Jonathan Winzeler is a CFP® and ChFC® with 26 years of experience in the financial services industry. He has worked at Sunburst Financial Group, LLC since 2016 and previously held positions at Cambridge Investment Research Advisors and Eagle Strategies (NY Life). He serves as Treasurer for the Homewood Athletic Foundation in Birmingham, AL. Sunburst Financial Group serves individual and institutional clients across a range of net worth levels, providing 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 management while emphasizing tax efficiency and expense control.

Reuben Stewart III is a financial advisor at Navigate Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has a background that includes roles at Stonebridge Advisors, LLP, and Trustee Empowerment & Protection, Inc. In addition to his advisory work, he is a partner in a law practice based in Birmingham, Alabama. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individuals and high-net-worth clients. The firm employs a long-term investment approach based on modern portfolio theory and uses model portfolios and documented risk-tolerance profiles to manage discretionary and non-discretionary accounts.

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 and holds a Series 66 license with 19 years of industry experience. He is currently with TrueWealth Advisors, LLC and has previously worked at Cetera Wealth Services, Concourse Financial Group Securities, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Phillips is also a licensed independent insurance agent offering life, disability, and long-term care insurance as part of his financial planning services, and 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 approximately $547 million in client assets through a team of 14 advisors, primarily using strategic asset-allocation model portfolios composed of ETFs and mutual funds, with offerings that include values-based and ESG options.

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 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.

Travis Sherman is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2017. Prior to that, he was with Horizons Financial Group and Principal Financial Services. Outside of his advisory work, Sherman coaches cyclists and runners through Podium Finish Training and is involved with a cycling-related website. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm operates primarily through third-party money managers and emphasizes a largely non-discretionary approach to portfolio management.

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.

Mose Witt is a financial advisor at Sequent Planning, LLC with 28 years of industry experience. He holds the ChFC® designation and the Series 63 license. Witt’s prior roles include work at Allstate Insurance Company and periods of self-employment in financial services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications to clients.

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, Alabama. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes roles at Mutual of Omaha Investor Services and Farmers Financial Solutions. 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 organizations. The firm manages approximately $2.0 billion for about 14,000 clients and offers both discretionary and non-discretionary portfolio management through multiple wrap programs and third-party managers.

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 affiliated with RFG Advisory, LLC. His career includes roles at Private Client Services, LPL Financial, Ameriprise, and Merrill. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial and retirement plan consulting, sub-advisory services, and access to alternative investments, utilizing a range of model strategies and third-party platforms while also acting as an ERISA fiduciary for retirement accounts.

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.