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.

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.

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.

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.

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.

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.

Matthew Murphy is a CFP® with 17 years of industry experience, currently serving as CEO and advisor at Marble Wealth LLC. His prior experience includes 14 years at UBS Financial Services and roles at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. He is also a licensed insurance professional. Marble Wealth LLC 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 offers discretionary and non-discretionary portfolio management alongside project-based financial planning.

Justin Clark is a financial advisor at Jackson Thornton Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. He previously worked at B2 Partners and Warren Averett before joining Jackson Thornton Asset Management. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services. The firm manages nearly $2.0 billion across more than 1,000 client relationships and serves individuals, retirement plans, trusts, charities, and small businesses, employing a long-term, diversified investment approach that incorporates passive funds and quantitative risk profiling.

Crystal Smith is a financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, holding a Series 65 designation and seven years of industry experience. She has worked at Jackson Thornton and its affiliated entities since 2010. Jackson Thornton Wealth Management provides 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, with discretionary rebalancing and tax-loss harvesting where authorized.

Dustin Hatfield is a financial advisor at Marble Wealth, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Sanctuary Advisors, LLC. Hatfield is dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities, Inc. 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, utilizing exchange-traded funds, individual equities, and occasionally independent managers, and offers digital asset custody and trading for clients interested in cryptocurrency exposure.

Rebecca Baker is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently COO and a financial advisor at Marble Wealth, LLC, and previously worked at UBS Financial Services and Morgan Stanley Private Bank. Outside of her advisory role, she is a partner in Marble Family Office, LLC, which provides CPA services including tax returns and bill payment. Marble Wealth, LLC offers wealth management, investment management, and financial planning to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using ETFs, individual equities, and selective independent managers, and provides discretionary and non-discretionary portfolio management alongside project-based financial planning.

Luther Mitchell is a financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, holding a Series 65 designation and 19 years of industry experience. He previously worked at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co., P.C. from 1974 to 2021 and currently leads Mitchell Advisory & Consulting, LLC. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management and comprehensive wealth management services, serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, asset-class diversification approach based on Modern Portfolio Theory and integrates accounting and advisory services through its ownership by Jackson Thornton & Co., P.C.

Todd Parsons is a financial advisor at Summit Financial, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors and Trinity Presbyterian School. Parsons is also a partner in Parsons Broach, LLC, a non-investment business. Summit Financial, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, and charitable organizations. The firm combines discretionary managed portfolios with advisor-directed programs and manages approximately $15 billion in client assets as of the end of 2024.

Heather Grubbs is a financial advisor at Vanderbilt Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC, OneAmerica Securities, and American United Life. Outside of her advisory role, she is a published author, speaker, and mentor involved in nonprofit work with teen girls. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, employing a strategic asset allocation approach and integrating retirement-plan consulting and administration alongside advisory services.

Culver Broach III is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Summit Financial, LLC and has held prior roles at Michael S Hansen Trust and Raymond James Financial Services Advisers Inc. Outside of advising, he is active as a music artist and booking agent and serves on the board of a nonprofit that maintains local mountain biking and hiking trails. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, combining discretionary managed portfolios with advisor-directed programs and serving approximately $15 billion in client assets.

Charles Lineberry is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining RFG Advisory in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he operates the Charles Lindberry Agency, selling property and casualty insurance to individuals and businesses. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies, including ETFs, mutual funds, direct indexing, and private investments, and acts as a sub-adviser to a multi-ETF suite.