Joseph Griffin Jr. is a financial advisor with Synovus Securities, Inc. and holds a Series 66 designation. He has six years of industry experience and has worked at Synovus Securities and Synovus Bank since 2015. In 2026, he joined Pinnacle Bank, affiliated with Synovus Securities. 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 client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

Lewis Jones Jr. is a financial advisor at EverSource Wealth Advisors, LLC with six years of industry experience. He is also a partner at Haynes Downard LLP, a CPA firm where he has worked since 2000. 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, utilizing multiple investment programs and a national network of advisor representatives.

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.

Lara Brown is a financial advisor at RFG Advisory, LLC with a Series 65 credential and no prior industry experience before joining the firm. She has been with RFG Advisory since 2024. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Christopher Corley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and 24 years of industry experience. His career includes roles at StoneX Securities Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he participates as an advisor to students and teachers on business leadership and career skills at Mary G. Montgomery High School. 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 solutions through independent advisors and proprietary models, supported by multiple platforms and due diligence processes.

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 prior firms include Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through independent Financial Advisors and an in-house Private Client Group. The firm uses a range of strategies and platforms, including proprietary models and third-party money managers, to implement customized investment solutions.

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 credential with two years of industry experience. His prior roles include positions at Regions Bank, Bear Communications, Strategic Financial Partners, and MassMutual, among others. Outside of his advisory work, he serves as trustee of a spousal lifetime access trust for the Murphy Family Trust. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, broker-dealers, and retirement plans. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a values-based approach within a national network of advisors.

James Sumpter is a CFP® professional with 29 years of industry experience, currently serving at RFG Advisory, LLC. His career includes roles at Private Client Services, LPL Financial, Ameriprise, and Merrill. He is active in community organizations, serving on the Executive Board of the Pelham City Schools Foundation and the Alumni Board of Directors for Leadership Shelby County. Additionally, he is an adjunct professor at Kaplan College for Financial Planning. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, with an investment approach that includes model strategies, third-party platforms, and oversight of affiliated and external managers.

Charles Hand is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at StoneX Securities Inc., Wells Fargo Clearing, Colonial Asset Management Inc., and Merrill. He also serves as president of Hand Wealth Management, a business focused on promoting his independent advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and employs proprietary and third-party model solutions for portfolio implementation, supported by platforms such as Envestnet and Advyzon.

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 at EverSource Wealth Advisors, LLC in Birmingham, AL. He holds a Series 65 designation and has been active in the financial services industry since 2020. Outside of his advisory role, he has been involved with The Common Thread Community, a nonprofit organization, since 2015. EverSource Wealth Advisors serves a diverse range of clients including individuals, families, estates, trusts, and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm provides various investment programs and also supports independent RIAs through turnkey asset management and sub-advisory services.

Callie Waldrop is a CFP® and holds a Series 65 license, with 14 years of experience in the financial industry. She has been with The Welch Group, LLC since 2018 and previously worked at Welch Investments, LLC from 2014 to 2018. The Welch Group serves individual investors, trusts, business entities, and retirement plans by providing discretionary portfolio management, financial planning, consulting, and periodic reporting services. The firm offers family office–style and concierge services and uses a range of analytical methods to design and manage portfolios aligned with client objectives.

Shane Otto is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at StoneX International Securities Inc., Stonex Advisors Inc., StoneX Securities Inc., Servis First Bank, and Stifel. 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 money managers to implement investment strategies.

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 license and 14 years of industry experience. She has worked at Synovus Securities since 2016 and recently joined Pinnacle Bank in 2026. Outside of advising, she owns a rental property in Oxford, MS. Synovus Securities serves a diverse client base including individual and high-net-worth investors, as well as institutional clients such as banks and pension plans. The firm offers a range of investment advisory and brokerage services, utilizing a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Joseph Campbell Jr. is a financial advisor with Eversource Wealth Advisors, LLC, holding six years of industry experience. He has been with EverSource Wealth Advisors since 2019 and is also a partner at Haynes Downard LLP, a CPA firm where he provides accounting services. 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 a range of wealth management, financial planning, investment advisory, and consulting services, as well as turnkey asset management, back-office support, and sub-advisory services to independent RIAs.

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.