Jonathan Winzeler is a financial advisor with Sunburst Financial Group, LLC, holding the CFP® and ChFC® designations and 25 years of industry experience. He has been with Sunburst Financial Group since 2016. Outside of his advisory role, he serves as Treasurer for the Homewood Athletic Foundation in Birmingham, Alabama. Sunburst Financial Group serves individual and institutional clients across various asset levels, offering financial planning, consulting, portfolio management, and retirement plan consulting. The firm employs a long-term, asset-allocation centered investment approach that blends active and passive strategies with an emphasis on tax efficiency and expense control.

Reuben Stewart III is a financial advisor with Navigate Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He is also a partner in the law practice Shimoda, Stewart & Storey, LLP. Stewart’s prior experience includes roles at Stonebridge Advisors, LLC and Dempsey, Steed, Stewart, Ritchey & Gache, LLP. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individual and high-net-worth clients. The firm employs a portfolio management approach based on modern portfolio theory and long-term trading, providing services such as discretionary and non-discretionary management, financial planning, and subadvisory support.

Robert Rhea is a CFP® and ChFC® with 28 years of industry experience. He is currently a financial advisor at Sunburst Financial Group, LLC, where he has worked since 2016. Outside of his advisory role, he is an independent insurance agent and a limited partner in family real estate holdings. Sunburst Financial Group serves individual and institutional clients, offering financial planning, consulting, portfolio management, and retirement plan consulting. The firm employs a long-term, asset-allocation centered approach that integrates active and passive strategies with an emphasis on tax efficiency and expense control.

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.

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.

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.

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.

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.

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.

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.

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.

Kevin Harper is a CFP® with 29 years of experience in the financial industry, currently serving at RFG Advisory, LLC since 2015. He has prior experience with Private Client Services and LPL Financial. Outside of advisory work, he is a co-owner of LHP Capital LLC, which manages commercial real estate. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role with the Bluemonte family of ETFs.

Travis Sherman is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Gradient Advisors since 2017 and previously worked at Horizons Financial Group from 2015 to 2017. Outside of his advisory work, Sherman has coached cyclists and runners through Podium Finish Training since 2007 and operates a cycling-related website, Alabama Cycling News. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, and various business entities. The firm works primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model to support client objectives while overseeing approximately $1.39 billion in total platform assets.

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.

Stephen Garrett is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Summit Financial, he worked at Ameriprise Financial Services, Inc. for 19 years and has been involved with Purshe Kaplan Sterling Investments. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, operating both discretionary and consultative services.

Christopher Simich is a financial advisor with Madison Avenue Securities, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at Mutual of Omaha Investor Services, Farmers Insurance Group, and OneAmerica Securities. He also engages in non-variable insurance sales involving fixed life, fixed annuities, health, and property and casualty insurance. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages about $2.0 billion for roughly 14,000 clients across multiple advisor-managed models and third-party manager relationships.

Cavett Cooper is a CFP® professional with 15 years of industry experience, currently serving at OneAscent Financial Services LLC since 2017. Prior to OneAscent, he worked at Ameriprise Financial Services, Inc. from 2011 to 2017. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, including high-net-worth clients, retirement plans, trusts, broker/dealers' customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing individualized asset-allocation guidelines and various overlay and automated management platforms.

Jack Burnette is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC in Birmingham, AL. He has worked at RFG Advisory since 2015 and previously spent three years with LPL Financial. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers services such as portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Hunter Favorite is a financial advisor at Madison Avenue Securities, LLC with credentials including the Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes roles at AE Wealth Management, OneAmerica Securities, and other firms. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion for about 14,000 clients, offering both discretionary and non-discretionary portfolio management through various advisor-managed and third-party manager models.

Todd Talbot is a CFP® and ChFC® with 25 years of experience in financial services. He is currently with CreativeOne Wealth, LLC and has previously worked at firms including Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he operates Red Mountain Financial, his insurance and investment business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.