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 PFS™ credentialed advisor at Mainsail Asset Management, LLC with 22 years of industry experience. He has been with Mainsail Asset Management in Birmingham, AL 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, trusts, and charitable organizations. The firm employs a customized asset-allocation framework combining strategic and tactical approaches, emphasizing diversification and risk management across public and private asset classes.

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.

Randall Morris is a CFP® professional with 22 years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. His career includes roles at OneAscent Family Office and ProEquities, Inc. He serves on the board of directors for Westminster School at Oak Mountain Presbyterian Church. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions, utilizing a mix of direct securities, third-party managers, and model portfolios tailored to client-specific asset allocation guidelines.

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 at Meld Financial, Inc. in Birmingham, AL, holding a Series 63 designation with 40 years of industry experience. He has been with Meld Financial since 2014 and previously worked at Triad Advisors, Inc. from 2014 to 2022. Outside of his advisory work, he is involved with the Alabama PCA automobile club, where he arranges drives for members. Meld Financial provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, corporations, and government entities. The firm uses model portfolios and may engage sub-advisers for fixed income management, serving a notable client base that includes state and municipal government clients.

James Mc Cown is a CFP® and Series 65 registered advisor with The Welch Group, LLC in Birmingham, AL, with two years of industry experience. Prior to joining The Welch Group, he worked at BCR Wealth Strategies and Blue Cross Blue Shield of Alabama. 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 in portfolio design and management.

Evan Crouse is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at Waverly Advisors, LLC and previously worked at Warren Averett Asset Management, LLC and The Boeing Company. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and provides a range of services including investment management, financial planning, and multi-family office offerings.

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 six years of industry experience. She holds a Series 65 designation and has previously worked at BCR Wealth Strategies, StoneX Group Inc., and Auburn University. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets allocations, and manages approximately $29.9 billion in assets.

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. in Birmingham, AL, with 24 years of industry experience. He holds the Series 66 designation and has worked at M Holdings Securities, Inc. since 2025, following a nine-year tenure at Concourse Financial Group Securities Inc. Lanark Financial provides investment management, financial planning, and 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 a range of program-based accounts through various platforms.

Sean Tweedy is a CFP® certificant with four years of industry experience, currently advising at The Welch Group, LLC in Birmingham, AL. His prior roles include positions at Valic Financial Advisors, Inc. and Amazon. 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 combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

Robert Hopper is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley and involvement with Camp Mac. He serves as Treasurer of the Board of Chapter Advisors for the Theta Chapter of Phi Gamma Delta Inc., where he manages the organization’s balance sheet and financial statements. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs, utilizing the Envestnet platform to guide asset allocation and manager selection based on client risk tolerance.

Hamilton Poynor is a financial advisor with Arete Wealth Advisors, LLC in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at LPL Financial, LLC and RFG Advisory Group, LLC. Outside of his advisory role, he serves on the boards of St. Luke's Episcopal Church Foundation and Lutheran Services Florida and is involved with the Million Dollar Round Table finance committee and the Make A Wish Foundation of Alabama. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers, and integrates affiliated financial businesses and product channels in its operations.

Jennifer Evans is a Series 65-licensed advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She has been with 1919 Investment Counsel since 2015 and also has a background with Sterne Agee dating back to 2013. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources.

Samuel Pritchard is a financial advisor at SageSpring Wealth Partners in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. Prior to joining SageSpring, he worked at Southern Company Services for three years and has held roles at Samford University and The Lovett School. SageSpring Wealth Partners serves individual and institutional clients, including retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting, offering portfolios tailored to client objectives with a mix of traditional and alternative investment strategies.

Debra Cinquemani is a CFP® with 12 years of industry experience, currently serving at Principal Advised Services. Her prior roles include seven years at Thrivent Financial and one year at Century Silver Exchange. She is also involved in providing retirement consultation services and holds a position related to advice and education at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated products and services while maintaining governance and supervision to manage conflicts of interest.

Jack Morris is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 66 designation and with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Allied Mineral Products, Inc., and Riverside Refractories, Inc. EverSource Wealth Advisors serves a diverse range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment platforms, and manages private market funds alongside providing back-office support and sub-advisory services.