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.

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.

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.

Steven Dauphin is a financial advisor at Bonaventure Capital, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bonaventure Capital since 1998. Dauphin is also a member of Fidelis Capital, LLC, where he provides investment consulting services. Bonaventure Capital offers investment advisory services to pooled investment entities and manages separately managed accounts for individuals, trusts, and corporations. The firm utilizes broad asset-class ETFs and listed-option strategies for SMAs and employs fundamental financial analysis and active monitoring for private equity and micro-cap fund investments.

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.

Nicholette Hamel is a financial advisor at Dougherty Investment Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Schwend and the Department of Veterans Affairs. Prior to her advisory roles, she was employed at Portsmouth Naval Shipyard for seven years. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning services, using fundamental analysis to construct portfolios that include equities, debt securities, mutual funds, ETFs, and government securities.

Eric Mcclain is a CFP® with 16 years of industry experience, currently serving at Approach Retirement Advisors, LLC since 2013. Prior to that, he worked at Wesban Financial Consultants, P.C. from 2010 to 2013. He is a minority member of Kairos Properties, LLC, a real estate investment and development entity, though he holds no operational role. Approach Retirement Advisors, LLC is a fee-only registered investment adviser managing approximately $227 million for about 140 clients, including individuals, trusts, estates, and charitable organizations. The firm employs diversified portfolio strategies and is notable for its use of derivatives and option-based overlay strategies through third-party sub-advisers.

Harvey Smith is a Series 65-licensed financial advisor with Birmingham Capital Management Co., Inc. in Birmingham, AL, where he has worked since 1983, accumulating 33 years of industry experience. He is one of two advisors at the firm. Birmingham Capital Management provides discretionary investment management primarily to high-net-worth individuals and institutional clients, employing a large-cap, value-oriented approach focused on individual U.S. equities and fixed-income holdings with low turnover and long holding periods. The firm manages approximately $322 million in assets and operates with a two-principal investment team.

William Couchman is a financial advisor with Birmingham Capital Management Co., Inc., holding a Series 65 designation and 33 years of industry experience. He has been with Birmingham Capital Management since 1983. Birmingham Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients, focusing on a large-cap, value-oriented approach with an emphasis on U.S. equities and fixed income. The firm operates with a two-principal investment team and manages approximately $322 million in assets.

Phillip Walker is a CFP® and holds a Series 65 license, with 15 years of experience in the financial industry. He has worked at Approach Retirement Advisors, LLC since 2021 and previously spent a decade at Walker Wealth Advisors, LLC. Approach Retirement Advisors, LLC is a fee-only registered investment adviser managing approximately $227 million for about 140 clients, including individuals, trusts, estates, and charitable organizations. The firm employs diversified portfolio strategies and is noted for its use of derivatives and option-based overlay strategies through third-party sub-advisers.

Samuel Harris II is a financial advisor at Bluewater Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Oakworth Capital Bank and Stardust Development, LLC. Outside of advising, he is involved with Mark Harris Farms, LLC. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and wealth management services. The firm employs a top-down macroeconomic investment approach through an internal committee and utilizes a range of investment vehicles, including interval funds and negotiated held-away assets.

William Reiser Jr. is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He has been with Bonaventure Capital, LLC since 1998. Reiser is also a member of Fidelis Capital, LLC, where he dedicates significant time to providing investment consulting and management services. Bonaventure Capital provides investment advisory services to pooled investment entities and manages separately managed accounts for individuals, trusts, and corporations. The firm employs a combination of broad asset-class ETFs and listed-option strategies for SMAs, alongside fundamental financial analysis and active monitoring for private equity and micro-cap fund investments.

Robert Eifert is a CFP® professional with eight years of industry experience, currently serving at Cahaba Wealth Management, Inc. since 2020. Prior to joining Cahaba, he worked at Fidelity Institutional Asset Management and Fidelity Institutional from 2016 to 2020. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion and emphasizes long-term cash-flow projections, quantified risk assessments, and regular risk discussions to guide asset allocation and security selection.

David Painter is a financial advisor with Southern Financial Group, LLC in Birmingham, AL, holding the CFP®, PFS™, and Series 63 designations and bringing 32 years of industry experience. He has worked at Southern Financial Group since 2006 and was previously with Triad Advisors, Inc. from 2001 to 2024. Outside of his advisory role, he is involved in tax preparation and planning through Southern Financial Group and owns a rental property business. Southern Financial Group serves individuals, high net worth clients, corporations, and businesses, offering discretionary portfolio management, financial planning, consulting, income tax preparation, and estate settlement services. The firm manages nearly $936 million in discretionary assets for over 1,100 clients, focusing on personalized investment policies and continuous account monitoring within a small advisory team.

John Imbusch is a financial advisor at BMSS Wesson Wealth Solutions with a Series 65 designation. He has been with BMSS Wesson Wealth Solutions since 2024 and previously worked at Ernst & Young US LLP and the University of Alabama. Outside of finance, he is a part owner and manager of Bill Bradley Plumbing, Inc., a plumbing and HVAC business in Montgomery, AL. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and consulting services. The firm integrates closely with its parent accounting company and affiliated registered adviser to provide comprehensive portfolio management and specialized planning resources.

Janet Ball is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding one year of industry experience. She is also a Managing Director at Oakworth Capital Bank, a position she has held since 2007. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process and manages assets across various investment vehicles, including mutual funds, ETFs, and alternative investments.

Alma Maric is a financial advisor at Fairvoy Private Wealth, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to her career in finance, she worked at Michael Kors and Jefferson State Community College. Fairvoy Private Wealth is a registered investment adviser serving individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that incorporates fundamental, technical, and quantitative analysis across a diversified asset-allocation framework.