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.

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.

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.

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.

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.

Jeffrey Wright is a financial advisor at Fish Creek Value Management, LLC in Leeds, Alabama, with seven years of industry experience. He holds a Series 65 designation and has worked at Fish Creek since 2017, following a 13-year tenure at Regions Financial Corporation. Outside of his advisory role, he is involved in a family-owned small business that buys and sells raw land, where he reviews and approves land transactions. Fish Creek Value Management provides discretionary and non-discretionary investment management and consultative services to individuals, trusts, estates, small corporations, and nonprofit organizations. The firm employs a long-term, value-oriented strategy that integrates fundamental analysis, technical methods, and selective use of derivatives, offering performance-based fee arrangements and serving a diverse client base including small corporate and nonprofit entities.

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.

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.

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.

Paul Abele is the principal of Canterbury Investment Advisors LLC in Mountain Brook, AL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked with multiple firms, including Investment Advisor Group and Advisory Services Network LLC, and has operated as a sole proprietor since 1985. Outside of investment advisory services, he spends part of his time as an insurance agent specializing in fixed insurance sales. Canterbury Investment Advisors provides investment advisory services primarily to high-net-worth individuals through a non-discretionary asset management model focused on efficient-market principles, passive institutional funds, global diversification, and risk management without market timing. The firm also offers public educational seminars and comprehensive financial planning without additional fees.

Scott Corcoran is a financial advisor at Aragon Capital, LLC with nine years of industry experience. He holds a Series 65 credential and has previously worked at Corcoran Capital Management LLC, Kestra Advisory Services LLC, and First Advisors Capital. Aragon Family Office, LLC is a SEC-registered investment adviser serving individuals and high net worth clients with discretionary portfolio management and financial planning services. The firm’s investment approach is tailored to client objectives and risk tolerance, incorporating strategies such as asset allocation, dollar-cost averaging, and technical analysis.

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.