Richard Akinyemi is a financial advisor with Rwc Wealth Management, Inc. in Montgomery, AL, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Rwc Wealth Management since 2012. Outside of his advisory role, he is a published author and serves as a director of a construction company in Nigeria, as well as a member of an import-export company. RWC Wealth Management provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and corporate entities such as pension and profit-sharing plans. The firm uses a variety of analytical methods and investment strategies, operates primarily on a non-discretionary basis, and offers specialized services including corporate consultations and facilitation of precious-metals purchases.

Douglas Tucker is a financial advisor with Tucker Financial Group in Montgomery, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is an independent insurance agent. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using tailored investment strategies and offers retirement and estate planning advice.

Daniel Dean is a financial advisor at Tucker Financial Group with a Series 65 designation and three years of industry experience. He previously worked at Alea for 23 years and has held roles at County Risk Services and the AC Board of Education. Outside of finance, he serves as a police officer at Central Alabama Community College. Tucker Financial Group is an SEC-registered investment adviser that provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using various strategies tailored to clients’ objectives and risk tolerances.

Benjamin Auman is a financial advisor at Tucker Financial Group in Montgomery, Alabama. He holds a Series 65 designation and has four years of industry experience. Prior to joining Tucker Financial Group in 2018, he worked for Huntsville City Schools from 2015 to 2018. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses, managing discretionary and non-discretionary accounts across various asset types. The firm tailors portfolios based on clients’ objectives and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging, with accounts reviewed quarterly.

Robert Allan is a CFP® and CFA® with six years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at Empirian Health and Hayek Kallen Investment Management. Outside of his advisory role, he dedicates limited time to Welon Consulting, LLC, which advises small businesses on profitability and efficiency strategies. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients with discretionary investment management, financial planning, and consulting. The firm emphasizes asset allocation and tax-aware portfolio construction, often employing a core-satellite equity approach and coordinating closely with clients’ tax and legal advisors.

John Steiner is a CFA® charterholder with 10 years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at White Oak Investment Counsel and Oakworth Capital Bank. In addition to his advisory role, Steiner serves as a managing director of Welon Fiduciary Services, a trust services company affiliated with Welon Partners, where he dedicates time to marketing activities. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients, providing discretionary investment management, financial planning, and consulting. The firm emphasizes a custom-tailored investment approach focused on asset allocation, tax-aware strategies, and coordination with clients’ tax and legal professionals.

Jessica Hemard is a financial advisor at Invista Advisors in Montgomery, AL, holding the PFS™ designation with two years of industry experience. Her prior work includes roles at Machen McChesney, Opsahl Dawson, and Borland Benefield, P.C. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans, managing approximately $580.1 million in assets. The firm customizes portfolios and plans based on clients’ objectives and risk tolerance, utilizing an open-architecture platform and delivering services through both discretionary and non-discretionary models.

Nancy Brown is a financial advisor at Jackson Thornton Wealth Management, LLC in Montgomery, AL. She holds a Series 65 designation and has 14 years of industry experience. Nancy has worked with Jackson Thornton and its related entities since 1996. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, diversified portfolios using passive mutual funds and ETFs, supported by quantitative tools and discretionary portfolio management.

Michael Barranco is a financial advisor with Invista Advisors in Montgomery, Alabama, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked at McDonald & Hagen Wealth Management since 2018 and owns MB Consulting, an accounting-related services firm. Barranco serves as a board member for two community organizations, Wind Drift HOA and Wynlakes Golf & Country Club. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm customizes portfolios and plans based on client objectives and risk tolerance, managing approximately $580 million in assets with a notable emphasis on non-discretionary advisory services.

David Conoly is a financial advisor at Invista Advisors in Montgomery, AL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Collegiate Hotel and Auburn University. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580.1 million in assets and uses a combination of discretionary and non-discretionary strategies tailored to clients’ objectives and risk tolerance.

Emily Farrior is a financial advisor at Marble Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Stifel/Merchant Capital. She is currently dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities. Marble Wealth provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using exchange-traded funds and individual equities, and it offers discretionary and non-discretionary portfolio management as well as digital asset custody and trading.

