Nathan Wood is a financial advisor with Moors & Cabot, Inc. in Mountain Brook, Alabama, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Coker & Palmer and Merrill. Outside of advisory work, he performs contract pool maintenance for a local condominium association on evenings and weekends. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolio strategies tailored to clients’ objectives and risk tolerances, utilizing both in-house management and third-party sub-advisors.

Maxwell Taylor is a CFP® with four years of industry experience, currently an advisor at Advisory Services Network. He previously worked at LPL Financial and Regions Bank. Outside of financial advising, Maxwell is a CPA providing tax preparation and accounting services and is involved in managing a mobile application focused on outdoor recreation. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a broad range of securities and third-party managers to align with client objectives.

Jonathan Osborne is a financial advisor with Waverly Advisors, LLC in Birmingham, AL. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Waverly Advisors in 2022, he worked at Warren Averett Asset Management, LLC for eight years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, 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 financial planning and multi-family office solutions.

Bradley Moore is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with The Welch Group, LLC, having joined in 2025 after working at BMSS Wesson Wealth Solutions and South State Bank. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about 24 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, and family-office services tailored to client objectives.

Benjamin Calvert is a CFP® with 14 years of industry experience, currently affiliated with Synovus Securities, Inc. in Birmingham, AL. His career includes roles at Synovus Securities, Synovus Bank, BBVA Wealth Solutions, and several related entities. Outside of his advisory work, he serves as treasurer for both Christ Pres Church and the North Alabama Lacrosse youth sports league, where he also assists as a coach. Synovus Securities, Inc. 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 utilizes a client risk-tolerance questionnaire and due diligence processes for portfolio management delivered through the Envestnet platform, and maintains affiliations that expand client access to banking and trust services.

Cory Reamer is a CFP® with one year of industry experience, currently serving as a financial advisor at The Welch Group, LLC. He previously worked at Bryant Bank from 2015 to 2023. 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, providing discretionary portfolio management, financial planning, and wealth-management services tailored to each client's objectives.

David Evans is a CFP® and ChFC® with nine years of industry experience. He is currently with RFG Advisory, LLC, having previously worked at Northwestern Mutual in various roles over a decade. RFG Advisory serves 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 offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms in its investment approach.

Wynton Blount is a financial advisor at Arete Wealth Advisors, LLC in Birmingham, AL, holding a Series 66 designation with six years of industry experience. His work history includes roles at Stephens Inc., Riddell Sports Group, Suffolk Construction, and Cornerstone Investment Management and Consulting. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Robert Brown is a financial advisor at RFG Advisory, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining RFG Advisory. Outside of his advisory work, he is co-owner of a children's clothing business operated with his wife. RFG Advisory provides investment advisory and planning services to a broad client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using various model strategies and third-party platforms, and it also serves as a sub-adviser to multiple ETFs and offers access to alternative investments and annuity platforms.

Jeffrey Lloyd is a financial advisor with Capital Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Capital Investment Advisors in 2021, he worked at Enerecap Partners, LLC and ERC Holding Corp. for a combined 19 years. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals and families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through a centralized, structured portfolio approach, utilizing ETF-based model portfolios and specialized third-party managers.

Michael Barranco is a financial advisor with Waverly Advisors, LLC, holding Series 65 and Series 66 credentials and 19 years of industry experience. Prior to joining Waverly Advisors in 2026, he worked at McDonald & Hagen Wealth Management, MB Consulting, LPL Financial, and Raymond James Financial Services. He is the owner of MB Consulting, an accounting-related business, and serves as a board member for two homeowners associations. 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-market allocations and offers both discretionary and non-discretionary portfolio management.

Laura Baker is a CFP® professional with four years of industry experience. She has worked at Waverly Advisors, LLC since 2022 and previously spent eight years with B, H, H, & B, DBA Clark Financial Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Jennifer Kendall is a CFP® with six years of industry experience and is currently with Waverly Advisors, LLC. Her prior experience includes roles at The Welch Group, LLC and Warren Averett, LLC. Jennifer took a one-year break from the industry before joining Waverly Advisors in 2026. 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 a diverse client base through institutional custodians and advanced planning tools.

Sarah Glenn is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining The Welch Group, she worked at Kanakuk Summer Kamps and was employed by Vestavia Hills City Schools. She also attended Auburn University from 2021 to 2025. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and designs portfolios using a combination of fundamental, technical, charting, and cyclical analysis to align with each client's objectives.

David Glenn is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with NBC Securities, Inc. since 2016. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams, offering both discretionary and non-discretionary arrangements and utilizing third-party and affiliated sub-advisers.

Leigh Thrash is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked for Clark Financial Advisors from 2016 to 2022. 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-markets allocations and offers financial planning, retirement plan consulting, and multi-family office services.

Braxton Comer is a financial advisor at 1919 Investment Counsel, LLC with credentials including Series 63 and Series 65. He joined 1919 Investment Counsel in 2025 and previously practiced law for 16 years at Braxton Comer Law Firm. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base including high-net-worth individuals, institutions, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and connections to Stifel Financial Corp. affiliates.

David Conoly is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding a Series 65 license with two years of industry experience. Prior to joining Waverly Advisors, he worked at Invista Advisors and has a varied background including roles at Auburn University and several other businesses. 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 provides a range of services including investment management, financial planning, and multi-family office solutions.

Alison Castellano is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds the Series 66 designation and has a diverse background that includes previous roles in education with Vestavia Hills City Schools and Hoover City Schools, as well as experience in retail at LULULEMON. RFG Advisory provides investment advisory and planning services to a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s approach is primarily discretionary, utilizing model strategies, third-party platforms, and curated access to alternative investments and annuity platforms.

Wesley Miller is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Northwestern Mutual in various investment and wealth management roles from 2016 to 2021 before joining RFG Advisory and its affiliate Willow Private Wealth. Outside of his advisory role, he is also active as an insurance agent with multiple brokerage firms. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and selected institutional clients. The firm primarily offers discretionary portfolio management using a variety of model strategies and third-party platforms, and it also serves as a sub-adviser to several ETFs while managing ongoing supervisory and fiduciary responsibilities.