Timothy Jones Jr. is a financial advisor at BCR Wealth Strategies with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. before joining BCR Wealth Strategies in 2021. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, buy-and-hold allocations primarily to mutual funds and ETFs, with routine portfolio monitoring and rebalancing.

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.

Robert Grant is a financial advisor with TrueWealth Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc and operates (dba) GRANT WEALTH MANAGEMENT LLC, where he is a founding partner. Grant serves on the boards of the Tri-City Foundation and the Gateway Initiative, nonprofit organizations involved in community grant oversight and program review. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, employing strategic asset-allocation model portfolios with ETFs and mutual funds and offering values-based and ESG investment options.

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.

Anthony Shunnarah is a financial advisor at TrueWealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including MassMutual Investors Services, Guardian Life Insurance Company, and Hornor Townsend & Kent LLC. He serves on the board of directors for Down Syndrome Alabama. TrueWealth Advisors, LLC provides 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, using strategic asset-allocation model portfolios primarily composed of ETFs and mutual funds, and offers discretionary portfolio management along with retirement plan consulting under ERISA fiduciary standards.

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.

Harry Pearson is a Certified Financial Planner® with 29 years of industry experience. He is currently with OneAscent Wealth Management, where he has worked since 2020, and has prior experience spanning two decades at Ameriprise Financial Services, Inc. Outside of advisory work, Pearson is involved in real estate development and management through several business entities in Birmingham, AL. OneAscent Wealth Management offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and other institutions. The firm utilizes both quantitative and qualitative analysis to manage portfolios according to client-specific asset allocation guidelines, and features a diverse platform that includes Unified Managed Accounts, third-party managers, and fee-based insurance and annuity products.

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.

Jerry Swiney is a CFP® with 25 years of industry experience and is currently affiliated with Park Square Financial Group LLC. He has held roles at Park Square since 2016 and has worked with Csenge Advisory Group and Lion Street Financial. In addition to his advisory duties, he is a licensed insurance agent providing insurance products. Park Square Financial Group serves individual and high-net-worth clients as well as trusts and estates, offering discretionary portfolio management, ongoing investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach and manages all advisory clients within a wrap fee program.

John Norris V is a financial advisor with Oakworth Asset Management, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with Oakworth Capital Bank since 2007 and joined Oakworth Asset Management in 2025. He also serves as Managing Director at Oakworth Capital Bank. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a macro-driven investment process that includes economic forecasting, broad asset allocation, sector tilts, and security-level selection.

Kenneth Askew is a CFP® professional with 27 years of experience in the financial industry. He is currently with TrueWealth Advisors, LLC and has held roles at Cetera Wealth Services, Concourse Financial Group Securities Inc, and under the TrueWealth Advisors brand since 2011. Outside of advising, he is involved in media production consulting, executive leadership of a family-owned self-storage facility, and is a freelance writer and public speaker. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $547 million in client assets through a team of 14 advisors and employs strategic asset-allocation model portfolios that include ETFs, mutual funds, values-based, and ESG options, offering ongoing portfolio monitoring and comprehensive retirement plan consulting.

Ashley Davis is a financial advisor at Fairvoy Private Wealth, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that integrates fundamental, technical, and quantitative analysis across a diversified asset allocation, and offers portfolio management, financial planning, and third-party money manager oversight.

Kaylan Adams is a financial advisor at BMSS Wesson Wealth Solutions with a Series 66 credential and one year of industry experience. Prior to joining the firm, Adams worked at Edward Jones and has a background that includes roles at Cove Church Ministries and Asbury Theological Seminary. BMSS Wesson Wealth Solutions serves individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with investment advisory, wealth management, financial planning, and consulting. The firm operates a team-based, multi-advisor model and employs a values-based investment process that integrates strategic asset allocation and access to private market and impact investments.

Blake May is a financial advisor at Meld Financial, Inc. with 11 years of industry experience. He holds a CFP® certification, as well as Series 63 and Series 65 licenses. Prior to joining Meld Financial, he worked at Triad Advisors, Mass Mutual Investors Services, and Metlife Securities. In addition to his advisory role, he is a non-practicing attorney who provides basic legal advice to clients on a voluntary basis. 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, and fiduciary services, with a focus on tailored model portfolios, ongoing account reviews, and educational seminars for plan participants.

Martin Smith is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Strauss Financial Group, Commonwealth Financial Network, Everthrive Financial Group, and Strategic Financial Planning. 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 tailored to client asset allocation guidelines, utilizing both quantitative and qualitative analysis.