Ashley Bowling is a Series 65 licensed financial advisor with Cahaba Wealth Management, Inc. in Birmingham, AL, where she has worked since 2020. She has four years of industry experience and previously held positions at Auburn University and Massachusetts General Hospital. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm’s investment approach incorporates long-term cash-flow projections and quantified risk assessments to guide asset allocation, primarily using mutual funds and ETFs, with selective use of alternatives.

Jonathan Winzeler is a CFP® and ChFC® with 26 years of experience in the financial services industry. He has worked at Sunburst Financial Group, LLC since 2016 and previously held positions at Cambridge Investment Research Advisors and Eagle Strategies (NY Life). He serves as Treasurer for the Homewood Athletic Foundation in Birmingham, AL. Sunburst Financial Group serves individual and institutional clients across a range of net worth levels, providing 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 management while emphasizing 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 at Navigate Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has a background that includes roles at Stonebridge Advisors, LLP, and Trustee Empowerment & Protection, Inc. In addition to his advisory work, he is a partner in a law practice based in Birmingham, Alabama. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individuals and high-net-worth clients. The firm employs a long-term investment approach based on modern portfolio theory and uses model portfolios and documented risk-tolerance profiles to manage discretionary and non-discretionary accounts.

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.

Spencer Lawson is a CFP® professional with three years of industry experience, currently serving at BCR Wealth Strategies. His prior work includes roles at the University of Alabama, Glennwood, Weber Mortgage, North River Yacht Club, and Dread River Distilling Co. BCR Wealth Strategies serves individual and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and employs regular account reviews and rebalancing.

Annelise Sutherland is a Series 65 licensed financial advisor at BCR Wealth Strategies with one year of industry experience. Before joining BCR Wealth Strategies, she worked at High Prep Tutoring, LLC and held several roles affiliated with Auburn University. BCR Wealth Strategies serves individual and institutional clients, including high-net-worth households and charitable organizations, offering financial planning, investment management, and retirement plan consulting. The firm uses a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and diversified asset allocation.

Zachary Bullock is a CFP® with five years of industry experience, currently serving at Sunburst Financial Group, LLC. His prior experience includes roles at Carlyle and PwC. Outside of his advisory work, he is a 50% owner of LE WEEKEND STUDIO LLC, a women's fashion retail business. Sunburst Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages just under $699 million across a six-advisor team, offering financial planning, investment management, retirement plan consulting, and advice on legacy or held-away assets using risk-based model portfolios and a macro/micro allocation framework.

Andrew Brignac Sr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Mainsail Asset Management, LLC since 2017. He previously worked at AEA Group for four years. Outside of advisory work, he owns and consults for Brignac Accounting and Consulting, providing accounting and bookkeeping services to small businesses. Mainsail Asset Management offers investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, and charitable organizations. The firm employs a customized asset-allocation approach combining strategic and tactical elements, emphasizing diversification and risk management across public and private asset classes.

Mayo Woodward is a financial advisor with Trust Advisory Group Ltd in Birmingham, AL, holding Series 63 and Series 65 designations and has 29 years of industry experience. His prior work includes roles at StoneX Financial Inc., StoneX Advisors Inc., and The Prudential Insurance Company of America. He serves as a general board member for several nonprofit organizations, including the Gadsden Arts Center and Museum, the Florida Historic Capitol Museum, and the Oxford College of Emory University Board of Counselors. Trust Advisory Group Ltd provides investment management, financial planning, and consulting services to individuals and institutional retirement plan sponsors. The firm offers proprietary model portfolios, advisor-managed accounts, and third-party money manager solutions, supported by platforms like Envestnet and Advyzon, and is affiliated with StoneX Group, providing access to futures and commodity market infrastructure.

John Calvano is a financial advisor at Axient Investment Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Sterne, Agee & Leach, Inc. and StoneX Financial Inc. Calvano serves as a trustee of a family charitable trust. Axient Investment Advisors LLC provides discretionary investment management, financial planning, and ERISA consulting to retirement plans, trusts, corporations, and charitable organizations. The firm offers multiple portfolio management models and emphasizes discretionary accounts with assets custodied at Pershing LLC.

Marshall Rathmell is a CFP®, PFS™, and Series 65 credentialed advisor with 17 years of experience. He is affiliated with BCR Wealth Strategies, where he has worked since 2009. 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 emphasizes long-term, diversified portfolio management based on Modern Portfolio Theory and offers comprehensive financial planning, consulting, and retirement plan advisory services.

Madison Caswell is a CFP® with five years of industry experience currently serving at Meld Financial, Inc. Prior to joining Meld Financial, Madison worked at Triad Advisors and LPL Financial. Outside of finance, Madison is a member of the O'Neal Comprehensive Cancer Center Young Supporters Board, where they participate in fundraising efforts for cancer research. Meld Financial serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and government entities. The firm provides tailored investment management, financial planning, pension consulting, and trustee services, with a focus on educational seminars and participant workshops for plan clients.

Carl Grahs is a CFA® charterholder with 20 years of industry experience. He has been with Navigate Wealth Management, LLC in Birmingham, AL since 2014, working as part of a six-advisor team. Navigate Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $354.6 million across about 259 client relationships. The firm employs a long-term trading approach grounded in modern portfolio theory and offers discretionary portfolio management alongside fee-based financial planning and subadviser arrangements.