TrueWealth Advisors, LLC

Brian Paulk is a financial advisor at TrueWealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC, Concourse Financial Group Securities, Inc., and Benefit Planners, Inc., where he serves as Vice President offering life, supplemental health, and annuity insurance products. He is also Treasurer and a board member of Arrowhead Country Club. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors employer retirement plans by providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation using in-house and third-party model portfolios, offers ESG and faith-aligned investing options, and supports held-away account management and participant education.

Jerry McDonald is a financial advisor with TrueWealth Advisors, LLC in Hoover, AL, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of experience in the industry, including prior roles at Cetera Wealth Services, LLC and Concourse Financial Services Securities. He has also operated his own financial services firm since 2007, offering fixed and variable annuities, life insurance, and financial planning services. TrueWealth Advisors serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans by providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation with a mix of in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports retirement plan participant education and rollover guidance.

Daniel Jones is a CFP® with 19 years of industry experience, currently serving as a financial advisor at TrueWealth Advisors, LLC. He has held positions at Cetera Wealth Services, Concourse Financial Group Securities Inc, and ProEquities, Inc. Jones is also a licensed insurance producer offering select insurance products. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and employer retirement plan sponsors by providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, with options for ESG and faith-aligned investing.

Gary Ely is a CFP® with 34 years of industry experience and currently serves as a financial advisor at TrueWealth Advisors, LLC. His prior roles include positions at Cetera Wealth Services, LLC, Concourse Financial Group Securities Inc, and operating under the dba LEGACY PLANNING. In addition to his advisory work, he is a licensed insurance agent and offers commission-based life insurance products as an independent contractor. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports held-away account management and participant education.

Larry Sims is a financial advisor at TrueWealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Concourse Financial Group Securities, Inc. for 21 years prior to his current roles. Outside of advising, he serves as a school board member for ECCS in Alabaster, AL. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, offering portfolio management, financial planning, and ERISA retirement-plan fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, with options for ESG and faith-aligned investing.

Ronald Paulk is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 designations and over 33 years of industry experience. His career includes 30 years at Concourse Financial Group Securities Inc and ongoing ownership of financial services businesses under the names Ronnie D Paulk & Associates and Benefit Planners, Inc. He also serves as a power of attorney for a family member. TrueWealth Advisors, LLC serves individual and high-net-worth clients as well as sponsors of employer retirement plans, offering portfolio management, financial planning, and ERISA retirement-plan fiduciary services. The firm employs strategic asset allocation using in-house and third-party model portfolios with ETFs and mutual funds, providing ESG and faith-aligned investment options.

Robert Grant is a financial advisor at TrueWealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC and Concourse Financial Group Securities Inc. He is the founding partner of Grant Wealth Management LLC and serves on the boards of the Tri-City Foundation and the Gateway Initiative. TrueWealth Advisors serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, offering portfolio management, financial planning, consulting, and ERISA fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, with options for ESG and faith-aligned investing.

Anthony Shunnarah is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 65 licenses. He has over ten years of industry experience, including prior roles at Mass Mutual Investors Services, Guardian Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he serves on the Board of Directors for Down Syndrome Alabama. TrueWealth Advisors, LLC serves individual clients and employer retirement plan sponsors by providing portfolio management, financial planning, and ERISA fiduciary services. The firm utilizes strategic asset allocation with ETFs and mutual funds, offers ESG and faith-aligned investment options, and supports held-away account management and participant education.

Kenneth Askew is a CFP® professional with 26 years of industry experience, currently serving at TrueWealth Advisors, LLC in Huntsville, AL. His prior roles include positions at Concourse Financial Group Securities Inc and Cetera Wealth Services, LLC. Outside of his advisory work, he is an author and public speaker, as well as an executive consultant in media production and provides leadership for a family-owned storage facility. TrueWealth Advisors serves individual and high-net-worth clients, as well as sponsors of employer retirement plans, offering portfolio management, financial planning, and fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, including ESG and faith-aligned investment options.

Freddy Williamson is a financial advisor with TrueWealth Advisors, LLC in Hoover, AL, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 37 years and has operated Williamson Financial Services since 1979. Williamson serves as a board member of Railroad Community Credit Union. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, providing portfolio management, financial planning, consulting, and fiduciary services. The firm employs strategic asset allocation using in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and provides participant education and rollover guidance.

Judy Holt is a financial advisor at TrueWealth Advisors, LLC with 13 years of industry experience. She previously worked at ProEquities, Inc and Williamson Financial Services. Outside of her advisory role, she serves as Vice President at Central Alabama Cleaning Inc, a pressure washing and janitorial business. TrueWealth Advisors serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans by providing portfolio management, financial planning, consulting, and ERISA fiduciary services. The firm employs strategic asset allocation using in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports held-away account management with regular portfolio reviews.

Paul Marks is a CFP® with 20 years of experience in the financial services industry. He is affiliated with TrueWealth Advisors, LLC and has previously worked at Cetera Wealth Services, LLC and Concourse Financial Group Securities, Inc. Outside of his advisory role, he owns and manages Peep and Squeak Farms, LLC, a farm specializing in the cultivation and harvesting of fruit trees. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans by providing portfolio management, financial planning, and fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports retirement plan participants with education and rollover guidance.

Christopher Phillips is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently an advisor at TrueWealth Advisors, LLC and has prior experience with Cetera Wealth Services, LLC and Concourse Financial Group Securities Inc. In addition to his advisory role, Phillips serves as a Notary Public for the State of Alabama. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans by providing portfolio management, financial planning, and ERISA retirement-plan fiduciary services. The firm emphasizes strategic asset allocation using in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports held-away account management and participant education.

Warren Marshall IV is a financial advisor with TrueWealth Advisors, LLC and holds a Series 66 designation. He has five years of industry experience and has previously worked at firms including Cetera Wealth Services, LLC and Concourse Financial Group Securities Inc. He serves as chairman of the finance sub-committee for Young Life of Trussville, overseeing the organization’s income and expenses. TrueWealth Advisors serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, offering portfolio management, financial planning, and ERISA fiduciary services. The firm utilizes strategic asset allocation with ETFs and mutual funds, provides ESG and faith-aligned investment options, and maintains relationships with third-party managers and custodians such as Charles Schwab.