Joseph Martin is the principal of Goldsmith Martin Wealth Strategy LLC, an independent registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2026. Prior to founding his firm, Martin worked at Montgomery Metro Realty and Common Bond Brewers and spent seven years at Haynes Ambulance of Alabama. He is also active as a Realtor alongside his advisory practice. Goldsmith Martin Wealth Strategy provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active investment strategies with a focus on client-specific policies, offering discretionary portfolio management and comprehensive written financial plans.

Richard Akinyemi is a financial advisor at Rwc Wealth Management, Inc. in Montgomery, AL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rwc Wealth Management since 2012. Akinyemi is also a published author and serves as a director of a non-functioning construction company in Nigeria. RWC Wealth Management provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and corporate entities such as pension and profit-sharing plans. The firm offers individualized Investment Policy Statements, ongoing portfolio monitoring, and corporate consultations, utilizing a mix of analytical approaches and strategies while operating primarily on a non-discretionary basis.

Douglas Tucker is a financial advisor with Tucker Financial Group in Montgomery, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is an independent insurance agent. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using tailored investment strategies and offers retirement and estate planning advice.

Daniel Dean is a financial advisor at Tucker Financial Group with a Series 65 designation and three years of industry experience. He previously worked at Alea for 23 years and has held roles at County Risk Services and the AC Board of Education. Outside of finance, he serves as a police officer at Central Alabama Community College. Tucker Financial Group is an SEC-registered investment adviser that provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using various strategies tailored to clients’ objectives and risk tolerances.

Benjamin Auman is a financial advisor at Tucker Financial Group in Montgomery, Alabama. He holds a Series 65 designation and has four years of industry experience. Prior to joining Tucker Financial Group in 2018, he worked for Huntsville City Schools from 2015 to 2018. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses, managing discretionary and non-discretionary accounts across various asset types. The firm tailors portfolios based on clients’ objectives and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging, with accounts reviewed quarterly.

Robert Allan is a CFP®, CFA®, and Series 65 credentialed advisor at Welon Partners with seven years of industry experience. Prior to joining Welon Partners, he worked at Empirian Health and Hayek Kallen Investment Management. He also dedicates limited time to Welon Consulting, LLC, a small-business advisory founded by Welon Partners managing members in 2024. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients with discretionary investment management, financial planning, and consulting. The firm emphasizes a tax-aware, asset-allocation-based investment approach and coordinates with clients’ tax and legal professionals.

John Steiner is a CFA® charterholder with 10 years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at White Oak Investment Counsel and Oakworth Capital Bank. In addition to his advisory role, Steiner serves as a managing director of Welon Fiduciary Services, a trust services company affiliated with Welon Partners, where he dedicates time to marketing activities. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients, providing discretionary investment management, financial planning, and consulting. The firm emphasizes a custom-tailored investment approach focused on asset allocation, tax-aware strategies, and coordination with clients’ tax and legal professionals.

Jessica Hemard is a financial advisor at Invista Advisors in Montgomery, AL, holding the PFS™ designation with two years of industry experience. Her prior work includes roles at Machen McChesney, Opsahl Dawson, and Borland Benefield, P.C. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans, managing approximately $580.1 million in assets. The firm customizes portfolios and plans based on clients’ objectives and risk tolerance, utilizing an open-architecture platform and delivering services through both discretionary and non-discretionary models.

Nancy Brown is a Series 65-licensed financial advisor at Jackson Thornton Wealth Management, LLC with 14 years of industry experience. She has held various roles within the Jackson Thornton organization since 1996, including positions at Jackson Thornton & Co. P.C., Jackson Thornton Asset Management, LLC, and currently Jackson Thornton Wealth Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, investment management, and wealth management consultations, employing a long-term, passively implemented investment approach grounded in Modern Portfolio Theory.

Michael Barranco is a financial advisor at Invista Advisors with 19 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Waverly Advisors, LLC and McDonald & Hagen Wealth Management. Barranco is also the owner of MB Consulting, which provides accounting-related services, and serves as a board member for both the Wind Drift Homeowners Association and Wynlakes Golf & Country Club. Invista Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm provides fee-based portfolio management through LPL Financial and uses a mix of fundamental, technical, cyclical, and charting analysis to tailor portfolios to client goals and risk tolerance.

