Cleveland Gantt is a CFP®-certified financial advisor with 12 years of industry experience, operating under Gantt Financial Advisors, LLC in Daphne, AL. He has been active in the financial services field since 1997. In addition to his advisory role, he is a licensed insurance agent offering long-term care insurance products and manages a timberland property. Gantt Financial Advisors, LLC provides financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory and conservative fundamental analysis, primarily using low-cost mutual funds and ETFs, and offers services including pension consulting and senior supplemental insurance.

Julie Jenkins is a financial advisor at Redesign Wealth Planning in Robertsdale, Alabama, holding a Series 65 designation with two years of industry experience. Prior to founding her independent firm, she worked at Care Financial and spent 15 years at Southern Women's Specialist. In addition to her advisory role, she holds a Certified Divorce Financial Analyst (CDFA) credential and operates a separate divorce-consulting business. Redesign Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing a passive, low-cost, diversified approach using index mutual funds and ETFs. The firm provides educational seminars and directly manages client assets following the discontinuation of third-party investment managers.

James Hickey is a CFA® charterholder and principal at Crimson Wealth with 16 years of industry experience. He has held leadership roles at several firms, including serving as Managing Director of Crimson Wealth Management Inc. and CEO of X1 Capital Inc., a business development company. Hickey also serves on the board of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual investors while also working with family offices, institutions, and corporations. The firm constructs custom portfolios centered on U.S. equities, combining low-cost index and thematic ETFs with concentrated individual stock positions, using a macro-economic approach and disciplined bottom-up analysis.

John Brandon is a CFP® and ChFC® with 38 years of industry experience. He has been principal at Atlantes Financial Advisors since 2005 and has held a role with Purshe Kaplan Sterling Investments since 2004. Prior to that, he worked at Edward Jones from 2002 to 2004. Atlantes Financial Advisors Corp. offers personalized portfolio management and financial planning services to individuals, trusts, estates, pension plans, and business entities. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both passive index funds and actively managed investments, supported by multiple analytical methods and tailored to client risk profiles.

John Grant is the sole advisor at Grant Financial Group in Elberta, Alabama, holding Series 63 and Series 65 designations with 26 years of industry experience. He has operated Grant Financial Group since 2008. Grant is also a licensed life, health, and variable annuity insurance agent with appointments at multiple insurance companies, focusing primarily on fixed deferred, equity-linked index, and immediate annuities. Grant Financial Group is an independent, state-registered investment adviser serving approximately 97 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a conservative, actively managed approach blending bond funds, equities, ETFs, and mutual funds, with daily security reviews and discretionary trading authority to implement client investment plans.

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.

Terry Nager is a CFP® and ChFC® with 35 years of industry experience. He has been with Southern Capital Services Inc. since 1982. Southern Capital Services is a team advisory firm managing approximately $192 million in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional entities, providing discretionary portfolio management using written Investment Policy Statements and employing both fundamental and technical analysis.

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.

Nathan Faircloth is a financial advisor with STM Asset Management LLC in Robertsdale, Alabama. He holds a Series 63 designation and has 15 years of industry experience. He has been with STM Asset Management and The Faircloth Group P.C. since 2014. Outside of advisory work, Faircloth is a partner in The Faircloth Group, an accounting firm providing bookkeeping, tax preparation, and payroll services. STM Asset Management provides investment supervisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $56 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon using technical, fundamental, and cyclical analysis.

Larry Dixon III is a financial advisor at Southern Capital Services Inc with a Series 65 credential and four years of industry experience. Prior to joining Southern Capital Services, he worked briefly at Coldsmith, Ryder, and Associates - Ameriprise Financial and has experience in music and technology ministry through his role as a Music/Tech Ministry Intern at Jubilee Baptist Church. Southern Capital Services is a team advisory firm managing approximately $192 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis and employs various strategies, including long-term investing, short-term trading, and covered options writing, with portfolios managed primarily on a discretionary basis.

Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC in Elberta, Alabama, holding a Series 65 designation with three years of industry experience. His prior work includes roles in real estate at Coldwell Banker Coastal Realty, Patrick Daily Real Estate, and Re/Max of Orange Beach, as well as extensive experience at United Rentals. Freedom Wealth Coaching provides fee-based investment management, financial planning, and non-discretionary retirement plan consulting to individuals, trusts, estates, small businesses, and plan sponsors. The firm employs a co-advisory structure with an independent SEC-registered investment manager to implement long-term strategic asset allocation in client portfolios aligned with Modern Portfolio Theory.

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.

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.

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.

Wendy Nelson Bailey is a financial advisor at Southern Capital Services Inc with 19 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 registrations. Prior to joining Southern Capital Services in 2011, she worked at Uvest Financial Services Group, Morgan Stanley Dw Inc., and Vanguard Advisers. Southern Capital Services is a team advisory firm managing approximately $192 million in assets and serving individuals, high-net-worth clients, and various institutional accounts. The firm employs a combination of fundamental and technical analysis, offering discretionary portfolio management guided by written Investment Policy Statements.

Joshua Null is a financial advisor with Gulf Coast Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to his current role, he worked at Prime Capital Investment Advisors, ProEquities, and New York Life among others. He is the creator and host of an educational radio and podcast program focused on financial topics for pre-retirees and retirees along the Gulf Coast. Gulf Coast Financial Advisors serves individuals, small businesses, trusts, estates, and qualified retirement plans, managing approximately $32.4 million in assets. The firm uses a combination of fundamental and technical analysis, primarily investing in equities and ETFs, and incorporates financial education and client counseling as part of its service offering.