Wynton Blount is a financial advisor at Arete Wealth Advisors, LLC in Birmingham, AL, with five years of industry experience. He holds a Series 66 designation and has worked previously at Stephens Inc., Riddell Sports Group, Suffolk Construction, Cornerstone Investment Management and Consulting, and Tufts University. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while acting 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 license and two years of industry experience. Her background includes roles at StoneX Securities Inc. and positions in education at the University of Alabama at Birmingham and North Hall High School. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes model-based solutions and third-party money managers, supporting various account structures and investment restrictions.

Tucker Bryan is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, Stephens Inc., and Invista Advisors. Prior to his financial career, he was involved in education and operated a farm market business. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients by providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors offering multiple investment programs and incorporates values-based portfolio options informed by a Judeo-Christian framework.

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 Series 66 licensed financial advisor with 19 years of industry experience, currently with StoneX Advisors Inc. He has held positions at several firms including First National Bankers Bank, SA Stone Wealth Management, and Sterne Agee. Outside of his advisory work, Marks serves as a member of the board at Canterbury Child Development Center and is Co-Commissioner for the 8/9th grade basketball league at Mountain Brook Athletics. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Graysen Thompson is a financial advisor at StoneX Advisors Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at several firms including State Farm VP Management Corp. and Ben Norris Insurance Agency. Outside of his advisory role, he works as a delivery driver through Walmart Spark. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of advisor-managed and model-based investment solutions and operates as part of the broader StoneX Group, which provides integrated execution and custody capabilities.

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 at NBC Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He worked previously at Wachovia Securities, LLC for 13 years before joining NBC Securities in 2016. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, employing discretionary manager selection, model portfolios, and overlay management with regular due diligence on participating managers.

Leigh Thrash is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent six years at Clark Financial Advisors. Before entering the financial advisory field, he worked at Salon 12 for three years. 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 financial planning and consulting services.

Deborah Eagen is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Ameriprise Financial Services Inc. from 2015 to 2019 before joining StoneX Advisors Inc. and StoneX Securities Inc. in 2019. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of proprietary and third-party investment solutions and supports various account structures with periodic due diligence and client-imposed investment restrictions.

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 financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 credential with two years of industry experience. His prior roles include positions at EverSource CID, LLC and Evidence Wealth, LLC, among others. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and uses a values-based portfolio approach informed by a Judeo-Christian framework.

Kyle Kelley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His background includes roles at Renaissance Hotels and StoneX Securities Inc., as well as various positions in hospitality and education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes multiple platforms and investment strategies, including proprietary models and third-party managers, to implement customized portfolio solutions.

Clay Cook is a financial advisor at StoneX Advisors Inc. with 11 years of industry experience. He holds a Series 66 designation and has held roles at StoneX Advisors, Stonex Securities, River Bank & Trust, Infinex Investments, and Benjamin F. Edwards & Co. Outside of his work at StoneX, he serves as 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, and consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to implement strategies through advisor-managed portfolios, proprietary models, and third-party managers.

Jimmy Nash is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 46 years of industry experience and has previously worked at firms including OneAmerica Securities, Inc. and Cetera Advisors, LLC. Outside of his advisory role, he is involved in insurance sales and marketing and participates in managing a family farm LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, offering a range of financial planning and fiduciary services through a network of 127 advisors.

Alison Castellano is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds a Series 66 designation and previously worked in education with Vestavia Hills and Hoover City Schools, as well as experience at LULULEMON. 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 employs a mix of actively managed and passive strategies with a focus on risk management and also serves as sub-adviser to the Bluemonte family of ETFs.