Katherine Green is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation. She joined the firm in 2025 and has prior experience at Ernst & Young, Orangetheory Fitness, and The University of Alabama. 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 provides discretionary portfolio management, financial planning, and family-office services, using a variety of analytical approaches and offering consolidated reporting and customizable fee arrangements.

Gerald Garner is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He held a position at UBS Financial Services Inc from 2009 to 2023 before joining Arkadios Wealth and Arkadios Capital. Outside of his advisory work, he serves as a member of the Mountain Brook Parks & Recreation Board and is a City Council member in Mountain Brook, Alabama. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, third-party money managers, and 401(k) advisory. The firm supports advisors with an internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

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.

Helen Hinds is a CFP®-credentialed financial advisor with Leavell Investment Management, Inc. in Birmingham, AL, and has four years of industry experience. Her prior roles include positions at LoneTree Wealth Management LLC, ALPS Distributors, Inc., and Southeastern Asset Management, Inc. Leavell Investment Management provides discretionary investment management and related services to individual and institutional clients, including trusts, pension plans, and endowments. The firm employs a fundamental analysis and tailored asset allocation approach, focusing on diversification and risk control across multiple asset classes.

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.

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.

Joseph Mcnair is a CFP® professional with 13 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2022, following a decade at Warren Averett Asset Management, LLC. Mcnair also serves as an adjunct faculty member at Florida State University, teaching the CFP curriculum. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides financial planning, retirement plan consulting, and multi-family office services.

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.

Gavin Gillison is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent ten years at Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, 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 services including financial planning, retirement plan consulting, and multi-family office solutions.

Richard Stamps Jr. is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Brunette & Associates. Since 2017, he has been with TIAA-CREF in Birmingham, AL. TIAA‑CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various entities such as trusts and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, and serves as adviser to a donor-advised fund.

William Raymon is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2018 and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, 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. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that blend proprietary strategies and third-party models.

Austin Hulsey is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and served in the United States Army from 2016 to 2020 before joining First Command's affiliated entities in 2021. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios through approved third-party managers.

Summer Broadhead is a financial advisor with Commonwealth Financial Network in Birmingham, AL, holding a Series 65 designation and four years of industry experience. She has worked at EverThrive Financial Group, Commonwealth Financial Network, Grinkmeyer Leonard Financial, and Warren Averett, LLC. Outside of advising, she provides tax preparation and accounting services in Calera, AL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and back-office services. The firm offers discretionary model portfolios, personalized investment programs, and technology and compliance support to affiliated advisors.

Scotty Morris is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Everthrive Financial Group, Truist Investment Services, Inc., and BB&T Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and personalized indexing.

William Connor is a financial advisor at Independent Advisor Alliance, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Meld Financial, Inc., Triad Advisors, and Ronald Blue & Co. Outside of his advisory role, he serves in several community positions including communications chair for the Vestavia Hills Rotary, co-chair of the Vestavia Hills City School Foundation grant committee, finance committee member at St. Mark United Methodist Church, and treasurer for Cub Scout Pack 1 in Vestavia Hills. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model with discretionary and non-discretionary portfolio management, as well as access to specialized third-party platforms and managers.

Gregory Roventini is a financial advisor at TLG Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Leaders Group Inc, Concourse Financial, and Fisher Investments. In addition to his advisory role, he has served as a National Sales Manager and Advisor Development Consultant focusing on insurance solutions. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its portfolio construction and offers services such as investment supervisory, comprehensive financial planning, and ERISA fiduciary services.

John Stamps is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and IFP Securities prior to his current role. Outside of finance, he produces and occasionally sells abstract paintings. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and offers both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Ted Prosser Jr. is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized investment strategies within a vertically integrated structure.

William Miller is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience, having worked at Ameritas Advisory Services and Ameritas Investment Company since 2026, as well as Nowlin & Associates. Before entering the financial industry, he spent several years in education at Samford University and Caldwell Academy. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a variety of investment platforms and strategies supported by an affiliated holding company structure.