Ashley Crawford is a CFP® professional with nine years of industry experience. She has been with Meld Financial, Inc. since 2016 and previously worked at Triad Advisors, Inc. from 2016 to 2022. Meld Financial serves a diverse client base including individual investors, pension and profit-sharing plans, corporate clients, and government entities. The firm offers discretionary portfolio management, financial planning, pension consulting, trustee and fiduciary services, and emphasizes educational seminars and participant workshops for plan clients.

Donna Gordon is a CFP® with 24 years of experience in financial advising, currently serving at Wesban Financial Consultants, P.C. in Birmingham, AL, where she has worked since 2001. She previously was associated with Park Square Financial Group LLC and holds leadership roles outside of finance, including serving as President of Little Whiskers Rescue Ranch, a charity focused on rescuing cats, and sitting on the board of directors for Trinity Counseling, Inc. Wesban Financial Consultants, P.C. provides investment advisory and comprehensive financial planning services primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes non-discretionary portfolio management using a strategic allocation approach with active, passive, and exchange-traded funds, combined with regular client reviews and tax-loss harvesting.

James Burnett is a CFP® with 22 years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2021. He has also been affiliated with Stonebridge Advisors, LLC since 2003. Outside of his advisory work, Mr. Burnett provides consulting services to an accounting firm, Conrad, Burnett, Norris & Gordon, LLC. Navigate Wealth Management is a team of six advisors managing approximately $354.6 million for individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, offering discretionary portfolio management and fee-based financial planning tailored to client-specific investment policy statements.

Marcus Richardson is a Series 66-licensed advisor with 26 years of industry experience. He is currently with Trust Advisory Group Ltd, where he has worked since 2024, and has spent two decades at StoneX Securities Inc. and affiliated entities. Trust Advisory Group Ltd provides investment management, financial planning, and consulting services to individuals and institutional retirement plan sponsors. The firm combines proprietary model portfolios, advisor-managed accounts, and third-party money managers, leveraging platforms such as Envestnet and Advyzon, and offers services including ERISA plan consulting and held-away account management.

Samuel Jauregui is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Auburn University, Inspire Advisors, and Pankey Properties. OneAscent Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm employs both quantitative and qualitative analysis to manage portfolios aligned with client-specific asset allocation guidelines and supports a variety of implementation options including fee-based annuities and insurance products.

Matthew Heard is a financial advisor at BMSS Wesson Wealth Solutions in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining BMSS Wesson Wealth Solutions, he worked at FireSeeds for eleven years. 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 firm and affiliated registered adviser, providing tailored portfolios and a range of services supported by centralized back-office and investment office functions.

Dwight Reynolds is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with Meld Financial, Inc. since 2009 and previously worked at Triad Advisors, Inc. He is based in Birmingham, AL. Meld Financial serves individual clients, pension and profit-sharing plans, corporate clients, and government entities, offering discretionary portfolio management, financial planning, pension consulting, and trustee/fiduciary services. The firm is noted for combining pension consulting with ERISA 3(21)/3(38) roles and providing educational seminars and participant workshops for plan clients.

Tonya Williams is a financial advisor at Meld Financial, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial Services, Inc. and Wealth Intelligence, LLC. Meld Financial, Inc. provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, and institutional entities such as pension and profit-sharing plans and government organizations. The firm employs model portfolios, fundamental and technical analysis, and modern portfolio theory, with a focus on serving state and municipal government clients and offering fiduciary pension consulting services.

Timothy Jones Jr. is a financial advisor at BCR Wealth Strategies with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. before joining BCR Wealth Strategies in 2021. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, buy-and-hold allocations primarily to mutual funds and ETFs, with routine portfolio monitoring and rebalancing.

Donna Cates is a financial advisor at The Wealth Boutique with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2022. Outside of advisory work, she is a certified mediator specializing in divorce financial mediation and also works as an insurance agent. The Wealth Boutique is an SEC-registered advisory team managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm provides holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Gary Harrison is a financial advisor at OneAscent Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked for over a decade at Clanton Middle School. Harrison maintains an active insurance license related to his advisory work. OneAscent Wealth Management offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm utilizes client-specific asset allocation strategies that incorporate direct securities, third-party managers, and model portfolios, supported by quantitative and qualitative analysis and a range of implementation options including Unified Managed Accounts and fee-based insurance products.

