Gregory Merritt Jr. is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions with RFG Advisory, LLC, Mass Mutual Investors Services, ProEquities, Inc., and First Protective. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm employs a multi-advisor team approach, managing approximately $2.06 billion in discretionary assets for around 888 clients, and incorporates alternative investment strategies alongside traditional portfolios.

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 five years of industry experience. Prior to joining Money Management Services, he worked at Bryant Bank for one year. Money Management Services Inc provides financial planning, consulting, and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a fundamental analysis framework combined with tactical asset allocation and implements client-specific investment policies through core/satellite models 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 designation and has previously worked at Hightower Advisors, LLC. Outside of advisory roles, she has experience with several other organizations including the University of Alabama at Birmingham and WeCare Pools. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, financial planning, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client circumstances.

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.

Thomas Powell is a CFP® with 16 years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. His career includes roles at OneAscent Family Office LLC, The Retirement Advantage, Inc., and Asset Management Services LLP. Powell is also a member of BTEA, LLC, a commercial real estate business. 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, using both quantitative and qualitative analysis to implement client-specific strategies.

Tracy Harlow is a financial advisor at Oakworth Asset Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including StoneX Group Inc and Cetera. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-driven investment process focused on economic forecasting, asset allocation, and security selection, and it manages client assets across various investment types including mutual funds, ETFs, and private securities.

Kara Wingard is a CFP® professional with one year of experience at Oakworth Asset Management, LLC. She has worked with Oakworth Capital Bank since 2021 and has prior experience at The Walt Disney Company and Buffalo Wild Wings. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-driven investment approach that includes economic forecasting, broad asset allocation, and security selection.

Matthew Morris is a financial advisor at Sunburst Financial Group, LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Sunburst Financial Group since 2016. Outside of his advisory role, he serves as a fitness instructor for the YMCA of Birmingham. Sunburst Financial Group serves individual and institutional clients, managing over $808 million in assets. The firm employs a long-term, asset-allocation centered approach that combines active and passive strategies with an emphasis on tax efficiency and expense control.

Emily Lassiter is a financial advisor at Indivisible Partners with six years of industry experience. She holds a Series 65 designation and has worked at several firms, including Somerset Advisory and Hightower Advisors LLC. Indivisible Partners offers investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charities, and businesses. The firm manages approximately $2.08 billion in assets and uses a strategic asset allocation framework with active, passive, and blended investment approaches delivered by a team of financial advisors on an open-architecture platform.

James Martin is a CFP® with 38 years of industry experience and has been with Sunburst Financial Group, LLC since 2016. He is also a licensed independent insurance agent representing various independent insurance companies. Sunburst Financial Group serves a diverse client base including individuals, institutions, pension plans, trusts, estates, charities, and business entities. The firm employs a long-term, asset-allocation focused approach that incorporates both active and passive management strategies while emphasizing tax efficiency and expense control.

James White is a financial advisor with Porter White Investment Advisors, Inc. in Birmingham, AL, holding a Series 63 designation and over 51 years of industry experience. He has held leadership roles at multiple affiliated entities, including serving as chairman of various investment and consulting firms within the Porter White group. Outside of investment advisory work, he is chairman of PW Management Co., Inc., which focuses on employee payroll and benefits management. Porter White Investment Advisors, Inc. provides discretionary portfolio management, fiduciary retirement-plan and institutional services, and fee-based financial planning to individuals, trusts, pension and profit-sharing plans, and endowments. The firm emphasizes asset allocation and long-term, buy-and-hold strategies using an open-architecture mix of mutual funds, ETFs, and fixed-income securities, managing approximately $748 million for about 90 clients.

Donald Rice is a CFP® with 20 years of industry experience, currently serving at Money Management Services, Inc. and Triad Advisors, Inc. He has been with Money Management Services, Inc. since 1992 and with Triad Advisors since 2001. Outside of financial advising, he operates a farming and contractor grading business. Money Management Services, Inc. provides financial planning, consulting, and investment management to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, tailoring portfolios to client risk tolerances and offering additional services such as tax preparation and estate planning.

Freddy Williamson is a financial advisor with TrueWealth Advisors, LLC in Hoover, Alabama, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 37 years and operates Williamson Financial Services, a financial planning and insurance firm he has owned since 1979. Williamson also serves on the board of the Railroad Community Credit Union. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, using strategic asset-allocation model portfolios primarily constructed with ETFs and mutual funds, and offers values-based and ESG investment options.

Katherine Martin is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL. Her prior experience includes roles at Morgan Stanley, Raymond James & Associates, and BBVA Wealth Solutions. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion on a discretionary basis for about 850 clients, including individuals, high-net-worth clients, and trusts. The firm provides comprehensive financial planning and portfolio management, employing a long-term, client-driven investment approach with diversified portfolios primarily composed of mutual funds and ETFs.

Judy Holt is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She previously worked at ProEquities, Inc. and Williamson Financial Services. Outside of her advisory role, she serves as Vice President of Central Alabama Cleaning Inc., where she handles bookkeeping and supply procurement. TrueWealth Advisors provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. 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, including values-based and ESG options.