Marcus Richardson is a Series 66-licensed advisor with 26 years of industry experience. He is currently with Trust Advisory Group Ltd, where he has worked since 2024, and has spent two decades at StoneX Securities Inc. and affiliated entities. Trust Advisory Group Ltd provides investment management, financial planning, and consulting services to individuals and institutional retirement plan sponsors. The firm combines proprietary model portfolios, advisor-managed accounts, and third-party money managers, leveraging platforms such as Envestnet and Advyzon, and offers services including ERISA plan consulting and held-away account management.

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 eight years at the firm and a total of 19 years of professional experience, including 11 years at Page Law Firm, LLC. He holds the Series 65 designation and is based in Homewood, Alabama. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to high-net-worth individuals, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic passive asset allocation approach using no-load mutual funds and ETFs, managing roughly $280 million in client assets on a fee-only basis.

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.

Samuel Jauregui is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Auburn University, Inspire Advisors, and Pankey Properties. OneAscent Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm employs both quantitative and qualitative analysis to manage portfolios aligned with client-specific asset allocation guidelines and supports a variety of implementation options including fee-based annuities and insurance products.

Matthew Heard is a financial advisor at BMSS Wesson Wealth Solutions in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining BMSS Wesson Wealth Solutions, he worked at FireSeeds for eleven years. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, trust services, and consulting. The firm integrates closely with its parent accounting firm and affiliated registered adviser, providing tailored portfolios and a range of services supported by centralized back-office and investment office functions.

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 financial advisor with 34 years of industry experience, currently serving at BHK Investment Advisors since 2011. He holds Series 63 and Series 66 licenses and is based in Birmingham, AL. BHK Investment Advisors manages approximately $756 million in client assets, offering portfolio management, investment consulting, ETF-based global portfolio strategies, and retirement plan consulting to individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm employs a mathematics-based asset allocation approach within its BHK-GPS program and provides both discretionary and non-discretionary account management.

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.

Gary Harrison is a financial advisor at OneAscent Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked for over a decade at Clanton Middle School. Harrison maintains an active insurance license related to his advisory work. OneAscent Wealth Management offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm utilizes client-specific asset allocation strategies that incorporate direct securities, third-party managers, and model portfolios, supported by quantitative and qualitative analysis and a range of implementation options including Unified Managed Accounts and fee-based insurance products.

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®-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.

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.