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.

Susan Copeland is a CFP® with 11 years of industry experience. She currently works at Hippocratic Financial Advisors and previously held positions at Avantax Planning Partners, Bridgeworth, LLC, and Cahaba Wealth Management, Inc. Outside of her advisory role, she serves as a part-time spin instructor at YMCA Mt. Brook. Hippocratic Financial Advisors serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services. The firm employs a long-term, goals-based investment approach with customization for risk tolerance, time horizon, liquidity, and tax considerations, and offers educational seminars alongside a dedicated student-loan service.

Justin Tackett is a Series 65 licensed advisor with Meld Financial, Inc. in Birmingham, AL, where he has worked since 2024. He has two years of industry experience, including a prior role at John Graham & Associates. Meld Financial serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, corporate clients, and government entities, offering discretionary portfolio management, financial planning, pension consulting, and fiduciary services. The firm is noted for combining pension consulting with ERISA 3(21)/3(38) roles, trustee/executor services, and a focus on educational seminars and participant workshops.

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.

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.

Blake May is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Meld Financial, Inc. in Birmingham, AL, where he has worked since 2018. Prior to Meld, he held positions at Triad Advisors, Mass Mutual Investors Services, and Metlife Securities. Additionally, he provides basic legal advice to clients as a non-practicing attorney on a voluntary basis. 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 combines pension consulting with ERISA advisory roles and emphasizes educational seminars and participant workshops for plan clients.

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.

Emily Lassiter is a financial advisor at Somerset Advisory, LLC with six years of industry experience. She holds a Series 65 designation and has worked previously at Indivisible Partners, Hightower Advisors, Capital Strategies Group, Ronald Blue Trust, and the Fixed Point Foundation. Somerset Advisory, LLC provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm emphasizes complex financial planning through a structured process and combines fixed-fee planning with tiered asset-based management, typically managing diversified portfolios including ETFs, mutual funds, equities, treasuries, and alternatives.

James White is a financial advisor with Porter White Investment Advisors, Inc. in Birmingham, AL, holding a Series 63 designation and over 51 years of industry experience. He has held leadership roles at multiple affiliated entities, including serving as chairman of various investment and consulting firms within the Porter White group. Outside of investment advisory work, he is chairman of PW Management Co., Inc., which focuses on employee payroll and benefits management. 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 emphasizes asset allocation and long-term, buy-and-hold strategies using an open-architecture mix of mutual funds, ETFs, and fixed-income securities, managing approximately $748 million for about 90 clients.

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.

Matthew Satterfield is a CFP® with three years of industry experience. He is currently with Oakworth Asset Management, LLC and Oakworth Capital Bank, having previously worked at Bank of America Private Bank and The Vanguard Group, Inc. 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 that includes economic forecasting, asset allocation, and security selection, and offers access to alternative investments and private securities.