Christopher Rogers is a financial advisor with RFG Advisory, LLC, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Ameriprise, Regions Bank, Fidelity Brokerage Services, and Merrill. Rogers also serves as a 2nd Lieutenant and Executive Officer in the Alabama National Guard. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach is primarily discretionary, utilizing a mix of model strategies, third-party platforms, and proprietary ETFs, while also offering access to alternative investments and retirement technology solutions.

Matthew Leahy is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL. He holds the CFP® designation and Series 66 license, and has 10 years of industry experience. Prior to his current role, he worked at Raymond James Financial Services from 2015 to 2019. Outside of advising, he has been involved with MattnLina since 2015. RFG Advisory offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm primarily delivers discretionary portfolio management using a variety of model strategies and third-party platforms, and serves unique clients such as investment companies and state or municipal entities.

Lewis Jones Jr. is a financial advisor at EverSource Wealth Advisors, LLC with six years of industry experience. He is also a partner at Haynes Downard LLP, a CPA firm where he has worked since 2000. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisor representatives.

Melissa Griffith is a financial advisor at Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation with 10 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2015 to 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Lara Brown is a financial advisor at RFG Advisory, LLC with a Series 65 credential and no prior industry experience before joining the firm. She has been with RFG Advisory since 2024. 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, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Christopher Corley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and 24 years of industry experience. His career includes roles at StoneX Securities Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he participates as an advisor to students and teachers on business leadership and career skills at Mary G. Montgomery High School. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm offers a variety of investment solutions through independent advisors and proprietary models, supported by multiple platforms and due diligence processes.

David Giegel is a financial advisor at Sowell Management in Birmingham, AL, with six years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc., StoneX Securities Inc., Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Edward Jones. Outside of his advisory role, he is affiliated with Hearthwell Financial, providing insurance and financial services through a DBA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through an independent-contractor model with over 100 investment adviser representatives.

Brian Parker is a financial advisor with Stonex Advisors Inc. based in Birmingham, AL, holding a Series 66 designation and bringing 22 years of industry experience. His prior firms include Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan 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, to implement customized investment solutions.

James Murphy is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 credential with two years of industry experience. His prior roles include positions at Regions Bank, Bear Communications, Strategic Financial Partners, and MassMutual, among others. Outside of his advisory work, he serves as trustee of a spousal lifetime access trust for the Murphy Family Trust. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, broker-dealers, and retirement plans. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a values-based approach within a national network of advisors.

James Sumpter is a CFP® professional with 29 years of industry experience, currently serving at RFG Advisory, LLC. His career includes roles at Private Client Services, LPL Financial, Ameriprise, and Merrill. He is active in community organizations, serving on the Executive Board of the Pelham City Schools Foundation and the Alumni Board of Directors for Leadership Shelby County. Additionally, he is an adjunct professor at Kaplan College for Financial Planning. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, with an investment approach that includes model strategies, third-party platforms, and oversight of affiliated and external managers.

Charles Hand is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at StoneX Securities Inc., Wells Fargo Clearing, Colonial Asset Management Inc., and Merrill. He also serves as president of Hand Wealth Management, a business focused on promoting his independent advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and employs proprietary and third-party model solutions for portfolio implementation, supported by platforms such as Envestnet and Advyzon.

Nicholas Crawford is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL. He holds a Series 65 designation and has been active in the financial services industry since 2020. Outside of his advisory role, he has been involved with The Common Thread Community, a nonprofit organization, since 2015. EverSource Wealth Advisors serves a diverse range of clients including individuals, families, estates, trusts, and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm provides various investment programs and also supports independent RIAs through turnkey asset management and sub-advisory services.

Shane Otto is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at StoneX International Securities Inc., Stonex Advisors Inc., StoneX Securities Inc., Servis First Bank, and Stifel. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing 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 investment strategies.

Joseph Campbell Jr. is a financial advisor with Eversource Wealth Advisors, LLC, holding six years of industry experience. He has been with EverSource Wealth Advisors since 2019 and is also a partner at Haynes Downard LLP, a CPA firm where he provides accounting services. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers a range of wealth management, financial planning, investment advisory, and consulting services, as well as turnkey asset management, back-office support, and sub-advisory services to independent RIAs.

Joseph Stephens is a CFP® professional with 18 years of industry experience. He is currently with RFG Advisory, LLC and has worked in various roles at Edgewood Wealth Advisors, Principal Life Insurance Company, and Edward Jones. Stephens serves as Treasurer on the Board of Directors for the Financial Planning Association of North Alabama. 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 utilizes a primarily discretionary investment approach with model portfolios, third-party platforms, and offers services including portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Clayton Aho is a CFA® charterholder with 26 years of industry experience. He is currently with RFG Advisory, LLC and has previous experience at Ameriprise and Ameriprise Advisor Services, Inc. He is co-owner of a real estate investment venture with his wife. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm utilizes a primarily discretionary investment approach with a range of model strategies, third-party platforms, and serves as sub-adviser to multiple ETFs.

Bradford Acton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He previously worked at Bank of America and Merrill from 2016 to 2023, and briefly with Private Client Services in 2023. Outside of his advisory role, he serves as a board member of the F3BHM Foundation, a nonprofit focused on community leadership through peer-led workouts for men. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.

Eric Perich is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with StoneX Advisors Inc., having worked previously at Concourse Financial Group Securities Inc., Thrivent Investment Management Inc., and Ameriprise. 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 and model-based solutions, implementing strategies via advisor-managed portfolios, proprietary models, and third-party money managers.

Kingston Wong is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and previously worked at Quest Capital Strategies and Foresters Equity Services. Wong serves as a trustee for the Palos Verdes Library District, a volunteer role he has held since 2014. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Sharon Martin is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior work includes roles at Edward Jones for 19 years and Merrill for 5 years. She is also the founder and owner of Cheaha Wealth Management. RFG Advisory offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach features discretionary management using various model strategies and third-party platforms, along with oversight of affiliated and third-party managers.