Lewis Jones Jr. is a financial advisor with Eversource Wealth Advisors, LLC in Birmingham, AL, holding six years of industry experience. He has been a partner at the CPA firm Haynes Downard LLP since 2000, where he provides accounting services. Eversource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

Melissa Griffith is a financial advisor at Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation with 10 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2015 to 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Christopher Corley is a financial advisor with StoneX Advisors Inc. in Mobile, Alabama, holding a Series 66 designation and 24 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2010. Outside of his advisory role, Corley serves on the Mary G. Montgomery High School Advisory Committee, where he advises students and teachers on interview skills, job applications, and employment benefits. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of proprietary and third-party investment solutions and supports multiple account structures through independent advisors and an in-house Private Client Group.

Clay Wood is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Welch Group, LLC since 2021. He previously worked at BCR Wealth Strategies, LLC and Lance Hocutt Financial Group. The Welch Group 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 and employs a combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

Brian Parker is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL, holding a Series 66 designation and bringing 22 years of industry experience. His work history includes various roles within StoneX group entities since 2012 and a recent position with Trust Advisory Group Ltd. Additional business activities include potential board roles within the firm's affiliates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation through independent advisors and an in-house Private Client Group. The firm uses a combination of advisor-managed portfolios, proprietary model solutions, and third-party money managers supported by platforms such as Envestnet and Advyzon.

Kimberly Reynolds is a CFP® professional with 18 years of experience in financial advising. She has been with The Welch Group, LLC since 2004. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in assets for over a thousand clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and wealth-management services tailored to each client's objectives using various analytical approaches across multiple time horizons.

James Murphy is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 license with four years of industry experience. His prior work includes roles at Regions Bank, Bear Communications, and MassMutual Life Insurance. He also serves as trustee for a family spousal lifetime access trust. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, and private markets access. The firm operates through a network of advisors providing multiple investment programs and incorporates a values-based portfolio approach informed by a Judeo-Christian framework.

James Sumpter is a CFP® professional with 29 years of experience in the financial services industry. He currently works at RFG Advisory, LLC and previously held roles at LPL Financial. Outside of his advisory work, he serves as an executive board member of the Pelham City Schools Foundation and is involved with the Leadership Shelby County Alumni Board of Directors. He also teaches as an adjunct professor for Kaplan College for Financial Planning. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, with a focus on risk-managed approaches and alternative investments.

Charles Hand is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and 25 years of industry experience. He has worked with StoneX Advisors since 2016 and with StoneX Securities since 2010. Outside of his advisory role, he is president of Hand Wealth Management, a business he operates to build brand recognition and support his independent financial advisory activities. 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 various model-based solutions and third-party managers to implement client strategies.

William Jennette is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, Synovus Bank, and Pinnacle Bank. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services across various managed account programs. The firm uses a client risk-tolerance questionnaire to guide asset allocation and manager selection, providing portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Nicholas Crawford is a financial advisor with Eversource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 credential and three years of industry experience. He has been involved with The Common Thread Community, a nonprofit organization, since 2015. Eversource Wealth Advisors serves individual clients, families, institutions, and other advisory firms, offering wealth management, portfolio management, financial planning, and various consulting and support services. The firm operates multiple investment programs and provides structured support to independent RIAs, including a private markets platform and outsourced CIO services.

Callie Waldrop is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with The Welch Group, LLC since 2018 and previously worked at Welch Investments, LLC from 2014 to 2018. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about two dozen advisors. 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.

Shane Otto is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 65 and Series 63 designations and possessing 10 years of industry experience. His career includes roles at StoneX Advisors Inc., StoneX Securities Inc., StoneX International Securities Inc., and Servis First Bank. 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 uses a variety of advisor-managed portfolios, proprietary models, and third-party managers across multiple platforms to implement strategies tailored to client needs.

John Beatty is a CFP® and Series 65 credentialed financial advisor with three years of industry experience. He has worked at The Welch Group, LLC since 2023 and previously spent a year at OneAscent Wealth. Prior to his financial advisory career, he was with Young Life for eleven years. 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.

Mary Tanner is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and 13 years of industry experience. She has worked at Synovus Securities and Synovus Bank since 2016 and will be affiliated with Pinnacle Bank starting in 2026. Outside of her advisory role, she owns a rental property, which is managed by a property manager. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services through a range of managed account programs and financial planning. The firm utilizes a client risk-tolerance questionnaire and due diligence processes to guide investment decisions and provides access to alternative investments and educational services for ERISA plans.

Joseph Campbell Jr. is a financial advisor with Eversource Wealth Advisors, LLC, based in Birmingham, AL, holding six years of industry experience. He has been with Eversource Wealth Advisors since 2019 and concurrently serves as a partner at the CPA firm Haynes Downard LLP, where he provides accounting services. Eversource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors delivering multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

Wallace Weathers is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Synovus Securities, Inc. and will join Pinnacle Bank starting in 2026. His prior experience includes roles at Cetera Investment Services LLC and Regions Bank. Outside of his advisory work, he serves as a board member and trustee for the Birmingham Historical Society and is the assistant treasurer for the Birmingham Beaux Art Krewe, which raises funds for the Birmingham Museum of Art. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs through the Envestnet platform, applying due diligence to manager selection and using client risk tolerance to guide asset allocation.

Katherine Green is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation. She joined the firm in 2025 and has prior experience at Ernst & Young, Orangetheory Fitness, and The University of Alabama. 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 provides discretionary portfolio management, financial planning, and family-office services, using a variety of analytical approaches and offering consolidated reporting and customizable fee arrangements.

Joseph Stephens is a CFP® with 18 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. He has held roles with Edgewood Wealth Advisors and Principal Financial Services and is Treasurer and a board member of the Financial Planning Association of North Alabama. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting, employing both active and passive investment strategies tailored to a diverse client base.

Clayton Aho is a CFA® charterholder with 26 years of industry experience, currently serving at RFG Advisory, LLC. He has been with RFG Advisory since 2015 and focuses on private client services since 2018. Outside of his advisory work, he is involved in real estate investments with his spouse. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its services to investment companies and public-sector clients.