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.

Charles Smith is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding the CFP®, CFA®, and Series 66 designations with 21 years of industry experience. He has been with The Welch Group since 2002. 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, and family-office services tailored to each client's objectives.

John Cox Jr. is a CFA® charterholder with 24 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2022. His prior roles include positions at Warren Averett Asset Management, LLC and Kinsight, LLC. 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 markets, offering discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Ann Haas is a financial advisor at 1919 Investment Counsel, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with 1919 Investment Counsel since 2015. 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, pension plans, and public entities. The firm constructs customized portfolios focusing on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and benefits from its affiliation with Stifel Financial Corp.

Donna Stricklin is a Series 66 licensed advisor with Synovus Securities, Inc., based in Birmingham, AL, and has 10 years of industry experience. She has worked at Synovus Securities and Synovus Bank in various roles since 1999 and joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services across a range of products including separately managed accounts, mutual funds, ETFs, and alternative investments. The firm employs discretionary and non-discretionary portfolio management programs guided by risk-tolerance assessments and due diligence processes.

Kristi Trowbridge is a CFP® with 30 years of industry experience, currently affiliated with Nfsg Corporation. She has worked at NewBridge Securities Corporation since 2019 and Kestra Financial Services, Inc. from 2016 to 2019. Outside of her advisory role, she owns Trowbridge Wealth Management, LLC, where she provides investment advisory, insurance, tax, and accounting services. Nfsg Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a multi-strategy investment approach with internal portfolio management support and partnerships with third-party asset managers.

Justin Davenport is a CFP® and holds a Series 65 license with six years of industry experience. He has been with The Welch Group, LLC since 2019 and previously worked at Warren Averett from 2015 to 2019. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets and serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and family-office services, using a comprehensive approach that includes fundamental and technical analysis tailored to each client's objectives.

David Foreman is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent 15 years at Warren Averett Asset Management, LLC. 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-markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office services.

Walter Huxford III is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Regions Bank and Synovus Bank before joining Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing the Envestnet platform for portfolio management and offering access to alternative investments and educational services.

Anneliese Roemer is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked for Warren Averett Asset Management, LLC from 2012 to 2022. 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-markets allocations and offers a range of investment management, financial planning, and multi-family office services.

Jason Klauk is a financial advisor at Leavell Investment Management, Inc. in Birmingham, AL, with two years of industry experience. He previously worked at Millennium and GMT Capital. Leavell Investment Management provides discretionary investment management and related services to individuals, families, trusts, pension plans, endowments, foundations, and manages two registered no-load mutual funds. The firm’s investment approach is based on fundamental analysis and tailored asset allocation, focusing on long-term returns through diversification and risk control across multiple asset classes.

Gaines Grelier Kohn is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Synovus Securities since 2012 and Pinnacle Bank since 2026. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing investment advisory and brokerage services through various managed account programs and financial planning solutions. The firm utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform, incorporating risk-tolerance assessments and due diligence in manager selection.

William Scroggins is a CFP® professional with 18 years of experience in financial advising, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services, Inc. for nine years. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and consulting services, employing tailored portfolios that utilize a range of asset types and both fundamental and technical analysis.

Grant Cardwell is a financial advisor at Waverly Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Warren Averett Asset Management, LLC and Warren Averett, 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 a range of services including investment management, financial planning, and multi-family office services.

Foster Hyde is a CFP®, CFA®, and Series 65 licensed financial advisor with 13 years of industry experience. He has worked at The Welch Group, LLC since 2011. 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 each client's objectives.

William Mc Mahon is a financial advisor at Waverly Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Warren Averett Asset Management, LLC and served in the United States Marine Corps. 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, offering a range of investment management and financial planning services.

Ryan Moore is a CFP® professional at Waverly Advisors, LLC with four years of experience at the firm and a total of two years in the financial industry. Prior to joining Waverly, he worked at Jones Lang LaSalle and COLSA Corporation, and spent five years at Auburn University. 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 both non-HNW and high net worth clients through a variety of advisory and planning services.

Miller Kreider is a financial advisor with 11 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds Series 63 and Series 65 licenses and has been with 1919 Investment Counsel since 2015. Outside of his advisory role, he serves as the managing member of LANDICO LLC, a tax lien investing business. 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, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and collaboration with Stifel Financial Corp. affiliates.

Mark Nelson is a financial advisor at Symmetry Partners with 23 years of industry experience. He has been with Symmetry Partners since 2005 and holds a Series 66 designation. Prior to Symmetry, he worked at Osaic FA, Inc. and Veravest Investment Advisors, Inc. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers services through a scaled, platform-centric distribution model.