Harbert Management Corporation (“HMC”) is an investment management firm focusing on alternative assets, with approximately $8.3 billion in Regulatory Assets Under Management as of December 31, 2024; asset classes include: U.S. Real Estate, European Real Estate, Seniors Housing, Seniors Housing Development, Infrastructure, Growth Equity, Credit Solutions, and Absolute Return Strategies. HMC is headquartered in Birmingham, AL, USA and has offices in Atlanta, Charlotte, Dallas, Nashville, New York, Richmond, San Francisco, London, Luxembourg, Madrid and Paris. HMC and its affiliates make significant co-investments on the same terms as other investors in all their sponsored funds helping ensure a sharp focus on returns and strict controls around fund administration, legal, compliance and reporting.

The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients. As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning. Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.

Rooted and invested in the Pacific Northwest, we genuinely care about this place we call home. Our deep civic engagement stems from our long tenure of successful, inclusive development in the region. We’re proud of our collaborative working relationships with cities and communities, the diversity and experience of our team, and our commitment to development that’s intentionally designed to deliver lasting value.

NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States. They provide private wealth services and asset management strategies from financial consultants who average over 25 years of industry experience, in addition to technology-driven custodial solutions that streamline and optimize operations for advisors nationwide. Independent and employee-owned, NBC Securities is committed to building lasting relationships and legacies. The firm achieves this through the combined power of our network of advisors, sophisticated suite of business services, and in-house portfolio products and research that spans equities, fixed income, mutual funds, SMA’s, annuities, and life insurance. NBC Securities also specializes in providing financial services to independent brokers, independent investment advisors and financial service programs for community banks. With private ownership, NBC Securities advisors enjoy a boutique experience while also leveraging the financial strength and security of RBC Clearing and Custody, a division of RBC Capital Markets, LLC and one of the largest clearing and custody firms in the nation, enabling the firm to provide the highest level of service to its clients. NBC Securities manages or advises approximately $5 billion in assets with an operating footprint that spans the US with corporate headquarters is located in Birmingham, Alabama and offices in Alabama, Florida, Iowa, Maryland, Minnesota, Missouri, New Jersey, New York, Ohio, Tennessee, and Texas.

New Capital Partners is a private equity firm dedicated to Building Great Companies by creating true partnerships with management teams and investing in high-growth businesses. By leveraging our extensive entrepreneurial and operational experience, we have realized significant value creation for our portfolio companies. For more information on our investments, our team and our philosophy, visit newcapitalpartners.com or contact us at [email protected]. Let's build a business together.

Johnson Sterling, Inc. is an independent, fee-based financial advisory firm. Founded in 1976, we serve clients throughout the U.S. We are registered with the Securities and Exchange Commission as an Investment Advisory and Pension Consultancy. Our clients include individuals, medical schools, colleges and universities, physicians'​ practices, law firms, corporations, foundations, endowments, trusts, and estates. Johnson+Sterling, Inc. advises on invested assets totaling approximately $1.6 billion (as of December, 2015).

RFG Advisory is a hybrid RIA firm built around a service first culture – we take care of our Advisors so that they can take care of their clients. RFG delivers a fully-integrated platform engineered to power the independent Investment Advisor by offering a wide range of services, from a cutting-edge technology to compliance, investment management, operations, team management practice consulting and branding/marketing support. Experienced in M&A, we grow through succession-driven acquisitions or independent advisor affiliation. Our goal is to be the partner of choice for growth-oriented Advisors, to thrive in the midst of disruption in the wealth management industry and above all to enable Advisors to be in business for themselves, not by themselves. Advisor led and professionally managed, RFG Advisory’s team wakes up every day thinking about how we can create value for our Advisors. We believe it speaks volumes that our talented employees are solely focused on delivering solutions to help grow an Advisor’s practice. Join Us – Your Future is Our Priority. For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.

OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), OneAscent Financial Services, LLC (“OAFS”), OneAscent Investment Solutions, LLC (“OAIS”), OneAscent Capital, LLC (“OAC”), and OneAscent Family Office, LLC (“OAFO”), investment advisers registered with the United States Securities and Exchange Commission. OAWM, OAFS, OAIS, OAC, and OAFO may only transact business in those states in which they are registered or qualify for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to their investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM's, OAFS's, OAIS's, OAC's, and OAFO's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM, OAFS, OAIS, OAC, and OAFO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

At BCR Wealth Strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. We assist our clients to understand their financial goals and develop a plan to achieve whatever they may wish. In a Wealth Management relationship, the emphasis is placed on the client’s goals while the investment portfolio is seen simply as the means to achieving those goals. Once our client’s goals and dreams are established, we create, implement and monitor an investment strategy that complements their plan. BCR Wealth coordinates with a client’s accountants, attorneys, and other professional advisors to make sure that everyone is working in harmony to achieve the client’s goals. Long-term success will be achieved through dedication and monitoring throughout a client’s financial life cycle.

Tios Capital is a proprietary trading firm founded in 2012 with offices in Birmingham, Alabama and Alexandria, Virginia. We bring a rigorous quantitative approach, supported by scalable technologies, to our investment decisions across a variety of wholesale power markets, including CAISO, ERCOT, MISO, SPP, and PJM. Our success requires specialized expertise in quantitative analytics, technology development, and a deep knowledge of market fundamentals. We are specialized, but not siloed. Our culture is marked by humility, resilience, balance, and a collaborative approach that promotes teamwork, cross-functional learning and the sharing of ideas. Over the last decade, our core commitment to continuous improvement has produced a robust tech platform, expanding trading profits, and a flourishing team environment.

- Financial Advising Intern from 2017-2019- Financial Advisor Jan- Feb 2019- Series 7 Certified 2018

We are an innovative investment advisory and wealth planning firm focused on creating lasting impact. As fiduciary advisors, we are committed advocates who work solely on behalf of our clients. We are a team of professionals who thrive on collaborating to develop solutions and solve problems. We focus on you, your priorities and the outcomes you want to achieve. Our approach is to craft a customized strategy that leads to the most meaningful results for you. Working together, we help you secure a fulfilling future and a life that amounts to more.