Jonathan Fargason is a CFP® with six years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2024. His prior roles include positions at Oakworth Capital Bank, FSC Securities Corp, and Thrivent Financial. Navigate Wealth Management, LLC is a six-advisor team providing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, using model portfolios and individualized Investment Policy Statements to align asset allocation with client risk tolerance and time horizon.

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.

Katherine Martin is a CFP® professional 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 is a multi-advisor registered investment adviser managing approximately $1.64 billion on a discretionary basis for about 850 clients, including individuals, high-net-worth clients, and trusts. The firm provides comprehensive financial planning and portfolio management, employing a long-term, client-driven investment approach with diversified portfolios primarily composed of mutual funds and ETFs.

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.

Adam Jenkins is a CFP® professional with two years of industry experience, currently serving at Southern Financial Group, LLC. He has previously worked with Osaic Wealth, Inc. and Triad Advisors. Jenkins also holds a Notary Public position, providing document notarization services for clients as needed. Southern Financial Group, LLC is a registered investment adviser serving individuals, high net worth clients, corporations, and businesses. The firm manages discretionary portfolios through personalized investment policies, employing a mix of equities, fixed income, mutual funds, ETFs, and foreign securities, alongside financial planning, tax preparation, and estate settlement services.

Sandra Cleveland is a CFP® with 22 years of industry experience. She has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2006. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm’s investment approach emphasizes long-term, diversified buy-and-hold strategies rooted in Modern Portfolio Theory, with services that include financial planning, wealth and investment management, and retirement-plan consulting.

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.

Peter Schilli is a CFP® professional with two years of industry experience, currently serving as an advisor at Southern Financial Group, LLC in Birmingham, AL. His career includes roles at OSAIC, Robert Trent Jones, and Wells Fargo Bank. Southern Financial Group serves individuals, high-net-worth clients, corporations, and businesses with discretionary portfolio management, financial planning, consulting, income tax preparation, and estate settlement services. The firm manages approximately $1.05 billion in discretionary assets and emphasizes individualized investment plans implemented through periodic rebalancing and annual reviews.

Ashley Bowling is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 65 credential with four years of industry experience. Prior to joining Cahaba in 2020, Bowling worked at Auburn University and Massachusetts General Hospital. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm employs individualized investment plans with ongoing portfolio oversight and integrates various external accounts to offer continuous monitoring and rebalancing.

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.

Reuben Stewart III is a financial advisor at Navigate Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and 65 licenses and has worked at multiple firms, including Stonebridge Advisors, LLC and Dempsey, Steed, Stewart, Ritchey & Gache, LLP. In addition to his advisory role, he is a partner at Shimoda, Stewart & Storey, LLP, a law practice in Birmingham, Alabama. Navigate Wealth Management, LLC serves primarily individual and high-net-worth clients, managing discretionary and non-discretionary portfolios based on modern portfolio theory and documented risk tolerance. The firm provides comprehensive financial planning and acts as a subadviser to other advisers.

Tami Mcdonald is a CFP® with 26 years of industry experience, currently serving at Meld Financial, Inc. since 2017. She previously worked at Synovus Securities, Inc. and Columbus Bank & Trust Co. She is a board member and scholarship committee chair for the United Way Women's Leadership Council. Meld Financial provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and institutional entities including state and municipal governments. The firm employs model portfolios and sub-advisers for fixed income management, with ongoing account monitoring and formal quarterly reviews.

Spencer Lawson is a CFP® with two years of industry experience, currently serving as an advisor at BCR Wealth Strategies. Prior to joining the firm, he held various roles including positions at the University of Alabama and Dread River Distilling Co. BCR Wealth Strategies advises a range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing financial planning, investment management, and related services. The firm’s investment approach focuses on long-term, diversified portfolios primarily using mutual funds and ETFs, with regular account reviews and rebalancing.

Annelise Sutherland is a financial advisor at BCR Wealth Strategies with a Series 65 designation and one year of industry experience. Her prior work includes roles with High Prep Tutoring, LLC and Auburn University. BCR Wealth Strategies advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm follows a long-term investment philosophy based on Modern Portfolio Theory, using diversified, buy-and-hold allocations primarily in mutual funds and ETFs, with quarterly account reviews and rebalancing.

Mayo Woodward is a financial advisor with Trust Advisory Group Ltd in Birmingham, AL, holding Series 63 and Series 65 designations and has 29 years of industry experience. His prior work includes roles at StoneX Financial Inc., StoneX Advisors Inc., and The Prudential Insurance Company of America. He serves as a general board member for several nonprofit organizations, including the Gadsden Arts Center and Museum, the Florida Historic Capitol Museum, and the Oxford College of Emory University Board of Counselors. Trust Advisory Group Ltd provides investment management, financial planning, and consulting services to individuals and institutional retirement plan sponsors. The firm offers proprietary model portfolios, advisor-managed accounts, and third-party money manager solutions, supported by platforms like Envestnet and Advyzon, and is affiliated with StoneX Group, providing access to futures and commodity market infrastructure.

Marshall Rathmell is a CFP® and PFS™ credentialed advisor with 16 years of experience, associated with BCR Wealth Strategies since 2009. He holds a Series 65 license and works within a team of seven advisors in Vestavia, Alabama. Rathmell is also a member of RCB Properties, LLC, a real estate holding company connected to the firm’s office property. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as various institutional entities, offering financial planning, investment management, and retirement-plan consulting. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold allocations and periodic account rebalancing.

Madison Caswell is a CFP® with five years of industry experience currently serving at Meld Financial, Inc. Prior to joining Meld Financial, Madison worked at Triad Advisors and LPL Financial. Outside of finance, Madison is a member of the O'Neal Comprehensive Cancer Center Young Supporters Board, where they participate in fundraising efforts for cancer research. Meld Financial serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and government entities. The firm provides tailored investment management, financial planning, pension consulting, and trustee services, with a focus on educational seminars and participant workshops for plan clients.

Mark Wesson is a CFP® with 16 years of industry experience and serves as CEO of BMSS Wesson Wealth Solutions, a role he has held since 2016. He has worked with EverSource Wealth Advisors and BMSS, LLC during his career. Outside of his advisory work, Mr. Wesson provides uncompensated strategic advice to Third Coast Content, a faith-based film production company, and Sovereign's Capital, a private equity and venture capital firm. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and consulting services. The firm is affiliated with BMSS LLC and EverSource, offering integrated tax and estate consulting, tailored portfolio management, and values-based investment options.

Michael Lytle is a CFA® charterholder with 24 years of industry experience, currently serving at Trust Advisory Group Ltd. His prior experience includes roles at StoneX Advisors Inc., StoneX Securities Inc., ALPS Distributors, Inc., and Highland Associates, Inc. Outside of his advisory work, he is active in community lacrosse organizations, serving as president and coach for the Vestavia Lacrosse Organization and as a board member of the Birmingham Bandits Lacrosse. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a variety of investment delivery methods, including advisor-as-portfolio-manager arrangements, proprietary models, and manager-of-managers strategies, supported by third-party platforms.

Lindsay Birchfield is a financial advisor at BCR Wealth Strategies with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BCR Wealth Strategies since 2019. Birchfield is also employed by The Vanguard Group. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm focuses on long-term, diversified investment strategies primarily using mutual funds and ETFs, and provides comprehensive financial planning, wealth and investment management, and retirement-plan consulting.