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 is currently with RFG Advisory, LLC, having previously worked at Northwestern Mutual in various roles over a decade. 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 offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms in its investment approach.

Paul Conner is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked with several firms, including Center Street Advisors, Inc., and founded Connor Financial, where he also works as an insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing proprietary model allocations and third-party managers while acting as an ERISA fiduciary when applicable.

Wynton Blount is a financial advisor at Arete Wealth Advisors, LLC in Birmingham, AL, holding a Series 66 designation with six years of industry experience. His work history includes roles at Stephens Inc., Riddell Sports Group, Suffolk Construction, and Cornerstone Investment Management and Consulting. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Robert Brown is a financial advisor at RFG Advisory, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining RFG Advisory. Outside of his advisory work, he is co-owner of a children's clothing business operated with his wife. RFG Advisory provides investment advisory and planning services to a broad client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using various model strategies and third-party platforms, and it also serves as a sub-adviser to multiple ETFs and offers access to alternative investments and annuity platforms.

Claire Frederick is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding a Series 66 designation and two years of industry experience. She has worked at Stonex Securities Inc. since 2022 and has prior experience at the University of Alabama at Birmingham and North Hall High School. 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 employs a variety of strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supporting multiple account structures and conducting ongoing due diligence.

Tucker Bryan is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Stephens Inc., and Invista Advisors. His background includes a decade in education prior to entering the financial services field. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services, utilizing multiple investment programs and a values-based approach that includes Life Impact® Stewardship Planning and a private markets platform.

Jeffrey Lloyd is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Capital Investment Advisors in 2021, he worked at Enerecap Partners, LLC and ERC Holding Corp. Capital Investment Advisors serves individual, high-net-worth, and institutional clients with discretionary portfolio management, financial planning, and pension consulting services. The firm employs a centralized investment platform featuring standardized asset-allocation models, active management, and ETF-based portfolios, supplemented by in-house estate and tax planning specialists and access to private investment solutions.

Joseph Marks Jr. is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at First National Bankers Bank, SA Stone Wealth Management, and Sterne Agee. Outside of his advisory work, Marks serves as a member of the Canterbury Child Development Center board and as co-commissioner for a youth basketball league. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement customized investment strategies.

Graysen Thompson is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at StoneX Securities Inc., State Farm VP Management Corp., and Ben Norris Insurance Agency. Outside of finance, he has worked as a delivery driver for Walmart Spark on a part-time basis. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through both independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and strategies, including proprietary models and third-party money managers, to implement client portfolios.

Michael Barranco is a financial advisor with Waverly Advisors, LLC, holding Series 65 and Series 66 credentials and 19 years of industry experience. Prior to joining Waverly Advisors in 2026, he worked at McDonald & Hagen Wealth Management, MB Consulting, LPL Financial, and Raymond James Financial Services. He is the owner of MB Consulting, an accounting-related business, and serves as a board member for two homeowners associations. 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 and offers both discretionary and non-discretionary portfolio management.

Laura Baker is a CFP® professional with four years of industry experience. She has worked at Waverly Advisors, LLC since 2022 and previously spent eight years with B, H, H, & B, DBA Clark Financial Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Jennifer Kendall is a CFP® with six years of industry experience and is currently with Waverly Advisors, LLC. Her prior experience includes roles at The Welch Group, LLC and Warren Averett, LLC. Jennifer took a one-year break from the industry before joining Waverly Advisors in 2026. 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 diverse client base through institutional custodians and advanced planning tools.

Sarah Glenn is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining The Welch Group, she worked at Kanakuk Summer Kamps and was employed by Vestavia Hills City Schools. She also attended Auburn University from 2021 to 2025. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and designs portfolios using a combination of fundamental, technical, charting, and cyclical analysis to align with each client's objectives.

David Glenn is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with NBC Securities, Inc. since 2016. 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 across multiple advisor teams, offering both discretionary and non-discretionary arrangements and utilizing third-party and affiliated sub-advisers.

Leigh Thrash is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked for Clark Financial Advisors from 2016 to 2022. 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-markets allocations and offers financial planning, retirement plan consulting, and multi-family office services.