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.

William Mc Mahon is a financial advisor at Waverly Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Warren Averett Asset Management, LLC and served in the United States Marine Corps. 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, offering a range of investment management and financial planning services.

Ryan Moore is a CFP® professional at Waverly Advisors, LLC with four years of experience at the firm and a total of two years in the financial industry. Prior to joining Waverly, he worked at Jones Lang LaSalle and COLSA Corporation, and spent five years at Auburn University. 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 both non-HNW and high net worth clients through a variety of advisory and planning services.

Miller Kreider is a financial advisor with 11 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds Series 63 and Series 65 licenses and has been with 1919 Investment Counsel since 2015. Outside of his advisory role, he serves as the managing member of LANDICO LLC, a tax lien investing business. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and collaboration with Stifel Financial Corp. affiliates.

Kimberly Davis is a financial advisor at Lanark Financial, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at NBC Securities, Robert Half International, Concourse Financial Group Securities, and Synovus Securities. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary investment arrangements.

Watson Kennedy is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at StoneX Securities Inc., TA Services, Bass Pro Shops, and The Prudential Insurance Company of America. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors, in-house teams, and third-party money managers to deliver customized investment solutions through multiple platforms.

Robert Graham is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors and its affiliated broker-dealer since 2019. In addition to his advisory role, he has served as a power of attorney for financial transactions and related legal matters. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of model-based and third-party management solutions and operates as part of StoneX Group, which offers integrated clearing, custody, and lending services.

Mark Nelson is a financial advisor at Symmetry Partners with 23 years of industry experience. He has been with Symmetry Partners since 2005 and holds a Series 66 designation. Prior to Symmetry, he worked at Osaic FA, Inc. and Veravest Investment Advisors, Inc. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers services through a scaled, platform-centric distribution model.

Alynn Plaisted is a financial advisor at Summit Financial, LLC with 29 years of industry experience. Prior to joining Summit Financial, Plaisted worked for Ameriprise Financial Services, Inc. for 27 years. Plaisted holds a Series 63 designation. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, including portfolio management, financial planning, and retirement plan advisory.

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.

Bradley Kamman is a financial advisor with RFG Advisory, LLC in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has been with RFG Advisory since 2011 and also worked with LPL Financial from 2011 to 2018. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, tax-aware approaches, and alternative investments, and serves a diverse client base with discretionary portfolio management and retirement consulting services.

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.