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.

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.

Ashley Bowling is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 65 credential with four years of industry experience. Prior to joining Cahaba in 2020, Bowling worked at Auburn University and Massachusetts General Hospital. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm employs individualized investment plans with ongoing portfolio oversight and integrates various external accounts to offer continuous monitoring and rebalancing.

Jonathan Winzeler is a financial advisor with Sunburst Financial Group, LLC, holding the CFP® and ChFC® designations and 25 years of industry experience. He has been with Sunburst Financial Group since 2016. Outside of his advisory role, he serves as Treasurer for the Homewood Athletic Foundation in Birmingham, Alabama. Sunburst Financial Group serves individual and institutional clients across various asset levels, offering financial planning, consulting, portfolio management, and retirement plan consulting. The firm employs a long-term, asset-allocation centered investment approach that blends active and passive strategies with an emphasis on tax efficiency and expense control.

Michael Key is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 designation. He has been with OneAscent since 2025 and has prior experience with firms including Waverly Advisors and The Creed Group. Key also has a background working with educational and recreational organizations. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm utilizes a combination of direct securities, third-party managers, and model portfolios, employing both quantitative and qualitative analysis alongside various overlay strategies.

Martin Mcguire is a CFP® with 21 years of industry experience. He is currently with Diversified, LLC, where he has worked since 2022. His prior experience includes over a decade at Marca Life Planning and Marca Financial Planning Services, as well as a brief tenure at Ameriprise. Diversified, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and pooled investment vehicles. The firm utilizes a comprehensive planning process combined with ongoing asset management and offers a variety of specialist and bundled services, including use of third-party managers and platforms.

Reuben Stewart III is a financial advisor with Navigate Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He is also a partner in the law practice Shimoda, Stewart & Storey, LLP. Stewart’s prior experience includes roles at Stonebridge Advisors, LLC and Dempsey, Steed, Stewart, Ritchey & Gache, LLP. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individual and high-net-worth clients. The firm employs a portfolio management approach based on modern portfolio theory and long-term trading, providing services such as discretionary and non-discretionary management, financial planning, and subadvisory support.

Robert Rhea is a CFP® and ChFC® with 28 years of industry experience. He is currently a financial advisor at Sunburst Financial Group, LLC, where he has worked since 2016. Outside of his advisory role, he is an independent insurance agent and a limited partner in family real estate holdings. Sunburst Financial Group serves individual and institutional clients, offering financial planning, consulting, portfolio management, and retirement plan consulting. The firm employs a long-term, asset-allocation centered approach that integrates active and passive strategies with an emphasis on tax efficiency and expense control.

Goodloe White is a CFA® charterholder with 24 years of industry experience, currently serving at Porter White Investment Advisors, Inc. He has held leadership roles at multiple affiliated entities, including Porter White Capital, LLC, and Porter, White & Company, Inc., where he acts as CEO and Chief Compliance Officer. Outside the investment field, he is president 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, endowments, and other entities. The firm emphasizes asset allocation and long-term, buy-and-hold strategies implemented through a mix of mutual funds, ETFs, and fixed-income securities, managing roughly $748 million for about 90 clients.