Murry Vaughan is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations with 35 years of industry experience. He has been with Synovus Securities since 1999. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients such as banks and pension plans. The firm provides both investment advisory and brokerage services, employing discretionary and non-discretionary portfolio management programs through the Envestnet platform.

Laura Hinton is a financial advisor with RFG Advisory, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 38 years of industry experience and has worked at RFG Advisory and Bridgeworth, LLC since 2013, as well as LPL Financial from 2013 to 2018. Outside of her advisory work, she serves as president of the Breast Cancer Research Foundation of Alabama board. 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 alternative investments, using a blend of actively managed and passive strategies with an emphasis on risk management.

John Ashcraft is a financial advisor at EverSource Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Synolitec, LLC, Zivaro Holdings, Inc., Dish Network, S&P Global, and Tutor.com. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates and trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, delivering advice through multiple investment programs and a national network of advisor representatives.

Maria Mora Velasquez is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Samford University and Thompson High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients across a broad range of strategies, including traditional equity and fixed income as well as alternative and private-market allocations. The firm offers investment management, financial planning, retirement plan consulting, and multi-family office services.

Andrew Gearhart is a CFP® with 14 years of industry experience and is currently an advisor at Waverly Advisors, LLC. Prior to joining Waverly in 2022, he worked at Warren Averett Asset Management, LLC and Kinsight, LLC. He serves on the board of a 501(c)(3) donor-advised fund platform in Birmingham, Alabama. 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 offers a range of financial planning, retirement consulting, and multi-family office services.

Melissa Brown is a financial advisor at OneSeven with 24 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and Kestra Advisory Services, LLC. Brown joined OneSeven in 2026. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolios using mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements, applying a primarily long-term investment approach with both discretionary and non-discretionary arrangements.

Daniel Phillips is a CFP®, CFA®, and holds a Series 65 license, with 10 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2020 and previously spent four years with BMSS Wesson Wealth Solutions, LLC. EverSource Wealth Advisors serves individual and institutional clients, providing a range of wealth management, financial planning, and investment advisory services. The firm operates a national network of advisors and offers multiple investment platforms, including private markets and values-based strategies, while also acting as both an adviser to other RIAs and a manager of private pooled investments.

Thomas Barko is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and bringing 22 years of industry experience. His prior roles include positions at Colonial Asset Management Inc., A. G. Edwards & Sons, Inc., and Waddell & Reed. Barko serves as a board member for Eye Heart World, a nonprofit organization focused on combating human trafficking, and is a Dave Ramsey Endorsed Local Provider for Baldwin County, Alabama. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of portfolio implementation platforms and supports multiple account structures and model-based investment solutions.

Bradley Rathe is a financial advisor at Waverly Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Strategiq Financial Group, LLC. Outside of his advisory role, he is the principal and managing director of Astor Janssen Holdings, LLC, a commodity pool operator. 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, offering comprehensive investment management, financial planning, and multi-family office services.

Rhonda Hitchcock is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at BMSS Wesson Wealth Solutions, LLC for eight years before joining Eversource. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations, offering wealth management, financial planning, and investment advisory services. The firm supports independent RIAs through turnkey asset management and sub-advisory services and utilizes a variety of investment programs, including private markets and values-based strategies.

James Gauld is a financial advisor with Stonex Advisors Inc. based in Birmingham, AL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Prior to joining Stonex Advisors in 2022, he worked at Valic Investment Services Company for 24 years. He is also Senior Vice President of Investments and a financial advisor at Stone Financial Group, LLC, a branding entity associated with StoneX. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a mix of independent advisors and an in-house private client group, implementing investment strategies through proprietary models, third-party money managers, and various platforms.

Nathan Collins is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is currently with StoneX Advisors Inc. and its affiliated firms, where he has worked since 2018. Prior to that, he held positions at Innovative Financial Solutions, PlanMember Securities Corporation, and Broadridge Advisor Compensation Solutions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.

Aiden Pierce is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms, including Integrity Alliance, LLC, Lion Street Financial, and Csenge Advisory Group. Outside of advisory roles, he has experience reviewing life insurance policies through a related insurance provider position. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical investment process with customized portfolio management and operates through a network of independent advisors.

Peter Saab is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at multiple StoneX entities since 2017 and prior experience with Cetera Investment Services LLC and Regions Bank from 2015 to 2017. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management, financial planning, and consulting services. The firm employs both independent financial advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers using various platforms.

Gibson Bosworth is a Series 65-credentialed financial advisor with seven years of industry experience, currently serving at RFG Advisory, LLC since 2019. He previously worked at Fisher Investments and has experience outside finance owning and operating a freelance photography business. RFG Advisory is a multi-team registered investment adviser with 178 advisors managing approximately $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and access to a range of investment strategies, including proprietary models and alternative investments, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.

Thomas Davis IV is a financial advisor with Virtue Capital Management, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Virtue Capital Management since 2019 and is also president of Designed Income Advisory, LLC, a firm focused on sales of insurance and insurance-based investment products. His prior roles include positions at Horter Investment Management, The Davis Insurance Agency, Aura Asset Management, and Ameriprise. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, consulting, and sub-advisory services, employing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

Stewart Welch III is a CFP® professional with 34 years of experience in the financial services industry. He has been with The Welch Group, LLC since 1998 and previously worked at Welch Investments, LLC (formerly Fee-Only Planning Professionals, LLC) for 19 years. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to client objectives using a combination of fundamental, technical, and cyclical analysis.

Kaleigh Shipman is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Hightower Advisors, Raymond James & Associates, and Williamson Wealth Group, Inc. 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, serving both non-discretionary and discretionary clients.

Jeffrey Helms is a CFP® professional with 15 years of industry experience. He currently works at Waverly Advisors, LLC, where he has been since 2022, and previously spent 10 years at Warren Averett Asset Management, LLC. 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, serving a broad client base that includes non-high net worth and high net worth individuals.

Dalton Clary is a CFP® professional with four years at Waverly Advisors, LLC and two years of industry experience. His prior roles include positions at Capstone Building Corp., FYZICAL Balance Centers, The University of Alabama, First United Methodist Church Tuscaloosa, and Northridge High School. 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 markets allocations, serving clients through both discretionary and non-discretionary management.