Carl Mcdonald Jr. is a financial advisor at Waverly Advisors, LLC with 37 years of industry experience. He has held roles at LPL Financial, Raymond James Financial Services, and operated his own firm, McDonald Financial Services, LLC. Mcdonald is also involved in managing Drytech, Inc., a non-investment related business. 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 offers a range of financial planning and multi-family office services.

John Haas is a financial advisor at 1919 Investment Counsel, LLC with six years at the firm and a total of three years of industry experience. He holds the Series 65 designation. Prior to his advisory role, he worked at Ralph Lauren for three years and was affiliated with Florida State University in multiple capacities. 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, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, integrating proprietary research and third-party managers.

Aaron Nelson is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 23 years of industry experience. He previously worked at Emerant Wealth, LLC and Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individual, retirement plan, and pooled vehicle clients. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, and offers discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Harrison Saunders is a financial advisor at Synovus Securities, Inc. based in Birmingham, AL. He holds a Series 65 credential and has one year of industry experience, including roles at Pinnacle Bank and several advisory firms since 2024. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, employing a client risk-tolerance approach to asset allocation and manager selection through the Envestnet platform.

Richard Ohlrich is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at Private Client Services, LLC, American Group Center For Wealth Planning, Center for Wealth Planning Advisors, Inc., and LPL Financial, LLC. Outside of advisory work, he is also an insurance agent offering life and health insurance products. RFG Advisory serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging various model strategies and third-party platforms while acting as an ERISA fiduciary for retirement accounts.

Vester Martin III is a financial advisor with RFG Advisory, LLC in Vestavia Hills, Alabama. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including previous roles at Edward Jones and Merrill. Martin is also the owner and founder of Cheaha Wealth Management. RFG Advisory offers investment advisory and planning services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily provides discretionary portfolio management through various model strategies, third-party platforms, and acts as sub-adviser to multiple Bluemonte ETFs.

Amber Terakedis is a CFP® with 18 years of experience in the financial advisory industry. She is currently with Plante Moran Financial Advisors and also serves as a partner at P&M Holding Group, LLP. Her prior work includes a period at Ameriprise. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutions, and sovereign wealth funds. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers and alternative investments.

Madeline Kramer is a CFP® with four years of industry experience, currently serving at The Welch Group, LLC since 2023. Prior to this, she worked at Longbow Capital Partners from 2019 to 2023. The Welch Group, LLC provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm offers family office–style and concierge services, focusing on customized portfolio design and ongoing supervision using a combination of fundamental, technical, charting, and cyclical analysis.

Mem Webb Jr. is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He previously worked for UBS Financial Services Inc. for 14 years before joining Arkadios Wealth and Arkadios Capital in 2023. Webb volunteers annually to host a fundraising event for the Birmingham chapter of the Coastal Conservation Association. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of investment approaches, including advisor-managed accounts, third-party money managers, and an internal portfolio team that supports discretionary management using fundamental, technical, and cyclical analysis.

Neil Knierim is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, with 13 years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Pinnacle Bank, Synovus Bank, Wells Fargo Clearing, BBVA Wealth Solutions, and Principal Financial Services. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning. The firm employs a risk-tolerance based investment approach and provides access to alternative investments and outside money managers.

Justin Russell is a financial advisor at Waverly Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for Warren Averett Asset Management, LLC from 2006 to 2022 before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals across wealth levels, retirement plans, and pooled investment vehicles. The firm combines 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.

Jonathan Duke is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes long-term service at Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and alternative investments. The firm uses the Envestnet platform for portfolio management and maintains affiliations that provide additional financial services and referral opportunities.

Cason Westmoreland is a CFP® professional with four years of industry experience, currently serving as a financial advisor at The Welch Group, LLC. His prior experience includes roles at Twickenham Advisors, UBS Financial, and Ameriprise Financial. The Welch Group provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm combines fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and offers family office–style and concierge services alongside aggregated reporting for assets both managed and unmanaged.

Parrish Simmons is an Associate Wealth Advisor at RFG Advisory, LLC with one year of industry experience. Before joining RFG Advisory, he held positions at Cadence Bank and LPL Financial/Cadence Investment Services, among others. His background also includes several years associated with the Huntsville Tennis Center and Ball State University. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select 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, while serving as an ERISA fiduciary for retirement accounts and plan sponsors.

Frank Falkenburg is a financial advisor at Lanark Financial, Inc. based in Birmingham, AL. He holds a Series 63 designation and has 56 years of industry experience, including over three decades at NBC Securities, Inc. since 1995. Lanark Financial provides investment management, financial planning, and related advisory services to a range of clients including individuals, retirement plans, trusts, foundations, municipalities, and institutions. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management through various program-based platforms.

Michael Barranco is a financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He holds a Series 66 credential and previously worked at McDonald Financial Services LLC and LPL Financial, LLC. Outside of his advisory work, he teaches classes in Montgomery, AL. 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 financial planning, retirement consulting, and multi-family office services.

Manly Lee Jr. is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 42 years of industry experience, including prior roles at Metlife Securities Inc. and Mass Mutual Life Insurance Company. Lee is also a board member of the charitable organization Mountain Brook Pops Club. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary portfolios using a blend of proprietary models and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Randall Freeman is a CFP® certificant with three years of experience in the financial industry. He has worked at Leavell Investment Management, Inc. since 2023 and previously spent 29 years at Brasfield & Gorrie, LLC. Leavell Investment Management provides discretionary investment management and related services to a range of individual and institutional clients. The firm employs a fundamental analysis and tailored asset allocation approach, managing diversified portfolios across multiple asset classes and also offers trustee, bill-pay, and family-office services.

Monte Marshall is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with NBC Securities Inc. since 2014. Outside of advising, he spends time coaching and giving private baseball lessons. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients, including individuals, retirement plans, trusts, foundations, municipalities, and other institutions. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary account management across multiple advisor teams.

Harris Doobrow is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He is currently with RFG Advisory, LLC and previously held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, he provides consulting services to dental practices as a financial professional through One on One Consulting. RFG Advisory, LLC serves 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, and retirement plan consulting, utilizing model strategies, third-party platforms, and proprietary ETFs, while also providing access to alternative investments and annuities.