Celia Baehr is a CFP® with 43 years of industry experience, currently operating as the sole advisor at Celia Mann Baehr, CFP in Mobile, Alabama. She previously worked at LPL Financial LLC for 26 years before founding her independent advisory firm in 2014. Outside of her advisory work, Baehr serves as President and CEO of the Mobile Symphony, a nonprofit organization. Her firm provides investment advisory and portfolio management services to individuals and small businesses, offering tailored financial planning and investment strategies across a range of asset classes. The firm employs a disciplined approach with regular account reviews and emphasizes client-specific suitability and investment restrictions.

James Hickey is a CFA® charterholder and financial advisor with 16 years of industry experience, currently serving as Managing Director of Crimson Wealth. His prior experience includes roles at Clearmeadow Partners, Mariposa Community Partners, and Growth Lending GP, among others. Outside of advising, he is CEO of X1 Capital, a business development company, and serves on the board of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual investors, family offices, institutions, and corporations, offering portfolio management focused on U.S. equities. The firm creates custom portfolios blending low-cost index ETFs, thematic ETFs, and concentrated stock positions, employing a buy-and-hold investment approach informed by macroeconomic themes and disciplined company analysis.

John Brandon is a CFP® and ChFC® with 37 years of experience in financial advising. He has been the principal of Atlantes Financial Advisors since 2005 and is also affiliated with Purshe Kaplan Sterling Investments. Atlantes Financial Advisors provides personalized portfolio management and financial planning to individuals, institutions, and trust clients, employing a core-and-satellite investment approach that combines passive index funds and ETFs with selective active management.

William Brigham is the sole advisor at Brigham Jr., William H., an independent firm based in Mobile, Alabama. He holds a Series 65 designation and has 22 years of industry experience, having worked at his current firm since 1996. Outside of his advisory work, he co-owns and helps manage a family farm in Mobile County. The firm provides discretionary portfolio management to individuals, trusts, and estates, focusing on long-term capital appreciation through investments in mutual funds, ETFs, equities, and fixed-income securities. Its investment approach relies on fundamental analysis and a multi-year holding horizon, serving a small client base with individualized oversight.

John Cocke is the sole advisor at Kairos Asset Advisory, LLC in Mobile, Alabama, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has led Kairos Asset Advisory since 2010. Outside of his advisory role, he serves as CFO on a part-time, unpaid basis for his wife's marketing and design business. Kairos Asset Advisory manages approximately $18.6 million for a select group of individual and institutional clients, including pension and Taft–Hartley plans, charitable foundations, and corporations. The firm employs a fundamentally driven, valuation-oriented investment approach across a range of asset classes and provides discretionary portfolio management, financial planning, and pension consulting services.

Jordan Jones is a financial advisor with Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation and 10 years of industry experience. He has been with Medora Partners, LLC and Medora Value Equity, LLC since 2016. Jones serves as chairman of the board of JOD Holdings, LLC, a coal mining business, and is a director for ElbFeeder, Inc., a containership owning company. Medora Value Equity, LLC manages discretionary, concentrated global value equity portfolios primarily for high-net-worth individuals, institutions, trusts, partnerships, and family offices. The firm employs a value-oriented approach with typically 10–20 holdings and pursues multi-year returns through fundamental analysis, often investing across capitalization ranges including less liquid instruments and using derivatives where beneficial.

Nathan Lippincott is a financial advisor at STM Asset Management LLC with 10 years of industry experience and holds a Series 65 designation. In addition to his advisory role, he is the owner of Knockout Home Inspections and serves as the pastor at Grace Bible Church. He is also the owner of Steadfast Insurance, LLC, a property and casualty insurance agency. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $52.7 million for around 493 clients. The firm offers tailored portfolio management using ETFs, mutual funds, and individual equities, with regular account reviews and client reporting.

Scott Koser is a CFA® charterholder and holds a Series 65 license, with 23 years of industry experience. He has been with Cornerstone Investment Management and Consulting, LLC since 2003. Cornerstone Investment Management and Consulting provides discretionary investment management and project-based consulting services to individuals, trusts, foundations, and endowments. The firm employs a combined top-down and bottom-up investment approach, utilizing quantitative screening and thematic research to manage portfolios aligned with client-specific investment policies.

James Pearson is a Series 65-licensed advisor with 26 years of industry experience. He has been with Financial Strategies Wealth Management LLC since 2014. In addition to his advisory role, he operates as an independent licensed insurance agent. Financial Strategies Wealth Management serves individuals, trusts, estates, retirement plans, and business entities, providing discretionary portfolio management and customized investment strategies. The firm employs multiple approaches, including asset allocation and technical analysis, and integrates independent oversight and artificial-intelligence tools in its management process.