Justin Tackett is a Series 65 licensed advisor with Meld Financial, Inc. in Birmingham, AL, where he has worked since 2024. He has two years of industry experience, including a prior role at John Graham & Associates. Meld Financial serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, corporate clients, and government entities, offering discretionary portfolio management, financial planning, pension consulting, and fiduciary services. The firm is noted for combining pension consulting with ERISA 3(21)/3(38) roles, trustee/executor services, and a focus on educational seminars and participant workshops.

Harry Pearson is a Certified Financial Planner® with 29 years of industry experience. He is currently with OneAscent Wealth Management, where he has worked since 2020, and has prior experience spanning two decades at Ameriprise Financial Services, Inc. Outside of advisory work, Pearson is involved in real estate development and management through several business entities in Birmingham, AL. OneAscent Wealth Management offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and other institutions. The firm utilizes both quantitative and qualitative analysis to manage portfolios according to client-specific asset allocation guidelines, and features a diverse platform that includes Unified Managed Accounts, third-party managers, and fee-based insurance and annuity products.

Ashley Davis is a financial advisor at Fairvoy Private Wealth, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 diversified asset allocation, and offers portfolio management, financial planning, and third-party money manager oversight.

Kaylan Adams is a financial advisor at BMSS Wesson Wealth Solutions with a Series 66 credential and one year of industry experience. Prior to joining the firm, Adams worked at Edward Jones and has a background that includes roles at Cove Church Ministries and Asbury Theological Seminary. BMSS Wesson Wealth Solutions serves individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with investment advisory, wealth management, financial planning, and consulting. The firm operates a team-based, multi-advisor model and employs a values-based investment process that integrates strategic asset allocation and access to private market and impact investments.

Blake May is a financial advisor at Meld Financial, Inc. with 11 years of industry experience. He holds a CFP® certification, as well as Series 63 and Series 65 licenses. Prior to joining Meld Financial, he worked at Triad Advisors, Mass Mutual Investors Services, and Metlife Securities. In addition to his advisory role, he is a non-practicing attorney who provides basic legal advice to clients on a voluntary basis. Meld Financial serves a diverse client base including individual investors, pension and profit-sharing plans, corporate clients, and government entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and fiduciary services, with a focus on tailored model portfolios, ongoing account reviews, and educational seminars for plan participants.

Martin Smith is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Strauss Financial Group, Commonwealth Financial Network, Everthrive Financial Group, and Strategic Financial Planning. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm employs a combination of direct securities, third-party managers, and model portfolios tailored to client asset allocation guidelines, utilizing both quantitative and qualitative analysis.

Gregory Merritt Jr. is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions with RFG Advisory, LLC, Mass Mutual Investors Services, ProEquities, Inc., and First Protective. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm employs a multi-advisor team approach, managing approximately $2.06 billion in discretionary assets for around 888 clients, and incorporates alternative investment strategies alongside traditional portfolios.

Felix Tankersley is a CFP® professional with 19 years of experience in financial advisory services. He has worked with BMSS Wesson Wealth Solutions since 2018 and previously held roles at OneAscent Financial Services and PNC. Tankersley holds Series 63, 65, and 66 licenses. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and trust services. The firm integrates closely with its parent accounting firm, BMSS LLC, and affiliated adviser EverSource to provide tailored portfolios supported by comprehensive operational and investment resources.

Claudia Johnston is a financial advisor at Fairvoy Private Wealth, LLC in Birmingham, AL, with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Fairvoy Private Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and manager selection services to individuals, trusts, retirement plans, and business entities. The firm customizes portfolios to client objectives using a variety of analytical methods and investment instruments, including equities, fixed income, options, and alternative investments, and incorporates third-party platforms and managers into its strategies.