Meld Financial, Inc.

Ashley Crawford is a CFP® professional with nine years of experience in the financial industry. She has been with Meld Financial, Inc. since 2016 and previously worked at Triad Advisors, Inc. and the University of Alabama. Meld Financial provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and government entities. The firm employs model portfolios and may use sub-advisers for fixed income management, with ongoing account monitoring and formal quarterly reviews.

Dwight Reynolds is a financial advisor at Meld Financial, Inc. in Birmingham, AL, holding a Series 66 designation with 24 years of industry experience. He has worked at Meld Financial since 2009 and was previously with Triad Advisors, Inc. from 2009 to 2022. Meld Financial provides portfolio management, financial planning, pension consulting, and educational seminars for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and government entities. The firm utilizes model portfolios and may engage sub-advisers for fixed income management, serving a distinctive client base that includes state and municipal government clients with pension consulting capabilities.

Tonya Williams is a financial advisor at Meld Financial, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial Services, Inc. and Wealth Intelligence, LLC. Meld Financial, Inc. provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, and institutional entities such as pension and profit-sharing plans and government organizations. The firm employs model portfolios, fundamental and technical analysis, and modern portfolio theory, with a focus on serving state and municipal government clients and offering fiduciary pension consulting services.

Justin Tackett is a financial advisor at Meld Financial, Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at John Graham & Associates. Meld Financial provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and government entities. The firm uses model portfolios and may engage sub-advisers for fixed income management, monitoring accounts regularly with formal quarterly reviews.

Blake May is a CFP® professional with 11 years of industry experience, currently serving at Meld Financial, Inc. since 2018. His prior experience includes roles at Triad Advisors, MML Investors Services, LLC, and Metlife Securities. He is also a non-practicing attorney who provides basic legal advice to clients on a voluntary basis. Meld Financial, Inc. offers portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, corporations, and government entities. The firm employs model portfolios, sub-advisers for fixed income, and uses fundamental and technical analysis alongside modern portfolio theory, with a focus that includes state and municipal government clients and pension consulting services.

Tami Mcdonald is a CFP® with 26 years of industry experience, currently serving at Meld Financial, Inc. since 2017. She previously worked at Synovus Securities, Inc. and Columbus Bank & Trust Co. She is a board member and scholarship committee chair for the United Way Women's Leadership Council. Meld Financial provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and institutional entities including state and municipal governments. The firm employs model portfolios and sub-advisers for fixed income management, with ongoing account monitoring and formal quarterly reviews.

Matthew Gensler is a financial advisor at Meld Financial, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Meld Financial since 2020, following prior roles at Capstone Investment Financial Group and GERSON LEHrMAN. Meld Financial provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and educational seminars. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and government entities, employing model portfolios, fundamental and technical analysis, and modern portfolio theory in its investment approach.

Madison Caswell is a Certified Financial Planner® with four years of industry experience, currently serving at Meld Financial, Inc. He previously worked at Triad Advisors and LPL Financial. Outside of his advisory role, Caswell is a member of the O'Neal Comprehensive Cancer Center Young Supporters Board, where he participates in fundraising efforts for cancer research. Meld Financial provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and government entities. The firm utilizes model portfolios and engages sub-advisers for fixed income management, offering services that include fiduciary pension consulting and specialized support for state and municipal government clients.

Kyle Whittington is a CFP® professional with 18 years of industry experience, currently serving at Meld Financial, Inc. since 2007. He previously worked at Triad Advisors, Inc. and holds the Series 66 designation. Outside of his advisory role, he serves as a board member for Leadership Vestavia Hills and works as a consultant for The Bloomston Firm. Meld Financial provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, corporations, and government entities. The firm utilizes model portfolios and employs fundamental and technical analysis along with modern portfolio theory, with a notable focus on serving state and municipal government clients.

Michael Guilsher is a financial advisor at Meld Financial, Inc. in Birmingham, AL, holding a Series 63 designation with 40 years of industry experience. He has been with Meld Financial since 2014 and previously worked at Triad Advisors, Inc. from 2014 to 2022. Outside of his advisory work, he is involved with the Alabama PCA automobile club, where he arranges drives for members. Meld Financial provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, corporations, and government entities. The firm uses model portfolios and may engage sub-advisers for fixed income management, serving a notable client base that includes state and municipal government clients.