Steven Lind is a CFP® professional with 14 years of industry experience, currently serving at Navigate Wealth Management, LLC. He has worked at Stonebridge Advisors, LLC since 2017 and has owned Lind Professional Corporation, providing CPA services since 1995. Navigate Wealth Management, LLC is a six-advisor team managing approximately $354.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and fee-based financial planning, employing a long-term investment approach grounded in modern portfolio theory and tailored Investment Policy Statements.

Donna Gordon is a CFP® with 24 years of experience in financial advising, currently serving at Wesban Financial Consultants, P.C. in Birmingham, AL, where she has worked since 2001. She previously was associated with Park Square Financial Group LLC and holds leadership roles outside of finance, including serving as President of Little Whiskers Rescue Ranch, a charity focused on rescuing cats, and sitting on the board of directors for Trinity Counseling, Inc. Wesban Financial Consultants, P.C. provides investment advisory and comprehensive financial planning services primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes non-discretionary portfolio management using a strategic allocation approach with active, passive, and exchange-traded funds, combined with regular client reviews and tax-loss harvesting.

James Burnett is a CFP® with 22 years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2021. He has also been affiliated with Stonebridge Advisors, LLC since 2003. Outside of his advisory work, Mr. Burnett provides consulting services to an accounting firm, Conrad, Burnett, Norris & Gordon, LLC. Navigate Wealth Management is a team of six advisors managing approximately $354.6 million for individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, offering discretionary portfolio management and fee-based financial planning tailored to client-specific investment policy statements.

Jonathan Fargason is a CFP® with six years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2024. His prior roles include positions at Oakworth Capital Bank, FSC Securities Corp, and Thrivent Financial. Navigate Wealth Management, LLC is a six-advisor team providing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, using model portfolios and individualized Investment Policy Statements to align asset allocation with client risk tolerance and time horizon.

Reuben Stewart III is a financial advisor with Navigate Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He is also a partner in the law practice Shimoda, Stewart & Storey, LLP. Stewart’s prior experience includes roles at Stonebridge Advisors, LLC and Dempsey, Steed, Stewart, Ritchey & Gache, LLP. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individual and high-net-worth clients. The firm employs a portfolio management approach based on modern portfolio theory and long-term trading, providing services such as discretionary and non-discretionary management, financial planning, and subadvisory support.

Stephen Garrett Sr. is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 63 designation and 35 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. He serves on the Board of Directors for the University of Southern Mississippi Alumni Foundation and is Treasurer Emeritus of the Bassett Hound Rescue of Alabama. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, employing a mix of discretionary and consultative approaches.

Stephen Garrett is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Summit Financial, he worked at Ameriprise Financial Services, Inc. for 19 years and has been involved with Purshe Kaplan Sterling Investments. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, operating both discretionary and consultative services.

Christopher Simich is a financial advisor with Madison Avenue Securities, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at Mutual of Omaha Investor Services, Farmers Insurance Group, and OneAmerica Securities. He also engages in non-variable insurance sales involving fixed life, fixed annuities, health, and property and casualty insurance. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages about $2.0 billion for roughly 14,000 clients across multiple advisor-managed models and third-party manager relationships.

Hunter Favorite is a financial advisor at Madison Avenue Securities, LLC with credentials including the Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes roles at AE Wealth Management, OneAmerica Securities, and other firms. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion for about 14,000 clients, offering both discretionary and non-discretionary portfolio management through various advisor-managed and third-party manager models.

Todd Talbot is a CFP® and ChFC® with 25 years of experience in financial services. He is currently with CreativeOne Wealth, LLC and has previously worked at firms including Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he operates Red Mountain Financial, his insurance and investment business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Mark Perkins is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His career includes positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Brandon Horton is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 19 years and currently serves at Summit Financial and Purshe Kaplan Sterling Investments. Horton also provides insurance advice as an independent insurance agent. Summit Financial is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Alynn Plaisted is a financial advisor at Summit Financial, LLC with 29 years of industry experience. Prior to joining Summit Financial, Plaisted worked for Ameriprise Financial Services, Inc. for 27 years. Plaisted holds a Series 63 designation. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, including portfolio management, financial planning, and retirement plan advisory.

