Frank Falkenburg is a financial advisor at Lanark Financial, Inc. based in Birmingham, AL. He holds a Series 63 designation and has 56 years of industry experience, including over three decades at NBC Securities, Inc. since 1995. Lanark Financial provides investment management, financial planning, and related advisory services to a range of clients including individuals, retirement plans, trusts, foundations, municipalities, and institutions. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management through various program-based platforms.

Manly Lee Jr. is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 42 years of industry experience, including prior roles at Metlife Securities Inc. and Mass Mutual Life Insurance Company. Lee is also a board member of the charitable organization Mountain Brook Pops Club. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary portfolios using a blend of proprietary models and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Randall Freeman is a CFP® certificant with three years of experience in the financial industry. He has worked at Leavell Investment Management, Inc. since 2023 and previously spent 29 years at Brasfield & Gorrie, LLC. Leavell Investment Management provides discretionary investment management and related services to a range of individual and institutional clients. The firm employs a fundamental analysis and tailored asset allocation approach, managing diversified portfolios across multiple asset classes and also offers trustee, bill-pay, and family-office services.

Craig Trojahn is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Stonex Advisors and Stonex Securities since 2019 and also owns CWT Financial, a business focused on promoting his independent advisory services and offering insurance sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, supported by its affiliation with StoneX Group and its broad operational capabilities.

Paul Tyers is a financial advisor with OneAscent Financial Services LLC in Birmingham, AL, and holds three years of industry experience. He is also President of Canadian Life Settlements Inc. and serves on the board of the Life Insurance Settlement Association of Canada and the Orange Benefit Fund. Additionally, Tyers is President and Director of Wealth Stewards Inc., a firm providing financial planning and life/accident insurance brokerage. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing individualized asset-allocation strategies and various platform solutions, including outsourced CIO and CCO services.

Monte Marshall is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with NBC Securities Inc. since 2014. Outside of advising, he spends time coaching and giving private baseball lessons. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients, including individuals, retirement plans, trusts, foundations, municipalities, and other institutions. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary account management across multiple advisor teams.

Harris Doobrow is a CFP® and ChFC® affiliated with RFG Advisory, LLC, bringing 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he provides consulting services to dental practices through a separate consulting business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, typically managing assets on a discretionary basis with a combination of actively managed and passive models.

Franklin Brown Jr. is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, with six years of industry experience. He holds a Series 66 designation. Outside of his advisory role, Brown is a silent partner in businesses related to dumpster rental and hauling, as well as golf simulator rental. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers a range of program-based accounts utilizing various platforms and sub-advisers.

Bobby White is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 28 years of industry experience. He has worked with several firms, including LPL Financial and Everbank, and has been associated with RFG Advisory since 2011. 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 offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies.

Stephen Taylor is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Synovus Securities, Inc. since 2015 and will join Pinnacle Bank in 2026. Outside of his financial advisory role, he is a member of Caroline Cavanaugh, LLC, a real estate holding company. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm uses Envestnet platforms to guide portfolio management through both discretionary and non-discretionary strategies.

Jay Mcgowan is a financial advisor at The Welch Group, LLC in Birmingham, AL, with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. His prior roles include positions at LPL Financial LLC, FI-Plan Partners, and Berk Cleveland Rathmell Wealth Strategies, LLC. The Welch Group, LLC is a multi-team registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $3.2 billion in client assets and offers discretionary portfolio management, financial planning, and family-office services tailored to clients' objectives using a variety of analytical approaches.

Audie Rea is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc and BancorpSouth Investment Services, Inc. Outside of advising, he is president and owner of Pinetucky Farms, where he handles farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services, utilizing both proprietary and third-party investment strategies across various account structures.

Leslie McGill is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. Leslie's career includes roles at First Commercial Bank and Synovus bank before joining Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs both discretionary and non-discretionary portfolio management programs on the Envestnet platform, utilizing risk tolerance assessments and due diligence processes to guide investment decisions.

Jennifer Dunaway is a financial advisor with Synovus Securities, Inc. in Birmingham, AL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her career includes roles at multiple Synovus entities and BBVA affiliates, as well as Pinnacle Bank beginning in 2026. Synovus Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional investors. The firm provides investment advisory and brokerage services using discretionary and non-discretionary programs on the Envestnet platform, applying risk-tolerance assessments and due diligence to guide portfolio management.

Jeffery Riley is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 27 years of industry experience. He holds a Series 63 designation and has worked at firms including Charles Schwab and L&R Wealth Management. Outside of his advisory role, he serves as an outside agent for United Healthcare in a limited capacity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, using various platforms and third-party managers to implement tailored investment strategies.

Thomas Wagner is a CFP® professional with 17 years of industry experience, currently serving as an advisor at The Welch Group, LLC since 2006. He is based in Birmingham, AL. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about two dozen 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, consulting, and family-office services.

Peter Saab is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds the Series 66 credential and has previously worked at NextSite, LLC and Chance Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of advisor-managed portfolios, proprietary models, and third-party money managers to implement customized investment strategies.

Nicole Clarke is a financial advisor at Waverly Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Strategiq Financial Group LLC and SII Investments, Inc. Nicole is based in Birmingham, Alabama. 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 wealth management and consulting services.

Robert Lasater is a financial advisor at Advisors Capital Management, LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Advisors Capital Management since 2015. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with fundamental, quantitative, and qualitative research.

Kerry Maldonado is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. He has worked at NBC Securities, Inc. since 2002. Outside of his advisory role, Maldonado is a partner in a furniture refinishing business. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets and offers a combination of discretionary and non-discretionary investment arrangements across multiple advisor teams.