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.

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.

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.

Breland Booth is the principal of Booth Financial, an independent registered investment adviser based in Birmingham, AL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including roles at Valley Tax Partners, LLC and Timberchase Financial, LLC. Outside of advising, he provides tax preparation and business consulting services through Valley Tax Partners. Booth Financial manages approximately $43 million for around 40 clients, offering tailored investment management, comprehensive financial planning, and business consulting to individuals, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation using primarily passive index funds and ETFs, with most accounts managed on a discretionary basis and customized to each client’s risk tolerance.

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.

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.

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.

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.

Cilimberg James is a ChFC® credentialed financial advisor with Foresight Financial Advising LLC, based in Vestavia, AL, and has two years of industry experience. Prior to his advisory role, he worked in the healthcare sector and currently maintains a clinical practice as a Physician Assistant. Foresight Financial Advising LLC offers discretionary asset management and financial planning services primarily to individual clients. The firm uses a delegated investment approach through sub-advisors and the Betterment for Advisors platform, applying fundamental analysis and Modern Portfolio Theory in portfolio management.

Heidi Strauss is a financial advisor with Strauss Financial Group in Hoover, AL, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Strauss Financial Group and its related entities since 1988. Outside of advising, she is a managing member of PPS LLC, an entity that owns and maintains the commercial building housing the firm. Strauss Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering wealth management, financial planning, and corporate retirement advisory services. The firm employs an internal investment committee that uses a macroeconomic-driven, style-agnostic approach to portfolio management and provides additional services such as affiliated accounting, tax support, and estate planning.

Courtney Truss is a financial advisor at Bluewater Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Oakworth Capital Bank for ten years. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary wealth management, investment management, financial planning, and consulting. The firm employs a top-down macroeconomic process combined with various analytical methods to manage portfolios and generally serves a concentrated client base with relatively large account sizes.

Samuel Haskell is a financial advisor at Colarion with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Colarion since 2017, following roles at Ewing Asset Management and TLT Group. Outside of Colarion, Mr. Haskell is a principal of Sipco LLC, a real estate investment firm, serves on the boards of CommerceOne Bank and Janover, Inc., and is Chief Investment Officer of jhh wealth, LLC. Colarion provides discretionary and non-discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm manages separate accounts and a private pooled vehicle, the Mint Financial Sector Fund, utilizing fundamental and technical analysis with various trading strategies tailored to client objectives and risk tolerances.

Derrell Crimm is a CFP® professional with 24 years of experience in the financial industry. He is currently with Walton Financial and has previously worked at Commonwealth Financial Network and AC Financial Partners. Crimm serves as the Supervisory Council Chairman for Mutual Savings Credit Union. Walton Financial provides comprehensive financial planning, asset management, and retirement plan consulting to individual clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary services including customized and model portfolios, utilizing a multi-step due-diligence process for investment selection.

James Mccormick III is a financial advisor at PMD Advisory with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Cambridge Investment Research Inc. Outside of his advisory role, he is a partner in a consulting business based in Hoover, AL. PMD Advisory serves individual clients across wealth levels by providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis in constructing portfolios, typically employing mutual funds and ETFs tailored to client objectives and risk tolerance.

Jacob Drum is a financial advisor at Strauss Financial Group with certifications including CFP®, PFS™, and Series 65. He has two years of industry experience and previously worked at firms such as Lakeview Tax Advisors and BCR Wealth Strategies. Strauss Financial Group provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a combination of macroeconomic analysis and fundamental and quantitative research to manage diversified portfolios and offers integrated tax and bookkeeping support alongside digital estate-planning tools.

Adam Kirklin is a financial advisor at Bluewater Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Bluewater Wealth Advisors since 2024. Kirklin also has a background with Kirklin Investment Management Company and Oakworth Capital Bank. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary wealth management, investment management, financial planning, and consulting. The firm employs a top-down macroeconomic process managed by an Investment Committee and offers both portfolio management and standalone planning services.

Stanley Funches Sr. is a CFP® and ChFC® with 27 years of industry experience, currently affiliated with LPL Financial in Birmingham, AL. He has worked with INTELUS Advisory Group, LLC and Level Four Advisory Services, among others, and has been involved in authoring investment-related content since 2019. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

Scott Cole is a Certified Financial Planner™ and holds a Series 65 license with 22 years of experience at Cole Financial Planning in Hoover, Alabama. He has served as an adjunct professor teaching financial planning courses and is a board member of GPN Alliance, Inc., which owns the Garrett Planning Network. Cole Financial Planning and Wealth Management provides financial planning and portfolio management services to individuals, high net worth clients, trusts, estates, small businesses, and nonprofit organizations. The firm emphasizes asset allocation, long-term buy-and-hold investing, and periodic rebalancing, offering both discretionary and non-discretionary services tailored to client objectives and risk tolerance.