Bradford Acton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He has held positions at Bank of America and Merrill, each for seven years, and briefly worked in private client services. Acton is a board member of the F3BHM Foundation, a nonprofit organization focused on peer-led workouts and community leadership development for men. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to alternative investments, employing both actively managed and passive strategies with an emphasis on risk management and tax awareness.

Eric Perich is a CFP® professional with 19 years of industry experience, currently affiliated with StoneX Advisors Inc. in Birmingham, AL. His prior roles include positions at Concourse Financial Group Securities Inc and Thrivent Investment Management Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs advisor-managed portfolios and model-based solutions, supported by multiple platforms and a network of affiliates within StoneX Group.

Farley Haralson is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2006 and joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Kingston Wong is a financial advisor at StoneX Advisors Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2019. Outside of his advisory role, he serves as a trustee for the Palos Verdes Library District, a volunteer position he has held since 2014. 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 variety of advisor-managed and model-based solutions, supported by proprietary and third-party money managers, and operates as part of the StoneX Group with integrated clearing and custody capabilities.

Logan Frost is a financial advisor at The Welch Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at the University of North Carolina at Charlotte, MedPlex Inc., the University of South Carolina, and Briarwood Christian School. 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, providing discretionary portfolio management, financial planning, and wealth-management services tailored to each client’s objectives.

Michael Ingram is a financial advisor with M Holdings Securities, Inc. in Birmingham, AL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at 2065 Wealth Management, Principal Securities, and United Health Care. Outside of financial advising, he operates a health insurance brokerage consulting with companies on group health insurance. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a wide range of advisory and brokerage services with both discretionary and non-discretionary investment management, supported by platform providers and sub-advisory arrangements.

Sharon Martin is a financial advisor at RFG Advisory, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 19 years. She is the owner and founder of Cheaha Wealth Management. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of active and passive investment strategies, offers portfolio management and financial planning services, and supports a range of client types including investment companies and municipal clients.

Jonathan Lewis is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with 11 years of industry experience. He has been with Synovus Securities since 2016. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers a range of investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Leslie Finn is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining StoneX in 2019, Leslie worked at Liberty Tax Services and Quest Capital Strategies, Inc., and also served as an independent insurance agent. Outside of advisory work, Leslie has experience as a casino cashier since early 2024. 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 to implement strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Ronald Wood is a CFP® professional with 26 years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked with Synovus Securities and Synovus Bank since 2002 and recently joined Pinnacle Bank in 2026. He holds Series 63 and Series 66 licenses. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services.

Roger Hubbert Jr. is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with RFG Advisory since 2019 and also maintains roles with Raymond James Financial Services Advisors Inc. and Investors Resource. 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, employing a combination of actively managed and passive investment strategies with an emphasis on risk management and tax awareness.

Heather Smith is a financial advisor with StoneX Advisors Inc. in Prattville, AL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with StoneX Advisors since 2016 and has worked at StoneX Securities since 2009. Outside of her role at StoneX, she is the president and sole owner of Williams Wealth Management, LLC, where she offers a full range of financial and insurance services. 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 platforms and strategies, including advisor-managed portfolios and third-party money managers, to meet client needs.

Brian Ryals is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with RFG Advisory since 2011 and previously spent seven years at LPL Financial, LLC. Ryals serves as a board member of 51st Aero Squadron, a for-profit organization. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a combination of discretionary active and passive strategies, direct indexing, and tax-aware approaches.

Joseph Dambrosio is a financial advisor at StoneX Advisors Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Advisors and StoneX Securities since 2019. Prior to that, he was with Quest Capital Strategies, Bank of America, and Merrill. Outside of financial advising, he serves as CFO of Corporate Computer Solutions, a computer hardware and software sales company. 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 range of investment strategies through advisor-managed portfolios, proprietary models, third-party money managers, and platforms like Envestnet and Advyzon.

Michael Crowe is a financial advisor with Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2012 to 2024. Crowe is also involved as an independent insurance agent, providing insurance advice tailored to client needs. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base, including individuals, businesses, 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.

Julie Knotts is a financial advisor with RFG Advisory, LLC in Vestavia Hills, Alabama. She holds a Series 66 credential and has four years of industry experience. Her prior work includes roles at Cetera, Regions Bank, and the Dan Carlisle Allstate Agency. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive investment strategies, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

William Raymon is a CFP®-certified financial advisor with 28 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and client customization.

Alan Lott is a Series 66-registered advisor with Primerica Advisors, based in Birmingham, AL, and has 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of his advisory role, he serves on the advisory board of directors for the Greystone YMCA and provides business consulting to help improve operational efficiency. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

Michael Lynam is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has previously worked at Capstone Financial Group and L&R Wealth Management. Outside of advisory work, he is involved in selling health and group benefits insurance through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Anna Swindell is a Series 66-licensed financial advisor with Valic Financial Advisors in Birmingham, AL. She has held roles in education and university admissions prior to joining Valic Financial Advisors in 2025. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.