Stanford Roberts is a CFP® with 29 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2019. His prior roles include positions at Ameriprise Financial Services, Inc. and International Advisory Consultants Inc. Roberts is also the owner of RW Management LLC and Roberts Wealth Management, both investment services businesses based in Birmingham, AL. StoneX Advisors Inc. provides portfolio management, financial planning, and ERISA plan consulting to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of advisory models and third-party money managers, supported by integrated platforms and a broad network of financial professionals.

Lauryl Sheppard is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation. She has two years of experience in the industry, with prior roles at StoneX Securities Inc., Infinex Investments, and River Bank and Trust. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors, proprietary models, and third-party managers to implement strategies across various account structures.

David Allen is a financial advisor with StoneX Advisors Inc. in Birmingham, Alabama, holding Series 65 and Series 63 registrations, and has 37 years of industry experience. His career includes roles at StoneX International Securities Inc., StoneX Securities Inc., and Wells Fargo Clearing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non‑discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, an in‑house Private Client Group, proprietary model solutions, and third‑party money managers to implement client portfolios.

Chase Boardman is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at BMSS Wesson Wealth Solutions and Keystone Wealth Partners. Chase also has experience outside finance, including roles at Liberty University and Bemus Point United Methodist Church. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and manages private pooled investments, supporting a national network of advisor representatives.

Robert Agnew Jr. is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for ten years and has been with RFG Advisory since 2019. Agnew also operates Agnew Wealth Management, LLC. RFG Advisory is a multi-team registered investment adviser with about 178 advisors managing approximately $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive investment strategies, including direct indexing and tax-aware approaches, with a focus on risk-managed portfolios.

John Keith is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with NBC Securities, Inc. since 2014. Lanark Financial serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients by providing investment management and financial planning services through multiple advisor teams. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advice using various program-based accounts and affiliated advisory divisions.

Christopher Floyd is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential with three years of industry experience. Prior to joining StoneX Advisors, he worked at StoneX Securities Inc. and Protective Life, and he previously gained experience outside the financial sector at Robert Trent Jones Golf Trail. 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 utilizes a combination of independent advisors and an in-house Private Client Group, employing proprietary and third-party strategies across multiple platforms for portfolio implementation and oversight.

Marcia Miller is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 15 years of industry experience. She previously worked at Accelerated Wealth Advisors, LLC, Wealth Investment Solutions, LLC, and Wealth Planning Services Inc. In addition to her advisory role, she works as an insurance agent with the Financial Independence Group. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a range of portfolio management and financial planning services, utilizing both proprietary and third-party strategies with an emphasis on risk-managed, tax-aware approaches.

Hugh Gully is a CFP® with nine years of industry experience currently with SageSpring Wealth Partners. He has held roles at SageSpring and Raymond James Financial Services, including multiple tenures at both firms. Prior to his financial career, he worked at The Neighborhood Brew. SageSpring Wealth Partners serves a diverse client base, including individual households and a range of institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, retirement plan consulting, and oversight of third-party money managers, employing a portfolio approach tailored to each client’s objectives and risk tolerance.

Matthew Savela is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with The Welch Group, LLC since 2018 and previously worked at Dent Moses, LLP. 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.

Margaret Sandy is a CFP® and holds a Series 65 license, with three years of experience in the financial industry. She has worked at The Welch Group, LLC since 2022 and previously held roles at Warren Averett Asset Management, The University of Alabama, Monkees of Mountain Brook, RealtySouth, and Shipt, LLC. 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.

Reed Parrish is a CFP® and Series 66 licensed advisor with Stonex Advisors Inc. in Birmingham, AL, where he has worked since 2024. He has two years of industry experience, including prior roles at StoneX Securities Inc. and LPL Financial. Before entering financial advising, he spent ten years at Titan Installations. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and conducts ongoing due diligence on third-party money managers.

Gary Ung is a CFP® with 38 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2019. His prior experience includes 17 years at Quest Capital Strategies Inc. and over 20 years operating UNG Financial & Insurance Services. In addition to his advisory work, he owns a sole proprietorship that sells insurance products and provides tax preparation services. 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 strategies through advisor-managed portfolios, model solutions, and third-party money managers, supported by integrated platforms and a broad network of financial professionals.

Thomas Claud III is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at OneAscent Family Office LLC, OneAscent Financial Services/OneAscent Wealth Management, and Resource Management Service, 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 and offers both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Patrick Wingfield is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Synovus Trust Company, Synovus bank, and Pinnacle Bank. Outside of finance, he has worked with Mamaka Bowls and Camp Ozark. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive investment strategies, direct indexing, and tax-aware approaches, and it serves a diverse client base with a range of portfolio management and consulting services.

Matthew Hill is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL, holding Series 65 and Series 63 licenses with seven years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2016 and previously spent time at Regions Bank. Hill is also an author of a research-backed book on the value of financial advisors. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, plan consulting, and related services through a combination of independent advisors and an in-house client team. The firm deploys multi-structured investment solutions using proprietary models, third-party managers, and technology platforms.

Jared Keeley is a CFP® and Series 65-licensed financial advisor at RFG Advisory, LLC with three years of industry experience. He has worked at several firms, including Millennium Advisory Services, Inc., Bouchard & Associates/Commonwealth Financial Network, and Cary Street Partners. 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 using a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Richard Anthony Jr. is a CFA® charterholder with 25 years of industry experience. He has been with Leavell Investment Management, Inc. (formerly T. Leavell & Associates) since 2004. Leavell Investment Management provides discretionary investment management and related services to a range of individual and institutional clients, including families, trusts, pension plans, endowments, and mutual funds. The firm employs a fundamental analysis and tailored asset allocation approach, managing portfolios through diversified investments and emphasizing suitability, liquidity, and best execution.

Eric Larson is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and has five years of industry experience. He previously worked at Invesco and Oppenheimer Funds. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and retirement plan consulting services.

Amanda Skinner is a CFP® professional currently with RFG Advisory, LLC, where she has been an advisor since 2025. She has two years of industry experience and previously worked at multiple firms including Northwestern Mutual Investment Management. Outside of financial advising, she is a brand representative for Rodan + Fields, a multi-level marketing company specializing in skincare products. 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 using a combination of actively managed and passive strategies, direct indexing, and alternative investments.