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.

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 industry experience. He has been with Approach Retirement Advisors, LLC since 2021 and previously operated Walker Wealth Advisors, LLC for 10 years. The firm offers fee-only wealth management and portfolio management services primarily to individual and high-net-worth clients. Approach Retirement Advisors manages approximately $227 million across about 140 client relationships, employing a blend of Modern Portfolio Theory, customized model portfolios, and discretionary trading authority, along with using AI tools for analysis and meeting transcription.

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 at Colefp with four years of industry experience. He previously worked at Destiny Capital Corporation and Briaud Financial Advisors. Before entering the financial industry, he spent four years as a caregiver. Cole Financial Planning and Wealth Management serves individuals, high-net-worth clients, trusts, estates, small businesses, and nonprofit organizations with financial planning, wealth management, and retirement-plan advice. The firm emphasizes a buy-hold-and-rebalance approach and offers specialized services such as divorce planning and group educational workshops, managing a notably larger amount of non-discretionary assets than discretionary ones.

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 at BrightHaven Financial Advisors with four years of industry experience. Prior to joining BrightHaven in 2026, he worked at Raymond James & Associates and held positions at the University of South Alabama and Colliers International. Outside of finance, he owns and operates Chop & Roll LLC, a commercial kitchen rental business. BrightHaven Financial Advisors provides discretionary portfolio management and comprehensive financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a high-conviction equity strategy focused on concentrated portfolios of companies with durable competitive advantages, integrating fundamental research with technical analysis to manage risk and customize portfolios.

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.