William Gooding is a Series 66-licensed advisor at Mainsail Asset Management, LLC with four years of industry experience. Prior to joining Mainsail, he worked at Northwestern Mutual for one year and spent over a decade at Stryker Corp. He is also an independent insurance agent. Mainsail Asset Management provides investment management, financial planning, and retirement plan consulting to a range of clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a customized asset-allocation strategy combining long-term and tactical adjustments, with a focus on diversification and risk management across public and private asset classes.

Mark Wesson is a CFP® with 16 years of industry experience and serves as CEO of BMSS Wesson Wealth Solutions, a role he has held since 2016. He has worked with EverSource Wealth Advisors and BMSS, LLC during his career. Outside of his advisory work, Mr. Wesson provides uncompensated strategic advice to Third Coast Content, a faith-based film production company, and Sovereign's Capital, a private equity and venture capital firm. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and consulting services. The firm is affiliated with BMSS LLC and EverSource, offering integrated tax and estate consulting, tailored portfolio management, and values-based investment options.

Michael Lytle is a CFA® charterholder with 24 years of industry experience, currently serving at Trust Advisory Group Ltd. His prior experience includes roles at StoneX Advisors Inc., StoneX Securities Inc., ALPS Distributors, Inc., and Highland Associates, Inc. Outside of his advisory work, he is active in community lacrosse organizations, serving as president and coach for the Vestavia Lacrosse Organization and as a board member of the Birmingham Bandits Lacrosse. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a variety of investment delivery methods, including advisor-as-portfolio-manager arrangements, proprietary models, and manager-of-managers strategies, supported by third-party platforms.

Davis Ennis is a CFP® and holds a Series 65 license, currently with Sunburst Financial Group, LLC. He has one year of industry experience, including roles at Ernst & Young LLP and Stonegate Investment Group LLC. Sunburst Financial Group serves individual and institutional clients with financial planning, consulting, portfolio management, and retirement plan consulting. The firm employs a long-term, asset-allocation focused approach that blends active and passive strategies, emphasizing tax efficiency and expense control.

Lindsay Birchfield is a financial advisor with BCR Wealth Strategies, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at BCR Wealth Strategies since 2019 and is also employed by The Vanguard Group. BCR Wealth Strategies serves individual and institutional clients, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and diversified asset allocation.

David Carroll is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Fairvoy Private Wealth, LLC and previously held roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. during his career. Fairvoy Private Wealth is a registered investment adviser serving individuals, trusts, retirement plans, and business entities with approximately $513 million in discretionary assets under management. The firm employs a discretionary investment approach incorporating fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.

Mark Rutledge is a financial advisor at Insight Folios with 13 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Insight Folios in 2025, he worked at Brookstone Capital Management and Specialized Advisors LLC, among other firms. Rutledge is also an independent insurance agent through JD Mellberg LLC. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its investment and planning process.

Anna Lena Kanter is a CFP® professional with experience at Porter White Investment Advisors, Inc. since 2023. Her prior roles include positions at Regions Bank, Clarus Consulting Group, and various educational institutions. She has also worked with nonprofit and international organizations such as the Christian Youth Exchange and Global Learning Collective. Porter White Investment Advisors provides discretionary wealth management, financial planning, retirement-plan fiduciary services, and institutional consulting to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs an open-architecture, asset-allocation driven approach focused on long-term strategies and regular performance evaluation.

David Hinshaw is a CFP® professional with five years of industry experience. He is currently an advisor at BMSS Wesson Wealth Solutions and previously worked at OneAscent Wealth Management, the Christian Medical Ministry of Alabama, and Auburn University Honors College. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, trust services, and consulting. The firm integrates closely with its parent accounting company, BMSS LLC, and affiliated registered adviser EverSource, offering tailored portfolios and a range of services including Life Impact Stewardship Planning and value-based model portfolios.

Christopher Holder is a financial advisor at Southern Financial Group, LLC in Birmingham, AL, holding the CFP® and PFS™ designations with 32 years of industry experience. He has worked at Southern Financial Group since 2006 and previously at Triad Advisors, Inc. from 2001 to 2024. Outside of advising, he serves on the board of directors for Just Keep Smiling, a nonprofit providing financial aid to families with critically ill children. Southern Financial Group serves individuals, high net worth clients, corporations, and businesses by offering discretionary portfolio management, financial planning, consulting, tax preparation, and estate settlement services. The firm manages nearly $936 million in assets for over 1,100 clients, focusing on individualized investment policies and continuous account monitoring through a small advisory team.

