Zachary Wicker is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Northwestern Mutual Wealth Management Company and Energen Resources/Diamondback Energy. 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 combines actively managed and passive strategies, direct indexing, and tax-aware approaches across a range of client types and investment vehicles.

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.

Jake Travis is a financial advisor at RFG Advisory, LLC with 12 years of industry experience. He has previously worked at CONCOURSE FINANCIAL GROUP SECURITIES INC and provides advisory services through Private Client Services. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $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 strategies, including tax-aware approaches and alternative investments.

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 NBC Securities, Inc. in Birmingham, AL, holding Series 63, Series 65, and Series 66 credentials and 40 years of industry experience. He has worked at NBC Securities since 2010 and has been with Uvest Financial Services Group, Inc. since 2006. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management for 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 a range of advisory programs and managed-account platforms that employ discretionary manager selection, model portfolios, and overlay management.

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 at EverSource Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Somerset Advisory. Outside of his advisory role, he is the founder of Bernard Coaching Company, where he provides life and budget coaching. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors delivering multiple investment programs and incorporates values-based portfolio options informed by a Judeo-Christian framework.

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 with NBC Securities, Inc., where he has worked since 2020. Prior to this, he held roles at JRD Consulting, LLC and Accounting, Economics and Appraisal Group, LLC. Lanark Financial, Inc. provides a range of investment advisory and financial planning services to individuals, institutional clients, and ERISA-qualified accounts. The firm operates multiple fee-based advisory and managed-account programs, combining discretionary manager selection with both fundamental and technical analysis.

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 at StoneX Advisors Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Csenge Advisory Group, Lion Street Financial, and Fsc Securities. Based in Birmingham, AL, he joined StoneX Advisors in 2024. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm uses a combination of independent advisors and an in-house Private Client Group, employing both proprietary and third-party model solutions across multiple platforms.

Roderick Payton is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Synovus Securities in various capacities since 2007. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm utilizes the Envestnet platform for portfolio management and combines internal and external due diligence to guide investment decisions.

Stanford Roberts is a CFP® with 28 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2019. Prior to this, he worked at Ameriprise Financial Services, Inc. for five years. Roberts is also the owner of RW Management LLC and operates Roberts Wealth Management, both investment-related businesses based in Birmingham, AL. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Stephen Garrett is a financial advisor with Summit Financial, LLC, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes nearly two decades at Ameriprise Financial Services and more recent roles with Purshe Kaplan Sterling Investments and Summit Financial dba Garrett, Perkins & Horton Advisory Partners. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Lauryl Sheppard is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL. She holds a Series 66 designation and has professional experience beginning in 2024, including prior roles at StoneX Securities Inc., Infinex Investments, and River Bank and Trust. Before entering the financial industry, she worked in various public service and education positions. 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, offering multiple account structures and employing a range of proprietary and third-party investment solutions.

David Allen is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He has worked with various StoneX entities since 2010, including StoneX Securities Inc. and StoneX International Securities Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to deliver customized strategies through multiple platforms and model-based solutions.

Chase Boardman is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 credential with four years of industry experience. He has worked at multiple firms including BMSS Wesson Wealth Solutions and Keystone Wealth Partners. Outside of finance, his background includes roles at Liberty University and Bemus Point United Methodist Church. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and sub-advisory support, with multiple investment programs and a range of platform and institutional services.

Robert Agnew Jr. is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for ten years and has been with RFG Advisory since 2019. Agnew also operates Agnew Wealth Management, LLC. RFG Advisory is a multi-team registered investment adviser with about 178 advisors managing approximately $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive investment strategies, including direct indexing and tax-aware approaches, with a focus on risk-managed portfolios.