Wesley Miller is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining RFG Advisory, he worked at Northwestern Mutual in various capacities between 2016 and 2021. He is also involved as an insurance agent with multiple firms, including Ash Brokerage, Dixon Wells Insurance Brokerage Firm, and The Palmer Agency. RFG Advisory is a multi-team registered investment adviser with approximately 178 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 combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and also acts as a sub-adviser to the Bluemonte family of ETFs.

Caleb Bagwell is a CFP® with 15 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC since 2019. Prior to that, he worked at Commonwealth Financial Network for nine years. Outside of his advisory role, he is a Leadership Coach and sole proprietor of LeaderWise Academy, where he offers speaking and training events on leadership and company culture. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, providing 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 offers values-based portfolio options informed by a stated Judeo-Christian framework.

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, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at several firms including Private Client Services, LLC, American Group Center For Wealth Planning, and LPL Financial. Outside of his advisory role, he is also an insurance agent affiliated with Crump Insurance, offering life and health insurance products. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, while offering access to proprietary and third-party investment models as well as alternative investments.

Vester Martin III is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Edward Jones for 15 years and is the owner and founder of Cheaha Wealth Management. 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 uses a combination of actively managed and passive strategies, tax-aware approaches, and alternative investments, and serves investment companies as well as state and municipal clients.

Amber Terakedis is a CFP® professional with 18 years of industry experience, currently serving at Plante Moran Financial Advisors since 2016. She is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a variety of analytical methods and manages both discretionary and non-discretionary portfolios, supported by its affiliation with the broader Plante Moran enterprise.

Michael Murray is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial firms, including Protective Life Insurance Company, LPL Enterprise, LLC, and PNC Investments. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related 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 support diverse client needs.

Adam Smith is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Csenge Advisory Group, LLC and has prior experience at Integrity Alliance, LLC, Lion Street Financial, and Auburn University. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary or model-based allocations across 13 proprietary models.

Madeline Kramer is a CFP® with three years of industry experience, currently serving as a financial advisor at The Welch Group, LLC. She previously worked at Longbow Capital Partners and has a background that includes studies at the University of Mississippi. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets and serving individuals, trusts, pension plans, and business entities. The firm provides discretionary portfolio management, financial planning, and wealth-management services, using a variety of analytical approaches and offering formal family-office and fixed-fee planning options.

Robert Erickson is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Quest Capital Strategies, Inc. and Pruco Securities, LLC. Outside of his advisory role, Erickson serves as president of EMG Financial Services LLC, an insurance agency. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a mix of independent advisors and an in-house Private Client Group, offering various account structures and model-based investment solutions.

Matthew Williams is a financial advisor at OneAscent Financial Services LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as executor of his grandmother’s estate. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers personalized asset management, financial planning, and consulting through multiple advisory teams, utilizing a range of managed account platforms and overlay managers.

Heather Smith is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at StoneX Securities Inc. and First Choice Personnel. Outside of her main advisory position, she is involved as a client assistant at Eagle Creek Wealth Management. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and in-house teams to deliver customized investment solutions supported by various platforms and model-based strategies.

Jacob Foster is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Diversified, LLC. Prior to joining the firm, he spent eight years in the transportation sector with Foster Transportation. Diversified, LLC offers investment advice and financial planning to a broad client base, including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and integrates third-party managers and platforms to tailor asset allocation and diversification strategies according to client objectives and risk tolerances.

Mem Webb Jr. is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He previously worked for UBS Financial Services Inc. for 14 years before joining Arkadios Wealth and Arkadios Capital in 2023. Webb volunteers annually to host a fundraising event for the Birmingham chapter of the Coastal Conservation Association. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of investment approaches, including advisor-managed accounts, third-party money managers, and an internal portfolio team that supports discretionary management using fundamental, technical, and cyclical analysis.

Pelham Henry III is a financial advisor at StoneX Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with StoneX Advisors since 2016, having previously worked at StoneX Securities since 2009. Outside of his advisory role, Henry is involved in agricultural insurance sales, co-owns a small working farm, serves on the City of Fairhope Airport Authority Board, and participates in the finance committee of St. James Episcopal Church. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through both independent advisors and an in-house Private Client Group. The firm utilizes a variety of portfolio implementation strategies and platforms, supporting multiple account structures and investment restrictions.

Jeanna Stephens is a financial advisor at Wealth Management with six years of industry experience. She holds a Series 65 designation and has worked at Chappell Professional Group, PC, a tax and accounting firm, since 2015. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and other institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs.

John Pfaudler Jr. is a financial advisor with RFG Advisory, LLC in Birmingham, Alabama, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Private Client Services, LPL Financial, and Ameriprise Financial Services. Outside of advisory work, he is a co-owner and assists with managing commercial real estate through LHP Capital LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies with a focus on risk management and diversified investment solutions.

Colin Winkler is a financial advisor with StoneX Advisors Inc. in Mountain Brook, AL, holding a Series 66 designation and seven years of industry experience. His career includes roles at StoneX Financial Inc., StoneX Securities Inc., Sterne Agee Financial Services, and Sterne, Agee, and Leach, Inc. He operates his independent representative business under the name Winkler Hiznay & Associates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors and in-house teams, implementing strategies through proprietary models and third-party managers across multiple platforms.