Stephen Davis is a CFP® and ChFC® with 27 years of industry experience. He is currently with Fairvoy Private Wealth, LLC and previously spent 15 years at Merrill. Outside of his financial advisory role, he is a member of a two-person LLC that owns a single-engine airplane. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that integrates fundamental, technical, and quantitative analysis across a range of asset classes and strategies.

Lauren Pearson is a CFP® professional based in Birmingham, Alabama, with 18 years of industry experience. She has worked at Merrill, HighTower Advisors, and Indivisible Partners before joining Somerset Advisory. Lauren serves on the Junior Board of YWCA Central Alabama and is a member of the executive committee for Cornerstone Schools of Alabama. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management and financial planning. The firm employs a strategic asset allocation framework, allowing advisors to use active, passive, or blended investment approaches tailored to client risk profiles.

Dudley Simms IV is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He currently works at BMSS Wesson Wealth Solutions and has previously been employed at firms including Fisher Investments, Chessman Wealth Strategies, and J.P. Morgan Securities. Outside of his advisory role, he is a limited partner in SIMMCO, LLC, a commercial real estate company. BMSS Wesson Wealth Solutions serves high-net-worth individuals, families, trusts, charitable foundations, and institutions through a team-based investment advisory and wealth management approach. The firm uses a multi-advisor model with individualized investment policy statements and strategic asset allocation, supported by EverSource Wealth Advisors for portfolio construction, trading, and due diligence.

Skyler Trawick is a financial advisor at Money Management Services Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining the firm, he worked at the University of Alabama Birmingham and Corner High School. Outside of his advisory role, he is involved with Rice Family Farms LLC. Money Management Services Inc. provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, offering customized portfolios and additional services such as tax preparation and estate planning.

Joseph Bird IV is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Before joining Cahaba Wealth Management, he worked at ServisFirst Bank and has experience in automotive and landscaping businesses as well as time at Auburn University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for about 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using a disciplined investment process centered on long-term cash-flow projections, risk tolerance assessments, and regular client communication.

Jonathan Kassouf is a PFS™ credentialed advisor with six years of industry experience. He is the director of Kassouf & Co., P.C., a public accounting firm he has been involved with since 2008. Kassouf Wealth Advisors, LLC is a fee-only advisory firm serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm employs a Modern Portfolio Theory framework with a passive investment style, emphasizing low-cost, broadly diversified mutual funds and ETFs, and provides discretionary asset management through a seven-advisor team.

Kyle Whittington is a CFP® professional with 18 years of industry experience, currently serving at Meld Financial, Inc. since 2007. He previously worked at Triad Advisors, Inc. and holds the Series 66 designation. Outside of his advisory role, he serves as a board member for Leadership Vestavia Hills and works as a consultant for The Bloomston Firm. Meld Financial provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, corporations, and government entities. The firm utilizes model portfolios and employs fundamental and technical analysis along with modern portfolio theory, with a notable focus on serving state and municipal government clients.

William Parsons Jr. is a PFS™ credentialed advisor at Mainsail Asset Management, LLC with 22 years of industry experience. He has been with Mainsail Asset Management in Birmingham, AL since 2003. Mainsail Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a customized asset-allocation framework combining strategic and tactical approaches, emphasizing diversification and risk management across public and private asset classes.

Shannon Pike is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Kassouf Wealth Advisors, LLC and Kassouf & Co., P.C. since 2022, and previously worked at Tanglewood Legacy Advisers, LLC from 2016 to 2022. In addition to her advisory role, she serves as a principal at an accounting firm where she performs various accounting functions. Kassouf Wealth Advisors is a fee-only firm serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm uses a Modern Portfolio Theory framework with a passive investment style focused on low-cost, diversified mutual funds and ETFs, and offers an outsourced asset-allocation program administered by Savant Wealth Management.

Randall Morris is a CFP® professional with 22 years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. His career includes roles at OneAscent Family Office and ProEquities, Inc. He serves on the board of directors for Westminster School at Oak Mountain Presbyterian Church. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions, utilizing a mix of direct securities, third-party managers, and model portfolios tailored to client-specific asset allocation guidelines.