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 with RFG Advisory, LLC, holding a Series 66 designation and four years of industry experience. She has been with RFG Advisory since 2018 and also has experience with Private Client Services and the Alabama Panhellenic Association. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm utilizes discretionary portfolio management supported by model strategies and third-party platforms, and offers specialized services including sub-advisory roles with ETFs and access to alternative investments.

Kristyn Bayles is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Quest Capital Strategies. She is also a limited partner in a family real estate partnership. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a variety of portfolio strategies and platforms, combining independent advisors with an in-house Private Client Group to support diverse client needs.

Brock Eson is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. He is also licensed to sell insurance products through Crump. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and 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, utilizing model strategies and third-party platforms while providing fiduciary oversight for retirement accounts.

Zachary Lee is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2020. StoneX Advisors Inc. provides discretionary and non-discretionary portfolio management, financial planning, and related consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms like Envestnet and Advyzon.

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.

Zachary Wicker is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Energen Resources/Diamondback Energy. RFG Advisory provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, and select institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm utilizes a range of model strategies and third-party platforms, and it acts as a sub-adviser to multiple Bluemonte ETFs while serving investment company and state or municipal clients.

Joshua Slocum is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Advisory Services Network, LLC since 2015. Outside of his advisory role, he serves as the registered agent for Brace Buddy LLC, assisting with document collection and storage. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Mose Witt is a financial advisor at Sequent Planning, LLC with 28 years of industry experience. He holds the ChFC® designation and the Series 63 license. Witt’s prior roles include work at Allstate Insurance Company and periods of self-employment in financial services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications to clients.

Jake Travis is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include six years with CONCOURSE FINANCIAL GROUP SECURITIES INC (formerly PROEQUITIES INC) and current positions at RFG Advisory and Private Client Services since 2022. RFG Advisory provides investment advisory and planning services to 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 access to alternative investments, utilizing various model strategies and third-party platforms, and serves as an ERISA fiduciary for retirement accounts and plan sponsors.

Nathan Dendy is a CFP® professional with four years of experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked with Raymond James Financial Services Advisors, Inc. and Keller Williams Realty Tuscaloosa. In addition to his role at SageSpring, he works as an independent contractor financial advisor for the Will Scroggins Wealth Team. SageSpring Wealth Partners manages approximately $8.5 billion across more than 11,500 clients, including individual households and a range of institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services with tailored portfolios that may include a broad range of investment strategies and third-party manager relationships.

David Hope is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding Series 63, 65, and 66 credentials and bringing 40 years of industry experience. He has worked at NBC Securities, Inc. since 2010 and previously at Uvest Financial Services Group, Inc. from 2006 to 2010. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts via various platforms.

Elisabeth Moody is a CFP® and holds a Series 66 license with 15 years of experience in the financial advisory industry. She has been with The Welch Group, LLC since 2012. 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.

David Curran is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining EverSource in 2023, he worked at Somerset Advisory from 2020 to 2023. Outside of his advisory work, he is the founder of Bernard Coaching Company, where he provides life and budget coaching. 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, and uses multiple investment programs and an investor profiling process to tailor advice.

Isabella Blount is a CFP® and Series 65 credentialed financial advisor at The Welch Group, LLC with five years of industry experience. She has worked at The Welch Group since 2020 and previously held positions at Riveron and PricewaterhouseCoopers. 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 offers discretionary portfolio management, financial planning, and family-office services, utilizing a combination of fundamental, technical, and cyclical analysis tailored to each client’s objectives.

Richard Littrell is a financial advisor at Leavell Investment Management, Inc. in Birmingham, AL, holding a Series 65 credential with one year of industry experience. He has held roles at Oakworth Asset Management, Oakworth Capital Bank, and Regions Bank. Littrell also serves as a Managing Director and Wealth Advisor at Oakworth Capital Bank. Leavell Investment Management provides discretionary investment management and related services to a diverse client base, including individuals, families, trusts, pension plans, and institutional investors. The firm employs a fundamental analysis and tailored asset allocation approach, with portfolio construction handled by teams of investment counselors and portfolio managers who rebalance accounts periodically and emphasize suitability and risk control.

Elizabeth Edwards is a financial advisor with Synovus Securities, Inc. in Birmingham, AL. She holds a Series 66 designation and has 10 years of industry experience. Her career includes roles at Synovus bank from 2009 to 2026 and Pinnacle Bank starting in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform and refers clients to outside money managers while providing educational services for ERISA plans.

John Doody Jr. is a CFA charterholder with 27 years of industry experience. He is currently affiliated with Lanark Financial, Inc. in Birmingham, AL, and has previously worked at NBC Securities, Inc., JRD Consulting, LLC, and the Accounting, Economics and Appraisal Group, LLC. Lanark Financial provides investment management, financial planning, and related advisory services to a broad client base including individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms, employing a combination of discretionary and non-discretionary arrangements.

Ethan Turner is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of finance, Turner has experience working with Tuscaloosa Parks & Recreation and in university recreation. 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-market allocations and provides a range of services including financial planning, retirement plan consulting, and multi-family office services.

David Champion is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations and possessing 41 years of industry experience. His prior roles include positions at Csenge Advisory Group, Lion Street Financial, FSC Securities, Transamerica Financial Advisors, and Equitable Advisors. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a variety of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers.