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.

Paul Conner is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Arete Wealth Advisors since 2023 and concurrently at Center Street Advisors, Inc. and Connor Financial, where he also operates as an insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combination of advisor-driven and proprietary model allocations and uses third-party sub-advisers, routinely 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 with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Merrill for 38 years and Bank of America for 10 years. Outside of his advisory role, he is co-owner of a children's clothing business with his wife. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies, and it serves a range of clients including investment companies, municipalities, and those seeking alternative investments and annuity management.

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 at StoneX Advisors Inc. with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including State Farm VP Management Corp. and Ben Norris Insurance Agency. Outside of advisory work, he also performs independent contractor work as a delivery driver. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

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 24 years of industry experience. He has been with NBC Securities, Inc. for the past 10 years. Lanark Financial provides investment management, financial planning, and related advisory services to a diverse client base including individuals, retirement plans, trusts, and institutional clients. The firm manages approximately $1.78 billion in assets and offers a mix of discretionary and non-discretionary investment solutions through multiple advisor teams.

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.

Deborah Eagen is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior work history includes roles at Ameriprise Financial Services, Stifel, International Advisory Consultants, and Morgan Stanley. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm uses multiple platforms and both proprietary and third-party investment solutions to implement strategies tailored to client needs.

Braxton Comer is an advisor with 1919 Investment Counsel, LLC and holds Series 65 and Series 63 licenses. He previously operated the Braxton Comer Law Firm for 16 years before joining 1919 Investment Counsel in 2025. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients. The firm constructs customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and partnerships within the Stifel Financial Corp. network.

Stone Evers is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Tax Favored Benefits and the University of Kansas. Outside of advising, he holds an insurance license and is involved in insurance sales. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, and consulting, using individualized asset-allocation guidelines and various model-based platforms.

John Graybill is a Series 65 licensed financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He has previously worked at Evidence Wealth, Parity Financial, and The Home Depot. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of advisors. The firm utilizes multiple investment programs, including private markets and values-based strategies, and also provides turnkey asset management and sub-advisory services to independent RIAs.

Kyle Kelley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Prior to joining StoneX Advisors, he worked at Renaissance Hotels and has been associated with StoneX Securities Inc. since 2021. His background also includes roles in education and hospitality. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms to deliver customizable solutions for its clients.

Clay Cook is a financial advisor at StoneX Advisors Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Benjamin F. Edwards & Co., Infinex Investments, and River Bank & Trust. He is also Senior Vice President and financial advisor at River Financial Services, the investment department of River Bank & Trust. 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 utilizes a combination of independent advisors and in-house private client groups, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.