Mike Anderson, CFA, is the Chief Financial Officer of Brownlee-Morrow Enterprises, Inc, a leading manufacturer and distributer of liquid and air handling equipment for industrial applications.  As CFO, Mr. Anderson oversees the accounting function and guides the capital allocation, funding, and growth planning process.  Prior to joining Brownlee-Morrow, Mr. Anderson was the Chief Financial Officer and Chief Investment Officer at Collateral Holdings, LLC, and has also served as the Treasurer of a $2 billion bank and Chief Investment Officer of a $200 million insurance company.  Mike is a graduate of The University of Alabama and has been a charterholder since August 2018. 

Ivan Truss, CFA is a Financial Advisor at Shades Creek Wealth Advisors where he works with clients to develop financial plans and investment strategies, with a special focus on alternative investments and structured products. Previously, Ivan worked at Brasfield & Gorrie, where he was part of the Corporate Strategy & Investments group, performing due diligence on private equity, real estate, and private debt investment opportunities. Ivan is a graduate of Samford University and has been a charterholder since April 2021.

Vallery Brown has extensive experience across the energy and financial industries. She currently serves as the Vice President of Financial Structuring for Southern Power Company, where she leads an organization responsible for market analysis, financial valuation, and tax equity structuring for energy facilities. She’s held multiple leadership positions at Southern Power, including developing an organization responsible for energy trading and contract optimization for renewable assets located in energy markets across the U.S. Vallery also served as an assistant bond portfolio manager at Protective Life and has been a CFA charterholder since 2006. She holds a bachelor’s degree in International Finance and German and a master’s degree in Finance from the University of Alabama.  Vallery also serves on the board of Red Mountain Grace.

Steven Elseroad, CFA, CPA is as an Audit Senior Manager in KPMG’s Birmingham office. In his role with KPMG, Steven provides professional audit services to financial institutions ranging in size from community banks to multinational groups in accordance with PCAOB and AICPA requirements and U.S. GAAP. His audit experience includes SEC filings, IPOs, and debt and equity offerings. Steven currently serves at KPMG’s co-lead for Banking & Capital Markets industry automation group and serves as a KPMG National Instructor. He holds a bachelor’s degree in Accounting and Finance and master’s degree in Accountancy from Samford University. Steven is a CPA and has been a CFA charterholder since 2019.