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.

Daniel Mckenzie is a financial advisor at ERS Capital Management LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Level Four Financial, LLC, Level Four Advisory Services, LLC, Kintail Capital, LLC, and Merrill. ERS Capital Management LLC offers asset management, financial planning, retirement-plan advisory, and consulting services to individuals, trusts, retirement plans, and businesses. The firm uses a research-focused, fundamental value approach combining macroeconomic and issuer-level analysis and employs a variety of investments including individual equities, fixed income, mutual funds, ETFs, and external managers.

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.

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.

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.

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.

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.

Matthew Murphy is a CFP® professional with 18 years of experience in the financial services industry. He is currently CEO and advisor at Marble Wealth, LLC, and previously worked at UBS Financial Services and Sanctuary Advisors, LLC. His activities include being a licensed insurance professional, which accounts for a small portion of his business time. Marble Wealth provides integrated wealth management services, combining financial planning and discretionary portfolio management for individuals, families, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using ETFs, individual equities, and independent managers, and offers digital-asset custody through Fidelity Digital Asset Services.

Justin Clark is a Series 65-licensed financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, bringing four years of industry experience. His career includes roles at several Jackson Thornton affiliated entities as well as B2 Partners and Warren Averett. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm’s approach emphasizes portfolio construction and investment management rooted in Modern Portfolio Theory, using diversified passive investments and Monte Carlo analysis to guide asset allocation.

Crystal Smith is a Series 65-licensed advisor with eight years of industry experience. She has worked at Jackson Thornton Wealth Management, LLC since 2024 and previously held 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. The firm offers portfolio construction, ongoing investment management, and wealth management consultations, emphasizing long-term, passively implemented, asset-class diversification based on Modern Portfolio Theory.

Dustin Hatfield is a financial advisor at Marble Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services Inc. and Sanctuary Securities, Inc. He is dually registered as an Investment Advisor Representative and Registered Representative 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 is primarily long-term, utilizing ETFs, individual equities, fundamental and technical analysis, and periodic rebalancing, with additional offerings such as digital-asset custody and a wrap fee program.

Rebecca Baker is a CFP® and holds a Series 66 license, with 12 years of industry experience. She currently serves as COO and financial advisor at Marble Wealth, LLC and has prior experience with UBS Financial Services and Sanctuary Advisors. Outside of her advisory role, she is a partner in Marble Family Office, LLC, which provides tax preparation and personal financial statement services. Marble Wealth offers integrated wealth management services to individuals, families, trusts, businesses, charitable organizations, and retirement plans, emphasizing long-term portfolio construction primarily using ETFs and individual equities. The firm sponsors a wrap fee program and provides digital-asset custody through Fidelity Digital Asset Services for clients interested in cryptocurrency exposure.