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.

John Martin is a financial advisor with Sunburst Financial Group, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Wallace Jordan Ratlifft & Brandt, LLC since 2019 and at Sunburst Financial Group since 2016. In addition to his advisory role, Martin is an estate planning attorney of counsel at Najjar Denaburg, PC, where he advises clients on estate planning and represents them in probate and trust matters. Sunburst Financial Group serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charities. The firm uses a long-term, asset-allocation centered approach that blends active and passive management with a focus 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® with 22 years of industry experience. She has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2006. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm’s investment approach emphasizes long-term, diversified buy-and-hold strategies rooted in Modern Portfolio Theory, with services that include financial planning, wealth and investment management, and retirement-plan consulting.

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.

Reuben Stewart III is a financial advisor at Navigate Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and 65 licenses and has worked at multiple firms, including Stonebridge Advisors, LLC and Dempsey, Steed, Stewart, Ritchey & Gache, LLP. In addition to his advisory role, he is a partner at Shimoda, Stewart & Storey, LLP, a law practice in Birmingham, Alabama. Navigate Wealth Management, LLC serves primarily individual and high-net-worth clients, managing discretionary and non-discretionary portfolios based on modern portfolio theory and documented risk tolerance. The firm provides comprehensive financial planning and acts as a subadviser to other advisers.

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.

David McGrath is a CFA® charterholder with 13 years of industry experience. He is currently with Oakworth Asset Management, LLC and also serves as Managing Director and Chief Equity Strategist at Oakworth Capital Bank. Prior to joining Oakworth, he worked at Regions Bank for 19 years. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and offers a diversified mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Jadie Burney is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, holding a Series 65 designation with four years of industry experience. Prior to joining Mayfair Advisory Group, she worked at BCR Wealth Strategies for four years and has experience outside of finance through her work with the YMCA. 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 utilizes an Investment Committee to guide portfolio decisions implemented through a range of investment vehicles tailored to clients’ financial goals and risk tolerance.

Gerard Kassouf is a CFP® and Series 65 credentialed financial advisor with 25 years of industry experience. He has been with Kassouf Wealth Advisors, LLC since 1999 and also serves as director and partner in the healthcare services group at Kassouf & Co., P.C., a certified public accounting firm. In addition to his advisory work, he is involved in healthcare consulting and pension plan compliance through affiliated business activities. Kassouf Wealth Advisors is a fee-only firm serving individual and institutional clients, including high-net-worth individuals, businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory framework with a passive investment approach, focusing on low-cost, diversified mutual funds and ETFs and utilizing outsourced asset-allocation programs for portfolio management.

Tami Mcdonald is a CFP® with 26 years of industry experience, currently serving at Meld Financial, Inc. since 2017. She previously worked at Synovus Securities, Inc. and Columbus Bank & Trust Co. She is a board member and scholarship committee chair for the United Way Women's Leadership Council. Meld Financial provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and institutional entities including state and municipal governments. The firm employs model portfolios and sub-advisers for fixed income management, with ongoing account monitoring and formal quarterly reviews.