Charles Thomas Alvey III is a CFP® professional with nine years of industry experience, currently serving as an advisor at OneAscent Financial Services LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, G.A. Repple & Co., TownePark, and Bullitt County Public Schools. He also holds a partner role at Hardt Financial Group, where he is involved in operations management and financial planning. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and various automated and overlay management platforms.

Daniel Hardt is a CFP® and ChFC® with 43 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at G.A. Repple & Company and Provident Mutual Insurance Co. He is president of Faith and Finances, Inc., a nonprofit ministry that teaches Christians to apply biblical principles to their finances and provides training on biblically responsible investing for professionals. 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 a range of asset management and financial planning services, utilizing both advisor-managed and model-based investment programs with options such as tax overlay and Unified Managed Accounts.

Jacob Pryor is a financial advisor at OneAscent Financial Services LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Dan Hardt Financial Services and G.A. Repple & Company. Pryor serves as a board member for the Financial Planning Association of Kentuckiana and is an organizer of an LLC that sells retail apparel and merchandise. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, using individualized asset-allocation guidelines and various management platforms.