Kaylee Shepherd is a financial advisor at OneAscent Financial Services LLC with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at LPL Financial LLC and The Citizens National Bank. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions through individualized asset-allocation strategies and various overlay and automated portfolio management platforms.

Carl Reed is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and four years of industry experience. He has previously worked at Gateway Wealth Partners, ADVISORS' PRIDE Inc., LPL Financial, and Strategence Capital. Reed is also involved in insurance sales as a non-investment related business activity. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams, offering a range of asset management, financial planning, and consulting services.

Stacey Zahoranski is a Series 66-credentialed advisor with 19 years of industry experience. She has been with OneAscent Financial Services LLC since 2017 and previously worked at Beacon Wealth Consultants, Inc. from 2013 to 2017. Outside of her advisory role, she serves as a board member of Athena Akron and is a trustee for her parents' trust. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing a variety of investment platforms including model-based and Unified Managed Account solutions.

Jordan Arnold is a CFP® professional with six years of experience in financial advisory roles. He currently works at OneAscent Financial Services LLC and has held previous positions at Gateway Wealth Partners, Advisors' Pride, LPL Financial, First Bank of Berne, and iAB Financial Bank. Outside of his advisory work, he volunteers with the Wells County Dream Center and serves as an advisor for Wells County Lifewise. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and consulting, utilizing both advisor-managed and model-based strategies supported by overlay managers and automated programs.

Aiden Gaugler is a financial advisor at OneAscent Financial Services LLC with a Series 65 license and less than one year of industry experience. Prior to joining OneAscent, he held positions at Sheetz and worked in educational institutions including Commonwealth University, PA Cyber, and Selinsgrove Area School District. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through various advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting services.

Jon Pourchot is a financial advisor at OneAscent Financial Services LLC with one year of industry experience and holds a Series 65 designation. His prior experience includes roles at Financial Strategies Group LLC, the Tennessee Department of Treasury, Poplar Heights Baptist Church, and Union University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation guidelines and various model-based platforms.

Ryan Wenninger is a financial advisor at OneAscent Financial Services LLC with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Bashore, Reineck, Stoller & Waterman and various positions outside the financial services industry. He serves as a controller and volunteer for Haven of Hope of Van Wert County, a nonprofit supporting homeless men. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, utilizing both advisor-managed and model-based platforms.

William Hines is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at OneAscent since 2017, following a year at Fiduciary Alliance, LLC. Outside of advising, he is a minority member of two family holding companies involved in commercial real estate investing. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions. The firm employs individualized asset-allocation strategies and utilizes various model-based platforms and overlay managers.

Noah Dorman is a CFP® with four years of industry experience and is currently with OneAscent Financial Services LLC. He previously worked at StoneX Advisors Inc and Stonex Securities Inc. In addition to his advisory role, he is involved in insurance sales. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams, offering a variety of asset management and financial planning solutions.

Joshua Holland is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds a Series 65 designation and previously worked with Horry County Schools and Anderson University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers customized asset management, financial planning, Unified Managed Account solutions, and consulting services, utilizing both advisor-managed and model-based investment programs.

Joseph Kuckel is a financial advisor with OneAscent Financial Services LLC in Greenville, SC. He holds a Series 65 designation and has been with OneAscent since 2024. Prior to his advisory role, he worked at Monster Ballroom and Cracker Barrel and has experience in education at the middle and high school levels. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing model-based platforms and overlay managers.

Samuel Tate is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining OneAscent, he was affiliated with Tate Financial Partners in the same year. Outside of his financial work, he serves as the head swim coach for Maryville High School. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting.

Sara Bolen is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining OneAscent in 2023, she worked for Thrivent Financial and its affiliated entities from 2011 to 2023. Outside of her advisory role, she volunteers as a bookkeeper for a local nonprofit organization that supports art projects for children in the Grand Rapids, MN area. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation strategies, model-based platforms, and overlay managers, along with additional services such as outsourced CIO and CCO functions.

Eric Dorman is a CFP® with 34 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and has prior experience at Stonex Advisors Inc. and Purshe Kaplan Sterling Investments. He serves on the board of Bloom for Women, a faith-based nonprofit charity supporting survivors of abuse. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Tamela Sperr is a Certified Financial Planner (CFP®) with 32 years of industry experience. She is currently with OneAscent Financial Services LLC and has held positions at firms including Edward Jones and LPL Financial. Sperr is also involved in insurance sales as a secondary business activity. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing a combination of advisor-managed, model-based, and automated investment programs.