Clayton Dodd is a financial advisor at 364 Investing, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience with the Alabama Department of Transportation and Hoar Construction. Outside of his advisory role, he continues to work as a Quality Control Assistant for the Alabama Department of Transportation. 364 Investing provides portfolio management and financial planning services to individual investors, high-net-worth individuals, and charitable organizations. The firm employs a mix of charting, fundamental and technical analysis, and modern portfolio theory, with active options strategies and discretionary trading authority, and offers performance-based fee arrangements for qualified clients.

Bailey Vance is a financial advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL, holding a Series 66 designation with several years of experience in the industry. Prior to joining Canterbury Capital, Bailey worked at Northwestern Mutual Investment Services LLC and has a background that includes roles at Robert Butler and the University of Alabama. Canterbury Capital Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, and institutional clients. The firm employs a multi-faceted investment process and offers a range of services such as retirement plan consulting and ERISA fiduciary services, managing over $100 million in discretionary assets.

Robert Butler is a financial advisor with Canterbury Capital Wealth Management, LLC in Tuscaloosa, Alabama. He holds a Series 66 designation and has 15 years of industry experience, including a decade at Northwestern Mutual Wealth Management Company. Outside of financial services, Butler is a partial owner of Southern Transportation, a non-financial business. Canterbury Capital Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and qualified employee benefit plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis with a disciplined risk-monitoring framework and serves a relatively high client load per advisor alongside institutional retirement-plan consulting and ERISA fiduciary services.

Kimberly Bolton is a financial advisor at YFP Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Your Financial Pharmacist since 2020. Prior to that, she was affiliated with The University of Alabama from 2016 to 2020. YFP Wealth serves individuals, families, high-net-worth clients, and business entities with financial planning, investment management, retirement plan consulting, and life planning. The firm emphasizes client education through seminars, authored content, and an online community, and primarily employs a passive investment approach using index funds and ETFs.

Stephen Reinhart is a financial advisor with Financial Economics Consulting Group, Inc. in Tuscaloosa, Alabama, holding a Series 63 designation and bringing 34 years of industry experience. He has served as an adjunct professor at the University of Alabama's Culverhouse College of Commerce since 2009. Outside his advisory role, Reinhart is a part-owner of two local companies involved in property management and rental activities. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm combines a monetarist, top-down economic view with bottom-up fundamental and technical analysis to create customized, balanced portfolios focused on moderate risk.

Robert Mcleod is a CFP® and CFA® with 34 years of experience at Financial Economics Consulting Group, Inc., where he has worked since 1986. He is also a professor of finance at the University of Alabama’s Culverhouse College of Commerce. Outside of his advisory role, he is involved in identifying and analyzing residential and commercial properties through a private company. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, financial planning, and consulting services. The firm combines a monetarist, top-down economic view with fundamental and technical analysis to build customized, balanced portfolios, and also provides business valuation and litigation support.

Richard Gibson is a CFP® professional with three years of experience at JMF Capstone Wealth Management and a longstanding career since 1978 at JamisonMoneyFarmer, PC. He serves as an outside director and audit committee chair for Robertson Banking Company. JMF Capstone Wealth Management serves individuals, retirement plans, trusts, and businesses with discretionary investment management and financial planning, emphasizing diversified, long-term portfolios primarily using passively managed funds and independent managers. The firm is affiliated with Jamison Money Farmer PC, coordinating advisory and pension consulting services to provide integrated support.

Steven Shelton is a Series 65-licensed financial advisor with 25 years of industry experience. He is the sole advisor at WRS Financial Services, L.L.C., an independent registered investment adviser based in Tuscaloosa, AL. WRS Financial Services provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm employs a customized, fundamental analysis-driven investment approach with a long-term purchase strategy and also offers ERISA-focused services to pension and profit-sharing plans.

Robert Ingram is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He has been with JMF Capstone Wealth Management and JamisonMoneyFarmer PC since 2014. Outside of his advisory role, he serves as a shareholder and CPA at JamisonMoneyFarmer PC and holds trustee and corporate treasury positions in several non-investment-related entities, including a private foundation and an aerospace manufacturing company. JMF Capstone Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary investment management and financial planning, focusing on diversified, long-term portfolios primarily composed of passively managed and evidence-based funds, and maintains close operational integration with its affiliated accounting and pension consulting firm.

