David Hayes is a CERTIFIED FINANCIAL PLANNER® professional dedicated to helping families and professionals build clarity and confidence in their financial lives. With a background that blends personal integrity, practical experience, and a passion for serving others, David provides clients with a comprehensive approach to wealth management, retirement planning, and financial decision-making. After graduating from the University of Alabama at Birmingham, where he also played baseball, David began his career in youth ministry and medical sales before finding his true calling in financial planning. Drawing on his diverse experiences, he is proficient at breaking down complex financial topics into clear, actionable strategies that empower clients to make well-informed choices. David works closely with clients to craft personalized plans that address every stage of life, from growing wealth to preserving it for future generations. His practice is built on long-term relationships, conservative and thoughtful planning, and a commitment to putting clients’ best interests first. Outside the office, David and his wife, Frances, are raising their three children—Lawson, Sally Beth, and John David. They enjoy serving in their church community, spending time with friends and family, and making the most of life’s simple joys, whether at a tailgate, on the beach, or in their neighborhood. Schedule a meeting with me here! https://calendly.com/davidhayescfp/30min?month=2026-06

Sean Forbes is a retirement plan advisor at Navigate 401K with a focus on helping small business owners design and manage 401(k) plans that work for both their company and their employees. Sean started his career at Vestwell, a national recordkeeper, where he worked with employers of all sizes and developed a deep appreciation for what retirement planning looks like from the ground up. He later joined Meridiem Advisory Group as part of a dedicated retirement advisory team, focusing on participant education, financial wellness, and plan design. At Navigate 401K, Sean works closely with small businesses to simplify the retirement plan process—handling everything from plan design and onboarding to participant education and one-on-one financial guidance. He also serves individual clients through the firm's TrailGuide program, bringing the same personalized approach to people planning for retirement outside of an employer plan. Sean holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Nonqualified Plan Consultant (NQPC) credential. His goal is straightforward: make sure every business owner and employee feels confident about their retirement.

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.

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.

Scott Sutton is a financial advisor with Sutton Financial Group in Birmingham, AL, holding a Series 66 designation and 14 years of industry experience. He has worked at Proequities Inc and has been affiliated with Business Planning Inc since 2010, where he serves as an employee involved in employee benefit consulting and third-party administration. Sutton also maintains a non-practicing CPA license. Sutton Financial Group provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $65 million in assets across about 158 client relationships, employing a generally long-term investment approach using low-cost, diversified mutual funds and ETFs, with ongoing portfolio monitoring and formal reviews.

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.

Jessie Mc Carley is a financial advisor with 1st & 3rd Investments LLC, holding a Series 65 credential and one year of industry experience. He previously served 14 years in the United States Marine Corps and currently works as a commercial airline pilot for Delta Air Lines. 1st & 3rd Investments provides discretionary portfolio management and financial planning to individuals, families, small businesses, and retirement plans. The firm combines fundamental security research with technical analysis and proprietary pricing inputs, offering a range of strategies from long-term investing to active trading and market timing.

Wil Dedmon is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He is the sole advisor at Krowten Equities, where he has worked since 2022. His prior experience includes roles at Regions Bank, Capital Advisors, Inc., Doucet Asset Management LLC, and DMC Group, LLC. Krowten Equities provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm uses a fundamental, largely long-term investment approach that incorporates individual stocks, mutual funds, ETFs, and may employ derivatives and structured products within managed accounts.

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.

Jeffrey Florio is a Series 65-licensed financial advisor with 13 years of industry experience, currently operating as the sole advisor at Old Oak Advisors, LLC since 2011. Based in Vestavia Hills, AL, he focuses on discretionary portfolio management and financial planning. Old Oak Advisors is an independent registered investment adviser serving individuals and participant-directed retirement plans, managing approximately $16.3 million for around 47 clients. The firm provides tailored Investment Policy Statements, ongoing portfolio monitoring, and co-fiduciary services for plan sponsors, and employs a range of investment strategies including mutual funds, equities, bonds, ETFs, REITs, hedge funds, and derivatives through its distinct Alpha Strategy.

Donald Pierini Jr. is an advisor at Diversified Global Investment Strategies, LLC in Birmingham, AL, with 27 years of industry experience. He holds a Series 66 designation and has worked at Diversified Global Investment Strategies and Raymond James Financial Services since 2016. Pierini also serves as CEO and proprietor of his firm, providing financial services and qualified retirement plan management. Diversified Global Investment Strategies, LLC serves individuals, business owners, retirement plans, trusts, and nonprofit organizations with portfolio management, financial and estate planning, and retirement-plan consulting. The firm employs a consultative, team-based approach and utilizes strategic asset allocation models, combining tax-efficient ETFs and mutual funds across accounts, while offering clients access to brokerage, insurance, and separately managed accounts through Raymond James.

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.

William Gay is a financial advisor at Stockbridge Wealth Partners in Birmingham, AL, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Atticus Asset Management, Independent Insurance Agent, and Wealth Designs. In addition to advisory services, he is an independent insurance broker, transacting life, disability, and long-term care insurance for businesses and individuals. Stockbridge Wealth Partners offers discretionary portfolio management and investment advisory services to individual investors, pension plans, corporations, and charitable organizations. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, with regular account reviews and due diligence on sub-advisers, while also providing financial planning that incorporates various analysis methods.

David Green is the sole advisor at Green Financial Management, LLC in Birmingham, AL, with 16 years of industry experience. He holds a Series 66 designation and has operated Green Financial Management since 2011. In addition to his advisory role, Green is a licensed insurance agent and may recommend insurance products on a commission basis. Green Financial Management provides discretionary portfolio management and retirement planning services primarily to individuals and small businesses. The firm manages client assets using a combination of fundamental, technical, and cyclical analysis, offering customized investment strategies and insurance-related services upon client request.

Mark Miehle is the principal of First Fidelity Group LLC in Birmingham, AL, with 15 years of industry experience. He holds a Series 66 designation and has led First Fidelity Group since 2008. Outside of his advisory role, Miehle is also the owner of Ophthalmic Concepts, a manufacturer’s representative for eyecare products. First Fidelity Group serves individual clients, including high-net-worth individuals, providing discretionary portfolio management, retirement planning, supplemental employee benefits, and risk-management advice. The firm integrates market-condition assessments with various analysis techniques to manage portfolios using equities, ETFs, mutual funds, and dividend-paying securities tailored to client risk profiles.

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.

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.