Robert Erickson is a financial advisor with StoneX Advisors Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Quest Capital Strategies, Inc. and Pruco Securities LLC/The Prudential Insurance Company of America. Erickson is also president of EMG Financial Services LLC, an insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, in-house groups, and multiple investment platforms to deliver tailored strategies and support varied client needs.

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 joining StoneX, she worked at StoneX Securities Inc. for four years and has held various roles outside the financial sector. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs model-based solutions and third-party money managers to implement customized investment strategies.

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 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016, previously working at StoneX Securities Inc. and Colonial Asset Management Inc. Outside of his advisory role, Henry is involved in various activities including co-owning a small working farm, serving on the City of Fairhope Airport Authority Board, and participating 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. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies across multiple account structures.

John Pfaudler Jr. is a financial advisor with RFG Advisory, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and LPL Financial. He is also a co-owner of LHP Capital LLC, involved in managing commercial real estate. RFG Advisory serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs and serves several unique client types such as investment companies and municipal entities.

Colin Winkler is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. He has been affiliated with various StoneX entities since 2016 and previously worked at Sterne Agee Financial Services, Inc. Winkler operates his independent representative business under the name Winkler Hiznay & Associates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering discretionary and non-discretionary portfolio management, financial planning, and related consulting services. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Neil Knierim is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, with 13 years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Pinnacle Bank, Synovus Bank, Wells Fargo Clearing, BBVA Wealth Solutions, and Principal Financial Services. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning. The firm employs a risk-tolerance based investment approach and provides access to alternative investments and outside money managers.

Mark Perkins is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His career includes positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Ernest Jordan is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at several firms including Voya Financial Partners, MSI Financial Services, and First Allied Advisory Services. In addition to his advisory role, he is a managing partner at Stone Financial Group LLC, focusing full-time on this activity. 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 implementation strategies through advisor-managed portfolios, model solutions, and third-party money managers, supported by integrated clearing and custody capabilities through its affiliation with StoneX Group.

Justin Russell is a financial advisor at Waverly Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for Warren Averett Asset Management, LLC from 2006 to 2022 before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals across wealth levels, 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 investment management, financial planning, and multi-family office services.

Jonathan Duke is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes long-term service at Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and alternative investments. The firm uses the Envestnet platform for portfolio management and maintains affiliations that provide additional financial services and referral opportunities.

Kenneth Peavy is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Stonex Advisors Inc. and StoneX Securities Inc. since 2018 and previously held roles at Max Federal Credit Union and LPL Financial. Peavy serves as a board member of The Cloverdale Playhouse, a community theater in Montgomery, AL. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes model-based and advisor-managed portfolios and works with third-party money managers, supported by integrated platforms for portfolio implementation and tax-aware strategies.

Cason Westmoreland is a CFP® professional with four years of industry experience, currently serving as a financial advisor at The Welch Group, LLC. His prior experience includes roles at Twickenham Advisors, UBS Financial, and Ameriprise Financial. The Welch Group provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm combines fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and offers family office–style and concierge services alongside aggregated reporting for assets both managed and unmanaged.

Dylan Levey is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cetera Wealth Services, BBVA Securities, and Avantax Advisory Services. Outside of advising, he serves as president of Diamond Head Building LLC, a professional commercial building enterprise. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using various internally managed and third-party portfolios, incorporating fundamental, technical, and cyclical investment analysis.

Parrish Simmons is an Associate Wealth Advisor at RFG Advisory, LLC with one year of industry experience. Before joining RFG Advisory, he held positions at Cadence Bank and LPL Financial/Cadence Investment Services, among others. His background also includes several years associated with the Huntsville Tennis Center and Ball State University. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select 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, while serving as an ERISA fiduciary for retirement accounts and plan sponsors.

Frank Falkenburg is a financial advisor at Lanark Financial, Inc. based in Birmingham, AL. He holds a Series 63 designation and has 56 years of industry experience, including over three decades at NBC Securities, Inc. since 1995. Lanark Financial provides investment management, financial planning, and related advisory services to a range of clients including individuals, retirement plans, trusts, foundations, municipalities, and institutions. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management through various program-based platforms.

Michael Barranco is a financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He holds a Series 66 credential and previously worked at McDonald Financial Services LLC and LPL Financial, LLC. Outside of his advisory work, he teaches classes in Montgomery, AL. Waverly Advisors is a multi-team registered investment adviser serving 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, retirement consulting, and multi-family office services.

Manly Lee Jr. is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 42 years of industry experience, including prior roles at Metlife Securities Inc. and Mass Mutual Life Insurance Company. Lee is also a board member of the charitable organization Mountain Brook Pops Club. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary portfolios using a blend of proprietary models and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Randall Freeman is a CFP® certificant with three years of experience in the financial industry. He has worked at Leavell Investment Management, Inc. since 2023 and previously spent 29 years at Brasfield & Gorrie, LLC. Leavell Investment Management provides discretionary investment management and related services to a range of individual and institutional clients. The firm employs a fundamental analysis and tailored asset allocation approach, managing diversified portfolios across multiple asset classes and also offers trustee, bill-pay, and family-office services.