Hastings Marks is a Series 66-licensed financial advisor with Synovus Securities, Inc. in Birmingham, AL, having four years of industry experience. His career includes multiple roles within Synovus Bank and a recent position at Pinnacle Bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering both investment advisory and brokerage services. The firm utilizes Envestnet’s platform for portfolio management and provides access to alternative investments and educational services for ERISA plans.

Henry Clay is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at The Welch Group, LLC since 2018 and previously at Welch Investments, LLC (formerly Fee-Only Planning Professionals, LLC) from 2014 to 2018. He is based in Birmingham, Alabama. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about 24 advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, financial planning, and family-office services tailored to clients’ objectives through a combination of fundamental, technical, charting, and cyclical analyses.

Micah Darlington is a CFP® designated financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. His prior work includes roles at Home Federal Bank and Foothills Brokerage, as well as experience outside finance with Moxie Pest Control and Protomet Corporation. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management and sub-advisory services through a national network of investment advisor representatives using multiple investment platforms and values-based strategies.

Taylor Fann is a financial advisor with StoneX Advisors Inc. in Birmingham, AL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he has held positions with StoneX Group Inc. and StoneX Securities Inc., as well as work experience outside of finance at Topgolf and the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various portfolio implementation platforms and provides model-based solutions with opportunities for clients to impose investment restrictions and receive periodic reviews.

Patrick Garrett is a Series 66 licensed financial advisor at Summit Financial, LLC with 10 years of industry experience. He has worked at Ameriprise Financial Services and Purshe Kaplan Sterling Investments prior to his current role. Garrett provides financial and insurance advisory services through his activities with Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs combining discretionary and consultative approaches alongside financial planning and retirement plan advisory services.

John Mccarthy is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Quest Capital Strategies, Inc. In addition to his advisory role, he is an independent insurance agent specializing in life and health products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a range of investment strategies and platforms, including advisor-managed portfolios and third-party money managers, supported by its affiliation with StoneX Group and integrated operational capabilities.

Miles Gunn is a Series 65 licensed financial advisor with Waverly Advisors, LLC in Birmingham, AL, where he has worked since 2025. He has one year of experience in the financial industry and previously held positions at Brasfield & Gorrie and Northwestern Mutual. His background also includes various roles at Samford University and other organizations. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office support.

Mark Pearson is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He has been with RFG Advisory Group since 2013 and holds Series 63 and Series 65 licenses. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to various model strategies and alternative investments.

Casey Marshall is a CFP® professional with 11 years of experience, currently with RFG Advisory, LLC. His prior experience includes roles at Northwestern Mutual firms from 2014 to 2021. Outside of his advisory work, he operates his own legal entity, Casey Marshall LLC. 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 model strategies and alternative investments, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.

Stephen Miller is a financial advisor at EverSource Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and independent RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management and sub-advisory services, utilizing multiple investment programs and a private markets platform.

Carson Eddy is a CFP® professional with four years of experience at Waverly Advisors, LLC. Prior to joining Waverly Advisors, he held positions at Cahaba Wealth Management, Strategic Financial Partners, and worked at Samford University and Briarwood High School. Waverly Advisors is a multi-team registered investment adviser serving individual clients, 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 investment management, financial planning, and multi-family office services.

John Burch is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at EverSource Wealth Advisors, LLC since 2019. Prior to that, he worked at Camelot Advisors, LLC for five years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a proprietary investor profiling process.

Kyle Hewlett is a financial advisor with SageSpring Wealth Partners, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include work with Hewlett Davidson Powell LLC and Southwestern Investment Group. Outside of advisory work, he has been involved in promoting industry software for over two decades. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and planning services, employing a goals-based approach with a range of strategies and oversight of third-party money managers.

Mark Braverman is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2019 and has been involved with EMark Financial since 2008. Outside of his advisory roles, he is the owner of EMark Financial, which sells and services insurance products including life, health, and annuities. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm combines independent financial advisors and an in-house Private Client Group, implementing strategies through various portfolios, proprietary models, and third-party managers using multiple platforms.

Kelly De Roy is a financial advisor at The Welch Group, LLC with three years of industry experience. She holds a Series 65 designation and has been with The Welch Group since 2011. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about 24 advisors serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and wealth-management services, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients' objectives.

Maria Gregoriev is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds a Series 63 designation and has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2019. Outside of her advisory work, she volunteers with the Marin Financial Abuse Specialist Team, assisting in community education and investigations related to elder financial abuse. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies and platform solutions, including third-party money managers, and is part of StoneX Group, which offers integrated clearing, custody, and lending services.

Bradley Justice is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding a Series 66 designation and four years of industry experience. His work history includes roles at StoneX Advisors Inc. and StoneX Securities Inc., as well as positions with the Tuscaloosa Public Library and Guthrie's Chicken. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services through a combination of independent advisors and an in-house Private Client Group. The firm offers multiple account structures and model-based solutions, utilizing various platforms and third-party money managers to implement investment strategies.

John Adams Jr. is a financial advisor at Waverly Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Warren Averett Asset Management, LLC for 10 years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets allocations, and provides financial planning, retirement plan consulting, and multi-family office services.

George Dawkins III is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Stonex Advisors since 2016 and also maintains a relationship with StoneX Securities Inc. since 2010. Outside of his advisory roles, he is a partner in Burleson Dawkins Inc. and GWDJFB, LLC, the latter formed to access group health insurance benefits. 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 blend of independent advisors and an in-house Private Client Group. The firm employs a range of model-based and advisor-managed investment strategies and supports multiple account structures with ongoing due diligence on third-party managers.

Steven Causey is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He previously worked for Warren Averett Asset Management and Warren Averett, where he spent over three decades. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office support, combining traditional equity and fixed-income strategies with alternative and private-market investments.