Joseph Mason is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mayfair Advisory Group since 2019, following an 11-year tenure 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 employs a committee-based approach to investment decisions, utilizing a range of investment vehicles tailored to client needs.

William Gooding is a Series 66-licensed advisor at Mainsail Asset Management, LLC with four years of industry experience. Prior to joining Mainsail, he worked at Northwestern Mutual for one year and spent over a decade at Stryker Corp. He is also an independent insurance agent. Mainsail Asset Management provides investment management, financial planning, and retirement plan consulting to a range of clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a customized asset-allocation strategy combining long-term and tactical adjustments, with a focus on diversification and risk management across public and private asset classes.

Davis Ennis is a CFP® and holds a Series 65 license, currently with Sunburst Financial Group, LLC. He has one year of industry experience, including roles at Ernst & Young LLP and Stonegate Investment Group LLC. Sunburst Financial Group serves individual and institutional clients with financial planning, consulting, portfolio management, and retirement plan consulting. The firm employs a long-term, asset-allocation focused approach that blends active and passive strategies, emphasizing tax efficiency and expense control.

Mark Rutledge is a financial advisor at Insight Folios with 13 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Insight Folios in 2025, he worked at Brookstone Capital Management and Specialized Advisors LLC, among other firms. Rutledge is also an independent insurance agent through JD Mellberg LLC. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its investment and planning process.

Skyler Trawick is a financial advisor at Money Management Services Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining the firm, he worked at the University of Alabama Birmingham and Corner High School. Outside of his advisory role, he is involved with Rice Family Farms LLC. Money Management Services Inc. provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, offering customized portfolios and additional services such as tax preparation and estate planning.

Jonathan Kassouf is a PFS™ credentialed advisor with six years of industry experience. He is the director of Kassouf & Co., P.C., a public accounting firm he has been involved with since 2008. Kassouf Wealth Advisors, LLC is a fee-only advisory firm serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm employs a Modern Portfolio Theory framework with a passive investment style, emphasizing low-cost, broadly diversified mutual funds and ETFs, and provides discretionary asset management through a seven-advisor team.

William Parsons Jr. is a financial advisor at Mainsail Asset Management, LLC in Birmingham, AL, holding the PFS™ designation and Series 65 license with 23 years of industry experience. He has been with Mainsail Asset Management since 2003. Mainsail Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, pension plans, business entities, and charitable organizations. The firm uses a customized asset-allocation framework emphasizing diversification, risk management, and a blend of public and private asset classes, supported by analytics and automated tools.

Shannon Pike is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Kassouf Wealth Advisors, LLC and Kassouf & Co., P.C. since 2022, and previously worked at Tanglewood Legacy Advisers, LLC from 2016 to 2022. In addition to her advisory role, she serves as a principal at an accounting firm where she performs various accounting functions. Kassouf Wealth Advisors is a fee-only firm serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm uses a Modern Portfolio Theory framework with a passive investment style focused on low-cost, diversified mutual funds and ETFs, and offers an outsourced asset-allocation program administered by Savant Wealth Management.

Caroline Gayle is a CFP® with 14 years of industry experience. She is currently with Kassouf Wealth Advisors, LLC, where she has worked since 2024. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Patterson Andrews Wealth Management, Wesley Patterson, and Stifel. Kassouf Wealth Advisors is a fee-only firm serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm employs a Modern Portfolio Theory framework with a passive investment approach, utilizing low-cost, diversified mutual funds and ETFs, and often outsources day-to-day portfolio management to Savant Wealth Management.

James Mc Cown is a CFP® and Series 65-registered advisor with two years of industry experience. He currently works at The Welch Group, LLC and previously held positions at BCR Wealth Strategies, BCBS of Alabama, and Birmingham-Southern College. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives.

Evan Crouse is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Waverly Advisors, LLC in Birmingham, AL. He has six years of industry experience, including roles at Warren Averett Asset Management, LLC and The Boeing Company. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals across various wealth levels, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management and financial planning services.

Travis Sherman is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2017. Prior to that, he was with Horizons Financial Group and Principal Financial Services. Outside of his advisory work, Sherman coaches cyclists and runners through Podium Finish Training and is involved with a cycling-related website. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm operates primarily through third-party money managers and emphasizes a largely non-discretionary approach to portfolio management.

James Sandifer is a CFP® with 32 years of industry experience. He is currently with Waverly Advisors, LLC, where he has served since 2022, and previously led his own firm, JE Sandifer Financial Consultants Inc, operating as Sandifer & Associates, for ten years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides both discretionary and non-discretionary portfolio management, combining traditional equity and fixed-income strategies with alternative and private-market allocations.

Michele Fasanello is a financial advisor at Waverly Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at firms including BCR Wealth Strategies and StoneX Financial Inc. before joining Waverly Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement consulting, and multi-family office services.

Sean Tweedy is a CFP® professional with five years of industry experience, currently advising at The Welch Group, LLC. His prior roles include positions at Valic Financial Advisors, Inc. and Amazon, among others. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office-style and concierge services and employs a multi-faceted investment approach that integrates fundamental, technical, and cyclical analysis across various time horizons.

Robert Hopper is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley and involvement with Camp Mac. He serves as Treasurer of the Board of Chapter Advisors for the Theta Chapter of Phi Gamma Delta Inc., where he manages the organization’s balance sheet and financial statements. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs, utilizing the Envestnet platform to guide asset allocation and manager selection based on client risk tolerance.

Jennifer Evans is a Series 65-licensed advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She has been with 1919 Investment Counsel since 2015 and also has a background with Sterne Agee dating back to 2013. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources.

Samuel Pritchard is a financial advisor at SageSpring Wealth Partners in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. Prior to joining SageSpring, he worked at Southern Company Services for three years and has held roles at Samford University and The Lovett School. SageSpring Wealth Partners serves individual and institutional clients, including retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting, offering portfolios tailored to client objectives with a mix of traditional and alternative investment strategies.

Diana Contorno is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 65 credential and previously worked at Warren Averett Asset Management, LLC and Kinsight, LLC. Outside of her advisory role, she serves as a marketing consultant for The Heritage Institute, LLC, which trains professionals to assist clients in transferring values and principles across generations. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Robert Russell is a CFP® and Series 66 licensed financial advisor at SageSpring Wealth Partners with three years of industry experience. His prior work includes roles at Raymond James Financial Services, Cahaba Wealth Management, and The University of Alabama. SageSpring Wealth Partners serves a diverse client base, including individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach utilizing stocks, bonds, ETFs, alternatives, and third-party manager relationships, supported by comprehensive operational and oversight capabilities.