David McGrath is a CFA® charterholder with 13 years of industry experience. He is currently with Oakworth Asset Management, LLC and also serves as Managing Director and Chief Equity Strategist at Oakworth Capital Bank. Prior to joining Oakworth, he worked at Regions Bank for 19 years. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and offers a diversified mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Jadie Burney is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, holding a Series 65 designation with four years of industry experience. Prior to joining Mayfair Advisory Group, she worked at BCR Wealth Strategies for four years and has experience outside of finance through her work with the YMCA. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and utilizes an Investment Committee to guide portfolio decisions implemented through a range of investment vehicles tailored to clients’ financial goals and risk tolerance.

Gerard Kassouf is a CFP® and Series 65 credentialed financial advisor with 25 years of industry experience. He has been with Kassouf Wealth Advisors, LLC since 1999 and also serves as director and partner in the healthcare services group at Kassouf & Co., P.C., a certified public accounting firm. In addition to his advisory work, he is involved in healthcare consulting and pension plan compliance through affiliated business activities. Kassouf Wealth Advisors is a fee-only firm serving individual and institutional clients, including high-net-worth individuals, businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory framework with a passive investment approach, focusing on low-cost, diversified mutual funds and ETFs and utilizing outsourced asset-allocation programs for portfolio management.

Tami Mcdonald is a CFP® with 26 years of industry experience, currently serving at Meld Financial, Inc. since 2017. She previously worked at Synovus Securities, Inc. and Columbus Bank & Trust Co. She is a board member and scholarship committee chair for the United Way Women's Leadership Council. Meld Financial provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and institutional entities including state and municipal governments. The firm employs model portfolios and sub-advisers for fixed income management, with ongoing account monitoring and formal quarterly reviews.

Spencer Lawson is a CFP® professional with three years of industry experience, currently serving at BCR Wealth Strategies. His prior work includes roles at the University of Alabama, Glennwood, Weber Mortgage, North River Yacht Club, and Dread River Distilling Co. BCR Wealth Strategies serves individual and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and employs regular account reviews and rebalancing.

Annelise Sutherland is a Series 65 licensed financial advisor at BCR Wealth Strategies with one year of industry experience. Before joining BCR Wealth Strategies, she worked at High Prep Tutoring, LLC and held several roles affiliated with Auburn University. BCR Wealth Strategies serves individual and institutional clients, including high-net-worth households and charitable organizations, offering financial planning, investment management, and retirement plan consulting. The firm uses a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and diversified asset allocation.

Zachary Bullock is a CFP® with five years of industry experience, currently serving at Sunburst Financial Group, LLC. His prior experience includes roles at Carlyle and PwC. Outside of his advisory work, he is a 50% owner of LE WEEKEND STUDIO LLC, a women's fashion retail business. Sunburst Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages just under $699 million across a six-advisor team, offering financial planning, investment management, retirement plan consulting, and advice on legacy or held-away assets using risk-based model portfolios and a macro/micro allocation framework.

Andrew Brignac Sr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Mainsail Asset Management, LLC since 2017. He previously worked at AEA Group for four years. Outside of advisory work, he owns and consults for Brignac Accounting and Consulting, providing accounting and bookkeeping services to small businesses. Mainsail Asset Management offers investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, and charitable organizations. The firm employs a customized asset-allocation approach combining strategic and tactical elements, emphasizing diversification and risk management across public and private asset classes.

Paul Marks is a CFP® with 20 years of industry experience, currently serving as an advisor at TrueWealth Advisors, LLC. He has worked at Concourse Financial Group Securities, Inc. for 16 years and joined TrueWealth Advisors in 2014. Outside of his advisory role, he is the owner of Peep and Squeak Farms, LLC, a farm focused on the cultivation and harvesting of various fruit trees. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $547 million in client assets. The firm emphasizes strategic asset allocation through model portfolios using ETFs and mutual funds, offers retirement plan consulting under ERISA standards, and incorporates values-based and ESG investing options.

Mayo Woodward is a financial advisor with Trust Advisory Group Ltd in Birmingham, AL, holding Series 63 and Series 65 designations and has 29 years of industry experience. His prior work includes roles at StoneX Financial Inc., StoneX Advisors Inc., and The Prudential Insurance Company of America. He serves as a general board member for several nonprofit organizations, including the Gadsden Arts Center and Museum, the Florida Historic Capitol Museum, and the Oxford College of Emory University Board of Counselors. Trust Advisory Group Ltd provides investment management, financial planning, and consulting services to individuals and institutional retirement plan sponsors. The firm offers proprietary model portfolios, advisor-managed accounts, and third-party money manager solutions, supported by platforms like Envestnet and Advyzon, and is affiliated with StoneX Group, providing access to futures and commodity market infrastructure.

