William Mc Mahon is a Series 65-registered advisor with Waverly Advisors, LLC, based in Birmingham, AL. He has three years of industry experience and previously worked at Warren Averett Asset Management, LLC. His background also includes service in the United States Marine Corps and a role at the Old Overton Club. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm serves individual clients, retirement plans, and pooled investment vehicles, offering both discretionary and non-discretionary portfolio management that integrates traditional and alternative investment strategies.

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 with NBC Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 designations and 24 years of industry experience. Her prior roles include positions at Robert Half International, Concourse Financial Group Securities, and Synovus Securities, Inc. NBC Securities is affiliated with Lanark Financial, Inc., which provides investment advisory services, financial planning, and portfolio management to individuals, trusts, businesses, and institutional clients through multiple fee-based advisory programs and managed-account platforms. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of brokerage and advisory services.

Watson Kennedy is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 65 and Series 63 registrations and four years of industry experience. His prior work includes roles at StoneX Securities Inc., TA Services, Bass Pro Shops, The Prudential Insurance Company of America, Pruco Securities LLC, and a District Attorney's Office. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies including advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Robert Graham is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and concurrently works at Aptiv. Graham also serves as a power of attorney for investment-related and other financial matters. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through a combination of independent advisors and an in-house Private Client Group.

Mark Nelson is a financial advisor at Symmetry Partners with 22 years of industry experience. He holds the Series 66 designation and has been with Symmetry Partners since 2005. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, offering services that include retirement-plan management and OCIO solutions. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods, serving a diverse client base ranging from charitable organizations to high-net-worth individuals.

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.

Martin Mcguire is a CFP® with 20 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Marca Life Planning, Marca Financial Planning Services, and Triad Advisors, Inc. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm uses a two-phase planning process and tailors asset allocation strategies to client objectives, offering a range of services including discretionary portfolio management and participation in third-party platforms.

Micah Darlington is a CFP® certificant with one year of industry experience, currently serving at EverSource Wealth Advisors, LLC in Birmingham, AL. His prior work includes roles at Home Federal Bank, Foothills Brokerage, and the University of Tennessee. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional clients, offering wealth management, financial planning, portfolio management, and private markets access. The firm employs a network of advisors delivering diverse investment programs and incorporates a values-based approach informed by a stated Judeo-Christian framework.

Taylor Fann is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and two years of industry experience. He has worked with multiple StoneX affiliates since 2021 and has prior work experience at Topgolf and the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies.

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 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Advisors and StoneX Securities since 2019, following six years at Quest Capital Strategies, Inc. Additionally, he operates as an independent life and health insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated platforms and services.

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.

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 in Birmingham, AL, 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 individual, high-net-worth, institutional, and advisory clients by providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers multiple investment programs and operates unique services such as managing a pooled private real-estate vehicle and providing consulting for other RIAs and nonstandard institutional clients.