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, TrueWealth Advisors, and Concourse Financial Group Securities, Inc. He is also Vice President of Benefit Planners, Inc., where he offers life, supplemental health, and annuity insurance products. Additionally, he serves as Treasurer on the board of Arrowhead Country Club. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages roughly $547 million in client assets through a team of 14 advisors and primarily uses strategic asset-allocation model portfolios constructed with ETFs and mutual funds, offering values-based and ESG investment options.

Jerry Mcdonald is a financial advisor with TrueWealth Advisors, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Cetera Wealth Services, LLC and Concourse Financial Services Securities. He also owns Jerry McDonald Financial Services LLC, where he provides financial planning and offers fixed and variable annuity products. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $547 million in assets. The firm employs strategic asset-allocation model portfolios primarily through ETFs and mutual funds, offers retirement plan consulting including ERISA fiduciary services, and provides values-based and ESG investment options.

Daniel Jones Jr. is a CFP® with 20 years of industry experience and currently serves as a financial advisor at TrueWealth Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, LLC, Concourse Financial Group Securities Inc, and ProEquities, Inc. He is also a licensed insurance producer offering select insurance products. TrueWealth Advisors, LLC provides comprehensive investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in assets through a team of 14 advisors and employs strategic asset-allocation model portfolios including ETFs, mutual funds, and ESG options, alongside retirement plan consulting under ERISA fiduciary standards.

Gary Ely is a CFP® professional with 34 years of industry experience, currently affiliated with TrueWealth Advisors, LLC. His prior experience includes roles at Concourse Financial Group Securities Inc. and operating under the dba LEGACY PLANNING. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $547 million in client assets across 14 advisors, employing strategic asset-allocation model portfolios using ETFs and mutual funds, with options for values-based and ESG investing.

Larry Sims is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Concourse Financial Group Securities, Inc. and has been with TrueWealth Advisors since 2015. Outside of financial advising, he serves as a school board member for ECCS. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs strategic asset-allocation models primarily using ETFs and mutual funds, offers both discretionary and non-discretionary portfolio management, and manages approximately $547 million in client assets through a team of 14 advisors.

Ronald Paulk is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include long-term positions at Concourse Financial Group Securities Inc and Cetera Wealth Services, LLC. He also owns and operates (dba) Ronnie D Paulk & Associates and Benefit Planners, Inc., which provide financial services and insurance product sales. TrueWealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with investment advisory and financial planning services. The firm manages approximately $547 million in assets and emphasizes strategic asset allocation through ETFs and mutual funds, offering ESG and faith-aligned portfolio options alongside comprehensive retirement plan consulting.

Robert Grant is a financial advisor with TrueWealth Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc and operates (dba) GRANT WEALTH MANAGEMENT LLC, where he is a founding partner. Grant serves on the boards of the Tri-City Foundation and the Gateway Initiative, nonprofit organizations involved in community grant oversight and program review. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, employing strategic asset-allocation model portfolios with ETFs and mutual funds and offering values-based and ESG investment options.

Anthony Shunnarah is a financial advisor at TrueWealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including MassMutual Investors Services, Guardian Life Insurance Company, and Hornor Townsend & Kent LLC. He serves on the board of directors for Down Syndrome Alabama. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in assets through a team of 14 advisors, using strategic asset-allocation model portfolios primarily composed of ETFs and mutual funds, and offers discretionary portfolio management along with retirement plan consulting under ERISA fiduciary standards.

Kenneth Askew is a CFP® professional with 27 years of experience in the financial industry. He is currently with TrueWealth Advisors, LLC and has held roles at Cetera Wealth Services, Concourse Financial Group Securities Inc, and under the TrueWealth Advisors brand since 2011. Outside of advising, he is involved in media production consulting, executive leadership of a family-owned self-storage facility, and is a freelance writer and public speaker. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $547 million in client assets through a team of 14 advisors and employs strategic asset-allocation model portfolios that include ETFs, mutual funds, values-based, and ESG options, offering ongoing portfolio monitoring and comprehensive retirement plan consulting.

Freddy Williamson is a financial advisor with TrueWealth Advisors, LLC in Hoover, Alabama, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 37 years and operates Williamson Financial Services, a financial planning and insurance firm he has owned since 1979. Williamson also serves on the board of the Railroad Community Credit Union. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, using strategic asset-allocation model portfolios primarily constructed with ETFs and mutual funds, and offers values-based and ESG investment options.

Judy Holt is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She previously worked at ProEquities, Inc. and Williamson Financial Services. Outside of her advisory role, she serves as Vice President of Central Alabama Cleaning Inc., where she handles bookkeeping and supply procurement. TrueWealth Advisors provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in client assets through a team of 14 advisors, employing strategic asset-allocation model portfolios with ETFs and mutual funds, including values-based and ESG options.

Paul Marks is a CFP® with 20 years of industry experience, currently serving as an advisor at TrueWealth Advisors, LLC. He has worked at Concourse Financial Group Securities, Inc. for 16 years and joined TrueWealth Advisors in 2014. Outside of his advisory role, he is the owner of Peep and Squeak Farms, LLC, a farm focused on the cultivation and harvesting of various fruit trees. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $547 million in client assets. The firm emphasizes strategic asset allocation through model portfolios using ETFs and mutual funds, offers retirement plan consulting under ERISA standards, and incorporates values-based and ESG investing options.

Christopher Phillips is a CFA® charterholder with 18 years of industry experience, currently affiliated with TrueWealth Advisors, LLC. He previously worked at Concourse Financial Group Securities Inc for over a decade and has been with TrueWealth Advisors since 2024. In addition to his advisory role, Phillips is a licensed insurance agent offering life, disability, and long-term care insurance as part of his financial planning services, and he serves as a Notary Public for the State of Alabama. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages roughly $547 million in assets through a team of 14 advisors, employing strategic asset-allocation model portfolios with ETFs and mutual funds, and offers values-based and ESG options including faith-aligned Christian portfolios.

Warren Marshall IV is a financial advisor at TrueWealth Advisors, LLC in Hoover, Alabama, with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Wealth Services, LLC and Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as chairman of the finance sub-committee and board member of Young Life of Trussville. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in client assets through a team of 14 advisors and employs strategic asset-allocation models primarily using ETFs and mutual funds, offering services that include ERISA fiduciary retirement plan consulting and values-based investment options.