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.

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 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.

Dwight Reynolds is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with Meld Financial, Inc. since 2009 and previously worked at Triad Advisors, Inc. He is based in Birmingham, AL. 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 is noted for combining pension consulting with ERISA 3(21)/3(38) roles and providing educational seminars and participant workshops for plan clients.

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.

Tonya Williams is a financial advisor at Meld Financial, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial Services, Inc. and Wealth Intelligence, LLC. Meld Financial, Inc. provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, and institutional entities such as pension and profit-sharing plans and government organizations. The firm employs model portfolios, fundamental and technical analysis, and modern portfolio theory, with a focus on serving state and municipal government clients and offering fiduciary pension consulting services.

Ross Walker is a financial advisor at Porter White Investment Advisors, Inc. in Birmingham, AL, holding a Series 65 designation with six years of experience. He joined Porter White in 2020 after four years at Wofford College. Porter White Investment Advisors provides discretionary wealth management, financial planning, retirement-plan fiduciary services, and institutional consulting to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs an open-architecture, asset-allocation driven investment approach focused on long-term buy-and-hold strategies, periodic rebalancing, and simulation analysis.

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.

Timothy Jones Jr. is a financial advisor with BCR Wealth Strategies, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with firms including Scottrade, Inc. and TD Ameritrade Investment Management before joining BCR Wealth Strategies in 2021. BCR Wealth Strategies serves individual clients, including high-net-worth households, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm provides comprehensive financial planning, investment management, and retirement plan consulting, employing a long-term, diversified investment approach primarily using mutual funds and ETFs.

Robert Barnett is a ChFC® credentialed advisor with 35 years of industry experience. He has worked at BHK Investment Advisors since 2011 and previously held roles at CapFinancial Securities, Palmer & Cay Investment Services, and Morgan Keegan & Company. 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 focused on multi-asset strategies, with services tailored on a discretionary or non-discretionary basis.

Matthew Williamson is a financial advisor at 11 Financial with eight years of industry experience. He holds a Series 65 designation and has previously worked at Williamson Asset Management LLC, Kovar Wealth Management, and Theotrade. Outside of finance, he provides private music lessons and manages sound mixing for church services at St. Peters Anglican Church in Birmingham, AL. 11 Financial offers portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to tailor investment strategies and conducts account reviews at least quarterly.

Donna Cates is a financial advisor at The Wealth Boutique with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2022. Outside of advisory work, she is a certified mediator specializing in divorce financial mediation and also works as an insurance agent. The Wealth Boutique is an SEC-registered advisory team managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm provides holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.