Robert Agnew Jr. is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network LLC and UBS Financial Services. He also operates Agnew Wealth Management, LLC. RFG Advisory serves 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 primarily provides discretionary portfolio management and financial planning, offering a range of model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs.

John Keith is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with NBC Securities, Inc. since 2014. Lanark Financial serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients by providing investment management and financial planning services through multiple advisor teams. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advice using various program-based accounts and affiliated advisory divisions.

Christopher Simich is a financial advisor with Madison Avenue Securities, LLC in Birmingham, Alabama. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes roles at Mutual of Omaha Investor Services and Farmers Financial Solutions. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable organizations. The firm manages approximately $2.0 billion for about 14,000 clients and offers both discretionary and non-discretionary portfolio management through multiple wrap programs and third-party managers.

Cavett Cooper is a CFP® professional with 15 years of industry experience, currently serving at OneAscent Financial Services LLC since 2017. Prior to OneAscent, he worked at Ameriprise Financial Services, Inc. from 2011 to 2017. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, including high-net-worth clients, retirement plans, trusts, broker/dealers' customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing individualized asset-allocation guidelines and various overlay and automated management platforms.

Christopher Floyd is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential with three years of industry experience. Prior to joining StoneX Advisors, he worked at StoneX Securities Inc. and Protective Life, and he previously gained experience outside the financial sector at Robert Trent Jones Golf Trail. 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, employing proprietary and third-party strategies across multiple platforms for portfolio implementation and oversight.

Marcia Miller is a financial advisor at RFG Advisory, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked at several firms including Accelerated Wealth Advisors, LLC and Wealth Investment Solutions, LLC. Outside of her advisory role, she is also licensed as an insurance agent through Financial Independence Group (FIG)/Wealth Planning Services, Inc. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach includes discretionary portfolio management, use of model strategies and third-party platforms, and services as a fiduciary for retirement accounts and plan sponsors.

Hugh Gully is a CFP® with nine years of industry experience currently with SageSpring Wealth Partners. He has held roles at SageSpring and Raymond James Financial Services, including multiple tenures at both firms. Prior to his financial career, he worked at The Neighborhood Brew. SageSpring Wealth Partners serves a diverse client base, including individual households and a range of institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, retirement plan consulting, and oversight of third-party money managers, employing a portfolio approach tailored to each client’s objectives and risk tolerance.

Matthew Savela is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with The Welch Group, LLC since 2018 and previously worked at Dent Moses, LLP. 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.

Jack Burnette is a CFP® professional with 23 years of industry experience, currently affiliated with RFG Advisory, LLC. His career includes roles at Private Client Services, LPL Financial, Ameriprise, and Merrill. 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 and retirement plan consulting, sub-advisory services, and access to alternative investments, utilizing a range of model strategies and third-party platforms while also acting as an ERISA fiduciary for retirement accounts.

Margaret Sandy is a CFP® and holds a Series 65 license, with three years of experience in the financial industry. She has worked at The Welch Group, LLC since 2022 and previously held roles at Warren Averett Asset Management, The University of Alabama, Monkees of Mountain Brook, RealtySouth, and Shipt, LLC. 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.

Reed Parrish is a CFP® and Series 66 licensed advisor with Stonex Advisors Inc. in Birmingham, AL, where he has worked since 2024. He has two years of industry experience, including prior roles at StoneX Securities Inc. and LPL Financial. Before entering financial advising, he spent ten years at Titan Installations. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and conducts ongoing due diligence on third-party money managers.

Gary Ung is a CFP® certificant with 38 years of industry experience, currently serving as an advisor at StoneX Advisors Inc. since 2019. He has previously worked at Quest Capital Strategies Inc. for 17 years and operated UNG Financial & Insurance Services for over two decades. In addition to his advisory role, he owns a sole proprietorship that sells insurance products and provides tax preparation services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a range of solutions including advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Thomas Claud III is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at OneAscent Family Office LLC, OneAscent Financial Services/OneAscent Wealth Management, and Resource Management Service, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Patrick Wingfield is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Synovus Trust Company, Synovus Securities, and Pinnacle Bank. 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 such as investment companies and government entities. The firm’s investment approach primarily utilizes discretionary portfolio management through a variety of model strategies, third-party platforms, and alternative investment access.

Matthew Hill is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors Inc. since 2019, following roles at StoneX Securities Inc. and Regions Bank. Outside of advising, he is an author of a research-backed book on the value of a financial advisor. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, utilizing platforms such as Envestnet and Advyzon for portfolio implementation and tax-aware services.

Hunter Favorite is a financial advisor at Madison Avenue Securities, LLC with credentials including the Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes roles at AE Wealth Management, OneAmerica Securities, and other firms. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion for about 14,000 clients, offering both discretionary and non-discretionary portfolio management through various advisor-managed and third-party manager models.

Jared Keeley is a CFP® professional with three years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. His prior roles include positions at Millennium Advisory Services, Inc., Bouchard & Associates / Commonwealth Financial Network, and Cary Street Partners. RFG Advisory offers investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm employs a primarily discretionary investment approach that incorporates model strategies, third-party platforms, and sub-advisory services to ETFs, with a focus on comprehensive financial planning and fiduciary oversight.

Richard Anthony Jr. is a CFA® charterholder with 25 years of industry experience. He has been with Leavell Investment Management, Inc. (formerly T. Leavell & Associates) since 2004. Leavell Investment Management provides discretionary investment management and related services to a range of individual and institutional clients, including families, trusts, pension plans, endowments, and mutual funds. The firm employs a fundamental analysis and tailored asset allocation approach, managing portfolios through diversified investments and emphasizing suitability, liquidity, and best execution.

Eric Larson is a financial advisor at RFG Advisory, LLC with six years at the firm and a total of five years in the industry. He holds Series 63 and Series 65 credentials. Prior to joining RFG Advisory, he worked at Invesco and Oppenheimer Funds. RFG Advisory serves a diverse client base that includes individual and high-net-worth investors, retirement plans, institutional clients, and state or municipal government entities. The firm offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity platforms, utilizing multiple model strategies and third-party platforms.

Amanda Skinner is a CFP® with two years of industry experience currently serving as a financial advisor at RFG Advisory, LLC. She has worked at several firms including Northwestern Mutual Investment Management and Blake Hurst. In addition to her advisory role, she is a brand representative for Rodan + Fields, a skincare company, a position she has held since 2016. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management and access to alternative investments, and it serves unique client segments such as investment companies and state or municipal entities.