Carl McDonald is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 63 license and 36 years of industry experience. He founded McDonald Financial Services, LLC, which operates as Invista Advisors, and has been associated with LPL Financial since 2007. Outside of his advisory role, he is a business owner involved in ventures including a waste management company. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm customizes portfolios based on client objectives and risk tolerance, utilizing an open-architecture platform and managing a substantial portion of assets on a non-discretionary basis.

Donald Chastain is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 66 designation and 23 years of industry experience. He has been with Invista Advisors, formerly McDonald & Hagen Wealth Management, since 2016 and has also been associated with LPL Financial LLC since 2013. Outside of his advisory role, he is affiliated with Machen McChesney LLP, a CPA firm, where he participates in a CPA affiliate program. Invista Advisors provides investment management, financial planning, retirement-plan consulting, and hourly business consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580.1 million in assets, offering customized portfolios through an open-architecture platform with both discretionary and non-discretionary service models.

James Causey is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. He has worked at Jackson Thornton Asset Management, LLC since 2014 and at Jackson Thornton & Co., P.C. since 2006. He holds a Series 65 license and is based in Montgomery, Alabama. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services, serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, asset-class diversification using passive mutual funds and ETFs, with portfolio implementation including discretionary rebalancing and tax-loss harvesting.

Clarence Pritchett is a financial advisor at Jackson Thornton Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked within the Jackson Thornton organization since 1993 in various capacities. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services to individuals, trusts, small businesses, and charitable organizations. The firm manages nearly $2.0 billion across more than 1,000 client relationships, employing a long-term, diversified investment approach that incorporates Modern Portfolio Theory and passive investment vehicles.

Allison Guice is a CFP®, PFS™, and Series 65-licensed financial advisor with six years of industry experience. She is currently with Jackson Thornton Wealth Management, LLC, where she has worked since 2019. Prior to that, she was affiliated with Jackson Thornton & Co., P.C. for several years. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services. The firm serves individuals, retirement plans, trusts, charitable organizations, and small businesses, managing nearly $2.0 billion with an investment approach centered on long-term diversification and passive strategies.

Michael Barranco is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 66 designation and 10 years of industry experience. He has worked at McDonald Financial Services LLC since 2017 and has been affiliated with LPL Financial since 2014. Outside of his advisory roles, Barranco teaches classes locally. Invista Advisors provides investment management, financial planning, retirement-plan consulting, and business consulting services to individuals, high-net-worth clients, trusts, and pension plans. The firm customizes portfolios and plans based on clients’ objectives and risk tolerance, offering both discretionary and non-discretionary service models through an open-architecture platform.

Kimberly Mason is a Series 65 licensed financial advisor with 19 years of industry experience. She has been with Jackson Thornton Asset Management, LLC since 2004. Jackson Thornton Wealth Management offers discretionary and non-discretionary investment management along with comprehensive wealth management services, serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and utilizes strategies such as Monte Carlo simulation, discretionary rebalancing, and tax-loss harvesting.

Adam Rogers is a CFA® charterholder with three years of industry experience. He is currently a partner and Chief Investment Officer at Marble Wealth, LLC, where he has worked since 2025. Prior to that, he spent three years at Sanctuary Advisors, LLC and 17 years at Retirement Systems of Alabama. Outside of his advisory role, Rogers is involved in real estate through ownership and management of Rogers & Stabler Properties, LLC. Marble Wealth provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using exchange-traded funds and individual equities, and it offers discretionary and non-discretionary portfolio management along with digital asset custody and trading.

Mary Smith is a financial advisor with Invista Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Invista Advisors (formerly McDonald & Hagan Wealth Management) since 2016 and has also worked with LPL Financial since 2007. Invista Advisors provides investment management, financial planning, retirement-plan consulting, and hourly business consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580 million in assets and uses a combination of discretionary and non-discretionary strategies tailored to clients’ objectives and risk tolerance.