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.

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.

Gary Ely is a CFP® professional with 34 years of industry experience, currently affiliated with TrueWealth Advisors, LLC. His prior experience includes roles at Concourse Financial Group Securities Inc. and operating under the dba LEGACY PLANNING. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $547 million in client assets across 14 advisors, employing strategic asset-allocation model portfolios using ETFs and mutual funds, with options for values-based and ESG investing.

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.

Timothy Walls is a financial advisor at Axient Investment Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Concourse Financial Group Securities Inc and Sterne Agee Financial Services. Walls is based in Pelham, Alabama. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting to clients including retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models and combines tactical and strategic allocation approaches, managing over $450 million in discretionary assets.

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.

Larry Sims is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Concourse Financial Group Securities, Inc. and has been with TrueWealth Advisors since 2015. Outside of financial advising, he serves as a school board member for ECCS. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs strategic asset-allocation models primarily using ETFs and mutual funds, offers both discretionary and non-discretionary portfolio management, and manages approximately $547 million in client assets through a team of 14 advisors.

Peyton Watts is a financial advisor at Timberchase Financial, LLC with 8 years at the firm and a total of 15 years of professional experience, including 11 years at Page Law Firm, LLC. He holds a Series 65 designation and is based in Homewood, Alabama. Timberchase Financial, LLC offers personalized financial planning and discretionary investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only model and emphasizes strategic passive asset allocation using no-load mutual funds and ETFs, managing approximately $280 million in client assets.

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.

Lee Banks is a financial advisor at Oakworth Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Trustmark National Bank. Banks is also a Wealth Client Advisor at Oakworth Capital Bank. 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 macro-driven investment process that starts with economic forecasting and includes asset allocation, sector selection, and security-level decisions.

Ronald Paulk is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include long-term positions at Concourse Financial Group Securities Inc and Cetera Wealth Services, LLC. He also owns and operates (dba) Ronnie D Paulk & Associates and Benefit Planners, Inc., which provide financial services and insurance product sales. TrueWealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with investment advisory and financial planning services. The firm manages approximately $547 million in assets and emphasizes strategic asset allocation through ETFs and mutual funds, offering ESG and faith-aligned portfolio options alongside comprehensive retirement plan consulting.

Charles Smith is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, holding a Series 66 designation with 23 years of industry experience. He previously worked at BHK Investment Advisors, LLC for five years before joining Mayfair Advisory Group in 2019. Outside of his advisory role, he has a minority ownership interest in a family limited partnership unrelated to investment activities. 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 an Investment Committee to tailor portfolios using mutual funds, ETFs, separately managed accounts, and selected independent managers.

Audrea Robbins is a financial advisor with Money Management Services Inc in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. She has been associated with both Money Management Services, Inc. and Triad Advisors, Inc. since the late 1990s and early 2000s. Outside of her advisory role, Robbins is a director and officer of The Rice Group, Inc., an insurance business, and co-owns Trawick Marketing, which provides phone, cell phone, and internet sales services; she also operates a home-based art photography business. Money Management Services, Inc. offers financial planning, consulting, and investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, utilizing a core-and-satellite strategy across various asset classes and provides additional services such as tax preparation, estate planning, and bill-paying under separate agreements.

Robert Barnett is a ChFC® credentialed financial advisor with 34 years of industry experience, currently serving at BHK Investment Advisors since 2011. He holds Series 63 and Series 66 licenses and is based in Birmingham, AL. BHK Investment Advisors manages approximately $756 million in client assets, offering portfolio management, investment consulting, ETF-based global portfolio strategies, and retirement plan consulting to individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm employs a mathematics-based asset allocation approach within its BHK-GPS program and provides both discretionary and non-discretionary account management.

Robert Grant is a financial advisor with TrueWealth Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc and operates (dba) GRANT WEALTH MANAGEMENT LLC, where he is a founding partner. Grant serves on the boards of the Tri-City Foundation and the Gateway Initiative, nonprofit organizations involved in community grant oversight and program review. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and business entities. 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 and offering values-based and ESG investment options.

Caleb Hopkins is a CFP® and CFA® with 15 years of industry experience. He has worked at Navigate 401K, LLC since 2020 and Navigate Wealth Management, LLC since 2015. Both firms are based in Birmingham, AL. Navigate 401K, LLC provides consulting and investment management services primarily for company-sponsored retirement plan sponsors, focusing on fiduciary governance, asset allocation, and investment policy development. The firm’s client base is concentrated in institutional retirement plans, though it has recently expanded to include retail advisory accounts and offers employee group enrollment and investment education workshops.

Anthony Shunnarah is a financial advisor at TrueWealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including MassMutual Investors Services, Guardian Life Insurance Company, and Hornor Townsend & Kent LLC. He serves on the board of directors for Down Syndrome Alabama. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in assets through a team of 14 advisors, using strategic asset-allocation model portfolios primarily composed of ETFs and mutual funds, and offers discretionary portfolio management along with retirement plan consulting under ERISA fiduciary standards.