Katie Hammock is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and LPL Financial. Hammock has been with RFG Advisory since 2015, including her current role in Private Client Services since 2018. 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 emphasizes discretionary portfolio management using model strategies and third-party platforms and serves as an ERISA fiduciary for retirement accounts and plan sponsors.

David Sanderlin is a financial advisor with Waverly Advisors, LLC in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at MML Investors Services LLC, MassMutual Life Insurance Co, and First Southern National Bank. 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 both discretionary and non-discretionary portfolio management.

Elizabeth Brasher is a financial advisor at Waverly Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Warren Averett Asset Management, Oakworth Capital Bank, and Regions Bank. Outside of her advisory role, she has been involved in managing two non-investment-related businesses, Brasher Design Studio, LLC and LandBurro, 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 a range of investment management, financial planning, and multi-family office services.

Michael Kay is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC in Birmingham, AL. His prior work includes roles at The Kay Company and The Master's Study, as well as experience outside the financial sector. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and planning services.

Melanie Nichols is a CFP®, CFA®, and Series 65 professional with 21 years of industry experience. She has worked at Waverly Advisors, LLC since 2022 and previously spent 11 years at Warren Averett Asset Management, 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 provides a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Christopher Rogers is a financial advisor with RFG Advisory, LLC, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Ameriprise, Regions Bank, Fidelity Brokerage Services, and Merrill. Rogers also serves as a 2nd Lieutenant and Executive Officer in the Alabama National Guard. 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 government entities. The firm’s investment approach is primarily discretionary, utilizing a mix of model strategies, third-party platforms, and proprietary ETFs, while also offering access to alternative investments and retirement technology solutions.

Kelly Clary is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, with 14 years of industry experience. She has held Series 63 and Series 65 licenses and previously worked for Warren Averett Asset Management, LLC for nine years. 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, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Peyton Falkenburg is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding a Series 66 license and bringing nine years of industry experience. He previously worked at NBC Securities Inc. from 2017 to present and Municipal Consultants, Inc. from 2015 to 2017. Outside of financial services, he is a partner in Sipp Safely, a company that manufactures a compact water treatment device. Lanark Financial provides investment management, financial planning, and related 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 both discretionary and non-discretionary advisory arrangements across multiple advisor teams.

Matthew Leahy is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL. He holds the CFP® designation and Series 66 license, and has 10 years of industry experience. Prior to his current role, he worked at Raymond James Financial Services from 2015 to 2019. Outside of advising, he has been involved with MattnLina since 2015. RFG Advisory offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm primarily delivers discretionary portfolio management using a variety of model strategies and third-party platforms, and serves unique clients such as investment companies and state or municipal entities.

Joseph Griffin Jr. is a financial advisor with Synovus Securities, Inc. and holds a Series 66 designation. He has six years of industry experience and has worked at Synovus Securities and Synovus Bank since 2015. In 2026, he joined Pinnacle Bank, affiliated with Synovus Securities. Synovus Securities 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 uses a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

Lara Brown is a financial advisor at RFG Advisory, LLC with a Series 65 credential and no prior industry experience before joining the firm. She has been with RFG Advisory since 2024. 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 discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Lisa Free is a Series 66-licensed financial advisor with 16 years of industry experience. She currently works at Waverly Advisors, LLC and has previously been associated with Invista Advisors, McDonald Financial Services, and LPL Financial. Outside of her advisory roles, she is an active writing agent for a non-variable insurance business. 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 various financial planning and multi-family office services.

Clay Wood is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Welch Group, LLC since 2021. He previously worked at BCR Wealth Strategies, LLC and Lance Hocutt Financial Group. The Welch Group provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm offers family office–style and concierge services and employs a combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

Charles Adair is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding a Series 65 credential with two years of industry experience. He previously worked for Promus Capital, LLC from 2013 to 2025. 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 provides a range of services including investment management, financial planning, and multi-family office solutions.

Jesse Scroggins is a financial advisor at SageSpring Wealth Partners with 16 years of industry experience. He holds the Series 66 designation and has been with SageSpring since 2016. Outside of advising, he is involved in a direct marketing business connected to his family. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers tailored investment management and consulting services, utilizing a range of investment strategies and third-party manager relationships alongside traditional wealth management and OCIO solutions.

Kimberly Reynolds is a CFP® professional with 18 years of experience in financial advising. She has been with The Welch Group, LLC since 2004. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in assets for over a thousand clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and wealth-management services tailored to each client's objectives using various analytical approaches across multiple time horizons.

Kimberly Warner is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and seven years of industry experience. She previously worked for Warren Averett Asset Management, LLC from 2016 to 2022 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 offers a blend of traditional and alternative investment strategies and provides services including financial planning, retirement plan consulting, and multi-family office support.

James Sumpter is a CFP® professional with 29 years of industry experience, currently serving at RFG Advisory, LLC. His career includes roles at Private Client Services, LPL Financial, Ameriprise, and Merrill. He is active in community organizations, serving on the Executive Board of the Pelham City Schools Foundation and the Alumni Board of Directors for Leadership Shelby County. Additionally, he is an adjunct professor at Kaplan College for Financial Planning. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, with an investment approach that includes model strategies, third-party platforms, and oversight of affiliated and external managers.

Stephen Agricola is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding a Series 63 designation with 41 years of industry experience. He has worked at NBC Securities, Inc. and the National Bank of Commerce since 1995. 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 client assets and operates multiple advisor teams delivering advice through discretionary and non-discretionary arrangements.

William Jennette is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, Synovus Bank, and Pinnacle Bank. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services across various managed account programs. The firm uses a client risk-tolerance questionnaire to guide asset allocation and manager selection, providing portfolio management through discretionary and non-discretionary programs on the Envestnet platform.