John Imbusch is a financial advisor at BMSS Wesson Wealth Solutions with a Series 65 designation. He has been with BMSS Wesson Wealth Solutions since 2024 and previously worked at Ernst & Young US LLP and the University of Alabama. Outside of finance, he is a part owner and manager of Bill Bradley Plumbing, Inc., a plumbing and HVAC business in Montgomery, AL. 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 integrates closely with its parent accounting company and affiliated registered adviser to provide comprehensive portfolio management and specialized planning resources.

Janet Ball is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding one year of industry experience. She is also a Managing Director at Oakworth Capital Bank, a position she has held since 2007. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process and manages assets across various investment vehicles, including mutual funds, ETFs, and alternative investments.

Alma Maric is a financial advisor at Fairvoy Private Wealth, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to her career in finance, she worked at Michael Kors and Jefferson State Community College. Fairvoy Private Wealth is a registered investment adviser serving individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that incorporates fundamental, technical, and quantitative analysis across a diversified asset-allocation framework.

Robert Latimer is a CFP® professional with 21 years of industry experience. He has worked at OneAscent Wealth Management since 2020 and was previously with Ameriprise Financial Services for 10 years. Latimer holds the Series 66 designation and is based in Birmingham, AL. 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, and offers unique features such as a donor-advised fund platform and access to fee-based insurance and annuity solutions.

Samuel Kirkpatrick is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mayfair Advisory Group since 2019, following 19 years 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 uses a committee-based investment approach that incorporates mutual funds, ETFs, separately managed accounts, and selected independent managers.

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.

David Kassouf is a CFP® with 25 years of experience in financial advisory services and is the founder of Kassouf Wealth Advisors, LLC, where he has worked since 1999. He is also the director and lead partner in the business services group at Kassouf & Co., P.C., a certified public accounting firm established in 1974. Kassouf Wealth Advisors is a fee-only advisory firm serving individual and institutional clients with financial planning, investment consulting, and discretionary asset management. The firm employs a Modern Portfolio Theory framework and a passive investment approach, focusing on low-cost, broadly diversified mutual funds and ETFs.

Ellen Bradford is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at several firms, including Somerset Advisory, Indivisible Partners, Hightower Advisors, Wells Fargo Clearing Services, and UBS Financial Services. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm uses a strategic asset allocation framework with active, passive, or blended approaches tailored to client risk profiles, and integrates third-party credit and platform solutions alongside model portfolios and alternative investment access.

John Hensley is a CFP® affiliated with Oakworth Asset Management, LLC in Mobile, Alabama. He has been with Oakworth Asset Management since 2025 and also serves as Managing Director at Oakworth Capital Bank, a position he has held since 2015. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a range of investment vehicles, including mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

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.

Michael Blair is a financial advisor at BHK Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Porter White Investment Advisors, Inc. for eight years. Blair serves as a Junior Board Member for the Birmingham Zoo and sits on the Foundation Board of the Boys and Girls Club of Central Alabama. BHK Investment Advisors provides advisory and consulting services to individuals, corporations, retirement plans, foundations, and institutions. The firm offers portfolio management, manager-selection consulting, and a math-based ETF model program, emphasizing multi-asset ETF allocations, regular rebalancing, and performance reporting.

Christopher Cooper is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL. He holds a Series 65 designation and has professional experience at Oakworth Capital Bank, Protective Life Insurance, Regions Bank, and SA Stone Wealth Management Inc. Cooper also serves as a portfolio manager at Oakworth Capital Bank. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and 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 utilizes a variety of investment vehicles including mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Ashley Tabb is a financial advisor at Oakworth Asset Management, LLC with 21 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Oakworth Asset Management and its affiliated Oakworth Capital Bank in 2025, she spent 10 years at 1919 Investment Counsel, LLC. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process and offers access to a range of investment vehicles, including mutual funds, ETFs, alternative investments, and privately placed collective investment vehicles.

Andrew Rice is a financial advisor at Money Management Services, Inc. in Birmingham, AL, with 20 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Inc. since 2005. Outside of his advisory role, Rice operates small sole proprietorships related to farm and animal product sales and is involved in a network marketing business. Money Management Services, Inc. provides financial planning, consulting, and investment management to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach with a core-and-satellite strategy, tailoring portfolios to client risk tolerances and time horizons.

William Alexander is a financial advisor at Oakworth Asset Management, LLC in Birmingham, AL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Stifel and Oakworth Capital Bank, as well as experience in logistics and education. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and 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 using a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Jake Heyer is a CFP® with 13 years of industry experience, currently serving at Park Place Capital Corporation since 2020. He previously worked at LPL Financial and Merrill, and has been affiliated with Renasant Investment Advisors since 2014. Park Place Capital Corporation is a team investment adviser with seven advisors managing approximately $879 million for retail and institutional clients. The firm provides portfolio management, financial planning, and institutional consulting, employing both fundamental and technical analysis across a variety of investment types.

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.

Michael Stone is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He is currently with Porter White Investment Advisors, Inc. in Birmingham, AL, and has previously worked at M&A Securities Group, Inc., Porter White Capital, LLC, and Spearhead Capital, LLC. Stone serves on the Alabama Symphony Orchestra Endowment Board. Porter White Investment Advisors, Inc. provides discretionary portfolio management, fiduciary retirement-plan and institutional services, and fee-based financial planning to individuals, trusts, pension and profit-sharing plans, and endowments. The firm manages approximately $748 million for about 90 clients, focusing on asset allocation and long-term buy-and-hold strategies using an open-architecture mix of mutual funds, ETFs, and fixed-income securities.

Peyton Watts is a financial advisor at Timberchase Financial, LLC with eight years at the firm and a total of 19 years of professional experience, including 11 years at Page Law Firm, LLC. He holds the Series 65 designation and is based in Homewood, Alabama. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to high-net-worth individuals, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic passive asset allocation approach using no-load mutual funds and ETFs, managing roughly $280 million in client assets on a fee-only basis.

William Frasier is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Oakworth Asset Management, LLC. He has been with Oakworth Capital Bank since 2019, where he also holds the position of Director of Planning. Prior to that, he worked at Proequities Inc for six years. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and 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 utilizes a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.