Samuel Clement is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at Oakworth Asset Management, Oakworth Capital Bank, and Auburn University. 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 various investment strategies, including actively managed and passive models, direct indexing, and alternative investments.

William Baxley is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations. He has experience at several financial institutions, including BBVA Bank, Fuelfox, and PNC Bank, totaling over 15 years in the financial sector, though this is his first year as an advisor at Arkadios. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using various portfolio management strategies and combines fundamental, technical, and cyclical investment analysis.

Katie Hammock is a Series 66 credentialed financial advisor with 16 years of industry experience. She has worked with RFG Advisory, LLC since 2015 and previously held roles at Ameriprise and LPL Financial. Hammock has provided private client services since 2018. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, employing both active and passive strategies with a focus on risk management and tax efficiency.

Robert Hendrickson is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with StoneX Securities Inc. since 2004 and StoneX Advisors since 2016. Outside of his advisory role, he serves as president of the Kiwanis Club of Sylacauga and is owner of ONE EIGHTY ASSET MANAGEMENT, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a variety of advisor-managed portfolios and model-based solutions, supported by platforms such as Envestnet and Advyzon.

David Sanderlin is a financial advisor with Waverly Advisors, LLC in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at MML Investors Services LLC, MassMutual Life Insurance Co, and First Southern National Bank. 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 both discretionary and non-discretionary portfolio management.

Elizabeth Brasher is a financial advisor at Waverly Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Warren Averett Asset Management, Oakworth Capital Bank, and Regions Bank. Outside of her advisory role, she has been involved in managing two non-investment-related businesses, Brasher Design Studio, LLC and LandBurro, 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 investment management, financial planning, and multi-family office services.

Michael Kay is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC in Birmingham, AL. His prior work includes roles at The Kay Company and The Master's Study, as well as experience outside the financial sector. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and planning services.

Melanie Nichols is a CFP®, CFA®, and Series 65 professional with 21 years of industry experience. She has worked at Waverly Advisors, LLC since 2022 and previously spent 11 years at Warren Averett Asset Management, 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 provides a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Christopher Rogers is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining RFG Advisory, he worked at Ameriprise and Regions Bank, and he serves as a 2nd Lieutenant and Executive Officer in the Alabama National Guard. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a variety of investment strategies, including both proprietary and third-party models.

Kelly Clary is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, with 14 years of industry experience. She has held Series 63 and Series 65 licenses and previously worked for Warren Averett Asset Management, LLC for nine years. 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, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Matthew Leahy is a CFP® and Series 66 designated advisor with 10 years of experience. He is affiliated with RFG Advisory, LLC and has been associated with Investor's Resource since 2016. In addition to his financial advising work, he has entrepreneurial experience with MattnLina since 2015. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies with a focus on risk management and serves a diverse client base including investment companies and municipal clients.

Joseph Griffin Jr. is a financial advisor with Synovus Securities, Inc. and holds a Series 66 designation. He has six years of industry experience and has worked at Synovus Securities and Synovus Bank since 2015. In 2026, he joined Pinnacle Bank, affiliated with Synovus Securities. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

Lewis Jones Jr. is a financial advisor at EverSource Wealth Advisors, LLC with six years of industry experience. He is also a partner at Haynes Downard LLP, a CPA firm where he has worked since 2000. 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 national network of advisor representatives.

Melissa Griffith is a financial advisor at Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation with 10 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2015 to 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Lara Brown is a financial advisor at RFG Advisory, LLC with a Series 65 designation and one year of industry experience. She has been with RFG Advisory since 2024. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a range of clients including investment companies, state and municipal entities.

Christopher Corley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and 24 years of industry experience. His career includes roles at StoneX Securities Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he participates as an advisor to students and teachers on business leadership and career skills at Mary G. Montgomery High School. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm offers a variety of investment solutions through independent advisors and proprietary models, supported by multiple platforms and due diligence processes.

Clay Wood is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Welch Group, LLC since 2021. He previously worked at BCR Wealth Strategies, LLC and Lance Hocutt Financial Group. The Welch Group 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 combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

Charles Adair is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding a Series 65 credential with two years of industry experience. He previously worked for Promus Capital, LLC from 2013 to 2025. 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 provides a range of services including investment management, financial planning, and multi-family office solutions.

Jesse Scroggins is a financial advisor at SageSpring Wealth Partners with 16 years of industry experience. He holds the Series 66 designation and has been with SageSpring since 2016. Outside of advising, he is involved in a direct marketing business connected to his family. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers tailored investment management and consulting services, utilizing a range of investment strategies and third-party manager relationships alongside traditional wealth management and OCIO solutions.

William Smith is a financial advisor with Gibbs Wealth Management, LLC, based in Birmingham, AL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Gibbs Wealth Management in 2024, he worked at Triumph Wealth Advisors, Inc. and World Equity Group. He is also the owner of Bill Smith Wealth Management, LLC. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a range of analytical approaches to guide investment allocations.