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 a financial advisor at 1919 Investment Counsel, LLC with credentials including Series 63 and Series 65. He joined 1919 Investment Counsel in 2025 and previously practiced law for 16 years at Braxton Comer Law Firm. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base including high-net-worth individuals, institutions, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and connections to Stifel Financial Corp. affiliates.

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.

David Conoly is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding a Series 65 license with two years of industry experience. Prior to joining Waverly Advisors, he worked at Invista Advisors and has a varied background including roles at Auburn University and several other businesses. 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.

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.

Jimmy Nash is a ChFC® with 47 years of industry experience and is currently affiliated with CreativeOne Securities, LLC. He has held prior roles at firms including OneAmerica Securities, Inc., American United Life, and Mass Mutual Investors Services. Outside of his advisory work, he is involved in life, disability, medical, and long-term care insurance sales and serves as a tax partner in a family farm LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm provides financial planning, discretionary and non-discretionary portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and third-party manager programs.

Alison Castellano is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds the Series 66 designation and has a diverse background that includes previous roles in education with Vestavia Hills City Schools and Hoover City Schools, as well as experience in retail at LULULEMON. RFG Advisory provides investment advisory and planning services to a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s approach is primarily discretionary, utilizing model strategies, third-party platforms, and curated access to alternative investments and annuity platforms.

Wesley Miller is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Northwestern Mutual in various investment and wealth management roles from 2016 to 2021 before joining RFG Advisory and its affiliate Willow Private Wealth. Outside of his advisory role, he is also active as an insurance agent with multiple brokerage firms. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and selected institutional clients. The firm primarily offers discretionary portfolio management using a variety of model strategies and third-party platforms, and it also serves as a sub-adviser to several ETFs while managing ongoing supervisory and fiduciary responsibilities.

Caleb Bagwell is a CFP® with 15 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2019. He previously worked for Commonwealth Financial Network from 2010 to 2019. In addition to his advisory role, Bagwell is a leadership coach and sole proprietor of LeaderWise Academy, where he offers speaking and training events focused on leadership and company culture. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm provides wealth management, financial planning, investment advisory, and consulting services, using multiple investment programs and a national network of advisors to deliver tailored advice and specialized platforms such as private markets and OCIO solutions.

Carl Mcdonald Jr. is a financial advisor at Waverly Advisors, LLC with 37 years of industry experience. He has held roles at LPL Financial, Raymond James Financial Services, and operated his own firm, McDonald Financial Services, LLC. Mcdonald is also involved in managing Drytech, Inc., a non-investment related 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 a range of financial planning and multi-family office services.

John Haas is a financial advisor at 1919 Investment Counsel, LLC with six years at the firm and a total of three years of industry experience. He holds the Series 65 designation. Prior to his advisory role, he worked at Ralph Lauren for three years and was affiliated with Florida State University in multiple capacities. 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, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, integrating proprietary research and third-party managers.

Aaron Nelson is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 23 years of industry experience. He previously worked at Emerant Wealth, LLC and Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individual, retirement plan, and pooled vehicle clients. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, and offers discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Harrison Saunders is a financial advisor at Synovus Securities, Inc. based in Birmingham, AL. He holds a Series 65 credential and has one year of industry experience, including roles at Pinnacle Bank and several advisory firms since 2024. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, employing a client risk-tolerance approach to asset allocation and manager selection through the Envestnet platform.

Richard Ohlrich is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at Private Client Services, LLC, American Group Center For Wealth Planning, Center for Wealth Planning Advisors, Inc., and LPL Financial, LLC. Outside of advisory work, he is also an insurance agent offering life and health insurance products. RFG Advisory serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging various model strategies and third-party platforms while acting as an ERISA fiduciary for retirement accounts.

Vester Martin III is a financial advisor with RFG Advisory, LLC in Vestavia Hills, Alabama. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including previous roles at Edward Jones and Merrill. Martin is also the owner and founder of Cheaha Wealth Management. RFG Advisory offers investment advisory and planning services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily provides discretionary portfolio management through various model strategies, third-party platforms, and acts as sub-adviser to multiple Bluemonte ETFs.

Amber Terakedis is a CFP® with 18 years of experience in the financial advisory industry. She is currently with Plante Moran Financial Advisors and also serves as a partner at P&M Holding Group, LLP. Her prior work includes a period at Ameriprise. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutions, and sovereign wealth funds. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers and alternative investments.

Michael Murray is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Protective Life Insurance Company, LPL Enterprise, LLC, and various StoneX affiliates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and annuity allocation through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of proprietary and third-party investment solutions, supported by multiple platforms for portfolio implementation and tax-aware services.

Madeline Kramer is a CFP® with four years of industry experience, currently serving at The Welch Group, LLC since 2023. Prior to this, she worked at Longbow Capital Partners from 2019 to 2023. The Welch Group, LLC 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, focusing on customized portfolio design and ongoing supervision using a combination of fundamental, technical, charting, and cyclical analysis.