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.

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.

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 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.

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.

Gregory Merritt Jr. is a financial advisor with Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at RFG Advisory, LLC, Mass Mutual Investors Services, ProEquities, Inc., and First Protective. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management through a process that emphasizes long-term cash-flow projections, quantified risk assessments, and ongoing portfolio oversight.

Felix Tankersley is a CFP® professional with 19 years of experience in financial advisory services. He has worked with BMSS Wesson Wealth Solutions since 2018 and previously held roles at OneAscent Financial Services and PNC. Tankersley holds Series 63, 65, and 66 licenses. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and trust services. The firm integrates closely with its parent accounting firm, BMSS LLC, and affiliated adviser EverSource to provide tailored portfolios supported by comprehensive operational and investment resources.

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.

Claudia Johnston is a financial advisor at Fairvoy Private Wealth, LLC in Birmingham, AL, with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. 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 using a variety of analytical methods and investment instruments, including equities, fixed income, options, and alternative investments, and incorporates third-party platforms and managers into its strategies.

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.

Jonathan Fargason is a CFP® with six years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2024. His prior roles include positions at Oakworth Capital Bank, FSC Securities Corp, and Thrivent Financial. Navigate Wealth Management, LLC is a six-advisor team providing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, using model portfolios and individualized Investment Policy Statements to align asset allocation with client risk tolerance and time horizon.

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.