Savannah Montgomery is a CFP® with two years of industry experience, currently advising at The Welch Group, LLC. Her prior experience includes roles at Bridgeworth Wealth Management, Pivotal Finance, ShineOn Living, and The University of Alabama. The Welch Group serves individual investors, trusts, business entities, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and employs a mix of fundamental, technical, charting, and cyclical analysis across various investment horizons.

Matthew Lemen is a financial advisor with Arkadios Wealth Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions with Northwestern Mutual and operating Rfg Advisory, LLC dba Lemzar Capital. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management strategies, blending fundamental, technical, and cyclical analysis.

Michael Murray is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Synovus Securities since 2005. 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 combination of discretionary and non-discretionary portfolio management programs supported by a structured due-diligence process and serves a diverse client base.

Thomas Newbauer is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Quest Capital Strategies, Inc. from 2001 to 2019 before joining StoneX Advisors Inc. and StoneX Securities Inc. in 2019. He serves as a trustee for the Thomas Newbauer Family Number Three Limited Partnership, where he monitors equity transactions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through independent financial advisors and an in-house Private Client Group. The firm uses a range of strategies and platforms including proprietary models and third-party money managers, supported by its affiliation with StoneX Group and its integrated clearing and custody capabilities.

Charles Smith is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding the CFP®, CFA®, and Series 66 designations with 21 years of industry experience. He has been with The Welch Group since 2002. 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, and family-office services tailored to each client's objectives.

Celeste Courtney is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at NBC Securities and Courtney and Morris Real Estate and Appraisals, as well as positions in education at the University of Alabama and St. Paul's Episcopal School. Lanark Financial provides investment management, financial planning, and related advisory services to a diverse client base that includes individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

John Cox Jr. is a CFA® charterholder with 24 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2022. His prior roles include positions at Warren Averett Asset Management, LLC and Kinsight, LLC. 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, offering discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Ann Haas is a financial advisor at 1919 Investment Counsel, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with 1919 Investment Counsel since 2015. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm constructs customized portfolios focusing on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and benefits from its affiliation with Stifel Financial Corp.

Donna Stricklin is a Series 66 licensed advisor with Synovus Securities, Inc., based in Birmingham, AL, and has 10 years of industry experience. She has worked at Synovus Securities and Synovus Bank in various roles since 1999 and joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services across a range of products including separately managed accounts, mutual funds, ETFs, and alternative investments. The firm employs discretionary and non-discretionary portfolio management programs guided by risk-tolerance assessments and due diligence processes.

Sharilyn Moxley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. Prior to joining RFG Advisory, she spent ten years at Raymond James. Outside of her advisory role, she is an author of the book *Change in My Pocket* and contributes to an audio and visual storytelling network as a sponsor and content contributor. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, including direct indexing and tax-aware approaches, and serves a wide range of clients with portfolio management, financial planning, and alternative investment services.

Justin Davenport is a CFP® and holds a Series 65 license with six years of industry experience. He has been with The Welch Group, LLC since 2019 and previously worked at Warren Averett from 2015 to 2019. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets and serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and family-office services, using a comprehensive approach that includes fundamental and technical analysis tailored to each client's objectives.

Frederick Wedell II is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds a Series 65 designation and has been with RFG Advisory Group, LLC since 2016. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments.

David Foreman is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent 15 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 integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office services.

Stuart Garner is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at RFG Advisory Group since 2014 and previously at LPL Financial. In addition to his advisory role, he is an attorney practicing real estate and probate law, and he owns an online firearms sales business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $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 model strategies across individual, institutional, and retirement plan clients, employing a mix of active and passive approaches with risk-managed portfolios.

Walter Huxford III is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Regions Bank and Synovus Bank before joining Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing the Envestnet platform for portfolio management and offering access to alternative investments and educational services.

Alan Ward is a CFP® certificant with 14 years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2024. Prior to joining Compound Planning, he spent 12 years at Johnson Sterling, Inc., and had a one-year tenure at Legg Mason Wood Walker, Incorporated. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes risk-based model allocations and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Anneliese Roemer is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked for Warren Averett Asset Management, LLC from 2012 to 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 offers a range of investment management, financial planning, and multi-family office services.

Jason Klauk is a financial advisor at Leavell Investment Management, Inc. in Birmingham, AL, with two years of industry experience. He previously worked at Millennium and GMT Capital. Leavell Investment Management provides discretionary investment management and related services to individuals, families, trusts, pension plans, endowments, foundations, and manages two registered no-load mutual funds. The firm’s investment approach is based on fundamental analysis and tailored asset allocation, focusing on long-term returns through diversification and risk control across multiple asset classes.

Gaines Grelier Kohn is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Synovus Securities since 2012 and Pinnacle Bank since 2026. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing investment advisory and brokerage services through various managed account programs and financial planning solutions. The firm utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform, incorporating risk-tolerance assessments and due diligence in manager selection.

Charles Bridges is a financial advisor at StoneX Advisors Inc. in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. Prior to joining StoneX, Bridges worked at Ridgeway Landscaping and Regions, and he attended the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm utilizes various account structures and model-based solutions, offering investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.