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.

Joseph Mason is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mayfair Advisory Group since 2019, following an 11-year tenure at Bhk Investment Advisors. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and employs a committee-based approach to investment decisions, utilizing a range of investment vehicles tailored to client needs.

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.

David Carroll is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Fairvoy Private Wealth, LLC and previously held roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. during his career. Fairvoy Private Wealth is a registered investment adviser serving individuals, trusts, retirement plans, and business entities with approximately $513 million in discretionary assets under management. The firm employs a discretionary investment approach incorporating fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.

David Hinshaw is a CFP® professional with five years of industry experience. He is currently an advisor at BMSS Wesson Wealth Solutions and previously worked at OneAscent Wealth Management, the Christian Medical Ministry of Alabama, and Auburn University Honors College. 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 company, BMSS LLC, and affiliated registered adviser EverSource, offering tailored portfolios and a range of services including Life Impact Stewardship Planning and value-based model portfolios.

Stephen Davis is a CFP® and ChFC® with 27 years of industry experience. He is currently with Fairvoy Private Wealth, LLC and previously spent 15 years at Merrill. Outside of his financial advisory role, he is a member of a two-person LLC that owns a single-engine airplane. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that integrates fundamental, technical, and quantitative analysis across a range of asset classes and strategies.

Dudley Simms IV is a financial advisor at BMSS Wesson Wealth Solutions with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining BMSS Wesson Wealth Solutions in 2025, he worked at Fisher Investments, CWM, LLC, and Chessman Wealth Strategies. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with comprehensive wealth management, financial planning, trust services, and consulting. The firm integrates with its parent company, BMSS LLC, providing access to specialized tax, estate, and business consulting, and utilizes a client-focused investment process supported by affiliated entities and technology platforms.

Ryan Nevin is a financial advisor at Oakworth Asset Management, LLC with one year of industry experience. He previously worked at Cetera Investment Services LLC and Regions Bank. Nevin also serves as a wealth advisor at Oakworth Capital Bank. Oakworth Asset Management provides financial planning, consulting, and discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and uses a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Joseph Bird IV is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Before joining Cahaba Wealth Management, he worked at ServisFirst Bank and has experience in automotive and landscaping businesses as well as time at Auburn University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for about 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using a disciplined investment process centered on long-term cash-flow projections, risk tolerance assessments, and regular client communication.

Kyle Whittington is a CFP® professional with 18 years of industry experience, currently serving at Meld Financial, Inc. since 2007. He previously worked at Triad Advisors, Inc. and holds the Series 66 designation. Outside of his advisory role, he serves as a board member for Leadership Vestavia Hills and works as a consultant for The Bloomston Firm. Meld Financial provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, corporations, and government entities. The firm utilizes model portfolios and employs fundamental and technical analysis along with modern portfolio theory, with a notable focus on serving state and municipal government clients.

Randall Morris is a CFP® professional with 22 years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. His career includes roles at OneAscent Family Office and ProEquities, Inc. He serves on the board of directors for Westminster School at Oak Mountain Presbyterian Church. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions, utilizing a mix of direct securities, third-party managers, and model portfolios tailored to client-specific asset allocation guidelines.

Michael Guilsher is a financial advisor at Meld Financial, Inc. in Birmingham, AL, holding a Series 63 designation with 40 years of industry experience. He has been with Meld Financial since 2014 and previously worked at Triad Advisors, Inc. from 2014 to 2022. Outside of his advisory work, he is involved with the Alabama PCA automobile club, where he arranges drives for members. Meld Financial provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, corporations, and government entities. The firm uses model portfolios and may engage sub-advisers for fixed income management, serving a notable client base that includes state and municipal government clients.

James Mc Cown is a financial advisor at The Welch Group, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at BCR Wealth Strategies and BCBS of Alabama, as well as work in various organizations such as Birmingham-Southern College and Greystone Country Club. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets and serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and family-office services, using a range of analytical approaches to construct portfolios tailored to client objectives.

Sean Tweedy is a CFP® certificant with four years of industry experience, currently advising at The Welch Group, LLC in Birmingham, AL. His prior roles include positions at Valic Financial Advisors, Inc. and Amazon. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and employs a combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.