Pablo Miranda

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.

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.

I am Jessica McDonald, a financial advisor and owner of Southern Wealth Builders, based in Birmingham, Alabama and accepting virtual clients. I know how it feels to experience financial uncertainty. I've been there, staring down at the myriad of possible paths, unsure of which one will lead to financial security and success. It's disconcerting and frustrating, and at times, it can feel as though your dreams are slipping away. Through my journey, I have armed myself with the knowledge and experience that can turn financial anxiety into financial empowerment. As a CFP® Professional, I've devoted my life to mastering the art of financial planning, learning how to distill complex financial concepts into practical, easy-to-understand strategies that cater to each individual's unique needs. Whether you're an athlete looking to capitalize on a lucrative sponsorship or NIL deal, a seasoned professional striving to make your money work harder for you, or a veteran preparing for a comfortable retirement, I've got you covered. I have helped numerous individuals, just like you, break free from their financial constraints and confidently stride towards their financial goals.

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.

Philip Wilson is the principal of Wilson Financial Group in Birmingham, AL, holding a Series 63 license with 35 years of industry experience. He has led Wilson Financial Group since 1994. Outside of his advisory role, he serves as vice president of the Sandy Shores Association and is a board member of Elevate Community Church. Wilson Financial Group provides wealth management and financial planning services to individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory-based approach using diversified mutual funds and ETFs, supplemented by individual stocks and insurance products as appropriate.