Tyler Reeves is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Plimsoll Financial Planning, LLC in Hoover, AL. His prior experience includes roles at Cambridge Investment Research Advisors Inc. and ownership of PFP Brokerage, LLC, where he sells life and health insurance. Plimsoll Financial Planning is an independent, fee-only advisory firm serving individual and business clients with a goals-based financial planning process. The firm offers flat annual planning fees and bundled planning-plus-investing services, implementing investment portfolios through third-party managers.

Breland Booth is the principal of Booth Financial, an independent registered investment adviser based in Birmingham, AL. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to founding Booth Financial, Booth worked at Timberchase Financial and ProEquities, and he also served as a business consultant at Valley Tax Partners, where he assists with tax preparation and business growth strategies. Booth Financial manages approximately $43 million for about 40 clients, including individuals, charitable organizations, and corporate clients. The firm focuses on tailored investment management using strategic asset allocation with passive index funds and ETFs, offering comprehensive financial and business planning services as well as employee-benefits optimization.

Ye Jung Shin is a financial advisor at Next Level Accounting, LLC based in Bessemer, Alabama, with four years of industry experience. She holds the Series 65 designation and has worked at Next Level Accounting since 2021, alongside nearly two decades at Huner & Cyr, PC. Next Level Accounting, LLC provides investment supervisory services, financial planning, and consultations on tax and estate planning primarily to individual clients. The firm employs a fundamental analysis approach with diversified asset allocation, integrating tax-focused advice as part of its service offering.

Kendall Maddox is a CFP® with 23 years of industry experience, operating through MFP, LLC, an independent advisory firm based in Birmingham, AL. He has been managing his own practice since 2006 and is also a licensed attorney in Alabama, focusing on estate planning and administration. MFP, LLC provides personalized investment advice and discretionary asset management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using primarily passively managed funds and combines legal and investment services under one practice, a distinctive feature among independent advisors.

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.

Michael Pindzola is the sole advisor at Counterstrike Capital in Hoover, Alabama, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Counterstrike Capital since 2013. Counterstrike Capital provides discretionary portfolio management and financial advisory services to individual investors, trusts, and small-business retirement accounts. The firm employs modern portfolio theory with an emphasis on equity option strategies and precious metals to seek uncorrelated exposures and manage risk on an individualized basis.

Heidi Strauss is a financial advisor with Strauss Financial Group in Hoover, AL, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Strauss Financial Group and its related entities since 1988. Outside of advising, she is a managing member of PPS LLC, an entity that owns and maintains the commercial building housing the firm. Strauss Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering wealth management, financial planning, and corporate retirement advisory services. The firm employs an internal investment committee that uses a macroeconomic-driven, style-agnostic approach to portfolio management and provides additional services such as affiliated accounting, tax support, and estate planning.

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 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.

Scott Cole is a Certified Financial Planner™ and holds a Series 65 license with 22 years of experience at Cole Financial Planning in Hoover, Alabama. He has served as an adjunct professor teaching financial planning courses and is a board member of GPN Alliance, Inc., which owns the Garrett Planning Network. Cole Financial Planning and Wealth Management provides financial planning and portfolio management services to individuals, high net worth clients, trusts, estates, small businesses, and nonprofit organizations. The firm emphasizes asset allocation, long-term buy-and-hold investing, and periodic rebalancing, offering both discretionary and non-discretionary services 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.

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.

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.

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.

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.

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.

David Painter is a financial advisor with Southern Financial Group, LLC in Birmingham, AL, holding the CFP®, PFS™, and Series 63 designations and bringing 32 years of industry experience. He has worked at Southern Financial Group since 2006 and was previously with Triad Advisors, Inc. from 2001 to 2024. Outside of his advisory role, he is involved in tax preparation and planning through Southern Financial Group and owns a rental property business. Southern Financial Group serves individuals, high net worth clients, corporations, and businesses, offering discretionary portfolio management, financial planning, consulting, income tax preparation, and estate settlement services. The firm manages nearly $936 million in discretionary assets for over 1,100 clients, focusing on personalized investment policies and continuous account monitoring within a small advisory team.

Blair Herrington is a financial advisor with Sunburst Financial Group, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to Sunburst, he worked at First Bank and PwC, with additional experience at The University of Alabama. Sunburst Financial Group serves individual and institutional clients, including a wide range of high-net-worth and non-high-net-worth individuals, as well as pension plans, trusts, estates, charities, and business entities. The firm employs a long-term, asset-allocation focused approach that incorporates both active and passive management strategies and emphasizes tax efficiency and expense control.

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.