Mayo Woodward is a financial advisor with Trust Advisory Group Ltd in Birmingham, AL, holding Series 63 and Series 65 designations and has 29 years of industry experience. His prior work includes roles at StoneX Financial Inc., StoneX Advisors Inc., and The Prudential Insurance Company of America. He serves as a general board member for several nonprofit organizations, including the Gadsden Arts Center and Museum, the Florida Historic Capitol Museum, and the Oxford College of Emory University Board of Counselors. Trust Advisory Group Ltd provides investment management, financial planning, and consulting services to individuals and institutional retirement plan sponsors. The firm offers proprietary model portfolios, advisor-managed accounts, and third-party money manager solutions, supported by platforms like Envestnet and Advyzon, and is affiliated with StoneX Group, providing access to futures and commodity market infrastructure.

Marshall Rathmell is a CFP®, PFS™, and Series 65 credentialed advisor with 17 years of experience. He is affiliated with BCR Wealth Strategies, where he has worked since 2009. BCR Wealth Strategies serves individual clients, including high-net-worth households, as well as institutional clients such as pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm emphasizes long-term, diversified portfolio management based on Modern Portfolio Theory and offers comprehensive financial planning, consulting, and retirement plan advisory services.

Madison Caswell is a CFP® with five years of industry experience currently serving at Meld Financial, Inc. Prior to joining Meld Financial, Madison worked at Triad Advisors and LPL Financial. Outside of finance, Madison is a member of the O'Neal Comprehensive Cancer Center Young Supporters Board, where they participate in fundraising efforts for cancer research. Meld Financial serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and government entities. The firm provides tailored investment management, financial planning, pension consulting, and trustee services, with a focus on educational seminars and participant workshops for plan clients.

Carl Grahs is a CFA® charterholder with 20 years of industry experience. He has been with Navigate Wealth Management, LLC in Birmingham, AL since 2014, working as part of a six-advisor team. Navigate Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $354.6 million across about 259 client relationships. The firm employs a long-term trading approach grounded in modern portfolio theory and offers discretionary portfolio management alongside fee-based financial planning and subadviser arrangements.

Jennifer Rawls is a financial advisor with Park Place Capital Corporation, holding a Series 65 designation and five years of industry experience. She has worked at Park Place Capital since 2020 and previously spent seven years with Renasant Bank’s Renasant Asset Management. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth investors and pension plans. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and integrates fundamental and technical analysis in its investment approach.

Renee Cuchetti is a financial advisor with Discipline Wealth Solutions, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her prior work includes roles at CPR Financial Group, LLC, CPR Investments, Inc., and the John Galt Institute. She also has experience as an insurance agent involved in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm customizes portfolios based on client objectives and risk tolerances, employing techniques such as asset allocation and technical analysis, and offers participant-level education and plan documentation for retirement clients.

Bryan Hancock is a CFP® professional with 22 years of experience in financial advising. He has been with Timberchase Financial, LLC since 2004. In addition to his advisory role, he serves as an adjunct instructor of finance at Samford University in Birmingham, AL. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic passive asset allocation with globally diversified portfolios and cost-effective fund selection, managing approximately $280 million in discretionary client assets on a fee-only basis.

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.

Mark Wesson is a CFP® with 16 years of industry experience and serves as CEO of BMSS Wesson Wealth Solutions, a role he has held since 2016. He has worked with EverSource Wealth Advisors and BMSS, LLC during his career. Outside of his advisory work, Mr. Wesson provides uncompensated strategic advice to Third Coast Content, a faith-based film production company, and Sovereign's Capital, a private equity and venture capital firm. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and consulting services. The firm is affiliated with BMSS LLC and EverSource, offering integrated tax and estate consulting, tailored portfolio management, and values-based investment options.

Michael Lytle is a CFA® charterholder with 24 years of industry experience, currently serving at Trust Advisory Group Ltd. His prior experience includes roles at StoneX Advisors Inc., StoneX Securities Inc., ALPS Distributors, Inc., and Highland Associates, Inc. Outside of his advisory work, he is active in community lacrosse organizations, serving as president and coach for the Vestavia Lacrosse Organization and as a board member of the Birmingham Bandits Lacrosse. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a variety of investment delivery methods, including advisor-as-portfolio-manager arrangements, proprietary models, and manager-of-managers strategies, supported by third-party platforms.

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.

David Carroll is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Fairvoy Private Wealth, LLC and previously held roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. during his career. Fairvoy Private Wealth is a registered investment adviser serving individuals, trusts, retirement plans, and business entities with approximately $513 million in discretionary assets under management. The firm employs a discretionary investment approach incorporating fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.

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.

David Hinshaw is a CFP® professional with five years of industry experience. He is currently an advisor at BMSS Wesson Wealth Solutions and previously worked at OneAscent Wealth Management, the Christian Medical Ministry of Alabama, and Auburn University Honors College. 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 company, BMSS LLC, and affiliated registered adviser EverSource, offering tailored portfolios and a range of services including Life Impact Stewardship Planning and value-based model portfolios.

Stephen Davis is a CFP® and ChFC® with 27 years of industry experience. He is currently with Fairvoy Private Wealth, LLC and previously spent 15 years at Merrill. Outside of his financial advisory role, he is a member of a two-person LLC that owns a single-engine airplane. 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 range of asset classes and strategies.

Lauren Pearson is a CFP® professional based in Birmingham, Alabama, with 18 years of industry experience. She has worked at Merrill, HighTower Advisors, and Indivisible Partners before joining Somerset Advisory. Lauren serves on the Junior Board of YWCA Central Alabama and is a member of the executive committee for Cornerstone Schools of Alabama. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management and financial planning. The firm employs a strategic asset allocation framework, allowing advisors to use active, passive, or blended investment approaches tailored to client risk profiles.

Dudley Simms IV is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He currently works at BMSS Wesson Wealth Solutions and has previously been employed at firms including Fisher Investments, Chessman Wealth Strategies, and J.P. Morgan Securities. Outside of his advisory role, he is a limited partner in SIMMCO, LLC, a commercial real estate company. BMSS Wesson Wealth Solutions serves high-net-worth individuals, families, trusts, charitable foundations, and institutions through a team-based investment advisory and wealth management approach. The firm uses a multi-advisor model with individualized investment policy statements and strategic asset allocation, supported by EverSource Wealth Advisors for portfolio construction, trading, and due diligence.

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.

Joseph Bird IV is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Before joining Cahaba Wealth Management, he worked at ServisFirst Bank and has experience in automotive and landscaping businesses as well as time at Auburn University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for about 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using a disciplined investment process centered on long-term cash-flow projections, risk tolerance assessments, and regular client communication.