Aaron Nelson is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 23 years of industry experience. He previously worked at Emerant Wealth, LLC and Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individual, retirement plan, and pooled vehicle clients. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, and offers discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Harrison Saunders is a financial advisor at Synovus Securities, Inc. based in Birmingham, AL. He holds a Series 65 credential and has one year of industry experience, including roles at Pinnacle Bank and several advisory firms since 2024. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, employing a client risk-tolerance approach to asset allocation and manager selection through the Envestnet platform.

Richard Ohlrich is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at several firms including Private Client Services, LLC, American Group Center For Wealth Planning, and LPL Financial. Outside of his advisory role, he is also an insurance agent affiliated with Crump Insurance, offering life and health insurance products. 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 mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, while offering access to proprietary and third-party investment models as well as alternative investments.

Vester Martin III is a financial advisor at RFG Advisory, LLC with 36 years of industry experience. He previously worked at Edward Jones for 15 years and currently operates Cheaha Wealth Management, which he founded. 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 uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches to provide portfolio management and financial planning services.

Amber Terakedis is a CFP® with 18 years of experience in the financial advisory industry. She is currently with Plante Moran Financial Advisors and also serves as a partner at P&M Holding Group, LLP. Her prior work includes a period at Ameriprise. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutions, and sovereign wealth funds. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers and alternative investments.

Michael Murray is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Protective Life Insurance Company, LPL Enterprise, LLC, and various StoneX affiliates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and annuity allocation through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of proprietary and third-party investment solutions, supported by multiple platforms for portfolio implementation and tax-aware services.

Madeline Kramer is a CFP® with three years of industry experience, currently serving as a financial advisor at The Welch Group, LLC. She previously worked at Longbow Capital Partners and has a background that includes studies at the University of Mississippi. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets and serving individuals, trusts, pension plans, and business entities. The firm provides discretionary portfolio management, financial planning, and wealth-management services, using a variety of analytical approaches and offering formal family-office and fixed-fee planning options.

Robert Erickson is a financial advisor with StoneX Advisors Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Quest Capital Strategies, Inc. and Pruco Securities LLC/The Prudential Insurance Company of America. Erickson is also president of EMG Financial Services LLC, an insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, in-house groups, and multiple investment platforms to deliver tailored strategies and support varied client needs.

Matthew Williams is a financial advisor at OneAscent Financial Services LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as executor of his grandmother’s estate. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers personalized asset management, financial planning, and consulting through multiple advisory teams, utilizing a range of managed account platforms and overlay managers.

Heather Smith is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL. She holds a Series 66 designation and has one year of industry experience. Prior to joining StoneX, she worked at StoneX Securities Inc. for four years and has held various roles outside the financial sector. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs model-based solutions and third-party money managers to implement customized investment strategies.

Mem Webb Jr. is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He previously worked for UBS Financial Services Inc. for 14 years before joining Arkadios Wealth and Arkadios Capital in 2023. Webb volunteers annually to host a fundraising event for the Birmingham chapter of the Coastal Conservation Association. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of investment approaches, including advisor-managed accounts, third-party money managers, and an internal portfolio team that supports discretionary management using fundamental, technical, and cyclical analysis.

Pelham Henry III is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016, previously working at StoneX Securities Inc. and Colonial Asset Management Inc. Outside of his advisory role, Henry is involved in various activities including co-owning a small working farm, serving on the City of Fairhope Airport Authority Board, and participating in the finance committee of St. James Episcopal Church. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies across multiple account structures.

Colin Winkler is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. He has been affiliated with various StoneX entities since 2016 and previously worked at Sterne Agee Financial Services, Inc. Winkler operates his independent representative business under the name Winkler Hiznay & Associates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering discretionary and non-discretionary portfolio management, financial planning, and related consulting services. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Neil Knierim is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, with 13 years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Pinnacle Bank, Synovus Bank, Wells Fargo Clearing, BBVA Wealth Solutions, and Principal Financial Services. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning. The firm employs a risk-tolerance based investment approach and provides access to alternative investments and outside money managers.

Ernest Jordan is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at several firms including Voya Financial Partners, MSI Financial Services, and First Allied Advisory Services. In addition to his advisory role, he is a managing partner at Stone Financial Group LLC, focusing full-time on this activity. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of implementation strategies through advisor-managed portfolios, model solutions, and third-party money managers, supported by integrated clearing and custody capabilities through its affiliation with StoneX Group.

Justin Russell is a financial advisor at Waverly Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for Warren Averett Asset Management, LLC from 2006 to 2022 before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals across wealth levels, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of investment management, financial planning, and multi-family office services.

Jonathan Duke is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes long-term service at Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and alternative investments. The firm uses the Envestnet platform for portfolio management and maintains affiliations that provide additional financial services and referral opportunities.

Kenneth Peavy is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Stonex Advisors Inc. and StoneX Securities Inc. since 2018 and previously held roles at Max Federal Credit Union and LPL Financial. Peavy serves as a board member of The Cloverdale Playhouse, a community theater in Montgomery, AL. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes model-based and advisor-managed portfolios and works with third-party money managers, supported by integrated platforms for portfolio implementation and tax-aware strategies.

Cason Westmoreland is a CFP® credentialed advisor with four years of industry experience, currently serving at The Welch Group, LLC. His prior roles include positions at Twickenham Advisors, UBS Financial, and Ameriprise Financial. The Welch Group, LLC provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm offers family office–style and concierge services and employs a blend of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

Parrish Simmons is a Series 66-licensed financial advisor at RFG Advisory, LLC with one year of industry experience. His prior roles include positions at Cadence Bank, LPL Financial/Cadence Investment Services, and Private Client Services. Simmons has also worked outside the financial industry, including experience at the Huntsville Tennis Center and Ball State University. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a mix of actively managed and passive strategies with a focus on risk management and tax efficiency.