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.

Marc Salyers is a CFP® with 10 years of industry experience, currently serving at Waverly Advisors, LLC since 2022. He previously worked at JE Sandifer Financial Consultants Inc and Aptus Capital Advisors, LLC. Outside of his advisory role, Mr. Salyers owns and manages a rental property in Orlando, Florida. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a combination of traditional equity and fixed-income strategies alongside alternative and private-market allocations, serving both non-HNW and high-net-worth clients.

Andrew Myers is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation. He began his advisory role at The Welch Group in 2026 and has experience across multiple sectors including education and retail. The Welch Group provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with clients’ objectives and offers family office–style and concierge services.

James Puckett Jr. is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior work includes roles at BBVA Wealth Solutions Inc., Bbva Securities Inc., COMPASS Bank, and Synovus Bank. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Russell Ellis II is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation with 18 years of industry experience. He has worked at StoneX Advisors Inc. since 2016 and has been affiliated with StoneX Securities Inc. since 2007. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a variety of implementation strategies through independent advisors, proprietary model solutions, and third-party money managers while offering multiple account structures and platforms for portfolio management.

Melissa Barkley is a CFP®-certified financial advisor at Avidian Wealth Solutions with 11 years of industry experience. She previously worked at Linscomb & Williams Inc. for 12 years before joining Avidian Wealth Enterprises, LLC. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based solutions alongside sub-advisors and separately managed accounts.

Sang Yi is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2019 and previously at Quest Capital Strategies, Inc. and Chase Investment Services Corp. In addition to his advisory role, he is a licensed real estate agent with Realty Mark First Choice, where he has been involved in real estate sales since 2012. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm supports various account structures and implements strategies using both proprietary and third-party platforms, conducting regular reviews and due diligence on its investment offerings.

James Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Prior to joining EverSource in 2021, he worked at Bank of America and Merrill. EverSource Wealth Advisors serves individual and institutional clients with a range of wealth management, financial planning, and investment advisory services. The firm operates through a national network of advisors and offers multiple investment programs, including private markets and values-based strategies.

Benjamin Slaughter is a financial advisor at 1919 Investment Counsel, LLC in Birmingham, AL, with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with 1919 Investment Counsel since 2015. 1919 Investment Counsel offers discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of complementary strategies.

Nathan Wood is a financial advisor with Moors & Cabot, Inc. in Mountain Brook, Alabama. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Coker & Palmer and Merrill. Outside of his advisory work, he performs pool maintenance for a local condominium association during evenings and weekends. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services through a variety of discretionary and non-discretionary approaches that include fundamental, technical, quantitative, and qualitative analysis.

Maxwell Taylor is a CFP® with four years of industry experience, currently an advisor at Advisory Services Network. He previously worked at LPL Financial and Regions Bank. Outside of financial advising, Maxwell is a CPA providing tax preparation and accounting services and is involved in managing a mobile application focused on outdoor recreation. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a broad range of securities and third-party managers to align with client objectives.

Jonathan Osborne is a financial advisor with Waverly Advisors, LLC in Birmingham, AL. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Waverly Advisors in 2022, he worked at Warren Averett Asset Management, LLC for eight years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, 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 financial planning and multi-family office solutions.

Bradley Moore is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with The Welch Group, LLC, having joined in 2025 after working at BMSS Wesson Wealth Solutions and South State Bank. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about 24 advisors and over a thousand clients. 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.

Benjamin Calvert is a CFP® with 14 years of industry experience, currently affiliated with Synovus Securities, Inc. in Birmingham, AL. His career includes roles at Synovus Securities, Synovus Bank, BBVA Wealth Solutions, and several related entities. Outside of his advisory work, he serves as treasurer for both Christ Pres Church and the North Alabama Lacrosse youth sports league, where he also assists as a coach. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes a client risk-tolerance questionnaire and due diligence processes for portfolio management delivered through the Envestnet platform, and maintains affiliations that expand client access to banking and trust services.

Robert Miller is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and previously worked at Quest Capital Strategies, Inc. from 2013 to 2019. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses a range of investment platforms and strategies, including proprietary models and third-party money managers, with ongoing due diligence and client-imposed investment restrictions.

Todd Talbot is a CFP® and ChFC® with 25 years of experience in financial services. He is currently with CreativeOne Wealth, LLC and has previously worked at firms including Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he operates Red Mountain Financial, his insurance and investment business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Wesley Steed is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 17 years. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm typically manages diversified portfolios on a discretionary basis with a long-term investment approach and integrates closely with an affiliated broker-dealer and custody platform.

Tyler Lankford is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual, and America's First Financial. Outside of his advisory work, he owns and operates Highland Park Consulting Group, a marketing and social media management business serving small companies. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm employs a range of advisory solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and model-based investment strategies.

Cory Reamer is a CFP® with one year of industry experience, currently serving as a financial advisor at The Welch Group, LLC. He previously worked at Bryant Bank from 2015 to 2023. 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, providing discretionary portfolio management, financial planning, and wealth-management services tailored to each client's objectives.

David Evans is a CFP® and ChFC® with nine years of industry experience. He currently works at RFG Advisory, LLC, having previously spent a decade with Northwestern Mutual in various wealth management and insurance roles. 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 offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.