Patrick Garrett is a Series 66 licensed financial advisor at Summit Financial, LLC with 10 years of industry experience. He has worked at Ameriprise Financial Services and Purshe Kaplan Sterling Investments prior to his current role. Garrett provides financial and insurance advisory services through his activities with Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs combining discretionary and consultative approaches alongside financial planning and retirement plan advisory services.

David Giegel is a financial advisor at Sowell Management in Birmingham, AL, with six years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc., StoneX Securities Inc., Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Edward Jones. Outside of his advisory role, he is affiliated with Hearthwell Financial, providing insurance and financial services through a DBA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through an independent-contractor model with over 100 investment adviser representatives.

Andrew Schaper is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Summit Financial, LLC and previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Summit Financial is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

William Carpenter Jr. is a financial advisor with Centaurus Financial, Inc. in Birmingham, AL, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Centaurus Financial since 2008. Outside of advisory services, he is involved in fixed and term life insurance sales through non-investment related business activities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management using the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Michael Adair is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been affiliated with CNR Securities, LLC and Rochdale Investment Management since 2012. Outside of his advisory role, he serves as a board member for the University of Alabama Culverhouse School of Business and the Isabel Anderson Comer Museum & Arts Center, and he is involved with local community and utility boards in Sylacauga, Alabama. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and public entities, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs a multi-strategy investment process that integrates quantitative and fundamental analysis through proprietary tools to align portfolios with client objectives.

Cary Guffey is a financial advisor at PNC Wealth Management in Birmingham, AL, holding a Series 66 designation with 25 years of industry experience. He has been with PNC Investments since 2012 and joined PNC Wealth Management in 2017. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies executed by investment delegates.

Edward Robinson is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Sagepoint Financial, Edward Jones, Merrill, and Penn Mutual Life Insurance. Robinson has been with PNC Investments LLC since 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and implements approved investment models with mutual funds and ETFs.

Darryl Wilson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera and its affiliates since 2025 and previously spent 15 years at Concourse Financial Group Securities Inc. In addition to his advisory work, he provides tax preparation services to select clients on a limited basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, featuring access to affiliated and third-party model portfolios and investment managers.

Raymond Skinner is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has previously worked at Concourse Financial Group Securities and True Wealth Advisors, and currently serves as a co-member and private wealth manager at Provident Partners LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a multi-manager platform allowing advisors to implement various model portfolios and bespoke strategies with discretionary and non-discretionary options.

James Carr is a financial advisor with Cetera in Columbiana, AL, holding a Series 66 designation and 10 years of industry experience. His prior employment includes roles at Mass Mutual Investors Services, E*TRADE Securities, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Christopher Vines is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds a Series 66 designation and has previously worked with firms including Independent Financial Group, LLC, ProEquities, Inc., and Securities America. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Andrew Dean is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Horizons Financial Group and The SSI Group, Inc. Andrew operates out of Birmingham, Alabama. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs and institutional platforms.

Keith Scott is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and AllState Financial Services. Scott also operates as an insurance agent offering accident, health, disability, and traditional life insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Jack Tillery Jr. is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. He has worked at Cetera and Cetera Investment Services LLC since 2017 and has been employed by Regions Bank since 2009. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a network of over 10,000 advisors.

Donald Williams Jr. is a financial advisor with OSAIC based in Birmingham, AL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at OSAIC since 2004 and previously spent over 15 years with JSL Securities and J. Smith Lanier & Co. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes advanced asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client needs.

Preston Wolfe is a CFP®-certified financial advisor at Edward Jones in Birmingham, AL, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at TEKsystems Inc. from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jon Helms is a Series 66-registered advisor with LPL Enterprise in Wilsonville, Alabama. He has been in the financial industry since 2026 and has a diverse work background including positions at Auburn University and Vulcan Equipment. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and related services.

Albert Ellison Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 26 years and serves as an advisory board member for Truist Bank since 2010. In addition to his advisory role, he is the managing shareholder of Ellison & Ellison PC, a CPA firm, and serves on the boards of several local organizations, including a children's charity where he assists with bookkeeping and tax compliance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Chris Fielding is a financial advisor with Edward Jones in Chelsea, AL, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a wide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services under a fiduciary standard.