John Calvano is a financial advisor at Axient Investment Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Sterne, Agee & Leach, Inc. and StoneX Financial Inc. Calvano serves as a trustee of a family charitable trust. Axient Investment Advisors LLC provides discretionary investment management, financial planning, and ERISA consulting to retirement plans, trusts, corporations, and charitable organizations. The firm offers multiple portfolio management models and emphasizes discretionary accounts with assets custodied at Pershing LLC.

Marshall Rathmell is a CFP®, PFS™, and Series 65 credentialed advisor with 17 years of experience. He is affiliated with BCR Wealth Strategies, where he has worked since 2009. BCR Wealth Strategies serves individual clients, including high-net-worth households, as well as institutional clients such as pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm emphasizes long-term, diversified portfolio management based on Modern Portfolio Theory and offers comprehensive financial planning, consulting, and retirement plan advisory services.

Madison Caswell is a CFP® with five years of industry experience currently serving at Meld Financial, Inc. Prior to joining Meld Financial, Madison worked at Triad Advisors and LPL Financial. Outside of finance, Madison is a member of the O'Neal Comprehensive Cancer Center Young Supporters Board, where they participate in fundraising efforts for cancer research. Meld Financial serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and government entities. The firm provides tailored investment management, financial planning, pension consulting, and trustee services, with a focus on educational seminars and participant workshops for plan clients.

Carl Grahs is a CFA® charterholder with 20 years of industry experience. He has been with Navigate Wealth Management, LLC in Birmingham, AL since 2014, working as part of a six-advisor team. Navigate Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $354.6 million across about 259 client relationships. The firm employs a long-term trading approach grounded in modern portfolio theory and offers discretionary portfolio management alongside fee-based financial planning and subadviser arrangements.

Christopher Phillips is a CFA® charterholder with 18 years of industry experience, currently affiliated with TrueWealth Advisors, LLC. He previously worked at Concourse Financial Group Securities Inc for over a decade and has been with TrueWealth Advisors since 2024. In addition to his advisory role, Phillips is a licensed insurance agent offering life, disability, and long-term care insurance as part of his financial planning services, and he serves as a Notary Public for the State of Alabama. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages roughly $547 million in assets through a team of 14 advisors, employing strategic asset-allocation model portfolios with ETFs and mutual funds, and offers values-based and ESG options including faith-aligned Christian portfolios.

Jennifer Rawls is a financial advisor with Park Place Capital Corporation, holding a Series 65 designation and five years of industry experience. She has worked at Park Place Capital since 2020 and previously spent seven years with Renasant Bank’s Renasant Asset Management. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth investors and pension plans. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and integrates fundamental and technical analysis in its investment approach.

Renee Cuchetti is a financial advisor with Discipline Wealth Solutions, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her prior work includes roles at CPR Financial Group, LLC, CPR Investments, Inc., and the John Galt Institute. She also has experience as an insurance agent involved in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm customizes portfolios based on client objectives and risk tolerances, employing techniques such as asset allocation and technical analysis, and offers participant-level education and plan documentation for retirement clients.

Warren Marshall IV is a financial advisor at TrueWealth Advisors, LLC in Hoover, Alabama, with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Wealth Services, LLC and Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as chairman of the finance sub-committee and board member of Young Life of Trussville. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in client assets through a team of 14 advisors and employs strategic asset-allocation models primarily using ETFs and mutual funds, offering services that include ERISA fiduciary retirement plan consulting and values-based investment options.

Bryan Hancock is a CFP® professional with 22 years of experience in financial advising. He has been with Timberchase Financial, LLC since 2004. In addition to his advisory role, he serves as an adjunct instructor of finance at Samford University in Birmingham, AL. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic passive asset allocation with globally diversified portfolios and cost-effective fund selection, managing approximately $280 million in discretionary client assets on a fee-only basis.

Joseph Mason is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mayfair Advisory Group since 2019, following an 11-year tenure at Bhk Investment Advisors. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and employs a committee-based approach to investment decisions, utilizing a range of investment vehicles tailored to client needs.