sole member of Rumbley Capital Management LLC, a non-investment-related business. Ballast Wealth LLC provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, and small businesses. The firm constructs customized, primarily equity-focused portfolios and emphasizes continuous personal contact with clients through a long-term investment approach incorporating fundamental and technical analysis.

John Blalock IV is a CFP® professional at Blalock Williams, LLC with 21 years of industry experience. His background includes roles at Ameritas Advisory Services, LLC and The Ascent Group, LLC, among others. Outside of advising, he is involved in independent insurance sales and owns a business entity used for accounting purposes. Blalock Williams provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including high net worth individuals, trusts, estates, businesses, charitable organizations, and bank or thrift institutions. The firm manages approximately $242.6 million in client assets, emphasizing fundamental analysis and a long-term investment approach using a mix of ETFs, mutual funds, individual equities, bonds, and selectively alternative investments.

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 11 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America. Amy 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, utilizing a combination of fundamental and technical analysis, quantitative methods, and modern portfolio theory to build diversified asset allocation models and manage portfolios across a range of asset classes.

Kenneth Carlson is a CFA® charterholder with 10 years of industry experience, currently serving at Greybox Investments in Birmingham, AL. He has worked at DMC Group, LLC since 2015 and maintains active roles in several family-owned businesses, including Albemarle Corporation, Martin Farm, and Rockhouse, LLC, where he contributes to farm operations outside of trading hours. Greybox Investments provides portfolio and wealth management services primarily to individual and high-net-worth clients, as well as charitable organizations and other registered investment advisers, using a quantitative multi-factor investment approach combined with fundamental analysis. The firm offers customized single-sleeve models to other RIAs and focuses on forward-looking risk and return estimates while avoiding hedge funds and structured products.

Courtney Lankford is an advisor at Mag Cap with a Series 65 designation and experience that includes roles at Magnolia Capital Advisors, BBVA, and Movement Mortgage. She is also a licensed independent insurance agent. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving a diverse client base including individuals, retirement plans, corporations, and estates. The firm offers portfolio management, financial planning, and consulting services using a range of investment strategies and instruments.

Byron Golden is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Park Place Capital Corporation since 2020 and has also worked at Renasant Bank and Renasant Asset Management since 2011. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals, pension plans, and insurance companies. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and employs both fundamental and technical analysis in its investment approach.

Christopher Tieland is a financial advisor at Somerset Advisory, LLC with 23 years of industry experience. He holds a Series 66 license and has worked previously at firms including Rockefeller Financial LLC, Morgan Stanley Smith Barney, J.P. Morgan Securities, and Merrill. Somerset Advisory, LLC is a newly registered investment adviser that provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm offers integrated financial planning and portfolio management, emphasizing complex planning through a structured process and using a combination of fixed consulting fees and tiered asset-based management fees.

Janet Ball is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding one year of industry experience. She is also a Managing Director at Oakworth Capital Bank, a position she has held since 2007. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process and manages assets across various investment vehicles, including mutual funds, ETFs, and alternative investments.

Samuel Kirkpatrick is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mayfair Advisory Group since 2019, following 19 years at BHK Investment Advisors. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and uses a committee-based investment approach that incorporates mutual funds, ETFs, separately managed accounts, and selected independent managers.

David Kassouf is a CFP® with 25 years of experience in financial advisory services and is the founder of Kassouf Wealth Advisors, LLC, where he has worked since 1999. He is also the director and lead partner in the business services group at Kassouf & Co., P.C., a certified public accounting firm established in 1974. Kassouf Wealth Advisors is a fee-only advisory firm serving individual and institutional clients with financial planning, investment consulting, and discretionary asset management. The firm employs a Modern Portfolio Theory framework and a passive investment approach, focusing on low-cost, broadly diversified mutual funds and ETFs.

Ellen Bradford is a CFP® with eight years of industry experience, currently serving as an advisor at Somerset Advisory, LLC. Her career includes roles at Indivisible Partners, Hightower Securities, Wells Fargo Clearing Services, and UBS Financial Services. Somerset Advisory, LLC provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm focuses on complex financial planning through a structured process and offers discretionary portfolio management with a diversified approach including ETFs, mutual funds, equities, treasuries, and alternatives.

John Hensley is a CFP® affiliated with Oakworth Asset Management, LLC in Mobile, Alabama. He has been with Oakworth Asset Management since 2025 and also serves as Managing Director at Oakworth Capital Bank, a position he has held since 2015. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a range of investment vehicles, including mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.