David Braud is a Certified Financial Planner® with 39 years of industry experience. He is currently affiliated with OSAIC since 2023 and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he serves as President and Treasurer of the Daphne Executive Center Condo Owner's Association. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers various advisory programs and third-party manager access through its extensive network of financial advisers.

Darryl Bryant is a CFP® with 24 years of industry experience, currently serving as a financial advisor at 6th Street Advisors, LLC since 2011. He is also an independent insurance agent with Fairwood Financial Services, LLC, an affiliated company. 6th Street Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $270.8 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing fundamental analysis and diversified asset allocation strategies.

Matt Williams is a financial advisor at Williams Financial Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aptus Capital Advisors, Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory work, he serves as a director of the Legacy Foundation at Cottage Hills Baptist Church. Williams Financial Group serves individual investors, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management and financial planning services, employing both discretionary and non-discretionary strategies that utilize equities, ETFs, bonds, options, and model portfolios.

Wesley Jones is a financial advisor at 6th Street Advisors, LLC with no prior industry experience before joining the firm in 2025. He has operated under his own name since 2011. 6th Street Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $270.8 million in assets. The firm provides portfolio management, financial planning, and retirement plan consulting, using fundamental analysis and diversified asset allocation across various securities.

Silas Peters is a financial advisor at Blue Marlin Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Gar Wood Securities, LLC and Trades Trending. Peters is also the founder and managing partner of Ocean Capital Partners, a financial publishing company that provides market education and tools through on-demand courses and software. Blue Marlin Advisors serves individual clients with discretionary investment management and subscription-based financial planning. The firm employs a passive, asset-allocation approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options integration.

Mary Benedict is a financial advisor at Heritage Road Advisors with 31 years of industry experience. She has held Series 63 and Series 65 licenses and previously worked at Merrill for 27 years and operated Benedict Consulting, Inc. for four years. Heritage Road Advisors serves individuals, high-net-worth clients, small business owners, trusts, estates, and institutional accounts, including charitable organizations and municipalities. The firm emphasizes passive management with low-cost index funds and ETFs, offers discretionary management and financial planning, and provides estate paraplanning and tax-related portfolio reviews for other advisors and their clients.

Meredith Nowell is a financial advisor at Williams Financial Group in Mobile, AL, holding a Series 65 designation with three years of industry experience. Prior to joining Williams Financial Group in 2023, she worked at All In Credit Union from 2020 to 2023 and has held roles outside the financial industry. Williams Financial Group serves individual clients, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management, financial planning, and consulting services, employing a systematic investment approach that combines technical and fundamental analysis and includes its own wrap fee program.

Dariel Murray is a financial advisor with Wilkins Miller Wealth Management, LLC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked at Wilkins Miller Wealth Management since 2008 and at Purshe Kaplan Sterling Investments since 2013. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, as well as employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in exchange-traded funds and no-load mutual funds, offering discretionary portfolio management supported by written Investment Policy Statements and quarterly performance reporting.

Clifton Hunter is a financial advisor at Financial Strategies Wealth Management LLC with 26 years of industry experience. He holds a Series 65 license and has worked at his current firm since 2014. Hunter is also president of C. Ray Hunter CPA, PC, a CPA firm where he prepares individual and business tax returns. Financial Strategies Wealth Management provides investment advisory services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a range of investment approaches tailored to clients’ objectives and risk tolerances, including discretionary portfolio management and third-party managed programs, while maintaining oversight through its independent adviser.

Joshua Null is a financial advisor at Gulf Coast Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prime Capital Investment Advisors, LLC, ProEquities, Inc., and New York Life. Joshua is the creator and host of a financial education program focused on retirement topics, produced out of his firm's office. Gulf Coast Financial Advisors serves individuals, small businesses, trusts, estates, and qualified retirement plans, managing approximately $32.4 million for around 96 clients. The firm offers customized investment management and financial planning, utilizing a blend of technical and fundamental analysis across various asset classes, and provides financial education through an ongoing in-house radio and podcast program.

Greg Bowen is a CFP® professional with 21 years of industry experience, currently serving at Wilkins Miller Wealth Management, LLC since 2015. He also has a concurrent role at Purshe Kaplan Sterling Investments dating back to 2012. Bowen has ownership interests in investment-related entities including Midtown Investments and is involved in life insurance sales. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, and employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in ETFs and no-load mutual funds, delivering portfolio management guided by written Investment Policy Statements and quarterly performance reporting.