Adrian Castellano is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 65 credential and has worked at RFG Advisory since 2024. In addition to his financial advisory role, Castellano serves as an on-air meteorologist for Hearst Television's WVTM in Birmingham, Alabama. 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 using a combination of actively managed and passive strategies, alternative investments, and tax-aware portfolio management.

Sharilyn Moxley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. Prior to joining RFG Advisory, she spent ten years at Raymond James. Outside of her advisory role, she is an author of the book *Change in My Pocket* and contributes to an audio and visual storytelling network as a sponsor and content contributor. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, including direct indexing and tax-aware approaches, and serves a wide range of clients with portfolio management, financial planning, and alternative investment services.

Kristi Trowbridge is a CFP® with 30 years of industry experience, currently affiliated with Nfsg Corporation. She has worked at NewBridge Securities Corporation since 2019 and Kestra Financial Services, Inc. from 2016 to 2019. Outside of her advisory role, she owns Trowbridge Wealth Management, LLC, where she provides investment advisory, insurance, tax, and accounting services. Nfsg Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a multi-strategy investment approach with internal portfolio management support and partnerships with third-party asset managers.

Justin Davenport is a CFP® and holds a Series 65 license with six years of industry experience. He has been with The Welch Group, LLC since 2019 and previously worked at Warren Averett from 2015 to 2019. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets and serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and family-office services, using a comprehensive approach that includes fundamental and technical analysis tailored to each client's objectives.

Frederick Wedell II is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds a Series 65 designation and has been with RFG Advisory Group, LLC since 2016. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments.

David Foreman is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent 15 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 integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office services.

Stuart Garner is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at RFG Advisory Group since 2014 and previously at LPL Financial. In addition to his advisory role, he is an attorney practicing real estate and probate law, and he owns an online firearms sales business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $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 model strategies across individual, institutional, and retirement plan clients, employing a mix of active and passive approaches with risk-managed portfolios.

Walter Huxford III is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Regions Bank and Synovus Bank before joining Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing the Envestnet platform for portfolio management and offering access to alternative investments and educational services.

Alan Ward is a CFP® certificant with 14 years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2024. Prior to joining Compound Planning, he spent 12 years at Johnson Sterling, Inc., and had a one-year tenure at Legg Mason Wood Walker, Incorporated. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes risk-based model allocations and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Anneliese Roemer is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked for Warren Averett Asset Management, LLC from 2012 to 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 offers a range of investment management, financial planning, and multi-family office services.

Jason Klauk is a financial advisor at Leavell Investment Management, Inc. in Birmingham, AL, with two years of industry experience. He previously worked at Millennium and GMT Capital. Leavell Investment Management provides discretionary investment management and related services to individuals, families, trusts, pension plans, endowments, foundations, and manages two registered no-load mutual funds. The firm’s investment approach is based on fundamental analysis and tailored asset allocation, focusing on long-term returns through diversification and risk control across multiple asset classes.

Gaines Grelier Kohn is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Synovus Securities since 2012 and Pinnacle Bank since 2026. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing investment advisory and brokerage services through various managed account programs and financial planning solutions. The firm utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform, incorporating risk-tolerance assessments and due diligence in manager selection.

Charles Bridges is a financial advisor at StoneX Advisors Inc. in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. Prior to joining StoneX, Bridges worked at Ridgeway Landscaping and Regions, and he attended the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm utilizes various account structures and model-based solutions, offering investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

William Scroggins is a CFP® professional with 18 years of experience in financial advising, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services, Inc. for nine years. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and consulting services, employing tailored portfolios that utilize a range of asset types and both fundamental and technical analysis.

Judson Smith is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and 40 years of industry experience. He previously worked at Intl Advisory Consultants Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory role, he also works as a school bus driver. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations through discretionary and non-discretionary portfolio management, financial planning, and related consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing and custody capabilities through the StoneX Group.

Grant Cardwell is a financial advisor at Waverly Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Warren Averett Asset Management, LLC and Warren Averett, LLC. Waverly Advisors is a multi-team registered investment adviser serving 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 services including investment management, financial planning, and multi-family office services.

Foster Hyde is a CFP®, CFA®, and Series 65 licensed financial advisor with 13 years of industry experience. He has worked at The Welch Group, LLC since 2011. 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 each client's objectives.

Joel Fishman is a financial advisor at StoneX Advisors Inc. based in Birmingham, Alabama, holding a Series 66 credential with nine years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2019. In addition to his advisory role, he operates an independent insurance agency, Fishman Financial, which focuses on insurance sales. StoneX Advisors Inc. serves individual, corporate, retirement plan, and charitable clients, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm combines independent financial advisors and an in-house Private Client Group, employing various portfolio implementation platforms and third-party money managers.

Anthony Wolfe is a financial advisor at Lanark Financial, Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been associated with NBC Securities, Inc. since 2005. Outside of his advisory role, Wolfe works as a substitute school bus driver for Shelby County Schools. Lanark Financial provides investment management, financial planning, and advisory services to a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms with both discretionary and non-discretionary arrangements.

Kimberly Clenney is a financial advisor with RFG Advisory, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at firms including LPL Financial and NewEdge Advisors and operates her own businesses providing tax preparation, accounting, and legal services. RFG Advisory is a multi-team registered investment adviser with about 185 advisors managing approximately $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting using a combination of active and passive strategies, tax-aware approaches, and alternative investments.