Jordan Taylor is an independent financial advisor at Core Planning. Before entering the independent space, he worked at firms including Edward Jones and Northwestern Mutual. Jordan provides fee-based financial planning and wealth management services to individuals, couples/families, retirement plans, and business entities, offering customized investment strategies, detailed financial planning and education, and advisory support tailored to each client's goals, risk tolerance, and financial psychology/behaviors.

Frank Cade is the principal advisor at Cade Wealth Management LLC in Birmingham, AL, with nine years of industry experience. Before founding Cade Wealth Management in 2022, he worked at Forager Capital Management, LLC for six years. He is also a partner at Cade Crenshaw & Associates, P.C., an accounting firm. Cade Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plans. The firm provides discretionary asset management and ERISA plan services, using fundamental analysis and modern portfolio theory to tailor investment programs to client goals and risk tolerance.

David Clark is a CFP® professional with 29 years of experience in financial advisory. He is the principal advisor at DMC Wealth Management, LLC in Birmingham, AL, where he has worked since 2012, including through prior affiliations. In addition to his advisory role, Mr. Clark is licensed as an independent insurance agent. DMC Wealth Management offers discretionary and non-discretionary investment management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as retirement plans. The firm constructs portfolios primarily using mutual funds and ETFs, with tailored allocations based on client objectives, and also advises on pooled and private investment vehicles for qualified clients.

Brian Anderson is a financial advisor with Anderson Asset Management in Birmingham, AL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior experience includes roles at Weybridge Capital Partners GP, Raymond James Financial, LPL Financial, and Morgan Stanley. Anderson Asset Management provides discretionary and non-discretionary asset management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm also manages Weybridge Capital Partners, L.P., a private pooled investment vehicle, and constructs customized portfolios using fundamental analysis and a combination of long- and short-term strategies.

Joseph Aultman Jr. is the sole advisor at Still Waters Investment Strategies LLC in Birmingham, AL. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. His prior roles include positions at Truist Securities, Inc. and SunTrust Robinson Humphrey, Inc. Still Waters Investment Strategies LLC provides discretionary investment management for pooled or institutional mandates as well as financial planning and individual account management for clients, including high-net-worth individuals. The firm employs semi-automated, rules-based quantitative models combined with human oversight to manage and rebalance portfolios on a discretionary basis.

John Kirby is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Dreamwork Financial Group, an independent firm based in Birmingham, AL, since 2015. Outside of his advisory role, he owns Swiggity, LLC, a beverage manufacturing business, where he provides advice to the Chief Brand Officer and sales team. DreamWork Financial Group offers discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs both fundamental and technical analysis, including the use of derivatives and options strategies, and manages assets in-house with a focus on tailored investment policies and comprehensive reporting.

Harrison Self is the sole advisor at Legacy Capital Partners LLC in Birmingham, AL. He holds a Series 65 designation and has experience in infrastructure development since 2025. Prior to that, he worked at Auburn University and Briarwood Christian School. Legacy Capital Partners provides discretionary investment management and financial planning primarily to individual clients, covering equities, fixed income, ETFs, and options. The firm employs fundamental analysis and diversified strategies to create client-specific investment plans and serves a broad range of non-individual clients alongside individuals.

I am Jessica McDonald, a financial advisor and owner of Southern Wealth Builders, based in Birmingham, Alabama and accepting virtual clients. I know how it feels to experience financial uncertainty. I've been there, staring down at the myriad of possible paths, unsure of which one will lead to financial security and success. It's disconcerting and frustrating, and at times, it can feel as though your dreams are slipping away. Through my journey, I have armed myself with the knowledge and experience that can turn financial anxiety into financial empowerment. As a CFP® Professional, I've devoted my life to mastering the art of financial planning, learning how to distill complex financial concepts into practical, easy-to-understand strategies that cater to each individual's unique needs. Whether you're an athlete looking to capitalize on a lucrative sponsorship or NIL deal, a seasoned professional striving to make your money work harder for you, or a veteran preparing for a comfortable retirement, I've got you covered. I have helped numerous individuals, just like you, break free from their financial constraints and confidently stride towards their financial goals.

Philip Wilson is the principal of Wilson Financial Group in Birmingham, AL, holding a Series 63 license with 35 years of industry experience. He has led Wilson Financial Group since 1994. Outside of his advisory role, he serves as vice president of the Sandy Shores Association and is a board member of Elevate Community Church. Wilson Financial Group provides wealth management and financial planning services to individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory-based approach using diversified mutual funds and ETFs, supplemented by individual stocks and insurance products as appropriate.

Kurt Weselius is the sole advisor at Dublin Wealth Management, Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has led Dublin Wealth Management since its founding in 2010. Dublin Wealth Management provides portfolio management, financial planning, and advisory services to individuals and institutional clients, including sovereign funds, municipalities, and nonprofit organizations. The firm manages approximately $15.6 million in discretionary assets and offers both discretionary and non-discretionary supervision, utilizing third-party custodians and adhering to formal compliance and trading policies.

Brett Sheedy is a financial advisor with Strategic Financial LLC in Birmingham, AL. He holds the CFP® and Series 66 designations and has experience dating back to 2006, including roles at OneAmerica Securities, Inc. and as principal of Strategic Tax & Accounting LLC, which he has led for ten years. Strategic Financial LLC offers investment advisory and financial planning services to individuals and high-net-worth clients. The firm customizes portfolios based on clients’ objectives and risk tolerances, utilizing asset allocation, dollar-cost averaging, technical analysis, and a combination of long- and short-term strategies.

Donie Carlson is a financial advisor at Greybox Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Carlson has been involved with Albemarle Corporation, Martin Farm, and Rockhouse, LLC, entities related to his family farm, where he participates in operational responsibilities outside of trading hours. Greybox Investments provides portfolio and wealth management services to individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm employs a quantitative multi-factor approach combined with fundamental analysis to construct equity strategies and offers customized solutions without using hedge funds or structured products.

Duke Cope is a CFP® professional with 39 years of industry experience, currently serving as an advisor at COPE Private Wealth since 2020. His prior experience includes roles at Private Client Services and Prospera Financial Services. COPE Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, offering tailored portfolio management and estate planning support using third-party software. The firm employs a range of strategies, including asset allocation and technical analysis, with regular account reviews and a focus on tax considerations.

Jesse Zora is a CFP® with 14 years of industry experience and has been with Zora Financial since 2014. He serves on the board of directors for Seabed, Inc., a closely held family farm in Marion Junction, AL. Zora Financial serves individual households—including both high-net-worth and non-HNW clients—and sponsors of employer retirement plans. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, supplemented by fundamental, technical, and cyclical analysis, and offers a range of planning and advisory services.

Ross Kennedy is a financial advisor at Zora Financial with nine years of industry experience. He holds a Series 65 designation and has been with Zora Financial since 2016. Zora Financial provides comprehensive financial planning, investment supervisory services, and retirement-plan consulting to individuals, small businesses, and retirement plan sponsors. The firm emphasizes a planning-first approach grounded in Modern Portfolio Theory and offers educational workshops and tailored financial planning services for various client segments.

Ryan Weiss is a financial advisor at Ballast Wealth LLC in Birmingham, AL, holding a Series 66 designation and bringing 17 years of industry experience. He previously worked at DMC Group, LLC for 11 years and has managed Ballast Wealth since 2022. Outside of his advisory role, he is the managing partner of Wei(ss), LLC and Three Axis Capital, LLC, both real estate investment entities. Ballast Wealth LLC provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, and small businesses. The firm focuses on customized, equity-centric portfolios and employs a primarily long-term investment approach that combines fundamental and technical analysis.

Nicholette Hamel is a financial advisor at Dougherty Investment Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Schwend and the Department of Veterans Affairs. Prior to her advisory roles, she was employed at Portsmouth Naval Shipyard for seven years. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning services, using fundamental analysis to construct portfolios that include equities, debt securities, mutual funds, ETFs, and government securities.

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.

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.