James Nix Jr. is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior firms include Horizons Financial Group, Inc., NIX-MASHBURN, LLC, Triad Advisors, Inc., and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by advanced operational and research tools.

Derek Burrow is a financial advisor with OSAIC in Birmingham, AL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill, J. Smith Lanier, Royal Alliance, and Advo(k)ate Advisors, where he currently serves as a Senior Relationship Manager. Outside of his advisory work, he is a volunteer board member for YMCA Camp Cosby. OSAIC serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides integrated brokerage, advisory, and retirement consulting services, employing asset-allocation tools and risk analysis to construct portfolios across various asset classes, with both discretionary and non-discretionary management options.

Lisa Pettis is a financial advisor with OSAIC based in Birmingham, AL, holding Series 65 and Series 63 licenses and having 13 years of industry experience. Her career includes roles at Royal Alliance, Equitable Advisors, Axa Advisors, and other firms. She is also Vice President and Senior Relationship Manager at Advo(k)ate Advisors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Jesse Gum is a financial advisor with Edward Jones in Sylacauga, AL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Owen is a financial advisor with OSAIC based in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Anderson, Williams & Co. and Royal Alliance Associates, INC. for 35 years each. Outside of his advisory roles, he serves as president of Owen Advisors Inc., a corporation involved in life insurance and annuity sales. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers a range of integrated financial services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Robert Easterling is a CFP® and PFS™ with 25 years of industry experience, currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2013 and continues his practice at Cetera. Easterling is also co-treasurer of the Philip Mahan Davis Foundation and serves as vice-president of the Providence Park Owners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Edward Goodson is a financial advisor at Equitable Advisors with 22 years of industry experience. He has held positions at Morgan Stanley, including its Private Bank division, LPL Financial, and Chase Investment Services Corp. Aside from his advisory role, he serves as co-trustee of the Goodson Family 2013 Living Trust. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients with financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models implemented through third-party managers and LPL-sponsored programs, offering diversified investment solutions including mutual funds, ETFs, and alternative investments.

James Carter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2020 and previously at MEN, LLC, Horizons Financial Group, and Triad Advisors, Inc. He is also an independent insurance agent specializing in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology and administrative resources.

Lindsay Luketic is a financial advisor with Osaic Wealth Inc. in Birmingham, Alabama, holding Series 63 and Series 65 designations. She has 14 years of industry experience, including roles at J. Smith Lanier & Co. and currently serves as Vice President and Director of Relationship Management at Advo(k)ate Advisors. Osaic Wealth Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, using various portfolio construction tools and multiple advisory platforms to meet client needs.

Jason Mims is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Shelby County Arts Council in Columbiana, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Phillip Blankenship is a financial advisor with OSAIC in Birmingham, AL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with OSAIC since 2008 and previously worked at J. Smith Lanier. He is a principal of Advo(k)ate Advisors, LLC, a related entity connected to his branch office activities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed accounts. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment vehicles on both discretionary and non-discretionary bases.

Andrew Martin is a ChFC® credentialed financial advisor at OSAIC with 40 years of industry experience. He previously worked at Lincoln Financial Securities for six years and ProEquities, Inc. for 33 years. Martin is also the owner of Providence Benefits LLC, which offers health insurance and other insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessment, and a variety of investment options, supported by multiple advisory platforms and third-party managers.

Jenny Clark is a financial advisor at Clark Planning & Investment Advisory in Birmingham, AL, holding a Series 65 designation with 22 years of industry experience. She has been with Clark Planning & Investment Advisory since 2004. Clark Planning & Investment Advisory is a small firm with two advisors.

Gary Clark is a CFP® and ChFC® with 26 years of industry experience. He has worked at Clark Planning & Investment Advisory since 1978 and currently serves as secretary and treasurer of Immunology Laboratories Inc., a pre-clinical biotechnology firm he helped incorporate. Clark Planning & Investment Advisory is a small firm based in Birmingham, AL, with two advisors.