Jerry Swiney is a CFP® with 25 years of industry experience and is currently affiliated with Park Square Financial Group LLC. He has held roles at Park Square since 2016 and has worked with Csenge Advisory Group and Lion Street Financial. In addition to his advisory duties, he is a licensed insurance agent providing insurance products. Park Square Financial Group serves individual and high-net-worth clients as well as trusts and estates, offering discretionary portfolio management, ongoing investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach and manages all advisory clients within a wrap fee program.

Kenneth Askew is a CFP® professional with 27 years of experience in the financial industry. He is currently with TrueWealth Advisors, LLC and has held roles at Cetera Wealth Services, Concourse Financial Group Securities Inc, and under the TrueWealth Advisors brand since 2011. Outside of advising, he is involved in media production consulting, executive leadership of a family-owned self-storage facility, and is a freelance writer and public speaker. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $547 million in client assets through a team of 14 advisors and employs strategic asset-allocation model portfolios that include ETFs, mutual funds, values-based, and ESG options, offering ongoing portfolio monitoring and comprehensive retirement plan consulting.

Ashley Davis is a financial advisor at Fairvoy Private Wealth, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 diversified asset allocation, and offers portfolio management, financial planning, and third-party money manager oversight.

Kaylan Adams is a financial advisor at BMSS Wesson Wealth Solutions with a Series 66 credential and one year of industry experience. Prior to joining the firm, Adams worked at Edward Jones and has a background that includes roles at Cove Church Ministries and Asbury Theological Seminary. BMSS Wesson Wealth Solutions serves individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with investment advisory, wealth management, financial planning, and consulting. The firm operates a team-based, multi-advisor model and employs a values-based investment process that integrates strategic asset allocation and access to private market and impact investments.

Blake May is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Meld Financial, Inc. in Birmingham, AL, where he has worked since 2018. Prior to Meld, he held positions at Triad Advisors, Mass Mutual Investors Services, and Metlife Securities. Additionally, he provides basic legal advice to clients as a non-practicing attorney on a voluntary basis. 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 combines pension consulting with ERISA advisory roles and emphasizes educational seminars and participant workshops for plan clients.

Martin Smith is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Strauss Financial Group, Commonwealth Financial Network, Everthrive Financial Group, and Strategic Financial Planning. 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 tailored to client asset allocation guidelines, utilizing both quantitative and qualitative analysis.

Gregory Merritt Jr. is a financial advisor with Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at RFG Advisory, LLC, Mass Mutual Investors Services, ProEquities, Inc., and First Protective. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management through a process that emphasizes long-term cash-flow projections, quantified risk assessments, and ongoing portfolio oversight.

Felix Tankersley is a CFP® professional with 19 years of experience in financial advisory services. He has worked with BMSS Wesson Wealth Solutions since 2018 and previously held roles at OneAscent Financial Services and PNC. Tankersley holds Series 63, 65, and 66 licenses. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and trust services. The firm integrates closely with its parent accounting firm, BMSS LLC, and affiliated adviser EverSource to provide tailored portfolios supported by comprehensive operational and investment resources.

Claudia Johnston is a financial advisor at Fairvoy Private Wealth, LLC in Birmingham, AL, with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Fairvoy Private Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and manager selection services to individuals, trusts, retirement plans, and business entities. The firm customizes portfolios to client objectives using a variety of analytical methods and investment instruments, including equities, fixed income, options, and alternative investments, and incorporates third-party platforms and managers into its strategies.

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.

Matthew Morris is a financial advisor at Sunburst Financial Group, LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Sunburst Financial Group since 2016. Outside of his advisory role, he serves as a fitness instructor for the YMCA of Birmingham. Sunburst Financial Group serves individual and institutional clients, managing over $808 million in assets. The firm employs a long-term, asset-allocation centered approach that combines active and passive strategies with an emphasis on tax efficiency and expense control.

James Martin is a CFP® with 38 years of industry experience and has been with Sunburst Financial Group, LLC since 2016. He is also a licensed independent insurance agent representing various independent insurance companies. Sunburst Financial Group serves a diverse client base including individuals, institutions, pension plans, trusts, estates, charities, and business entities. The firm employs a long-term, asset-allocation focused approach that incorporates both active and passive management strategies while emphasizing tax efficiency and expense control.

Freddy Williamson is a financial advisor with TrueWealth Advisors, LLC in Hoover, Alabama, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 37 years and operates Williamson Financial Services, a financial planning and insurance firm he has owned since 1979. Williamson also serves on the board of the Railroad Community Credit Union. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, using strategic asset-allocation model portfolios primarily constructed with ETFs and mutual funds, and offers values-based and ESG investment options.

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.

Judy Holt is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She previously worked at ProEquities, Inc. and Williamson Financial Services. Outside of her advisory role, she serves as Vice President of Central Alabama Cleaning Inc., where she handles bookkeeping and supply procurement. TrueWealth Advisors provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. 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, including values-based and ESG options.

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.

John Martin is a financial advisor with Sunburst Financial Group, LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Sunburst Financial Group since 2016 and has legal experience as an estate planning attorney of counsel at Najjar Denaburg, PC. Martin is also licensed as an independent insurance agent for fixed insurance products and advises clients on estate planning matters. Sunburst Financial Group serves a range of clients including individual and institutional investors, offering financial planning, consulting, portfolio management, and retirement plan services. The firm employs a long-term, asset-allocation focused approach that incorporates both active and passive management strategies with an emphasis on tax efficiency and expense control.

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.

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.