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.

Lindsay Birchfield is a financial advisor with BCR Wealth Strategies, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at BCR Wealth Strategies since 2019 and is also employed by The Vanguard Group. BCR Wealth Strategies serves individual and institutional clients, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and diversified asset allocation.

Anna Lena Kanter is a CFP® professional with experience at Porter White Investment Advisors, Inc. since 2023. Her prior roles include positions at Regions Bank, Clarus Consulting Group, and various educational institutions. She has also worked with nonprofit and international organizations such as the Christian Youth Exchange and Global Learning Collective. Porter White Investment Advisors provides discretionary wealth management, financial planning, retirement-plan fiduciary services, and institutional consulting to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs an open-architecture, asset-allocation driven approach focused on long-term strategies and regular performance evaluation.

Letitia Scalise is a financial advisor at Somerset Advisory, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Somerset Advisory, she worked at Indivisible Partners LLC, Quasar Distributors, LLC, and Torray Investment Partners LLC, where she was a partner and director of client relations and marketing. Somerset Advisory, LLC provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm offers integrated financial planning and investment management, combining fixed-fee planning with discretionary portfolio management across various asset classes and working with independent managers for alternative investments.

Lauren Pearson is a CFP® with 18 years of industry experience, currently serving at Somerset Advisory, LLC since 2026. Her prior roles include positions at Indivisible Partners, LLC, HighTower Advisors, LLC, HighTower Securities, LLC, and Merrill. She is involved with the YWCA Central Alabama as a junior board committee member and participates in the executive committee for Cornerstone Schools of Alabama. Somerset Advisory, LLC provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm offers integrated financial planning and portfolio management, using a structured CLARITIES process and discretionary asset allocation that includes ETFs, mutual funds, equities, treasuries, and alternatives.

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.

Kyle Whittington is a CFP® professional with 18 years of industry experience, currently serving at Meld Financial, Inc. since 2007. He previously worked at Triad Advisors, Inc. and holds the Series 66 designation. Outside of his advisory role, he serves as a board member for Leadership Vestavia Hills and works as a consultant for The Bloomston Firm. Meld Financial provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, corporations, and government entities. The firm utilizes model portfolios and employs fundamental and technical analysis along with modern portfolio theory, with a notable focus on serving state and municipal government clients.

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.

Michael Guilsher is a financial advisor with Meld Financial, Inc. in Birmingham, AL, holding a Series 63 designation and 41 years of industry experience. He previously worked at Lanark Financial, Inc. and Triad Advisors, Inc. Outside of his advisory role, he serves as a driving chair for the Alabama PCA automobile club, arranging drives for club members. Meld Financial serves individual clients, pension and profit-sharing plans, corporate clients, and government entities, offering discretionary portfolio management, financial planning, pension consulting, and fiduciary services. The firm combines pension consulting with trustee and executor roles and emphasizes educational seminars and participant workshops for plan clients.

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.

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.

Anna Atfield is a financial advisor with Inspire Advisors, LLC in Birmingham, AL. She holds a Series 65 credential and has experience in public accounting as a licensed CPA. Her prior work includes roles at Rick Brown & Associates, Inc. and RSM US LLP. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing with proprietary screening technology and employs a range of investment strategies including index-based and tactical allocations.

Harold Miller is a financial advisor at Lanark Financial, Inc. with 24 years of industry experience. He holds a Series 66 designation and has previously worked at firms including M Holdings Securities, Inc., Concourse Financial Group Securities Inc, and Stifel. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through several platforms.

Christianna Hornigold is a financial advisor at The Welch Group, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at The Country Club of Birmingham and Blue Trust. 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 mix of fundamental, technical, charting, and cyclical analyses to design portfolios aligned with clients’ objectives.