Kyle Windham

David Clark is a CFP® professional with 29 years of experience in financial advisory. He is the principal advisor at DMC Wealth Management, LLC in Birmingham, AL, where he has worked since 2012, including through prior affiliations. In addition to his advisory role, Mr. Clark is licensed as an independent insurance agent. DMC Wealth Management offers discretionary and non-discretionary investment management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as retirement plans. The firm constructs portfolios primarily using mutual funds and ETFs, with tailored allocations based on client objectives, and also advises on pooled and private investment vehicles for qualified clients.

Brian Anderson is a financial advisor with Anderson Asset Management in Birmingham, AL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Anderson Pewitt Asset Management since 2013. Anderson Asset Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, and other entities, including a private pooled investment vehicle for qualified investors. The firm uses fundamental analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.

Joseph Aultman Jr. is the sole advisor at Still Waters Investment Strategies LLC in Birmingham, AL, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior work includes roles at Truist Securities, Inc. and SunTrust Robinson Humphrey, Inc. before founding his current firm. Still Waters Investment Strategies is a registered investment adviser serving individuals and high net worth clients with discretionary investment management and comprehensive financial planning. The firm employs a rule-based, semi-automated investment process combining quantitative methods and human oversight, offering both asset-based management and hourly financial planning services.

John Kirby is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Dreamwork Financial Group, an independent firm based in Birmingham, AL, since 2015. Outside of his advisory role, he owns Swiggity, LLC, a beverage manufacturing business, where he provides advice to the Chief Brand Officer and sales team. DreamWork Financial Group offers discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs both fundamental and technical analysis, including the use of derivatives and options strategies, and manages assets in-house with a focus on tailored investment policies and comprehensive reporting.

Ryan Weiss is a financial advisor with Ballast Wealth LLC in Birmingham, AL, holding a Series 66 designation and 16 years of industry experience. He has worked at Ballast Wealth LLC since 2022 and concurrently with DMC Group, LLC since 2015. Outside of his advisory roles, he is the managing partner of Wei(ss), LLC and Three Axis Capital, LLC, both involved in real estate investments. Ballast Wealth LLC is a state-registered investment adviser providing discretionary investment management and advisory services to individuals, trusts, estates, and small businesses. The firm focuses on direct equity selection supported by fundamental and technical analysis, managing portfolios tailored to client objectives and risk tolerance.

Harrison Self is a financial advisor at Legacy Capital Partners LLC in Birmingham, AL, holding a Series 65 designation and with experience in infrastructure development since 2025. He previously worked at Auburn University from 2023 to 2025 and at Briarwood Christian School from 2008 to 2023. Legacy Capital Partners LLC is an independent registered investment adviser that serves primarily individual clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a fundamental-analysis approach with diversified strategies across equities, fixed income, ETFs, and approved options.