OneAscent Financial Services LLC

Bailey Ziemski Harwood is a financial advisor with OneAscent Financial Services LLC in Grand Rapids, MN, holding a Series 66 designation and two years of industry experience. Prior to joining OneAscent, Bailey worked at Thrivent Financial and Brad Nelson - Thrivent Financial. Outside of advisory work, Bailey is a part owner of a towing business. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and tax preparation, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Seth Gerber is a financial advisor at OneAscent Financial Services LLC with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Gateway Wealth Partners, LPL Financial, and Strategence Capital. Outside of advisory roles, he was involved with The House of Life and Hope, Inc. for 14 years. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through a network of 57 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of asset management and financial planning services that include both discretionary and non-discretionary strategies.

Peter Hynes is a financial advisor at OneAscent Financial Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Verity Investments, Inc., Verity Asset Management, Inc., and Verity Financial Group. Outside of his advisory role, he serves as a director on the board of Sentinel Primary Care, owns and manages a handyman services business, and participates on the Mission Advancement Advisory Committee for the Sisters of St. Cecilia Congregation. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of asset management and financial planning services, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, IN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. Outside of his advisory work, he volunteers with Lifewise Academy. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Kaden Bussel is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 65 credential and has worked at OneAscent since 2021. Outside of his advisory role, Bussel owns and manages a duplex through H&K Estates LLC. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Seth Franklin is a financial advisor at OneAscent Financial Services LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Private Advisor Group, Franklin Financial Group, LPL Financial, and US Bank. Outside of his role at OneAscent, Franklin is an insurance agent and a registered representative of Purshe Kaplan Sterling Investments, Inc. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Cavett Cooper is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at OneAscent Financial Services LLC since 2017 and previously spent six years at Ameriprise Financial Services, Inc. Cooper holds Series 63 and Series 65 licenses. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through a network of 57 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Tyler Martin is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has been associated with Stonebridge Investment Counsel, LLC since 2013. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs, utilizing both direct management and third-party strategies.

Charles Thomas Alvey III is a CFP® professional with eight years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and has previously worked at Purshe Kaplan Sterling Investments, G.A. Repple & Co., TownePark, and Bullitt County Public Schools. Alvey also serves as Vice President and Partner at Hardt Financial Group, where he manages operations and financial planning duties. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through a network of 57 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of asset management and financial planning services implemented through direct management, third-party managers, and unified managed accounts.

Thomas Claud III is a financial advisor at OneAscent Financial Services LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at Resource Management Service, LLC and Holland Advisory Services, Inc. Claud is currently involved with OneAscent Family Office LLC and OneAscent Wealth Management. OneAscent Financial Services LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and various organizations. The firm offers a range of asset management and financial planning services, utilizing individualized portfolio management with a combination of direct securities, mutual funds, ETFs, and third-party managers.

Suzuanne Foster is a CFP® with 21 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC and Purshe Kaplan Sterling Investments since 2021. She previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of her advisory roles, Foster also serves as an election poll worker. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through a network of 57 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Nelson Negron Jr. is a financial advisor with OneAscent Financial Services LLC in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Morgan Stanley. He volunteers at Foundations Christian Academy. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs, implementing portfolios through a combination of direct management, third-party managers, and automated platforms.

Brian Schaaf is a financial advisor at OneAscent Financial Services LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Nexus Peer Financial Coaching, and Regal Holdings. Outside of his advisory work, he is involved in data analysis and aggregation through co-ownership and sole ownership of businesses unrelated to investment management. OneAscent Financial Services LLC manages approximately $2.61 billion and serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management, financial planning, and ERISA fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Scott Mackenzie is a financial advisor with OneAscent Financial Services LLC and holds the Series 66 designation. He has 16 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Insight Private Advisors, and LPL Financial. Outside of advising, Mackenzie is involved in fixed insurance sales and marketing through several related business activities. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and unified managed account programs.

Justin Cunningham is a financial advisor at OneAscent Financial Services LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years and the Federal Energy Regulatory Commission for eleven years. Outside of advisory work, he is involved in insurance sales. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and utilizes a combination of direct management, third-party managers, and unified managed accounts.