Robert Hopper is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley and involvement with Camp Mac. He serves as Treasurer of the Board of Chapter Advisors for the Theta Chapter of Phi Gamma Delta Inc., where he manages the organization’s balance sheet and financial statements. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs, utilizing the Envestnet platform to guide asset allocation and manager selection based on client risk tolerance.

Stephen Garrett Sr. is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 63 designation and 35 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. He serves on the Board of Directors for the University of Southern Mississippi Alumni Foundation and is Treasurer Emeritus of the Bassett Hound Rescue of Alabama. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, employing a mix of discretionary and consultative approaches.

Jennifer Evans is a Series 65-licensed advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She has been with 1919 Investment Counsel since 2015 and also has a background with Sterne Agee dating back to 2013. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources.

Samuel Pritchard is a financial advisor at SageSpring Wealth Partners in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. Prior to joining SageSpring, he worked at Southern Company Services for three years and has held roles at Samford University and The Lovett School. SageSpring Wealth Partners serves individual and institutional clients, including retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting, offering portfolios tailored to client objectives with a mix of traditional and alternative investment strategies.

Jack Morris is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 66 designation and with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Allied Mineral Products, Inc., and Riverside Refractories, Inc. EverSource Wealth Advisors serves a diverse range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment platforms, and manages private market funds alongside providing back-office support and sub-advisory services.

Diana Contorno is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 65 credential and previously worked at Warren Averett Asset Management, LLC and Kinsight, LLC. Outside of her advisory role, she serves as a marketing consultant for The Heritage Institute, LLC, which trains professionals to assist clients in transferring values and principles across generations. 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 investment management, financial planning, and multi-family office services.

Caroline Ryals is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds the Series 66 designation and has worked at RFG Advisory since 2018, including her current role starting in 2021. Her background includes positions with Private Client Services and involvement with the Alabama Panhellenic Association. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm serves a range of clients including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement consulting, and access to both proprietary and third-party investment strategies.

Kristyn Bayles is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Quest Capital Strategies. She is also a limited partner in a family real estate partnership. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a variety of portfolio strategies and platforms, combining independent advisors with an in-house Private Client Group to support diverse client needs.

Brock Eson is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, he engages in insurance sales and policy evaluation through Crump. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various investment strategies including alternative investments and annuity management.

Zachary Lee is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2020. StoneX Advisors Inc. provides discretionary and non-discretionary portfolio management, financial planning, and related consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms like Envestnet and Advyzon.

Robert Russell is a CFP® and Series 66 licensed financial advisor at SageSpring Wealth Partners with three years of industry experience. His prior work includes roles at Raymond James Financial Services, Cahaba Wealth Management, and The University of Alabama. SageSpring Wealth Partners serves a diverse client base, including individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach utilizing stocks, bonds, ETFs, alternatives, and third-party manager relationships, supported by comprehensive operational and oversight capabilities.

Zachary Wicker is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Northwestern Mutual Wealth Management Company and Energen Resources/Diamondback Energy. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive strategies, direct indexing, and tax-aware approaches across a range of client types and investment vehicles.

Joshua Slocum is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Advisory Services Network, LLC since 2015. Outside of his advisory role, he serves as the registered agent for Brace Buddy LLC, assisting with document collection and storage. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Jake Travis is a financial advisor at RFG Advisory, LLC with 12 years of industry experience. He has previously worked at CONCOURSE FINANCIAL GROUP SECURITIES INC and provides advisory services through Private Client Services. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a combination of actively managed and passive strategies, including tax-aware approaches and alternative investments.

Nathan Dendy is a CFP® professional with four years of experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked with Raymond James Financial Services Advisors, Inc. and Keller Williams Realty Tuscaloosa. In addition to his role at SageSpring, he works as an independent contractor financial advisor for the Will Scroggins Wealth Team. SageSpring Wealth Partners manages approximately $8.5 billion across more than 11,500 clients, including individual households and a range of institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services with tailored portfolios that may include a broad range of investment strategies and third-party manager relationships.

Elisabeth Moody is a CFP® and holds a Series 66 license with 15 years of experience in the financial advisory industry. She has been with The Welch Group, LLC since 2012. 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, offering discretionary portfolio management, financial planning, and family-office services tailored to client objectives using a combination of fundamental, technical, and cyclical analysis.

David Curran is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining EverSource in 2023, he worked at Somerset Advisory from 2020 to 2023. Outside of his advisory work, he is the founder of Bernard Coaching Company, where he provides life and budget coaching. 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, and uses multiple investment programs and an investor profiling process to tailor advice.

Isabella Blount is a CFP® and Series 65 credentialed financial advisor at The Welch Group, LLC with five years of industry experience. She has worked at The Welch Group since 2020 and previously held positions at Riveron and PricewaterhouseCoopers. 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, utilizing a combination of fundamental, technical, and cyclical analysis tailored to each client’s objectives.

Richard Littrell is a financial advisor at Leavell Investment Management, Inc. in Birmingham, AL, holding a Series 65 credential with one year of industry experience. He has held roles at Oakworth Asset Management, Oakworth Capital Bank, and Regions Bank. Littrell also serves as a Managing Director and Wealth Advisor at Oakworth Capital Bank. Leavell Investment Management provides discretionary investment management and related services to a diverse client base, including individuals, families, trusts, pension plans, and institutional investors. The firm employs a fundamental analysis and tailored asset allocation approach, with portfolio construction handled by teams of investment counselors and portfolio managers who rebalance accounts periodically and emphasize suitability and risk control.

Elizabeth Edwards is a financial advisor with Synovus Securities, Inc. in Birmingham, AL. She holds a Series 66 designation and has 10 years of industry experience. Her career includes roles at Synovus bank from 2009 to 2026 and Pinnacle Bank starting in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform and refers clients to outside money managers while providing educational services for ERISA plans.