Adam Smith is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Integrity Alliance, LLC, Lion Street Financial, Ikes Beach Service, Auburn University, and Wadsworth's Blueberry Farm. He also provides client relationship support and assists senior advisors with financial planning and portfolio management. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, providing customized portfolio management through discretionary or model-based allocations.

Madeline Kramer is a CFP® with four years of industry experience, currently serving at The Welch Group, LLC since 2023. Prior to this, she worked at Longbow Capital Partners from 2019 to 2023. The Welch Group, LLC provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm offers family office–style and concierge services, focusing on customized portfolio design and ongoing supervision using a combination of fundamental, technical, charting, and cyclical analysis.

Mem Webb Jr. is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He previously worked for UBS Financial Services Inc. for 14 years before joining Arkadios Wealth and Arkadios Capital in 2023. Webb volunteers annually to host a fundraising event for the Birmingham chapter of the Coastal Conservation Association. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of investment approaches, including advisor-managed accounts, third-party money managers, and an internal portfolio team that supports discretionary management using fundamental, technical, and cyclical analysis.

Jeanna Stephens is a Series 65 licensed advisor at Wealth Management with seven years of industry experience. She has worked with Chappell Professional Group, PC, a tax and accounting firm, for over a decade. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and provides back-office and recordkeeping support for other advisors.

Neil Knierim is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, with 13 years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Pinnacle Bank, Synovus Bank, Wells Fargo Clearing, BBVA Wealth Solutions, and Principal Financial Services. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning. The firm employs a risk-tolerance based investment approach and provides access to alternative investments and outside money managers.

Justin Russell is a financial advisor at Waverly Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for Warren Averett Asset Management, LLC from 2006 to 2022 before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals across wealth levels, retirement plans, and pooled investment vehicles. The firm combines 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.

Jonathan Duke is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes long-term service at Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and alternative investments. The firm uses the Envestnet platform for portfolio management and maintains affiliations that provide additional financial services and referral opportunities.

Cason Westmoreland is a CFP® professional with four years of industry experience, currently serving as a financial advisor at The Welch Group, LLC. His prior experience includes roles at Twickenham Advisors, UBS Financial, and Ameriprise Financial. The Welch Group provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm combines fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and offers family office–style and concierge services alongside aggregated reporting for assets both managed and unmanaged.

Dylan Levey is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cetera Wealth Services, BBVA Securities, and Avantax Advisory Services. Outside of advising, he serves as president of Diamond Head Building LLC, a professional commercial building enterprise. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using various internally managed and third-party portfolios, incorporating fundamental, technical, and cyclical investment analysis.

Michael Barranco is a financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He holds a Series 66 credential and previously worked at McDonald Financial Services LLC and LPL Financial, LLC. Outside of his advisory work, he teaches classes in Montgomery, AL. 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 financial planning, retirement consulting, and multi-family office services.

Manly Lee Jr. is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 42 years of industry experience, including prior roles at Metlife Securities Inc. and Mass Mutual Life Insurance Company. Lee is also a board member of the charitable organization Mountain Brook Pops Club. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary portfolios using a blend of proprietary models and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Randall Freeman is a CFP® certificant with three years of experience in the financial industry. He has worked at Leavell Investment Management, Inc. since 2023 and previously spent 29 years at Brasfield & Gorrie, LLC. Leavell Investment Management provides discretionary investment management and related services to a range of individual and institutional clients. The firm employs a fundamental analysis and tailored asset allocation approach, managing diversified portfolios across multiple asset classes and also offers trustee, bill-pay, and family-office 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.

Stephen Taylor is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Synovus Securities, Inc. since 2015 and will join Pinnacle Bank in 2026. Outside of his financial advisory role, he is a member of Caroline Cavanaugh, LLC, a real estate holding company. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm uses Envestnet platforms to guide portfolio management through both discretionary and non-discretionary strategies.

Jay Mcgowan is a financial advisor at The Welch Group, LLC in Birmingham, AL, with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. His prior roles include positions at LPL Financial LLC, FI-Plan Partners, and Berk Cleveland Rathmell Wealth Strategies, LLC. The Welch Group, LLC is a multi-team registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $3.2 billion in client assets and offers discretionary portfolio management, financial planning, and family-office services tailored to clients' objectives using a variety of analytical approaches.

Leslie Mcgill is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Synovus Securities, Inc. and has previously worked at First Commercial Bank. Leslie is based in Birmingham, AL. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts, financial planning, and access to alternative investments. The firm combines discretionary and non-discretionary portfolio management using the Envestnet platform and provides educational services for ERISA plans.

Jennifer Dunaway is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her work history includes roles at Synovus bank, Pinnacle Bank, BBVA Wealth Solutions, and Compass Bank. Synovus Securities, Inc. serves individual and high-net-worth investors, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing portfolio management programs on the Envestnet platform guided by client risk tolerance and due diligence processes.

Thomas Wagner is a CFP® professional with 17 years of industry experience, currently serving as an advisor at The Welch Group, LLC since 2006. He is based in Birmingham, AL. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about two dozen advisors and over a thousand clients. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, consulting, and family-office services.

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.

Savannah Montgomery is a CFP® with two years of industry experience, currently advising at The Welch Group, LLC. Her prior experience includes roles at Bridgeworth Wealth Management, Pivotal Finance, ShineOn Living, and The University of Alabama. The Welch Group serves individual investors, trusts, business entities, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and employs a mix of fundamental, technical, charting, and cyclical analysis across various investment horizons.