Brandon Horton is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 19 years and currently serves at Summit Financial and Purshe Kaplan Sterling Investments. Horton also provides insurance advice as an independent insurance agent. Summit Financial is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Craig Trojahn is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Stonex Advisors and Stonex Securities since 2019 and also owns CWT Financial, a business focused on promoting his independent advisory services and offering insurance sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, supported by its affiliation with StoneX Group and its broad operational capabilities.

Paul Tyers is a financial advisor with OneAscent Financial Services LLC in Birmingham, AL, and holds three years of industry experience. He is also President of Canadian Life Settlements Inc. and serves on the board of the Life Insurance Settlement Association of Canada and the Orange Benefit Fund. Additionally, Tyers is President and Director of Wealth Stewards Inc., a firm providing financial planning and life/accident insurance brokerage. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing individualized asset-allocation strategies and various platform solutions, including outsourced CIO and CCO services.

Ralph Moore is a financial advisor with First Heartland Consultants, Inc. in Pelham, Alabama, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with First Heartland Capital Inc since 2012 and has extensive involvement in multiple business ventures, including ownership in a furniture leasing business and active roles in various real estate and property management companies. Moore also serves as president of the board of directors for the Iota Lambda House Corporation of Sigma Nu Fraternity. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Audie Rea is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc and BancorpSouth Investment Services, Inc. Outside of advising, he is president and owner of Pinetucky Farms, where he handles farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services, utilizing both proprietary and third-party investment strategies across various account structures.

Jeffery Riley is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 27 years of industry experience. He holds a Series 63 designation and has worked at firms including Charles Schwab and L&R Wealth Management. Outside of his advisory role, he serves as an outside agent for United Healthcare in a limited capacity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, using various platforms and third-party managers to implement tailored investment strategies.

Peter Saab is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds the Series 66 credential and has previously worked at NextSite, LLC and Chance Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of advisor-managed portfolios, proprietary models, and third-party money managers to implement customized investment strategies.

Nicole Clarke is a financial advisor at Waverly Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Strategiq Financial Group LLC and SII Investments, Inc. Nicole is based in Birmingham, Alabama. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of wealth management and consulting services.

Thomas Newbauer is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Quest Capital Strategies, Inc. from 2001 to 2019 before joining StoneX Advisors Inc. and StoneX Securities Inc. in 2019. He serves as a trustee for the Thomas Newbauer Family Number Three Limited Partnership, where he monitors equity transactions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through independent financial advisors and an in-house Private Client Group. The firm uses a range of strategies and platforms including proprietary models and third-party money managers, supported by its affiliation with StoneX Group and its integrated clearing and custody capabilities.

John Cox Jr. is a CFA® charterholder with 24 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2022. His prior roles include positions at Warren Averett Asset Management, LLC and Kinsight, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, offering discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Adrian Castellano is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 65 designation and also works as an on-air meteorologist for Hearst Television - WVTM. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through various model strategies and third-party platforms and serves as a sub-adviser to multiple ETFs while maintaining an ERISA fiduciary role with retirement accounts and plan sponsors.

Kristi Trowbridge is a CFP® with 30 years of industry experience, currently affiliated with Nfsg Corporation. She has worked at NewBridge Securities Corporation since 2019 and Kestra Financial Services, Inc. from 2016 to 2019. Outside of her advisory role, she owns Trowbridge Wealth Management, LLC, where she provides investment advisory, insurance, tax, and accounting services. Nfsg Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a multi-strategy investment approach with internal portfolio management support and partnerships with third-party asset managers.

David Foreman is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent 15 years at Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office services.

Anneliese Roemer is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked for Warren Averett Asset Management, LLC from 2012 to 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management, financial planning, and multi-family office services.

Charles Bridges is a financial advisor at StoneX Advisors Inc. in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. Prior to joining StoneX, Bridges worked at Ridgeway Landscaping and Regions, and he attended the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm utilizes various account structures and model-based solutions, offering investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Judson Smith is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and 40 years of industry experience. He previously worked at Intl Advisory Consultants Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory role, he also works as a school bus driver. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations through discretionary and non-discretionary portfolio management, financial planning, and related consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing and custody capabilities through the StoneX Group.

Grant Cardwell is a financial advisor at Waverly Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Warren Averett Asset Management, LLC and Warren Averett, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of services including investment management, financial planning, and multi-family office services.

Joel Fishman is a financial advisor at StoneX Advisors Inc. based in Birmingham, Alabama, holding a Series 66 credential with nine years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2019. In addition to his advisory role, he operates an independent insurance agency, Fishman Financial, which focuses on insurance sales. StoneX Advisors Inc. serves individual, corporate, retirement plan, and charitable clients, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm combines independent financial advisors and an in-house Private Client Group, employing various portfolio implementation platforms and third-party money managers.

William Mc Mahon is a financial advisor at Waverly Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Warren Averett Asset Management, LLC and served in the United States Marine Corps. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Ryan Moore is a CFP® professional at Waverly Advisors, LLC with four years of experience at the firm and a total of two years in the financial industry. Prior to joining Waverly, he worked at Jones Lang LaSalle and COLSA Corporation, and spent five years at Auburn University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non-HNW and high net worth clients through a variety of advisory and planning services.