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 with Oakworth Asset Management, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Oakworth, Harlow worked with several firms including StoneX and Cetera. 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 and manages client assets across a range of investment vehicles including mutual funds, ETFs, individual securities, alternative investments, and selected independent managers.

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 previously worked at firms including Hightower Advisors LLC and Capital Strategies Group. Indivisible Partners is an SEC-registered advisory 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 offers tailored active, passive, and blended investment approaches, integrating third-party credit and platform solutions in its operations.

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.

Katherine Martin is a CFP® 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 serves individual and high-net-worth clients, along with trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion in discretionary assets and uses a risk-focused, long-term investment approach incorporating mutual funds, ETFs, and alternative investments when appropriate.

Matthew Satterfield is a CFP® with three years of industry experience. He is currently with Oakworth Asset Management, LLC and Oakworth Capital Bank, having previously worked at Bank of America Private Bank and The Vanguard Group, Inc. 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 process that includes economic forecasting, asset allocation, and security selection, and offers access to alternative investments and private securities.

Benjamin Craft is a Series 65-licensed financial advisor with six years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. He has held roles within various OneAscent entities since 2018. Mr. Craft is also a minority owner of a local landscaping business, an activity separate from 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, utilizing a range of strategies that include direct securities, third-party managers, and model portfolios supported by both quantitative and qualitative analysis.

Sarah Burchfield Cobb is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She is currently with Park Place Capital Corporation, where she has worked since 2025. Prior to this, she spent three years at Cahaba Wealth Management and twelve years at Synovus Securities, Inc. Park Place Capital provides investment advisory services to retail and institutional clients, including individuals, high-net-worth investors, pension plans, and insurance companies. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and employs both fundamental and technical analysis in its investment approach.

Abigail Kotarski is a financial advisor with BCR Wealth Strategies in Vestavia, AL, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at several firms, such as Innovation Partners LLC and Institutional Capital Network, Inc. Outside of finance, she has experience with the John Newcombe Tennis Ranch. BCR Wealth Strategies serves individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm focuses on comprehensive financial planning and investment management using a long-term, diversified approach based on Modern Portfolio Theory.

John Martin is a financial advisor with Sunburst Financial Group, LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Sunburst Financial Group since 2016 and has legal experience as an estate planning attorney of counsel at Najjar Denaburg, PC. Martin is also licensed as an independent insurance agent for fixed insurance products and advises clients on estate planning matters. Sunburst Financial Group serves a range of clients including individual and institutional investors, offering financial planning, consulting, portfolio management, and retirement plan services. The firm employs a long-term, asset-allocation focused approach that incorporates both active and passive management strategies with an emphasis on tax efficiency and expense control.

Michelle Pike is a CFP® with 23 years of industry experience, currently serving as an advisor at Kassouf Wealth Advisors, LLC in Birmingham, AL. She has been associated with L. Paul Kassouf & Co. and Kassouf Wealth Advisors since 2000. In addition to her advisory role, she performs various accounting functions as a principal at Kassouf & Co. for approximately 10 hours per month. Kassouf Wealth Advisors, LLC is a fee-only, SEC-registered advisory firm providing financial planning, investment consulting, and asset management to individuals, businesses, trusts, and qualified retirement plans. The firm emphasizes a passive, low-cost investment approach grounded in Modern Portfolio Theory and manages client accounts on a discretionary basis.

James Moore is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Timberchase Financial, LLC since 2020 and previously spent eight years at PriceWaterhouseCoopers. Outside of his advisory role, Mr. Moore is a shareholder in LRJ, LLC, which provides decentralized network coverage for internet and 5G wireless through the Helium network. Timberchase Financial, LLC offers 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 emphasizes strategic passive asset allocation with globally diversified portfolios using no-load mutual funds and ETFs, managing approximately $280 million in discretionary client assets on a fee-only basis.

Adam Jenkins is a CFP® professional with two years of industry experience, currently serving at Southern Financial Group, LLC. He has previously worked with Osaic Wealth, Inc. and Triad Advisors. Jenkins also holds a Notary Public position, providing document notarization services for clients as needed. Southern Financial Group, LLC is a registered investment adviser serving individuals, high net worth clients, corporations, and businesses. The firm manages discretionary portfolios through personalized investment policies, employing a mix of equities, fixed income, mutual funds, ETFs, and foreign securities, alongside financial planning, tax preparation, and estate settlement services.

Sandra Cleveland is a CFP® professional with 23 years of experience in the financial services industry. She has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2006, following prior roles at Ameritas Investment Company, LLC and The Advisors Group, Inc. Outside of her advisory work, she is a member of RCB Properties, LLC, a real estate holding company associated with her firm. 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 provides comprehensive financial planning, consulting, investment management, and retirement plan consulting with an investment approach focused on long-term, diversified portfolios primarily implemented through mutual funds and ETFs.

Perrin Jones is a financial advisor with BMSS Wesson Wealth Solutions in Birmingham, AL, holding a Series 66 designation and two years of industry experience. Prior to joining BMSS Wesson Wealth Solutions, he worked at LPL Financial and First Horizon Bank. BMSS Wesson Wealth Solutions is a team-based RIA serving individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with a multi-advisor model. The firm uses individualized investment policy statements and a strategic asset allocation approach supported by EverSource’s investment department, offering both traditional and values-based investment options.

Peter Schilli is a CFP® professional with two years of industry experience, currently serving as an advisor at Southern Financial Group, LLC in Birmingham, AL. His career includes roles at OSAIC, Robert Trent Jones, and Wells Fargo Bank. Southern Financial Group serves individuals, high-net-worth clients, corporations, and businesses with discretionary portfolio management, financial planning, consulting, income tax preparation, and estate settlement services. The firm manages approximately $1.05 billion in discretionary assets and emphasizes individualized investment plans implemented through periodic rebalancing and annual reviews.