Joseph Stephens is a CFP® professional with 18 years of industry experience. He is currently with RFG Advisory, LLC and has worked in various roles at Edgewood Wealth Advisors, Principal Life Insurance Company, and Edward Jones. Stephens serves as Treasurer on the Board of Directors for the Financial Planning Association of North Alabama. 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 utilizes a primarily discretionary investment approach with model portfolios, third-party platforms, and offers services including portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Clayton Aho is a CFA® charterholder with 26 years of industry experience. He is currently with RFG Advisory, LLC and has previous experience at Ameriprise and Ameriprise Advisor Services, Inc. He is co-owner of a real estate investment venture with his wife. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm utilizes a primarily discretionary investment approach with a range of model strategies, third-party platforms, and serves as sub-adviser to multiple ETFs.

Bradford Acton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He previously worked at Bank of America and Merrill from 2016 to 2023, and briefly with Private Client Services in 2023. Outside of his advisory role, he serves as a board member of the F3BHM Foundation, a nonprofit focused on community leadership through peer-led workouts for men. 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, retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.

Eric Perich is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with StoneX Advisors Inc., having worked previously at Concourse Financial Group Securities Inc., Thrivent Investment Management Inc., and Ameriprise. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, implementing strategies via advisor-managed portfolios, proprietary models, and third-party money managers.

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 27 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and previously worked at Quest Capital Strategies and Foresters Equity Services. Wong serves as a trustee for the Palos Verdes Library District, a volunteer role he has held since 2014. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Logan Frost is a CFP® and Series 65 registered financial advisor with two years of industry experience. He joined The Welch Group, LLC in 2024 after roles at the University of North Carolina at Charlotte, MedPlex Inc., and the University of South Carolina. The Welch Group serves individual investors, trusts, business entities, and retirement plans by offering discretionary portfolio management, financial planning, and consulting services. The firm provides customized portfolios using a combination of fundamental, technical, charting, and cyclical analysis and offers family office–style and concierge services.

Michael Ingram is a Series 66-licensed financial advisor with M Holdings Securities, Inc. in Birmingham, AL, with three years of industry experience. His background includes roles at 2065 Wealth Management and Principal Securities, along with experience in health insurance brokerage as a sole proprietor. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through independent member firms and financial professionals nationwide. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, supported by third-party sub-advisors and platform providers.

Sharon Martin is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior work includes roles at Edward Jones for 19 years and Merrill for 5 years. She is also the founder and owner of Cheaha Wealth Management. RFG Advisory offers 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’s investment approach features discretionary management using various model strategies and third-party platforms, along with oversight of affiliated and third-party managers.

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 66 licenses and bringing 31 years of industry experience. Prior to joining Stonex in 2019, Finn worked at Quest Capital Strategies, Inc. and Liberty Tax Services, and maintained a role as an independent insurance agent for several years. Outside of advisory work, Finn has experience as a cashier at Hollywood Casino. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing 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 at RFG Advisory, LLC with 14 years of industry experience. He holds the Series 65 designation and has worked at RFG Advisory since 2019. His prior experience includes seven years at Raymond James Financial Services Advisors and ongoing involvement with Investors Resource since 2011. 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 and access to various model strategies, third-party platforms, and alternative investments, alongside its role as an ERISA fiduciary for retirement plans.

Heather Smith is a financial advisor with Stonex Advisors Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at StoneX Securities Inc. and Colonial Asset Management Inc. Additionally, she is the president and sole owner of Williams Wealth Management, LLC, a financial services business. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of model-based and advisor-managed investment solutions and is part of the StoneX Group, which provides integrated execution and custody capabilities.

Brian Ryals is a financial advisor with RFG Advisory, LLC in Vestavia Hills, Alabama, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with several firms including Private Client Services, LPL Financial, and Securities America Advisors. Outside of his advisory work, Ryals serves as a board member of the 51st Aero Squadron in Bessemer, Alabama. RFG Advisory provides investment advisory and planning services to 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 employs a primarily discretionary investment approach utilizing model portfolios, third-party platforms, and retirement technology, and serves as a sub-adviser to multiple ETFs while offering access to alternative and structured investments.

Joseph Dambrosio is a financial advisor at StoneX Advisors Inc. with 38 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 and Merrill. Outside of 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 with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a combination of independent advisors and an in-house Private Client Group, employing various platforms and model-based investment strategies.

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 at RFG Advisory, LLC with five years of industry experience. She holds a Series 66 designation and has worked in various roles including private client services and positions at Cetera and Regions Bank. Prior to her financial services career, she spent 25 years at NCH Corporation. RFG Advisory serves 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, retirement consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

William Raymon is a CFP® with 29 years of industry experience, currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2018. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Alan Lott is a financial advisor with Guardian Life in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of advising, he serves on the advisory board of directors for the Greystone YMCA and provides business consulting to help improve operational efficiency for business owners. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary and model-based management, along with access to insurance products and alternative investments via its connection with Guardian Life.