Breland Booth is the principal of Booth Financial, an independent registered investment adviser based in Birmingham, AL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including roles at Valley Tax Partners, LLC and Timberchase Financial, LLC. Outside of advising, he provides tax preparation and business consulting services through Valley Tax Partners. Booth Financial manages approximately $43 million for around 40 clients, offering tailored investment management, comprehensive financial planning, and business consulting to individuals, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation using primarily passive index funds and ETFs, with most accounts managed on a discretionary basis and customized to each client’s risk tolerance.

Anthony Buchanan is a financial advisor with Let Bob Advisory, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Let Bob Advisory since 2022 and also has experience at AppSolutions, LLC and BBVA Compass. Let Bob Advisory, LLC (operating as Bob Robo Adviser) offers algorithm-driven robo-advisory portfolio management primarily through an online platform serving credit unions and individual clients. The firm emphasizes automated investment allocations based on client inputs, managing a high volume of accounts with limited human intervention.

Antonio Sankey is a financial advisor with ADS Wealth Management LLC in Hoover, Alabama. He holds the ChFC® designation and has 24 years of industry experience. Prior to founding ADS Wealth Management in 2019, he worked at firms including New York Life/Eagle Strategies LLC and Triumph Wealth Advisors. He is also the owner of Antonio D. Sankey & Associates, LLC, an insurance brokering business. ADS Wealth Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, offering ongoing portfolio management, one-time financial plans, subscription-based advisory programs, and educational seminars. The firm’s investment approach combines technical and fundamental analysis with modern portfolio theory and manages accounts typically on a non-discretionary basis aligned with individual Investment Policy Statements.

James Mccormick III is a financial advisor at PMD Advisory with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Cambridge Investment Research Inc. Outside of his advisory role, he is a partner in a consulting business based in Hoover, AL. PMD Advisory serves individual clients across wealth levels by providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis in constructing portfolios, typically employing mutual funds and ETFs 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.

Steven Lind is a CFP® professional with 14 years of industry experience, currently serving at Navigate Wealth Management, LLC. He has worked with the firm since 2017, including prior experience at Stonebridge Advisors, LLC. In addition to his advisory role, Lind is the owner of Lind Professional Corporation, where he provides CPA services. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individuals and high-net-worth clients. The firm focuses on portfolio management guided by modern portfolio theory and risk tolerance, offering both discretionary and non-discretionary services as well as financial planning through its dba Abeona Wealth.

Brian Paulk is a financial advisor at TrueWealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC, TrueWealth Advisors, and Concourse Financial Group Securities, Inc. He is also Vice President of Benefit Planners, Inc., where he offers life, supplemental health, and annuity insurance products. Additionally, he serves as Treasurer on the board of Arrowhead Country Club. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages roughly $547 million in client assets through a team of 14 advisors and primarily uses strategic asset-allocation model portfolios constructed with ETFs and mutual funds, offering values-based and ESG investment options.

Jerry Mcdonald is a financial advisor with TrueWealth Advisors, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Cetera Wealth Services, LLC and Concourse Financial Services Securities. He also owns Jerry McDonald Financial Services LLC, where he provides financial planning and offers fixed and variable annuity products. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $547 million in assets. The firm employs strategic asset-allocation model portfolios primarily through ETFs and mutual funds, offers retirement plan consulting including ERISA fiduciary services, and provides values-based and ESG investment options.

Daniel Jones Jr. is a CFP® with 20 years of industry experience and currently serves as a financial advisor at TrueWealth Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, LLC, Concourse Financial Group Securities Inc, and ProEquities, Inc. He is also a licensed insurance producer offering select insurance products. TrueWealth Advisors, LLC provides comprehensive investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in assets through a team of 14 advisors and employs strategic asset-allocation model portfolios including ETFs, mutual funds, and ESG options, alongside retirement plan consulting under ERISA fiduciary standards.

Gary Ely is a CFP® professional with 34 years of industry experience, currently affiliated with TrueWealth Advisors, LLC. His prior experience includes roles at Concourse Financial Group Securities Inc. and operating under the dba LEGACY PLANNING. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $547 million in client assets across 14 advisors, employing strategic asset-allocation model portfolios using ETFs and mutual funds, with options for values-based and ESG investing.

