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 with Oakworth Asset Management, LLC in Birmingham, AL, holding one year of industry experience. She is also a Managing Director at Oakworth Capital Bank, a position she has held since 2007. 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 assets across various investment vehicles, including mutual funds, ETFs, and alternative investments.

Alma Maric is a financial advisor at Fairvoy Private Wealth, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Michael Kors. 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 and uses a range of analytical methods and investment instruments, including access to third-party platforms and managers.

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.

Robert Latimer is a CFP® professional with 21 years of industry experience. He is currently with OneAscent Wealth Management, where he has worked since 2020, following prior roles at OneAscent Financial Services LLC and Ameriprise Financial Services, Inc. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and other institutions. The firm employs both quantitative and qualitative analysis in managing client portfolios and offers unique features such as an affiliated adviser and platform ecosystem, multiple offices, and access to fee-based insurance and annuity solutions.

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.

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 CFP® and holds a Series 66 license with eight years of industry experience. She has worked at several firms, including Somerset Advisory, Indivisible Partners, Hightower Advisors, Wells Fargo Clearing Services, and UBS Financial Services. Indivisible Partners is an SEC-registered advisory 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 uses a strategic asset allocation framework with active, passive, or blended approaches tailored to client risk profiles, and integrates third-party credit and platform solutions alongside model portfolios and alternative investment access.

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.

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.

Donna Gordon is a CFP® with 25 years of industry experience. She is currently with Park Square Financial Group LLC and previously worked for Wesban Financial Consultants, P.C. for 25 years. Outside of her advisory role, she serves on the board of directors for Trinity Counseling, Inc. and is president of Little Whiskers Rescue Ranch, a charity focused on rescuing cats. Park Square Financial Group serves individual and high-net-worth clients, trusts, and estates with discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach and primarily operates its advisory business as a wrap fee program sponsor.

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.

James Burnett Jr. is a CFP® professional with 22 years of industry experience, currently serving at Navigate Wealth Management, LLC since 2021. He previously spent 19 years at Stonebridge Advisors, LLC. In addition to his advisory role, Mr. Burnett provides consulting services to an accounting firm. Navigate Wealth Management, LLC is an SEC-registered advisory firm managing over $429 million primarily for individual and high-net-worth clients. The firm employs a modern portfolio theory-based approach, utilizing model portfolios and documented risk profiles to guide asset allocation and portfolio management.

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.