Gaines Grelier Kohn is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Synovus Securities since 2012 and Pinnacle Bank since 2026. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing investment advisory and brokerage services through various managed account programs and financial planning solutions. The firm utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform, incorporating risk-tolerance assessments and due diligence in manager selection.

Charles Bridges is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 65 designation. He began his advisory career in 2025 and has prior experience at Ridgeway Landscaping and the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of advisory models and third-party managers, supported by integrated platforms and affiliated clearing and custody services.

Judson Smith is a financial advisor with StoneX Advisors Inc. in Hoover, Alabama, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2012. Outside of his advisory role, Smith works as a school bus driver. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures, model-based solutions, and third-party money managers to implement investment strategies.

Foster Hyde is a CFP®, CFA®, and Series 65 licensed financial advisor with 13 years of industry experience. He has worked at The Welch Group, LLC since 2011. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to each client's objectives.

Joel Fishman is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and nine years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2019, with prior roles including insurance sales through his own business, Fishman Financial, and work at Avnet Inc. outside the investment industry. Fishman also operates as an independent insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors and an internal Private Client Group, offering diverse account structures and model-based investment solutions.

Kimberly Clenney is a financial advisor with RFG Advisory, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at firms including LPL Financial and NewEdge Advisors and operates her own businesses providing tax preparation, accounting, and legal services. RFG Advisory is a multi-team registered investment adviser with about 185 advisors managing approximately $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting using a combination of active and passive strategies, tax-aware approaches, and alternative investments.

Watson Kennedy is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 65 and Series 63 registrations and four years of industry experience. His prior work includes roles at StoneX Securities Inc., TA Services, Bass Pro Shops, The Prudential Insurance Company of America, Pruco Securities LLC, and a District Attorney's Office. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies including advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Robert Graham is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and concurrently works at Aptiv. Graham also serves as a power of attorney for investment-related and other financial matters. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through a combination of independent advisors and an in-house Private Client Group.

Hastings Marks is a Series 66-licensed financial advisor with Synovus Securities, Inc. in Birmingham, AL, having four years of industry experience. His career includes multiple roles within Synovus Bank and a recent position at Pinnacle Bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering both investment advisory and brokerage services. The firm utilizes Envestnet’s platform for portfolio management and provides access to alternative investments and educational services for ERISA plans.

Henry Clay is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at The Welch Group, LLC since 2018 and previously at Welch Investments, LLC (formerly Fee-Only Planning Professionals, LLC) from 2014 to 2018. He is based in Birmingham, Alabama. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about 24 advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, financial planning, and family-office services tailored to clients’ objectives through a combination of fundamental, technical, charting, and cyclical analyses.

Martin Mcguire is a CFP® with 20 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Marca Life Planning, Marca Financial Planning Services, and Triad Advisors, Inc. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm uses a two-phase planning process and tailors asset allocation strategies to client objectives, offering a range of services including discretionary portfolio management and participation in third-party platforms.

Micah Darlington is a CFP® certificant with one year of industry experience, currently serving at EverSource Wealth Advisors, LLC in Birmingham, AL. His prior work includes roles at Home Federal Bank, Foothills Brokerage, and the University of Tennessee. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional clients, offering wealth management, financial planning, portfolio management, and private markets access. The firm employs a network of advisors delivering diverse investment programs and incorporates a values-based approach informed by a stated Judeo-Christian framework.

Taylor Fann is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and two years of industry experience. He has worked with multiple StoneX affiliates since 2021 and has prior work experience at Topgolf and the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies.

John Mccarthy is a financial advisor at StoneX Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Advisors and StoneX Securities since 2019, following six years at Quest Capital Strategies, Inc. Additionally, he operates as an independent life and health insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated platforms and services.

Mark Pearson is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He has been with RFG Advisory Group since 2013 and holds Series 63 and Series 65 licenses. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to various model strategies and alternative investments.

Casey Marshall is a CFP® professional with 11 years of experience, currently with RFG Advisory, LLC. His prior experience includes roles at Northwestern Mutual firms from 2014 to 2021. Outside of his advisory work, he operates his own legal entity, Casey Marshall LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to model strategies and alternative investments, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.

Stephen Miller is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients by providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers multiple investment programs and operates unique services such as managing a pooled private real-estate vehicle and providing consulting for other RIAs and nonstandard institutional clients.

John Burch is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2019 and previously spent five years with Camelot Advisors, LLC. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and incorporates a Judeo-Christian framework in some portfolio options.

Mark Braverman is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with StoneX Advisors since 2019 and also owns and operates EMark Financial, providing insurance products including life, health, and annuity services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services, utilizing a range of advisor-managed portfolios and third-party money managers.

Kelly De Roy is a financial advisor at The Welch Group, LLC with three years of industry experience. She holds a Series 65 designation and has been with The Welch Group since 2011. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about 24 advisors serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and wealth-management services, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients' objectives.