Susan Copeland is a CFP®-certified financial advisor with 11 years of industry experience. She currently works at Hippocratic Financial Advisors and previously held roles at Avantax Planning Partners, Bridgeworth, LLC, and Cahaba Wealth Management, Inc. Outside of her advisory work, she is a part-time spin instructor at YMCA Mt. Brook. Hippocratic Financial Advisors serves individual and high-net-worth clients, providing fee-only wealth management, comprehensive financial planning, and educational seminars. The firm emphasizes a long-term, goals-based investment approach with customized portfolios and offers a proprietary student-loan analysis and management service.

William Aycock is a CFA® charterholder with six years of industry experience. He is currently with Park Place Capital Corporation and has previously worked at Regions Investment Management, Institutional Securities Corporation, and Doucet Asset Management. Outside of his advisory role, he serves as assistant treasurer and director of the Kiwanis Club of Birmingham. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm offers portfolio management, mutual fund sponsorship, and institutional consulting, employing fundamental and technical analysis and managing accounts directly or through sub-advisors.

Tyler Busby is a CFP® with 10 years of industry experience and is currently with Oakworth Asset Management, LLC. He has previously worked at Oakworth Capital Bank, Concourse Financial Group Securities Inc, and ProEquities, Inc. 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 focused on economic forecasts, broad asset allocation, and security-level selection, and offers access to mutual funds, ETFs, alternative investments, and private securities.

Jason Hawkins is a CFA® charterholder with Series 63 registration and over 14 years of industry experience. He has worked at BancorpSouth/Cadence Bank from 2013 to 2026 before joining Park Place Capital Corporation in 2026. Park Place Capital Corporation is a team investment adviser with seven advisors managing approximately $879 million for retail and institutional clients. The firm offers both discretionary and non-discretionary management, employing fundamental and technical analysis, and provides financial planning, institutional consulting, and advisory services for the Monteagle Funds.

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.

Jacob Foster is a financial advisor with Diversified, LLC, holding the CFP® designation along with Series 65 and Series 66 licenses. He has six years of industry experience, including prior roles at Edward Jones and eight years at Foster Transportation. Foster has been with Diversified and its affiliated entities since 2023. Diversified, LLC provides comprehensive financial planning and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and pooled investment vehicles. The firm emphasizes a thorough planning process followed by implementation and ongoing review, utilizing both third-party managers and customized portfolio strategies.

John Norris V is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Oakworth Capital Bank since 2007, serving as Managing Director, and was previously with Regions Investment Management, Inc. from 2002 to 2018. 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 approach that incorporates economic forecasting, asset allocation, and security-level selection across a broad range of investment vehicles.

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.

David Wiggins Jr. is a financial advisor with Money Management Services Inc in Birmingham, AL. He holds a Series 65 designation and has six years of industry experience. Prior to joining Money Management Services, he worked for Bryant Bank for one year. Money Management Services Inc provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a fundamental analysis framework combined with tactical asset allocation, implementing client-specific investment policies and periodic rebalancing.

Mary Livingston is a CFP®, CFA®, and Series 66 credentialed advisor with 15 years of industry experience. She currently works at Navigate Wealth Management, LLC and has held prior roles at Abeona Wealth, LLC, Equita Financial Network, Inc., and Porter White Investment Advisors, Inc. Outside of her advisory work, she serves as a trustee for the Alabama Episcopal Diocese Endowment and is treasurer for both the Kiwanis Club of Birmingham and Down's Syndrome of Alabama. Navigate Wealth Management, LLC is an SEC-registered firm managing over $429 million primarily for individuals and high-net-worth clients. The firm uses modern portfolio theory and long-term trading strategies, guided by risk-tolerance profiles, to provide discretionary and non-discretionary portfolio management along with financial planning services.

Zachary Billante is a financial advisor at Timberchase Financial, LLC, holding a Series 65 designation with one year of industry experience. Before joining Timberchase, he worked briefly at Ankerstar Wealth and spent four years affiliated with Samford University. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients. The firm emphasizes strategic passive asset allocation with no-load mutual funds and ETFs, managing approximately $280 million in discretionary assets while operating on a fee-only basis.

Maria Mote is a financial advisor at Indivisible Partners with one year of industry experience. She holds a Series 65 license and has previously worked at Hightower Advisors and Somerset Advisory, among other roles. Prior to her advisory career, she was employed at Brusters Real Ice Cream and WeCare Pools. Indivisible Partners is an SEC-registered 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 employs a strategic asset allocation framework and allows advisors to implement active, passive, or blended strategies tailored to client risk profiles, including access to private and semi-liquid alternative investments.

Matthew Foster is a financial advisor at Park Place Capital Corporation with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Renasant Asset Management. Foster has been with Park Place Capital and its affiliated broker-dealer since 2020. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and employs both fundamental and technical analysis in managing client accounts.

Tracy Harlow is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Oakworth, Harlow worked with several firms including StoneX and Cetera. 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 client assets across a range of investment vehicles including mutual funds, ETFs, individual securities, alternative investments, and selected independent managers.

Kara Wingard is a CFP® professional with one year of experience at Oakworth Asset Management, LLC. She has worked with Oakworth Capital Bank since 2021 and has prior experience at The Walt Disney Company and Buffalo Wild Wings. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-driven investment approach that includes economic forecasting, broad asset allocation, and security selection.

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.

Donald Rice is a CFP® with 20 years of industry experience, currently serving at Money Management Services, Inc. and Triad Advisors, Inc. He has been with Money Management Services, Inc. since 1992 and with Triad Advisors since 2001. Outside of financial advising, he operates a farming and contractor grading business. Money Management Services, Inc. provides financial planning, consulting, and investment management to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, tailoring portfolios to client risk tolerances and offering additional services such as tax preparation and estate planning.

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.

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.