Anita Hayes is a financial advisor at JMF Capstone Wealth Management with 11 years of industry experience. She holds a Series 65 designation and has been with JMF Capstone since 2014. In addition to her advisory role, she devotes approximately half of her time to JamisonMoneyFarmer PC, a non-investment related accounting firm specializing in benefit plan services. JMF Capstone Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary investment management and financial planning, implementing diversified, long-term portfolios primarily through passively managed and evidence-based mutual funds and ETFs, with additional fixed-income management delegated to third-party managers.

Robert Way is a financial advisor at WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, holding a Series 65 designation with 25 years of industry experience. WRS Financial Services is an independent registered investment adviser that provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26.2 million in discretionary assets across 48 client relationships, offering customized, non-model portfolios based on fundamental analysis and a long-term purchase approach. WRS is a wholly owned subsidiary of a certified public accounting firm and provides ERISA-focused services and institutional portfolio management, distinguishing it within its category.

James Brazil is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He has been with JMF Capstone Wealth Management since 2014 and also devotes significant time to his role as a CPA at JamisonMoneyFarmer PC. He is based in Tuscaloosa, AL. JMF Capstone Wealth Management serves a range of clients including individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs diversified, long-term investment strategies primarily using passively managed and evidence-based funds, and integrates advisory, planning, and pension consulting services through its affiliation with Jamison Money Farmer PC and partnerships with sub-advisory firms.

Bryan Chandler is a CFP® and PFS™ with 12 years of experience at JMF Capstone Wealth Management and related entities. He has worked at JamisonMoneyFarmer PC, a public accounting firm, since 1978, where he is involved in audit, accounting, and tax planning. Chandler holds a role in a separate business focused on office building ownership. JMF Capstone Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary investment management and financial planning, using diversified, evidence-based portfolios primarily through passive mutual funds and ETFs, and coordinates closely with its affiliated accounting firm and pension consulting services.

Bryan Robinson is a financial advisor at WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, with 15 years of industry experience. He holds a Series 65 designation and has been with WRS Financial Services since 2008. WRS Financial Services is an independent registered investment adviser that manages discretionary portfolios for individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and it also provides ERISA-focused services and portfolio management for institutional clients.

Milton Sims is a financial advisor at WRS Financial Services, L.L.C. in Tuscaloosa, AL, holding a Series 65 designation with 25 years of industry experience. He is the sole advisor at the independent firm. WRS Financial Services, LLC provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers customized, non-model portfolios using fundamental analysis and a long-term purchase approach, with services that include ERISA-focused pension and profit-sharing plan management.

David Berney is a financial advisor at JMF Capstone Wealth Management in Tuscaloosa, AL, holding Series 65 and Series 66 licenses with five years of industry experience. His prior roles include positions at Stangier Wealth Management and Summit Funding, as well as work outside finance at the Springfield Police Department and 541 Cryo and Laser. JMF Capstone Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and businesses, providing discretionary investment management and financial planning. The firm employs diversified, long-term portfolios primarily through passive and evidence-based funds, leveraging affiliated accounting and pension consulting resources to integrate advisory and planning services.

Joel Lake is a financial advisor at JMF Capstone Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has been affiliated with JamisonMoneyFarmer, PC since 1992, where he serves as a shareholder and CPA. In addition to his advisory role, he dedicates part of his time to accounting and holds oversight responsibilities in related business entities. JMF Capstone Wealth Management serves individuals, retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm focuses on diversified, long-term portfolios using primarily passive and evidence-based mutual funds and ETFs, and integrates advisory, planning, and pension consulting services through affiliations with an accounting firm and third-party managers.

William Ray is a Series 65 licensed financial advisor with 25 years of industry experience. He operates as the sole advisor at WRS Financial Services, L.L.C., an independent registered investment adviser based in Tuscaloosa, Alabama. WRS Financial Services provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm specializes in customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and it is affiliated with a certified public accounting firm, offering ERISA-focused services and institutional portfolio management.

Kimberly Sartain is a financial advisor with WRS Financial Services, L.L.C. in Tuscaloosa, Alabama. She holds a Series 65 designation and has 25 years of industry experience. WRS Financial Services is an independent registered investment adviser that provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm builds customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and also offers ERISA-focused services and portfolio management for institutional-type clients.

Wynton Blount is a financial advisor at Stephens with five years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2020. Prior to joining the firm, he held positions at Riddell Sports Group, Suffolk Construction, and Cornerstone Investment Management and Consulting. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to implement equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.