Steven Lind is a CFP® professional with 14 years of industry experience, currently serving at Navigate Wealth Management, LLC. He has worked at Stonebridge Advisors, LLC since 2017 and has owned Lind Professional Corporation, providing CPA services since 1995. Navigate Wealth Management, LLC is a six-advisor team managing approximately $354.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and fee-based financial planning, employing a long-term investment approach grounded in modern portfolio theory and tailored Investment Policy Statements.

Robert Eifert is a CFP® at Cahaba Wealth Management, Inc. in Birmingham, AL, with eight years of industry experience. He has worked at Cahaba Wealth Management since 2020 and previously held roles at Fidelity Institutional Asset Management and Fidelity Institutional. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm uses a multi-advisor team approach, combines long-term cash-flow projections with risk-tolerance assessments, and offers portfolio oversight that includes alternative investment strategies and integration of external accounts.

David Painter is a financial advisor with Southern Financial Group, LLC in Birmingham, AL, holding the CFP®, PFS™, and Series 63 designations and bringing 32 years of industry experience. He has worked at Southern Financial Group since 2006 and was previously with Triad Advisors, Inc. from 2001 to 2024. Outside of his advisory role, he is involved in tax preparation and planning through Southern Financial Group and owns a rental property business. Southern Financial Group serves individuals, high net worth clients, corporations, and businesses, offering discretionary portfolio management, financial planning, consulting, income tax preparation, and estate settlement services. The firm manages nearly $936 million in discretionary assets for over 1,100 clients, focusing on personalized investment policies and continuous account monitoring within a small advisory team.

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 at Oakworth Asset Management, LLC with one year of experience in advisory services. She has been a Managing Director at Oakworth Capital Bank since 2007. 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.

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.

Blair Herrington is a financial advisor with Sunburst Financial Group, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to Sunburst, he worked at First Bank and PwC, with additional experience at The University of Alabama. Sunburst Financial Group serves individual and institutional clients, including a wide range of high-net-worth and non-high-net-worth individuals, as well as 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 and emphasizes tax efficiency and expense control.

Brian Paulk is a financial advisor at TrueWealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC, TrueWealth Advisors, and Concourse Financial Group Securities, Inc. He is also Vice President of Benefit Planners, Inc., where he offers life, supplemental health, and annuity insurance products. Additionally, he serves as Treasurer on the board of Arrowhead Country Club. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages roughly $547 million in client assets through a team of 14 advisors and primarily uses strategic asset-allocation model portfolios constructed with ETFs and mutual funds, offering values-based and ESG investment options.

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.

Jerry Mcdonald is a financial advisor with TrueWealth Advisors, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Cetera Wealth Services, LLC and Concourse Financial Services Securities. He also owns Jerry McDonald Financial Services LLC, where he provides financial planning and offers fixed and variable annuity products. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $547 million in assets. The firm employs strategic asset-allocation model portfolios primarily through ETFs and mutual funds, offers retirement plan consulting including ERISA fiduciary services, and provides values-based and ESG investment options.

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.

Daniel Jones Jr. is a CFP® with 20 years of industry experience and currently serves as a financial advisor at TrueWealth Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, LLC, Concourse Financial Group Securities Inc, and ProEquities, Inc. He is also a licensed insurance producer offering select insurance products. TrueWealth Advisors, LLC provides comprehensive 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 and employs strategic asset-allocation model portfolios including ETFs, mutual funds, and ESG options, alongside retirement plan consulting under ERISA fiduciary standards.

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 financial advisor at Indivisible Partners with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Somerset Advisory, Hightower Advisors, Wells Fargo Clearing Services, and UBS Financial Services. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management and third-party manager selection, delivering both discretionary and non-discretionary services tailored to client circumstances.

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.

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.