Donna Gordon is a CFP® with 25 years of industry experience. She is currently with Park Square Financial Group LLC and previously worked for Wesban Financial Consultants, P.C. for 25 years. Outside of her advisory role, she serves on the board of directors for Trinity Counseling, Inc. and is president of Little Whiskers Rescue Ranch, a charity focused on rescuing cats. Park Square Financial Group serves individual and high-net-worth clients, trusts, and estates with discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach and primarily operates its advisory business as a wrap fee program sponsor.

James Burnett Jr. is a CFP® professional with 22 years of industry experience, currently serving at Navigate Wealth Management, LLC since 2021. He previously spent 19 years at Stonebridge Advisors, LLC. In addition to his advisory role, Mr. Burnett provides consulting services to an accounting firm. Navigate Wealth Management, LLC is an SEC-registered advisory firm managing over $429 million primarily for individual and high-net-worth clients. The firm employs a modern portfolio theory-based approach, utilizing model portfolios and documented risk profiles to guide asset allocation and portfolio management.

Timothy Walls is a financial advisor at Axient Investment Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Concourse Financial Group Securities Inc and Sterne Agee Financial Services. Walls is based in Pelham, Alabama. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting to clients including retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models and combines tactical and strategic allocation approaches, managing over $450 million in discretionary assets.

Larry Sims is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Concourse Financial Group Securities, Inc. and has been with TrueWealth Advisors since 2015. Outside of financial advising, he serves as a school board member for ECCS. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs strategic asset-allocation models primarily using ETFs and mutual funds, offers both discretionary and non-discretionary portfolio management, and manages approximately $547 million in client assets through a team of 14 advisors.

Ronald Paulk is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include long-term positions at Concourse Financial Group Securities Inc and Cetera Wealth Services, LLC. He also owns and operates (dba) Ronnie D Paulk & Associates and Benefit Planners, Inc., which provide financial services and insurance product sales. TrueWealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with investment advisory and financial planning services. The firm manages approximately $547 million in assets and emphasizes strategic asset allocation through ETFs and mutual funds, offering ESG and faith-aligned portfolio options alongside comprehensive retirement plan consulting.

Robert Grant is a financial advisor with TrueWealth Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc and operates (dba) GRANT WEALTH MANAGEMENT LLC, where he is a founding partner. Grant serves on the boards of the Tri-City Foundation and the Gateway Initiative, nonprofit organizations involved in community grant oversight and program review. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, employing strategic asset-allocation model portfolios with ETFs and mutual funds and offering values-based and ESG investment options.

Anthony Shunnarah is a financial advisor at TrueWealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including MassMutual Investors Services, Guardian Life Insurance Company, and Hornor Townsend & Kent LLC. He serves on the board of directors for Down Syndrome Alabama. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in assets through a team of 14 advisors, using strategic asset-allocation model portfolios primarily composed of ETFs and mutual funds, and offers discretionary portfolio management along with retirement plan consulting under ERISA fiduciary standards.

Kenneth Askew is a CFP® professional with 27 years of experience in the financial industry. He is currently with TrueWealth Advisors, LLC and has held roles at Cetera Wealth Services, Concourse Financial Group Securities Inc, and under the TrueWealth Advisors brand since 2011. Outside of advising, he is involved in media production consulting, executive leadership of a family-owned self-storage facility, and is a freelance writer and public speaker. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $547 million in client assets through a team of 14 advisors and employs strategic asset-allocation model portfolios that include ETFs, mutual funds, values-based, and ESG options, offering ongoing portfolio monitoring and comprehensive retirement plan consulting.

Jonathan Fargason is a CFP® with six years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2024. His prior roles include positions at Oakworth Capital Bank, FSC Securities Corp, and Thrivent Financial. Navigate Wealth Management, LLC is a six-advisor team providing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, using model portfolios and individualized Investment Policy Statements to align asset allocation with client risk tolerance and time horizon.

Freddy Williamson is a financial advisor with TrueWealth Advisors, LLC in Hoover, Alabama, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 37 years and operates Williamson Financial Services, a financial planning and insurance firm he has owned since 1979. Williamson also serves on the board of the Railroad Community Credit Union. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, using strategic asset-allocation model portfolios primarily constructed with ETFs and mutual funds, and offers values-based and ESG investment options.