Jeanna Stephens is a Series 65 licensed advisor at Wealth Management with seven years of industry experience. She has worked with Chappell Professional Group, PC, a tax and accounting firm, for over a decade. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and provides back-office and recordkeeping support for other advisors.

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 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® credentialed advisor with four years of industry experience, currently serving at The Welch Group, LLC. His prior roles include positions at Twickenham Advisors, UBS Financial, and Ameriprise Financial. 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 and employs a blend of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

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 a Series 66-licensed financial advisor at RFG Advisory, LLC with one year of industry experience. His prior roles include positions at Cadence Bank, LPL Financial/Cadence Investment Services, and Private Client Services. Simmons has also worked outside the financial industry, including experience at the Huntsville Tennis Center and Ball State University. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a mix of actively managed and passive strategies with a focus on risk management and tax efficiency.

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.

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.

Brandon Horton is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 19 years and currently serves at Summit Financial and Purshe Kaplan Sterling Investments. Horton also provides insurance advice as an independent insurance agent. Summit Financial is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Craig Trojahn is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Stonex Advisors and Stonex Securities since 2019 and also owns CWT Financial, a business focused on promoting his independent advisory services and offering insurance sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, supported by its affiliation with StoneX Group and its broad operational capabilities.

Paul Tyers is a financial advisor with OneAscent Financial Services LLC in Birmingham, AL, and holds three years of industry experience. He is also President of Canadian Life Settlements Inc. and serves on the board of the Life Insurance Settlement Association of Canada and the Orange Benefit Fund. Additionally, Tyers is President and Director of Wealth Stewards Inc., a firm providing financial planning and life/accident insurance brokerage. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing individualized asset-allocation strategies and various platform solutions, including outsourced CIO and CCO services.

Monte Marshall is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with NBC Securities Inc. since 2014. Outside of advising, he spends time coaching and giving private baseball lessons. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients, including individuals, retirement plans, trusts, foundations, municipalities, and other institutions. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary account management across multiple advisor teams.

Ralph Moore is a financial advisor with First Heartland Consultants, Inc. in Pelham, Alabama, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with First Heartland Capital Inc since 2012 and has extensive involvement in multiple business ventures, including ownership in a furniture leasing business and active roles in various real estate and property management companies. Moore also serves as president of the board of directors for the Iota Lambda House Corporation of Sigma Nu Fraternity. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.