Jacob Foster is a financial advisor with Diversified, LLC, holding the CFP® designation along with Series 65 and Series 66 licenses. He has six years of industry experience, including prior roles at Edward Jones and eight years at Foster Transportation. Foster has been with Diversified and its affiliated entities since 2023. Diversified, LLC provides comprehensive financial planning and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and pooled investment vehicles. The firm emphasizes a thorough planning process followed by implementation and ongoing review, utilizing both third-party managers and customized portfolio strategies.

John Norris V is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Oakworth Capital Bank since 2007, serving as Managing Director, and was previously with Regions Investment Management, Inc. from 2002 to 2018. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach that incorporates economic forecasting, asset allocation, and security-level selection across a broad range of investment vehicles.

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 CFP® professional with 11 years of industry experience, currently serving as an advisor at Meld Financial, Inc. in Birmingham, AL, where he has worked since 2018. Prior to Meld, he held positions at Triad Advisors, Mass Mutual Investors Services, and Metlife Securities. Additionally, he provides basic legal advice to clients as a non-practicing attorney on a voluntary basis. 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 combines pension consulting with ERISA advisory roles and emphasizes educational seminars and participant workshops for plan clients.

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 with Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at RFG Advisory, LLC, Mass Mutual Investors Services, ProEquities, Inc., and First Protective. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management through a process that emphasizes long-term cash-flow projections, quantified risk assessments, and ongoing portfolio oversight.

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.

Thomas Powell is a CFP® with 16 years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. His career includes roles at OneAscent Family Office LLC, The Retirement Advantage, Inc., and Asset Management Services LLP. Powell is also a member of BTEA, LLC, a commercial real estate business. 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, using both quantitative and qualitative analysis to implement client-specific strategies.

Tracy Harlow is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Oakworth, Harlow worked with several firms including StoneX and Cetera. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process and manages client assets across a range of investment vehicles including mutual funds, ETFs, individual securities, alternative investments, and selected independent managers.

Kara Wingard is a CFP® professional with one year of experience at Oakworth Asset Management, LLC. She has worked with Oakworth Capital Bank since 2021 and has prior experience at The Walt Disney Company and Buffalo Wild Wings. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-driven investment approach that includes economic forecasting, broad asset allocation, and security selection.

Katherine Martin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL. Her prior experience includes roles at Morgan Stanley, Raymond James & Associates, and BBVA Wealth Solutions. Cahaba Wealth Management serves individual and high-net-worth clients, along with trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion in discretionary assets and uses a risk-focused, long-term investment approach incorporating mutual funds, ETFs, and alternative investments when appropriate.

Matthew Satterfield is a CFP® with three years of industry experience. He is currently with Oakworth Asset Management, LLC and Oakworth Capital Bank, having previously worked at Bank of America Private Bank and The Vanguard Group, Inc. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process that includes economic forecasting, asset allocation, and security selection, and offers access to alternative investments and private securities.

Benjamin Craft is a Series 65-licensed financial advisor with six years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. He has held roles within various OneAscent entities since 2018. Mr. Craft is also a minority owner of a local landscaping business, an activity separate from 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, utilizing a range of strategies that include direct securities, third-party managers, and model portfolios supported by both quantitative and qualitative analysis.

Abigail Kotarski is a financial advisor with BCR Wealth Strategies in Vestavia, AL, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at several firms, such as Innovation Partners LLC and Institutional Capital Network, Inc. Outside of finance, she has experience with the John Newcombe Tennis Ranch. BCR Wealth Strategies serves individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm focuses on comprehensive financial planning and investment management using a long-term, diversified approach based on Modern Portfolio Theory.

Sandra Cleveland is a CFP® professional with 23 years of experience in the financial services industry. She has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2006, following prior roles at Ameritas Investment Company, LLC and The Advisors Group, Inc. Outside of her advisory work, she is a member of RCB Properties, LLC, a real estate holding company associated with her firm. 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 provides comprehensive financial planning, consulting, investment management, and retirement plan consulting with an investment approach focused on long-term, diversified portfolios primarily implemented through mutual funds and ETFs.

Perrin Jones is a financial advisor with BMSS Wesson Wealth Solutions in Birmingham, AL, holding a Series 66 designation and two years of industry experience. Prior to joining BMSS Wesson Wealth Solutions, he worked at LPL Financial and First Horizon Bank. BMSS Wesson Wealth Solutions is a team-based RIA serving individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with a multi-advisor model. The firm uses individualized investment policy statements and a strategic asset allocation approach supported by EverSource’s investment department, offering both traditional and values-based investment options.

Ashley Bowling is a Series 65 licensed financial advisor with Cahaba Wealth Management, Inc. in Birmingham, AL, where she has worked since 2020. She has four years of industry experience and previously held positions at Auburn University and Massachusetts General Hospital. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm’s investment approach incorporates long-term cash-flow projections and quantified risk assessments to guide asset allocation, primarily using mutual funds and ETFs, with selective use of alternatives.

Michael Key is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 designation. He has been with OneAscent since 2025 and has prior experience with firms including Waverly Advisors and The Creed Group. Key also has a background working with educational and recreational organizations. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm utilizes a combination of direct securities, third-party managers, and model portfolios, employing both quantitative and qualitative analysis alongside various overlay strategies.