John Keith is a financial advisor with NBC Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 designations and having 31 years of industry experience. He has been with NBC Securities since 2014. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients through multiple fee-based advisory programs and managed-account platforms. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, employing a mix of fundamental and technical analysis in its investment approach.

Christopher Simich is a financial advisor with Madison Avenue Securities, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at Mutual of Omaha Investor Services, Farmers Insurance Group, and OneAmerica Securities. He also engages in non-variable insurance sales involving fixed life, fixed annuities, health, and property and casualty insurance. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages about $2.0 billion for roughly 14,000 clients across multiple advisor-managed models and third-party manager relationships.

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 with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at StoneX Securities Inc., Protective Life, and the Robert Trent Jones Golf Trail. StoneX Advisors Inc. serves individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through proprietary models, third-party managers, and multiple account platforms.

Marcia Miller is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 15 years of industry experience. She previously worked at Accelerated Wealth Advisors, LLC, Wealth Investment Solutions, LLC, and Wealth Planning Services Inc. In addition to her advisory role, she works as an insurance agent with the Financial Independence Group. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a range of portfolio management and financial planning services, utilizing both proprietary and third-party strategies with an emphasis on risk-managed, tax-aware approaches.

Hugh Gully is a CFP® with nine years of experience in financial advising. He is currently with SageSpring Wealth Partners and has previously worked at Raymond James Financial Services and OneAscent Wealth Management. Outside of finance, he was involved with The Neighborhood Brew in 2016. SageSpring Wealth Partners serves a diverse client base, including individual households and various institutional clients such as retirement plans, banks, and governments. The firm provides discretionary investment management, financial planning, and consulting services using tailored portfolios and both fundamental and technical analysis.

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 serving as a financial advisor at RFG Advisory, LLC in Birmingham, AL. He has worked at RFG Advisory since 2015 and previously spent three years with LPL Financial. 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 employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers services such as portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

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 financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at LPL Financial and StoneX Securities Inc., as well as a decade at Titan Installations. 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 tailored investment solutions through various platforms and third-party managers.

Gary Ung is a CFP® with 37 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2019. Prior to this, he worked at Quest Capital Strategies Inc. for 17 years and has operated UNG Financial & Insurance Services since 1998. He also owns a sole proprietorship providing insurance products and 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 combination of advisor-managed portfolios, proprietary models, and third-party managers to deliver customized investment solutions.

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 Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license with one year of industry experience. His career includes roles at Pinnacle Bank, Synovus Trust Company, and Synovus bank. Outside of financial services, he has experience working with Mamaka Bowls and Camp Ozark. Synovus Securities serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services. The firm uses a range of portfolio management programs on the Envestnet platform and provides access to alternative investments, along with educational services for ERISA plans.

Matthew Hill is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. He has worked at StoneX Advisors Inc. since 2019 and at StoneX Securities Inc. since 2016. Outside of his advisory role, Hill 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 plan consulting, and related services. The firm utilizes multiple account structures, model-based solutions, and third-party money managers to implement investment strategies.

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® and Series 65-licensed financial advisor at RFG Advisory, LLC with three years of industry experience. He has worked at several firms, including Millennium Advisory Services, Inc., Bouchard & Associates/Commonwealth Financial Network, and Cary Street Partners. 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 using a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches.

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 with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and has five years of industry experience. He previously worked at Invesco and Oppenheimer Funds. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and retirement plan consulting services.

Amanda Skinner is a CFP® professional currently with RFG Advisory, LLC, where she has been an advisor since 2025. She has two years of industry experience and previously worked at multiple firms including Northwestern Mutual Investment Management. Outside of financial advising, she is a brand representative for Rodan + Fields, a multi-level marketing company specializing in skincare 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 using a combination of actively managed and passive strategies, direct indexing, and alternative investments.

Irby Thompson is a CFP® with 28 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. His prior roles include positions at Raymond James & Associates, RFG Advisory, LLC, and Warren Averett Asset Management, LLC. He is also appointed as trustee and successor trustee of a family trust established by his father-in-law. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles, combining traditional equity and fixed-income strategies with alternative and private-market allocations. The firm supports its approximately 224 advisors through institutional custodians, technology platforms, and affiliated entities including a state-chartered trust company and a tax and accounting business.