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 at StoneX Advisors Inc. in Birmingham, AL, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2017, as well as at First Allied Advisory Services and First Allied Securities from 2015 to 2017. Outside of his advisory roles, he is a managing partner of Stone Financial Group LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, utilizing platforms such as Envestnet and Advyzon to implement diversified investment strategies.

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 Auburn, AL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with StoneX Advisors since 2018 and previously spent three years at LPL Financial and ten years at Max Federal Credit Union. Peavy serves as a board member of The Cloverdale Playhouse, a community theater in Montgomery, AL. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group, employing proprietary models and third-party managers to implement tailored investment 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 with NBC Securities, Inc. in Birmingham, Alabama, holding a Series 63 designation and bringing 56 years of industry experience. He has been with NBC Securities since 1995. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering a range of fee-based advisory programs and managed-account platforms with a focus on manager selection, model portfolios, and overlay management.

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 at Summit Financial, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc. from 2005 to 2024. Horton is also involved with Garrett, Perkins & Horton Advisory Partners, an independent registered investment advisory, and provides fixed insurance advice as an agent. 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 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 bringing 31 years of industry experience. He has worked with StoneX Advisors and StoneX Securities since 2019 and has been the owner of CWT Financial since 2012, a business focused on brand recognition and promoting independent financial advisory services. 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 employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated platforms and affiliated clearing and custody 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 with NBC Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. He has been with NBC Securities since 2014. Outside of his advisory role, he provides private baseball lessons and coaching through the 33s Baseball Club. Monte works at a firm affiliated with Lanark Financial, Inc., which offers investment advisory services, financial planning, and portfolio management to a variety of clients including individuals, trusts, and institutions. Lanark operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, delivering services through multiple fee-based programs and employing a combination of fundamental and technical analysis in its investment approach.

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.

Harris Doobrow is a CFP® and ChFC® affiliated with RFG Advisory, LLC, bringing 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he provides consulting services to dental practices through a separate consulting business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, typically managing assets on a discretionary basis with a combination of actively managed and passive models.

Franklin Brown Jr. is a financial advisor with NBC Securities, Inc. in Birmingham, AL, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he has been a full-time student since 2008. Outside of his advisory work, he is a silent partner in non-investment businesses including Core Waste Solutions LLC, which focuses on dumpster rental and hauling, and Caddie Wagon Golf, a golf simulator rental service. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of fee-based advisory programs and managed-account platforms that utilize discretionary manager selection and model portfolios.

Bobby White is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 28 years of industry experience. He has worked with several firms, including LPL Financial and Everbank, and has been associated with RFG Advisory since 2011. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies.