Jerry Mcdonald is a financial advisor with TrueWealth Advisors, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Cetera Wealth Services, LLC and Concourse Financial Services Securities. He also owns Jerry McDonald Financial Services LLC, where he provides financial planning and offers fixed and variable annuity products. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $547 million in assets. The firm employs strategic asset-allocation model portfolios primarily through ETFs and mutual funds, offers retirement plan consulting including ERISA fiduciary services, and provides values-based and ESG investment options.

Jonathan Brooks is a CFP® and ChFC® with nine years of industry experience. He has been with BMSS Wesson Wealth Solutions since 2024, following roles at The Welch Group, LLC, and Northwestern Mutual-affiliated firms. Outside of his advisory work, he is a partner at Zolbrook Homes LLC, a company that buys, rehabs, and flips single-family homes in the Birmingham area. BMSS Wesson Wealth Solutions serves individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions through a team-based model focused on wealth management, financial planning, and trust services. The firm uses a values-based investment approach integrating strategic asset allocation with mutual funds, ETFs, separately managed accounts, and private market investments, supported by a broader advisory ecosystem affiliated with BMSS LLC and EverSource Wealth Advisors.

Daniel Jones Jr. is a CFP® with 20 years of industry experience and currently serves as a financial advisor at TrueWealth Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, LLC, Concourse Financial Group Securities Inc, and ProEquities, Inc. He is also a licensed insurance producer offering select insurance products. TrueWealth Advisors, LLC provides comprehensive investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in assets through a team of 14 advisors and employs strategic asset-allocation model portfolios including ETFs, mutual funds, and ESG options, alongside retirement plan consulting under ERISA fiduciary standards.

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.

Gary Ely is a CFP® professional with 34 years of industry experience, currently affiliated with TrueWealth Advisors, LLC. His prior experience includes roles at Concourse Financial Group Securities Inc. and operating under the dba LEGACY PLANNING. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $547 million in client assets across 14 advisors, employing strategic asset-allocation model portfolios using ETFs and mutual funds, with options for values-based and ESG investing.

Donna Gordon is a CFP® with 25 years of industry experience. She is currently with Park Square Financial Group LLC and previously worked for Wesban Financial Consultants, P.C. for 25 years. Outside of her advisory role, she serves on the board of directors for Trinity Counseling, Inc. and is president of Little Whiskers Rescue Ranch, a charity focused on rescuing cats. Park Square Financial Group serves individual and high-net-worth clients, trusts, and estates with discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach and primarily operates its advisory business as a wrap fee program sponsor.

James Burnett Jr. is a CFP® professional with 22 years of industry experience, currently serving at Navigate Wealth Management, LLC since 2021. He previously spent 19 years at Stonebridge Advisors, LLC. In addition to his advisory role, Mr. Burnett provides consulting services to an accounting firm. Navigate Wealth Management, LLC is an SEC-registered advisory firm managing over $429 million primarily for individual and high-net-worth clients. The firm employs a modern portfolio theory-based approach, utilizing model portfolios and documented risk profiles to guide asset allocation and portfolio management.

Timothy Walls is a financial advisor at Axient Investment Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Concourse Financial Group Securities Inc and Sterne Agee Financial Services. Walls is based in Pelham, Alabama. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting to clients including retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models and combines tactical and strategic allocation approaches, managing over $450 million in discretionary assets.

Larry Sims is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Concourse Financial Group Securities, Inc. and has been with TrueWealth Advisors since 2015. Outside of financial advising, he serves as a school board member for ECCS. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs strategic asset-allocation models primarily using ETFs and mutual funds, offers both discretionary and non-discretionary portfolio management, and manages approximately $547 million in client assets through a team of 14 advisors.

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.

Ronald Paulk is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include long-term positions at Concourse Financial Group Securities Inc and Cetera Wealth Services, LLC. He also owns and operates (dba) Ronnie D Paulk & Associates and Benefit Planners, Inc., which provide financial services and insurance product sales. TrueWealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with investment advisory and financial planning services. The firm manages approximately $547 million in assets and emphasizes strategic asset allocation through ETFs and mutual funds, offering ESG and faith-aligned portfolio options alongside comprehensive retirement plan consulting.

Robert Grant is a financial advisor with TrueWealth Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc and operates (dba) GRANT WEALTH MANAGEMENT LLC, where he is a founding partner. Grant serves on the boards of the Tri-City Foundation and the Gateway Initiative, nonprofit organizations involved in community grant oversight and program review. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, employing strategic asset-allocation model portfolios with ETFs and mutual funds and offering values-based and ESG investment options.

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.

Anthony Shunnarah is a financial advisor at TrueWealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including MassMutual Investors Services, Guardian Life Insurance Company, and Hornor Townsend & Kent LLC. He serves on the board of directors for Down Syndrome Alabama. 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 assets through a team of 14 advisors, using strategic asset-allocation model portfolios primarily composed of ETFs and mutual funds, and offers discretionary portfolio management along with retirement plan consulting under ERISA fiduciary standards.

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.