Jacob Foster is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Diversified, LLC. Prior to joining the firm, he spent eight years in the transportation sector with Foster Transportation. Diversified, LLC offers investment advice and financial planning to a broad client base, including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and integrates third-party managers and platforms to tailor asset allocation and diversification strategies according to client objectives and risk tolerances.

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 financial advisor at Wealth Management with six years of industry experience. She holds a Series 65 designation and has worked at Chappell Professional Group, PC, a tax and accounting firm, since 2015. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and other institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs.

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® credentialed advisor with four years of industry experience, currently serving at The Welch Group, LLC. His prior roles include positions at Twickenham Advisors, UBS Financial, and Ameriprise Financial. 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 and employs a blend of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

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.

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 CFP® professional with 20 years of experience in the financial industry. He is currently with Synovus Securities, Inc. and began working with Pinnacle Bank in 2026. His prior positions include multiple roles within Synovus Securities and Synovus Bank since 2015. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through a range of managed account programs and financial planning solutions. The firm utilizes a client risk-tolerance approach for asset allocation and manager selection and provides access to alternative investments and educational services for ERISA plans.

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 financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. Leslie's career includes roles at First Commercial Bank and Synovus bank before joining Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs both discretionary and non-discretionary portfolio management programs on the Envestnet platform, utilizing risk tolerance assessments and due diligence processes to guide investment decisions.

Jennifer Dunaway is a financial advisor with Synovus Securities, Inc. in Birmingham, AL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her career includes roles at multiple Synovus entities and BBVA affiliates, as well as Pinnacle Bank beginning in 2026. Synovus Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional investors. The firm provides investment advisory and brokerage services using discretionary and non-discretionary programs on the Envestnet platform, applying risk-tolerance assessments and due diligence to guide portfolio management.

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 20 years of industry experience. She holds a Series 66 designation and has previously worked at SII Investments, Inc. and Strategiq Financial Group 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, offering a range of investment management and financial planning services.

Haile Frickey is a financial advisor at The Welch Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Bridgeworth Wealth Management, Pivotal Finance, ShineOn Living, and The University of Alabama. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets for individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and family-office services, using a combination of fundamental, technical, and cyclical analysis tailored to each client's objectives.

Matthew Lemen is a financial advisor with Arkadios Wealth Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions with Northwestern Mutual and operating Rfg Advisory, LLC dba Lemzar Capital. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management strategies, blending fundamental, technical, and cyclical analysis.

Michael Murray is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Synovus Securities since 2005. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a combination of discretionary and non-discretionary portfolio management programs supported by a structured due-diligence process and serves a diverse client base.