Martin Mcguire is a CFP® with 20 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Marca Life Planning, Marca Financial Planning Services, and Triad Advisors, Inc. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm uses a two-phase planning process and tailors asset allocation strategies to client objectives, offering a range of services including discretionary portfolio management and participation in third-party platforms.

Miles Gunn is a Series 65 licensed financial advisor with Waverly Advisors, LLC in Birmingham, AL, where he has worked since 2025. He has one year of experience in the financial industry and previously held positions at Brasfield & Gorrie and Northwestern Mutual. His background also includes various roles at Samford University and other organizations. 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-market allocations and provides a range of services including investment management, financial planning, and multi-family office support.

Carson Eddy is a CFP® professional with four years of experience at Waverly Advisors, LLC. Prior to joining Waverly Advisors, he held positions at Cahaba Wealth Management, Strategic Financial Partners, and worked at Samford University and Briarwood High School. Waverly Advisors is a multi-team registered investment adviser serving individual clients, 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 investment management, financial planning, and multi-family office services.

Kyle Hewlett is a financial advisor with SageSpring Wealth Partners, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include work with Hewlett Davidson Powell LLC and Southwestern Investment Group. Outside of advisory work, he has been involved in promoting industry software for over two decades. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and planning services, employing a goals-based approach with a range of strategies and oversight of third-party money managers.

Kelly De Roy is a financial advisor at The Welch Group, LLC with three years of industry experience. She holds a Series 65 designation and has been with The Welch Group since 2011. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about 24 advisors serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and wealth-management services, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients' objectives.

John Adams Jr. is a financial advisor at Waverly Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Warren Averett Asset Management, LLC for 10 years before joining Waverly Advisors in 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 provides financial planning, retirement plan consulting, and multi-family office services.

Steven Causey is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He previously worked for Warren Averett Asset Management and Warren Averett, where he spent over three decades. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office support, combining traditional equity and fixed-income strategies with alternative and private-market investments.

Murry Vaughan is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations with 35 years of industry experience. He has been with Synovus Securities since 1999. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients such as banks and pension plans. The firm provides both investment advisory and brokerage services, employing discretionary and non-discretionary portfolio management programs through the Envestnet platform.

Gerald Ginwright is a financial advisor at Gradient Advisors, LLC with eight years of industry experience and holds a Series 65 credential. He has been with Gradient Advisors since 2017 and also operates Mainstream Asset Advisors, LLC. Outside of his advisory work, he founded 2 KnowMoney, a nonprofit that provides financial literacy workshops, and serves on the boards of CEOTA and the Elder Foundation, both community-focused organizations. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors and delivers tailored portfolio services primarily on a non-discretionary basis, using a combination of fundamental, technical, and cyclical analysis.

Maria Mora Velasquez is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Samford University and Thompson High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients across a broad range of strategies, including traditional equity and fixed income as well as alternative and private-market allocations. The firm offers investment management, financial planning, retirement plan consulting, and multi-family office services.

Andrew Gearhart is a CFP® with 14 years of industry experience and is currently an advisor at Waverly Advisors, LLC. Prior to joining Waverly in 2022, he worked at Warren Averett Asset Management, LLC and Kinsight, LLC. He serves on the board of a 501(c)(3) donor-advised fund platform in Birmingham, Alabama. 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 financial planning, retirement consulting, and multi-family office services.

Melissa Brown is a financial advisor at OneSeven with 24 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and Kestra Advisory Services, LLC. Brown joined OneSeven in 2026. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolios using mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements, applying a primarily long-term investment approach with both discretionary and non-discretionary arrangements.

Bradley Rathe is a financial advisor at Waverly Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Strategiq Financial Group, LLC. Outside of his advisory role, he is the principal and managing director of Astor Janssen Holdings, LLC, a commodity pool operator. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering comprehensive investment management, financial planning, and multi-family office services.

Aiden Pierce is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms, including Integrity Alliance, LLC, Lion Street Financial, and Csenge Advisory Group. Outside of advisory roles, he has experience reviewing life insurance policies through a related insurance provider position. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical investment process with customized portfolio management and operates through a network of independent advisors.

Thomas Davis IV is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Virtue Capital Management since 2019. In addition to his advisory role, he is president of Designed Income Advisory, LLC, where he is involved in the sales of insurance and insurance-based investment products. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisors and more than 4,000 clients. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven approach that incorporates economic data and quantitative optimization.

Stewart Welch III is a CFP® professional with 34 years of experience in the financial services industry. He has been with The Welch Group, LLC since 1998 and previously worked at Welch Investments, LLC (formerly Fee-Only Planning Professionals, LLC) for 19 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 client objectives using a combination of fundamental, technical, and cyclical analysis.

Kaleigh Shipman is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Hightower Advisors, Raymond James & Associates, and Williamson Wealth Group, Inc. 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-market allocations, serving both non-discretionary and discretionary clients.

Jeffrey Helms is a CFP® professional with 15 years of industry experience. He currently works at Waverly Advisors, LLC, where he has been since 2022, and previously spent 10 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 combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base that includes non-high net worth and high net worth individuals.

Dalton Clary is a CFP® professional with four years at Waverly Advisors, LLC and two years of industry experience. His prior roles include positions at Capstone Building Corp., FYZICAL Balance Centers, The University of Alabama, First United Methodist Church Tuscaloosa, and Northridge High School. 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 markets allocations, serving clients through both discretionary and non-discretionary management.

William Baxley is a financial advisor at Arkadios Wealth Advisors with a Series 65 designation and experience in the financial industry beginning in 2008. His prior roles include positions at BBVA Bank, Fuelfox, and PNC Bank. Arkadios Wealth Advisors is an SEC-registered, multi-team firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing customized investment plans implemented through various account structures and third-party managers.