Jason Dyken is the principal of Dyken Wealth Strategies, Inc. in Gulf Shores, Alabama, with 24 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. He serves as a councilman for the City of Gulf Shores and operates a consulting business alongside his advisory practice. Dyken Wealth Strategies provides portfolio management, financial planning, and pension consulting to individual investors and pension or profit-sharing plans. The firm follows a long-term investment approach based on modern portfolio theory, primarily utilizing mutual funds and third-party managers, and combines advisory services with affiliated insurance activities.

Julie Jenkins is a financial advisor at Redesign Wealth Planning with a Series 65 credential and one year of industry experience. She previously worked at Care Financial and Southern Women's Specialist. Jenkins’s background includes healthcare and insurance, and she provides educational seminars and speaking engagements for groups. Redesign Wealth Planning offers comprehensive, project-based, and hourly financial planning along with discretionary investment management to individual and high-net-worth clients, emphasizing passive, low-cost, diversified ETFs and mutual funds with attention to tax efficiency and client restrictions. The firm integrates outside managers and focuses on ongoing planning relationships rather than standalone investment services.

James Hickey is a CFA® charterholder with 15 years of industry experience. He is the Managing Director of Crimson Wealth and serves as CEO of X1 Capital Inc., a business development company. Hickey is also a managing member of Alternative Risk Strategies LLC, which provides consulting and insurance services, and he is a board member of Mariposa Community Partners, a nonprofit focused on economic development in Alabama. Crimson Wealth primarily serves individual clients with customized equity-focused portfolios, combining top-down macroeconomic analysis with disciplined bottom-up stock selection. The firm manages approximately $8.4 million across five accounts, emphasizing buy-and-hold strategies with a mix of index and thematic ETFs alongside concentrated individual stock positions.

John Brandon is a CFP® and ChFC® with 37 years of experience in financial advising. He has been the principal of Atlantes Financial Advisors since 2005 and is also affiliated with Purshe Kaplan Sterling Investments. Atlantes Financial Advisors provides personalized portfolio management and financial planning to individuals, institutions, and trust clients, employing a core-and-satellite investment approach that combines passive index funds and ETFs with selective active management.

Christopher Bales is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is the principal of Bridgeworks Asset Management, LLC, and also operates Bales Law Firm. His prior experience includes roles at Morgan Stanley and other financial firms. Bales has been involved in divorce financial planning through an affiliated business and legal services. Bridgeworks Asset Management is an independent registered investment adviser serving primarily individual clients and charitable organizations. The firm offers customized portfolio management and financial planning, using methods such as modern portfolio theory and option strategies, and maintains a unique connection to family-law financial planning through its integrated legal services.

John Grant is the sole advisor at Grant Financial Group in Elberta, Alabama, holding Series 63 and Series 65 designations with 26 years of industry experience. He has operated Grant Financial Group since 2008. Grant is also a licensed life, health, and variable annuity insurance agent with appointments at multiple insurance companies, focusing primarily on fixed deferred, equity-linked index, and immediate annuities. Grant Financial Group is an independent, state-registered investment adviser serving approximately 97 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a conservative, actively managed approach blending bond funds, equities, ETFs, and mutual funds, with daily security reviews and discretionary trading authority to implement client investment plans.

Nathan Lippincott is a financial advisor at STM Asset Management LLC with 10 years of industry experience and holds a Series 65 designation. In addition to his advisory role, he is the owner of Knockout Home Inspections and serves as the pastor at Grace Bible Church. He is also the owner of Steadfast Insurance, LLC, a property and casualty insurance agency. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $52.7 million for around 493 clients. The firm offers tailored portfolio management using ETFs, mutual funds, and individual equities, with regular account reviews and client reporting.

James Pearson is a financial advisor at Financial Strategies Wealth Management LLC in Fairhope, AL, holding a Series 65 designation with 26 years of industry experience. He previously worked at L&L Financial Services, LLP for 17 years before joining his current firm in 2014. In addition to his advisory role, he operates as an independent licensed insurance agent. Financial Strategies Wealth Management provides investment advisory services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading to tailor portfolios according to clients’ objectives and risk tolerances.

Nathan Faircloth is a financial advisor at STM Asset Management LLC with 14 years of industry experience. He holds a Series 63 designation and has worked at STM Asset Management and The Faircloth Group P.C. since 2014. Outside of financial advising, he is a partner in The Faircloth Group, a tax preparation and accounting firm. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management using ETFs, mutual funds, and individual equities, combining technical, fundamental, and cyclical analysis supported by third-party research.

Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC with two years of industry experience. He holds a Series 65 designation and has worked in real estate and investment management roles at various firms, including Coldwell Banker Coastal Realty and Colomb Investment Management Company. Prior to his financial services career, he spent over two decades at United Rentals. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory relationship with Matson Money, focusing on efficient portfolios aligned with clients’ objectives and risk profiles, and maintains a distinctive emphasis on retirement plan and pension consulting.

Silas Peters is a financial advisor at Blue Marlin Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Gar Wood Securities, LLC and Trades Trending. Peters is also the founder and managing partner of Ocean Capital Partners, a financial publishing company that provides market education and tools through on-demand courses and software. Blue Marlin Advisors serves individual clients with discretionary investment management and subscription-based financial planning. The firm employs a passive, asset-allocation approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options integration.

Mary Benedict is a financial advisor at Heritage Road Advisors with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 27 years before founding Benedict Consulting. Her current role at Heritage Road Advisors began in 2019. Heritage Road Advisors provides independent financial planning and discretionary portfolio management for individuals, small business owners, trusts, estates, and institutional clients. The firm emphasizes passive investment management through low-cost index funds and ETFs, customized fixed-income strategies, and option overlays to manage concentrated equity risks, while also offering professional services to other advisors and legal/tax professionals.

Clifton Hunter is a financial advisor with Financial Strategies Wealth Management LLC in Fairhope, AL, holding a Series 65 credential and 26 years of industry experience. He has been with Financial Strategies Wealth Management since 2014 and also serves as president of C. Ray Hunter CPA, PC, a CPA firm specializing in individual and business tax returns. Financial Strategies Wealth Management provides investment advisory services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a range of investment approaches, including asset allocation and technical analysis, and utilizes third-party managed programs while maintaining oversight.

Joshua Null is a financial advisor at Gulf Coast Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prime Capital Investment Advisors, LLC, ProEquities, Inc., and New York Life. Joshua is the creator and host of a financial education program focused on retirement topics, produced out of his firm's office. Gulf Coast Financial Advisors serves individuals, small businesses, trusts, estates, and qualified retirement plans, managing approximately $32.4 million for around 96 clients. The firm offers customized investment management and financial planning, utilizing a blend of technical and fundamental analysis across various asset classes, and provides financial education through an ongoing in-house radio and podcast program.

Lance Williams is a financial advisor at NewSong Capital Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC. Outside of his advisory role, he owns and operates a commercial spear fishing business and participates in fishing and diving tournaments as a brand ambassador. NewSong Capital Management provides investment management and ongoing financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm offers customized portfolio management that includes equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure, and derivatives, combining traditional asset management with subscription-style financial planning and integrated risk management.

Sean Mcclay is a financial advisor at STM Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with STM Asset Management since 2009. Previously, he was involved with the Daphne Strike Soccer Club from 2014 to 2016. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $52.7 million across about 493 clients, offering tailored portfolios primarily using ETFs, mutual funds, and individual equities, supported by various analytical methods and third-party research.

Donald Laurence Jr. is a CFP® and Series 66-registered advisor with 27 years of industry experience. He is currently with Naviant Partners, LLC and previously worked at Stone Oak Wealth Management, Raymond James & Associates, and Wells Fargo Clearing. He serves on the board of the Respite Care of San Antonio Foundation, participating in governance and fundraising activities. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment approach using ETFs, low-cost mutual funds, and other securities, and offers specialized retirement plan consulting and fiduciary services.

Alexander Theodore is a financial advisor at Hayek Kallen Investment Management L.L.C. with six years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Hayek Kallen in 2019, his background includes various roles at the University of South Alabama in academic success, athletics, and recreation departments. Hayek Kallen Investment Management provides discretionary investment and wealth management services primarily to individuals, families, and small organizations, including non-profits. The firm employs a balanced-value investment approach focused on mid- and large-cap companies with typical equity/bond allocations of 50/50 or 60/40 and manages approximately $396–399 million across more than 200 client accounts.

Clinton Martin is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Capital Square, LLC since 2018 and previously held roles at Great Lakes and Atlantic Wealth Management and Raymond James Financial Services Advisors. Outside of his advisory work, he is the sole member of Town Square Consulting LLC, a support company based in Fairhope, AL. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm manages approximately $393 million in client assets, offering tailored portfolios with a range of investment strategies and emphasizes client education and ongoing disclosure.

John Wallace is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Capital Square, LLC. He has worked with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously held roles at Steadfast Companies and Stira Capital Markets Group. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm manages approximately $393 million in client assets, offering tailored portfolios through diversified asset allocation and employing discretionary and non-discretionary management approaches.