David Conoly is a Series 65 licensed financial advisor with Invista Advisors in Montgomery, AL, bringing one year of industry experience. His prior work includes roles at Waverly Advisors, LLC, and The Collegiate Hotel. He has also been involved with Auburn University and several small businesses. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm offers tailored portfolios using fundamental, technical, cyclical, and charting analysis, with both discretionary and non-discretionary arrangements depending on client preference.

Emily Farrior is a financial advisor at Marble Wealth, LLC in Montgomery, AL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services and Vintage Press. Farrior is dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities on a temporary basis. Marble Wealth provides integrated wealth management services for individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm’s investment approach emphasizes long-term portfolio building using ETFs and individual equities, supported by fundamental and technical analysis, periodic rebalancing, and access to digital-asset custody through Fidelity Digital Asset Services.

Carl McDonald Jr. is a financial advisor with Invista Advisors and holds a Series 63 designation. He has 36 years of industry experience, including roles at LPL Financial and his own firm, McDonald Financial Services, LLC. His outside business activities include ownership and management roles in several business ventures unrelated to routine investment activities. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm employs a combination of fundamental, technical, cyclical, and charting analyses to tailor portfolios to client goals and risk tolerance, offering both discretionary and non-discretionary services through custodial accounts at LPL Financial.

Donald Chastain is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 66 designation and 23 years of industry experience. He has been with Invista Advisors, formerly McDonald & Hagen Wealth Management, since 2016 and has also been associated with LPL Financial LLC since 2013. Outside of his advisory role, he is affiliated with Machen McChesney LLP, a CPA firm, where he participates in a CPA affiliate program. Invista Advisors provides investment management, financial planning, retirement-plan consulting, and hourly business consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580.1 million in assets, offering customized portfolios through an open-architecture platform with both discretionary and non-discretionary service models.

James Causey is a CFP® and PFS™ with 12 years of industry experience. He has worked within various entities of the Jackson Thornton organization since 2006 and is currently with Jackson Thornton Wealth Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm emphasizes long-term, passively implemented, diversified portfolios grounded in Modern Portfolio Theory and offers wealth management consultations covering tax, retirement, estate, and insurance matters.

Clarence Pritchett IV is a financial advisor at Jackson Thornton Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked within the Jackson Thornton organization since 1993, including roles at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co. P.C. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses, focusing on portfolio construction, investment management, and wealth management consultations. The firm applies a Modern Portfolio Theory-based investment approach, emphasizing long-term, passive asset-class diversification and utilizes model portfolios, independent managers, and periodic rebalancing in managing accounts.

Allison Guice is a CFP® and PFS™ with seven years of industry experience. She is currently with Jackson Thornton Wealth Management, LLC, where she has worked since 2024. Her prior roles include positions within various Jackson Thornton entities dating back to 2006. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm emphasizes portfolio construction, ongoing investment management, and wealth management consultations using a long-term, passive investment approach grounded in Modern Portfolio Theory.

Michael Barranco is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Waverly Advisors and McDonald Financial Services, and he also teaches a class outside of his advisory activities. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm offers tailored portfolio management using fundamental and technical analysis, with both discretionary and non-discretionary account options.

Kimberly Mason is a financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, holding a Series 65 credential and 20 years of industry experience. She previously worked at Jackson Thornton Asset Management, LLC from 2004 to 2024 before joining Jackson Thornton Wealth Management. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, investment management, and comprehensive wealth management consultations, employing a long-term, passively implemented investment approach grounded in Modern Portfolio Theory.

Adam Rogers is a CFA® charterholder with four years of industry experience. He is a partner and Chief Investment Officer at Marble Wealth, LLC, joining the firm in 2025 after three years at Sanctuary Advisors, LLC and 17 years with the Retirement Systems of Alabama. Outside of his advisory role, Rogers owns and manages Rogers & Stabler Properties, LLC, which invests in single-family residential real estate. Marble Wealth provides integrated wealth management services for individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using ETFs and individual equities, and offers a wrap fee program along with digital-asset custody through Fidelity Digital Asset Services.