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® 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.

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.

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® 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.

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 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.

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.

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® professional with three years of industry experience, currently serving at BCR Wealth Strategies. His prior work includes roles at the University of Alabama, Glennwood, Weber Mortgage, North River Yacht Club, and Dread River Distilling Co. BCR Wealth Strategies serves individual and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and employs regular account reviews and rebalancing.

Annelise Sutherland is a Series 65 licensed financial advisor at BCR Wealth Strategies with one year of industry experience. Before joining BCR Wealth Strategies, she worked at High Prep Tutoring, LLC and held several roles affiliated with Auburn University. BCR Wealth Strategies serves individual and institutional clients, including high-net-worth households and charitable organizations, offering financial planning, investment management, and retirement plan consulting. The firm uses a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and diversified asset allocation.

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®, PFS™, and Series 65 credentialed advisor with 17 years of experience. He is affiliated with BCR Wealth Strategies, where he has worked since 2009. 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 emphasizes long-term, diversified portfolio management based on Modern Portfolio Theory and offers comprehensive financial planning, consulting, and retirement plan advisory services.

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 with BCR Wealth Strategies, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at BCR Wealth Strategies since 2019 and is also employed by The Vanguard Group. BCR Wealth Strategies serves individual and institutional clients, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and diversified asset allocation.