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.

William Chappell is a financial advisor at BrightHaven Financial Advisors with five years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. Before joining BrightHaven in 2026, he worked at Raymond James & Associates from 2021 to 2025 and held positions at the University of South Alabama and Colliers International. Outside of finance, Mr. Chappell owns Chop & Roll LLC, a commercial kitchen rental business. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses by providing discretionary portfolio management, written financial planning, and consolidated reporting. The firm uses a high-conviction equity strategy focused on a concentrated portfolio of companies selected for durable competitive advantages, combining fundamental research with technical analysis and customizing portfolio construction and risk profiles for each client.

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.

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.

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.

Steven Lind is a CFP® professional with 14 years of industry experience, currently serving at Navigate Wealth Management, LLC. He has worked at Stonebridge Advisors, LLC since 2017 and has owned Lind Professional Corporation, providing CPA services since 1995. Navigate Wealth Management, LLC is a six-advisor team managing approximately $354.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and fee-based financial planning, employing a long-term investment approach grounded in modern portfolio theory and tailored Investment Policy Statements.

Robert Eifert is a CFP® at Cahaba Wealth Management, Inc. in Birmingham, AL, with eight years of industry experience. He has worked at Cahaba Wealth Management since 2020 and previously held roles at Fidelity Institutional Asset Management and Fidelity Institutional. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm uses a multi-advisor team approach, combines long-term cash-flow projections with risk-tolerance assessments, and offers portfolio oversight that includes alternative investment strategies and integration of external accounts.