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.

Harris Doobrow is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He is currently with RFG Advisory, LLC and previously held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, he provides consulting services to dental practices as a financial professional through One on One Consulting. RFG Advisory, LLC serves 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, and retirement plan consulting, utilizing model strategies, third-party platforms, and proprietary ETFs, while also providing access to alternative investments and annuities.

Franklin Brown Jr. is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. He has been a full-time student since 2008. Outside of financial advising, he is a silent partner in Core Waste Solutions LLC, a dumpster rental and hauling business, and Caddie Wagon Golf, which rents golf simulators. Lanark Financial provides investment management and advisory services to a range of clients, including individuals, retirement plans, trusts, and institutional entities, managing approximately $1.78 billion in client assets through multiple advisor teams.

Bobby White is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding a Series 66 designation and 28 years of industry experience. His career includes roles at LPL Financial, Everbank, and Veravest Investment Advisors, among others. 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 governmental entities. The firm uses a primarily discretionary approach, employing model portfolios, third-party platforms, and serving as sub-adviser to multiple ETFs.

Stephen Taylor is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Synovus Securities, Inc. since 2015 and will join Pinnacle Bank in 2026. Outside of his financial advisory role, he is a member of Caroline Cavanaugh, LLC, a real estate holding company. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm uses Envestnet platforms to guide portfolio management through both discretionary and non-discretionary strategies.

Jay Mcgowan is a financial advisor at The Welch Group, LLC in Birmingham, AL, with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. His prior roles include positions at LPL Financial LLC, FI-Plan Partners, and Berk Cleveland Rathmell Wealth Strategies, LLC. The Welch Group, LLC is a multi-team registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $3.2 billion in client assets and offers discretionary portfolio management, financial planning, and family-office services tailored to clients' objectives using a variety of analytical approaches.

Audie Rea is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc and BancorpSouth Investment Services, Inc. Outside of advising, he is president and owner of Pinetucky Farms, where he handles farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services, utilizing both proprietary and third-party investment strategies across various account structures.

Leslie Mcgill is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Synovus Securities, Inc. and has previously worked at First Commercial Bank. Leslie is based in Birmingham, AL. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts, financial planning, and access to alternative investments. The firm combines discretionary and non-discretionary portfolio management using the Envestnet platform and provides educational services for ERISA plans.

Jennifer Dunaway is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her work history includes roles at Synovus bank, Pinnacle Bank, BBVA Wealth Solutions, and Compass Bank. Synovus Securities, Inc. serves individual and high-net-worth investors, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing portfolio management programs on the Envestnet platform guided by client risk tolerance and due diligence processes.

Jeffery Riley is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 27 years of industry experience. He holds a Series 63 designation and has worked at firms including Charles Schwab and L&R Wealth Management. Outside of his advisory role, he serves as an outside agent for United Healthcare in a limited capacity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, using various platforms and third-party managers to implement tailored investment strategies.

Thomas Wagner is a CFP® professional with 17 years of industry experience, currently serving as an advisor at The Welch Group, LLC since 2006. He is based in Birmingham, AL. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about two dozen advisors and over a thousand clients. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, consulting, and family-office services.

Peter Saab is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds the Series 66 credential and has previously worked at NextSite, LLC and Chance Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of advisor-managed portfolios, proprietary models, and third-party money managers to implement customized investment strategies.

Nicole Clarke is a financial advisor at Waverly Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Strategiq Financial Group LLC and SII Investments, Inc. Nicole is based in Birmingham, Alabama. 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 offers a range of wealth management and consulting services.

Robert Lasater is a financial advisor at Advisors Capital Management, LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Advisors Capital Management since 2015. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with fundamental, quantitative, and qualitative research.

Kerry Maldonado is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. He has worked at NBC Securities, Inc. since 2002. Outside of his advisory role, Maldonado is a partner in a furniture refinishing business. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets and offers a combination of discretionary and non-discretionary investment arrangements across multiple advisor teams.

Savannah Montgomery is a CFP® with two years of industry experience, currently advising at The Welch Group, LLC. Her prior experience includes roles at Bridgeworth Wealth Management, Pivotal Finance, ShineOn Living, and The University of Alabama. The Welch Group serves individual investors, trusts, business entities, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and employs a mix of fundamental, technical, charting, and cyclical analysis across various investment horizons.

Matthew Lemen is a financial advisor with Arkadios Wealth Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions with Northwestern Mutual and operating Rfg Advisory, LLC dba Lemzar Capital. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management strategies, blending fundamental, technical, and cyclical analysis.