Callie Waldrop is a CFP® and holds a Series 65 license, with 14 years of experience in the financial industry. She has been with The Welch Group, LLC since 2018 and previously worked at Welch Investments, LLC from 2014 to 2018. The Welch Group serves individual investors, trusts, business entities, and retirement plans by providing discretionary portfolio management, financial planning, consulting, and periodic reporting services. The firm offers family office–style and concierge services and uses a range of analytical methods to design and manage portfolios aligned with client objectives.

John Beatty is a CFP® and Series 65 credentialed financial advisor with three years of industry experience. He has worked at The Welch Group, LLC since 2023 and previously spent a year at OneAscent Wealth. Prior to his financial advisory career, he was with Young Life for eleven years. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. 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.

Mary Tanner is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and 14 years of industry experience. She has worked at Synovus Securities since 2016 and recently joined Pinnacle Bank in 2026. Outside of advising, she owns a rental property in Oxford, MS. Synovus Securities serves a diverse client base including individual and high-net-worth investors, as well as institutional clients such as banks and pension plans. The firm offers a range of investment advisory and brokerage services, utilizing a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Wallace Weathers is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Synovus Securities, Inc. and will join Pinnacle Bank starting in 2026. His prior experience includes roles at Cetera Investment Services LLC and Regions Bank. Outside of his advisory work, he serves as a board member and trustee for the Birmingham Historical Society and is the assistant treasurer for the Birmingham Beaux Art Krewe, which raises funds for the Birmingham Museum of Art. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs through the Envestnet platform, applying due diligence to manager selection and using client risk tolerance to guide asset allocation.

Katherine Green is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation. She joined the firm in 2025 and has prior experience at Ernst & Young, Orangetheory Fitness, and The University of Alabama. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets for individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and family-office services, using a variety of analytical approaches and offering consolidated reporting and customizable fee arrangements.

Brian Haynes is a financial advisor with Lanark Financial, Inc. based in Birmingham, AL. He holds a Series 66 designation and has 26 years of industry experience, including tenure at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services Inc. Beyond his advisory work, he performs as a musician at special events. Lanark Financial serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients with investment management and financial planning services. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Joseph Stephens is a CFP® professional with 18 years of industry experience. He is currently with RFG Advisory, LLC and has worked in various roles at Edgewood Wealth Advisors, Principal Life Insurance Company, and Edward Jones. Stephens serves as Treasurer on the Board of Directors for the Financial Planning Association of North Alabama. 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 utilizes a primarily discretionary investment approach with model portfolios, third-party platforms, and offers services including portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Gerald Garner is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He held a position at UBS Financial Services Inc from 2009 to 2023 before joining Arkadios Wealth and Arkadios Capital. Outside of his advisory work, he serves as a member of the Mountain Brook Parks & Recreation Board and is a City Council member in Mountain Brook, Alabama. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, third-party money managers, and 401(k) advisory. The firm supports advisors with an internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

Clayton Aho is a CFA® charterholder with 26 years of industry experience. He is currently with RFG Advisory, LLC and has previous experience at Ameriprise and Ameriprise Advisor Services, Inc. He is co-owner of a real estate investment venture with his wife. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm utilizes a primarily discretionary investment approach with a range of model strategies, third-party platforms, and serves as sub-adviser to multiple ETFs.

Bradford Acton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He previously worked at Bank of America and Merrill from 2016 to 2023, and briefly with Private Client Services in 2023. Outside of his advisory role, he serves as a board member of the F3BHM Foundation, a nonprofit focused on community leadership through peer-led workouts for men. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.

Farley Haralson is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2006 and joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Helen Hinds is a CFP®-credentialed financial advisor with Leavell Investment Management, Inc. in Birmingham, AL, and has four years of industry experience. Her prior roles include positions at LoneTree Wealth Management LLC, ALPS Distributors, Inc., and Southeastern Asset Management, Inc. Leavell Investment Management provides discretionary investment management and related services to individual and institutional clients, including trusts, pension plans, and endowments. The firm employs a fundamental analysis and tailored asset allocation approach, focusing on diversification and risk control across multiple asset classes.

Logan Frost is a CFP® and Series 65 registered financial advisor with two years of industry experience. He joined The Welch Group, LLC in 2024 after roles at the University of North Carolina at Charlotte, MedPlex Inc., and the University of South Carolina. The Welch Group serves individual investors, trusts, business entities, and retirement plans by offering discretionary portfolio management, financial planning, and consulting services. The firm provides customized portfolios using a combination of fundamental, technical, charting, and cyclical analysis and offers family office–style and concierge services.

Michael Ingram is a Series 66-licensed financial advisor with M Holdings Securities, Inc. in Birmingham, AL, with three years of industry experience. His background includes roles at 2065 Wealth Management and Principal Securities, along with experience in health insurance brokerage as a sole proprietor. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through independent member firms and financial professionals nationwide. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, supported by third-party sub-advisors and platform providers.

Sharon Martin is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior work includes roles at Edward Jones for 19 years and Merrill for 5 years. She is also the founder and owner of Cheaha Wealth Management. RFG Advisory offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach features discretionary management using various model strategies and third-party platforms, along with oversight of affiliated and third-party managers.

Jonathan Lewis is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with 11 years of industry experience. He has been with Synovus Securities since 2016. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers a range of investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Joseph Mcnair is a CFP® professional with 13 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2022, following a decade at Warren Averett Asset Management, LLC. Mcnair also serves as an adjunct faculty member at Florida State University, teaching the CFP curriculum. 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 financial planning, retirement plan consulting, and multi-family office services.

Ronald Wood is a CFP® professional with 26 years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked with Synovus Securities and Synovus Bank since 2002 and recently joined Pinnacle Bank in 2026. He holds Series 63 and Series 66 licenses. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services.

Roger Hubbert Jr. is a financial advisor at RFG Advisory, LLC with 14 years of industry experience. He holds the Series 65 designation and has worked at RFG Advisory since 2019. His prior experience includes seven years at Raymond James Financial Services Advisors and ongoing involvement with Investors Resource since 2011. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management and access to various model strategies, third-party platforms, and alternative investments, alongside its role as an ERISA fiduciary for retirement plans.

Gavin Gillison is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent ten 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 combines 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 solutions.