William Parsons Jr. is a financial advisor at Mainsail Asset Management, LLC in Birmingham, AL, holding the PFS™ designation and Series 65 license with 23 years of industry experience. He has been with Mainsail Asset Management 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, business entities, and charitable organizations. The firm uses a customized asset-allocation framework emphasizing diversification, risk management, and a blend of public and private asset classes, supported by analytics and automated tools.

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.

Caroline Gayle is a CFP® with 14 years of industry experience. She is currently with Kassouf Wealth Advisors, LLC, where she has worked since 2024. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Patterson Andrews Wealth Management, Wesley Patterson, and Stifel. Kassouf Wealth Advisors is a fee-only 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 approach, utilizing low-cost, diversified mutual funds and ETFs, and often outsources day-to-day portfolio management to Savant Wealth Management.

Michael Guilsher is a financial advisor with Meld Financial, Inc. in Birmingham, AL, holding a Series 63 designation and 41 years of industry experience. He previously worked at Lanark Financial, Inc. and Triad Advisors, Inc. Outside of his advisory role, he serves as a driving chair for the Alabama PCA automobile club, arranging drives for club members. Meld Financial serves individual clients, pension and profit-sharing plans, corporate clients, and government entities, offering discretionary portfolio management, financial planning, pension consulting, and fiduciary services. The firm combines pension consulting with trustee and executor roles and emphasizes educational seminars and participant workshops for plan clients.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

James Mc Cown is a CFP® and Series 65-registered advisor with two years of industry experience. He currently works at The Welch Group, LLC and previously held positions at BCR Wealth Strategies, BCBS of Alabama, and Birmingham-Southern College. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives.

Evan Crouse is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Waverly Advisors, LLC in Birmingham, AL. He has six years of industry experience, including roles at Warren Averett Asset Management, LLC and The Boeing Company. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals across various wealth levels, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management and financial planning services.

James Sandifer is a CFP® with 32 years of industry experience. He is currently with Waverly Advisors, LLC, where he has served since 2022, and previously led his own firm, JE Sandifer Financial Consultants Inc, operating as Sandifer & Associates, for ten years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides both discretionary and non-discretionary portfolio management, combining traditional equity and fixed-income strategies with alternative and private-market allocations.

Michele Fasanello is a financial advisor at Waverly Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at firms including BCR Wealth Strategies and StoneX Financial Inc. before joining Waverly Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement consulting, and multi-family office services.

Anna Atfield is a financial advisor with Inspire Advisors, LLC in Birmingham, AL. She holds a Series 65 credential and has experience in public accounting as a licensed CPA. Her prior work includes roles at Rick Brown & Associates, Inc. and RSM US LLP. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing with proprietary screening technology and employs a range of investment strategies including index-based and tactical allocations.

Harold Miller is a financial advisor at Lanark Financial, Inc. with 24 years of industry experience. He holds a Series 66 designation and has previously worked at firms including M Holdings Securities, Inc., Concourse Financial Group Securities Inc, and Stifel. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through several platforms.

Sean Tweedy is a CFP® professional with five years of industry experience, currently advising at The Welch Group, LLC. His prior roles include positions at Valic Financial Advisors, Inc. and Amazon, among others. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office-style and concierge services and employs a multi-faceted investment approach that integrates fundamental, technical, and cyclical analysis across various time horizons.

Robert Hopper is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley and involvement with Camp Mac. He serves as Treasurer of the Board of Chapter Advisors for the Theta Chapter of Phi Gamma Delta Inc., where he manages the organization’s balance sheet and financial statements. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs, utilizing the Envestnet platform to guide asset allocation and manager selection based on client risk tolerance.

Stephen Garrett Sr. is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 63 designation and 35 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. He serves on the Board of Directors for the University of Southern Mississippi Alumni Foundation and is Treasurer Emeritus of the Bassett Hound Rescue of Alabama. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, employing a mix of discretionary and consultative approaches.

Hamilton Poynor is a financial advisor with Arete Wealth Advisors, LLC in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at LPL Financial, LLC and RFG Advisory Group, LLC. Outside of his advisory role, he serves on the boards of St. Luke's Episcopal Church Foundation and Lutheran Services Florida and is involved with the Million Dollar Round Table finance committee and the Make A Wish Foundation of Alabama. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers, and integrates affiliated financial businesses and product channels in its operations.

Jennifer Evans is a Series 65-licensed advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She has been with 1919 Investment Counsel since 2015 and also has a background with Sterne Agee dating back to 2013. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources.

Samuel Pritchard is a financial advisor at SageSpring Wealth Partners in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. Prior to joining SageSpring, he worked at Southern Company Services for three years and has held roles at Samford University and The Lovett School. SageSpring Wealth Partners serves individual and institutional clients, including retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting, offering portfolios tailored to client objectives with a mix of traditional and alternative investment strategies.

Debra Cinquemani is a CFP® with 12 years of industry experience, currently serving at Principal Advised Services. Her prior roles include seven years at Thrivent Financial and one year at Century Silver Exchange. She is also involved in providing retirement consultation services and holds a position related to advice and education at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated products and services while maintaining governance and supervision to manage conflicts of interest.

Jack Morris is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 66 designation and with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Allied Mineral Products, Inc., and Riverside Refractories, Inc. EverSource Wealth Advisors serves a diverse range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment platforms, and manages private market funds alongside providing back-office support and sub-advisory services.