Evan Crouse is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at Waverly Advisors, LLC and previously worked at Warren Averett Asset Management, LLC and The Boeing Company. 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-markets allocations and provides a range of services including investment management, financial planning, and multi-family office offerings.

Travis Sherman is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Gradient Advisors since 2017. Prior to that, he was with Horizons Financial Group, Inc. and has been an independent insurance agent since 2012. Outside of finance, he coaches cyclists and runners through Podium Finish Training and manages a cycling-related website, Alabama Cycling News. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model supported by various analysis tools.

James Sandifer is a CFP® with 32 years of industry experience. He is currently with Waverly Advisors, LLC, where he has served since 2022, and previously led his own firm, JE Sandifer Financial Consultants Inc, operating as Sandifer & Associates, for ten years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides both discretionary and non-discretionary portfolio management, combining traditional equity and fixed-income strategies with alternative and private-market allocations.

Michele Fasanello is a financial advisor at Waverly Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at BCR Wealth Strategies, StoneX Group Inc., and Auburn University. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets allocations, and manages approximately $29.9 billion in assets.

Anna Atfield is a financial advisor with Inspire Advisors, LLC in Birmingham, AL. She holds a Series 65 credential and has experience in public accounting as a licensed CPA. Her prior work includes roles at Rick Brown & Associates, Inc. and RSM US LLP. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing with proprietary screening technology and employs a range of investment strategies including index-based and tactical allocations.

Harold Miller is a financial advisor with NBC Securities, Inc. based in Birmingham, AL, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for nine years before joining M Holdings Securities, Inc. in 2025. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering multiple fee-based advisory programs and managed-account platforms that utilize discretionary manager selection, model portfolios, and overlay management.

Sean Tweedy is a CFP® certificant with four years of industry experience, currently advising at The Welch Group, LLC in Birmingham, AL. His prior roles include positions at Valic Financial Advisors, Inc. and Amazon. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. 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.

Robert Hopper is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley and involvement with Camp Mac. He serves as Treasurer of the Board of Chapter Advisors for the Theta Chapter of Phi Gamma Delta Inc., where he manages the organization’s balance sheet and financial statements. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs, utilizing the Envestnet platform to guide asset allocation and manager selection based on client risk tolerance.

Stephen Garrett Sr. is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 63 designation and 35 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. He serves on the Board of Directors for the University of Southern Mississippi Alumni Foundation and is Treasurer Emeritus of the Bassett Hound Rescue of Alabama. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, employing a mix of discretionary and consultative approaches.

Hamilton Poynor is a financial advisor with Arete Wealth Advisors, LLC in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at LPL Financial, LLC and RFG Advisory Group, LLC. Outside of his advisory role, he serves on the boards of St. Luke's Episcopal Church Foundation and Lutheran Services Florida and is involved with the Million Dollar Round Table finance committee and the Make A Wish Foundation of Alabama. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers, and integrates affiliated financial businesses and product channels in its operations.

Jennifer Evans is a Series 65-licensed advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She has been with 1919 Investment Counsel since 2015 and also has a background with Sterne Agee dating back to 2013. 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, and pension plans. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources.

Samuel Pritchard is a financial advisor at SageSpring Wealth Partners in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. Prior to joining SageSpring, he worked at Southern Company Services for three years and has held roles at Samford University and The Lovett School. SageSpring Wealth Partners serves individual and institutional clients, including retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting, offering portfolios tailored to client objectives with a mix of traditional and alternative investment strategies.

Debra Cinquemani is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Principal Advised Services. Her career includes roles at Thrivent Financial and Century Silver Exchange. She also holds a position as a retirement consultant, providing one-on-one investment advice to retirement plan participants at Principal. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, providing integrated access to affiliated products and services while maintaining governance and supervision controls.

Jack Morris is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Allied Mineral Products, and Riverside Refractories. EverSource Wealth Advisors serves a broad client base, including high-net-worth individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional clients. The firm offers wealth management, portfolio management, financial planning, consulting, and specialized services such as outsourced chief investment officer (OCIO) solutions and private market access.

Diana Contorno is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 65 credential and previously worked at Warren Averett Asset Management, LLC and Kinsight, LLC. Outside of her advisory role, she serves as a marketing consultant for The Heritage Institute, LLC, which trains professionals to assist clients in transferring values and principles across generations. 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 investment management, financial planning, and multi-family office services.

Caroline Ryals is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds the Series 66 designation and has worked at RFG Advisory since 2018, including her current role starting in 2021. Her background includes positions with Private Client Services and involvement with the Alabama Panhellenic Association. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm serves a range of clients including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement consulting, and access to both proprietary and third-party investment strategies.

Kristyn Bayles is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at StoneX Advisors and StoneX Securities since 2019 and was previously with Quest Capital Strategies, Inc. from 2014 to 2019. Bayles is also a limited partner in Spates Partners, LLC, a family real estate partnership. 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 employs a variety of investment strategies through independent advisors and proprietary models, supported by multiple platforms and periodic due diligence.

Brock Eson is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, he engages in insurance sales and policy evaluation through Crump. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various investment strategies including alternative investments and annuity management.

Zachary Lee is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials with four years of industry experience. He has worked at StoneX Advisors Inc. since 2022 and previously at StoneX Securities Inc. starting in 2020. Prior to his financial services career, he held positions at Target and Old Navy. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a variety of advisory models and third-party money managers to implement customized investment strategies.

Robert Russell is a CFP® and Series 66 licensed financial advisor at SageSpring Wealth Partners with three years of industry experience. His prior work includes roles at Raymond James Financial Services, Cahaba Wealth Management, and The University of Alabama. SageSpring Wealth Partners serves a diverse client base, including individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach utilizing stocks, bonds, ETFs, alternatives, and third-party manager relationships, supported by comprehensive operational and oversight capabilities.