Mark Pearson is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms including Noesis Capital Management Corp, Proche Capital Management, and Sterne, Agee & Leach, Inc. since beginning his career in 2000. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individual investors, high-net-worth clients, retirement plans, and institutional entities such as investment companies and government bodies. The firm employs primarily discretionary management using a variety of model strategies, third-party platforms, and technology tools, and serves as a sub-adviser to multiple ETFs while also offering access to alternative and structured investments.

Casey Marshall is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC in Vestavia Hills, AL. He has held roles at Northwestern Mutual and private client services, including work under the Willow Private Wealth brand. Outside of advisory work, he owns Casey Marshall LLC, a legal entity, and is involved in insurance brokerage activities. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and governmental entities. The firm primarily delivers discretionary portfolio management using model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Carson Eddy is a CFP® professional at Waverly Advisors, LLC with two years of industry experience. He previously worked at Cahaba Wealth Management, LLC and Strategic Financial Partners, and spent time at Samford University and Briarwood High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed income strategies with alternative and private market allocations, serving a diverse client base including both non-HNW and high net worth clients.

Kyle Hewlett is a financial advisor with Sagespring Wealth Partners, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes previous roles at Hewlett Davidson Powell LLC and Raymond James Financial Services, among others. Sagespring Wealth Partners serves a diverse client base that includes individual households across wealth levels, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management and consulting services, leveraging a multi-team platform with a range of investment strategies and third-party manager relationships.

Kelly De Roy is a financial advisor at The Welch Group, LLC with three years of industry experience. She holds a Series 65 designation and has been with The Welch Group since 2011. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about 24 advisors serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and wealth-management services, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients' objectives.

Mary Smith is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her prior roles include positions at Invista Advisors, LPL Financial, Raymond James Financial Services, and Morgan Stanley. 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 offers a range of services including investment management, financial planning, and multi-family office solutions.

John Adams Jr. is a financial advisor at Waverly Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Warren Averett Asset Management, LLC for 10 years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets allocations, and provides financial planning, retirement plan consulting, and multi-family office services.

Steven Causey is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He previously worked for Warren Averett Asset Management and Warren Averett, where he spent over three decades. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office support, combining traditional equity and fixed-income strategies with alternative and private-market investments.

Murry Vaughan is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations with 35 years of industry experience. He has been with Synovus Securities since 1999. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients such as banks and pension plans. The firm provides both investment advisory and brokerage services, employing discretionary and non-discretionary portfolio management programs through the Envestnet platform.

Laura Hinton is a ChFC® with 38 years of industry experience and is currently affiliated with RFG Advisory, LLC. Her prior work includes roles at Bridgeworth, LLC, LPL Financial, and Mass Mutual Investors Services. She serves as President of the Board for the Breast Cancer Research Foundation of Alabama. 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 offers primarily discretionary portfolio management, financial planning, and access to a range of investment platforms, including firm-managed ETFs and alternative investments.

Gerald Ginwright is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2017 and has been self-employed since 1987. Ginwright is the founder of 2 KnowMoney, a nonprofit that offers financial literacy workshops and presentations, and he serves on the boards of CEOTA and the Elder Foundation, supporting community art programs and homebound seniors. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model with a focus on client approval and risk analysis tools.

Maria Mora Velasquez is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Samford University and Thompson High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients across a broad range of strategies, including traditional equity and fixed income as well as alternative and private-market allocations. The firm offers investment management, financial planning, retirement plan consulting, and multi-family office services.

Andrew Gearhart is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding the CFP® designation with 15 years of industry experience. His prior experience includes roles at Warren Averett Asset Management, Kinsight, LLC, and Mass Mutual Investors Services. He serves on the board of a 501(c)(3) donor-advised charitable platform, contributing to business-related advisement. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a diverse investment approach combining traditional equity and fixed-income strategies with alternatives and private markets, and offers a range of services including financial planning, retirement consulting, and multi-family office solutions.

Bradley Rathe is a financial advisor at Waverly Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Strategiq Financial Group, LLC. Outside of his advisory role, he is the principal and managing director of Astor Janssen Holdings, LLC, a commodity pool operator. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering comprehensive investment management, financial planning, and multi-family office services.

Gibson Bosworth is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and seven years of industry experience. Prior to joining RFG Advisory in 2019, he worked at Fisher Investments for one year and was affiliated with the University of Alabama for four years. Outside of his advisory role, he operates GLB Photography, a freelance photography business. 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’s investment approach is primarily discretionary, utilizing model strategies, third-party platforms, and sub-advisory services, with capabilities that include managing ETFs and providing access to alternative investments and annuity platforms.

Stewart Welch III is a CFP® professional with 34 years of experience in the financial services industry. He has been with The Welch Group, LLC since 1998 and previously worked at Welch Investments, LLC (formerly Fee-Only Planning Professionals, LLC) for 19 years. 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.

Kaleigh Shipman is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Hightower Advisors, Raymond James & Associates, and Williamson Wealth Group, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non-discretionary and discretionary clients.

Jeffrey Helms is a CFP® professional with 15 years of industry experience. He currently works at Waverly Advisors, LLC, where he has been since 2022, and previously spent 10 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-market allocations, serving a broad client base that includes non-high net worth and high net worth individuals.

Samuel Clement is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Oakworth Asset Management, LLC and Oakworth Capital Bank. He also spent four years at Auburn University. 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. The firm offers primarily discretionary portfolio management using a range of model strategies and third-party platforms, along with specialized services such as sub-advisory roles to Bluemonte ETFs and access to alternative investments.

William Baxley is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations. He has experience at several financial institutions, including BBVA Bank, Fuelfox, and PNC Bank, totaling over 15 years in the financial sector, though this is his first year as an advisor at Arkadios. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using various portfolio management strategies and combines fundamental, technical, and cyclical investment analysis.