Casey Marshall is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC in Vestavia Hills, AL. He has held roles at Northwestern Mutual and private client services, including work under the Willow Private Wealth brand. Outside of advisory work, he owns Casey Marshall LLC, a legal entity, and is involved in insurance brokerage activities. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and governmental entities. The firm primarily delivers discretionary portfolio management using model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Stephen Miller is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, NA and Merrill Lynch. 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, as well as turnkey asset management, back-office support, and sub-advisory services to independent RIAs.

Carson Eddy is a CFP® professional at Waverly Advisors, LLC with two years of industry experience. He previously worked at Cahaba Wealth Management, LLC and Strategic Financial Partners, and spent time at Samford University and Briarwood High School. 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 a diverse client base including both non-HNW and high net worth clients.

John Burch is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at EverSource Wealth Advisors, LLC since 2019. Prior to that, he worked at Camelot Advisors, LLC for five years. 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 proprietary investor profiling process.

Kyle Hewlett is a financial advisor with Sagespring Wealth Partners, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes previous roles at Hewlett Davidson Powell LLC and Raymond James Financial Services, among others. Sagespring Wealth Partners serves a diverse client base that includes individual households across wealth levels, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management and consulting services, leveraging a multi-team platform with a range of investment strategies and third-party manager relationships.

Mark Braverman is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2019 and has been involved with EMark Financial since 2008. Outside of his advisory roles, he is the owner of EMark Financial, which sells and services insurance products including life, health, and annuities. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm combines independent financial advisors and an in-house Private Client Group, implementing strategies through various portfolios, proprietary models, and third-party managers using multiple platforms.

Kelly De Roy is a financial advisor at The Welch Group, LLC with three years of industry experience. She holds a Series 65 designation and has been with The Welch Group since 2011. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about 24 advisors serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and wealth-management services, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients' objectives.

Mary Smith is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her prior roles include positions at Invista Advisors, LPL Financial, Raymond James Financial Services, and Morgan Stanley. 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 a range of services including investment management, financial planning, and multi-family office solutions.

Maria Gregoriev is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds a Series 63 designation and has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2019. Outside of her advisory work, she volunteers with the Marin Financial Abuse Specialist Team, assisting in community education and investigations related to elder financial abuse. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies and platform solutions, including third-party money managers, and is part of StoneX Group, which offers integrated clearing, custody, and lending services.

Bradley Justice is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding a Series 66 designation and four years of industry experience. His work history includes roles at StoneX Advisors Inc. and StoneX Securities Inc., as well as positions with the Tuscaloosa Public Library and Guthrie's Chicken. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services through a combination of independent advisors and an in-house Private Client Group. The firm offers multiple account structures and model-based solutions, utilizing various platforms and third-party money managers to implement investment strategies.

John Adams Jr. is a financial advisor at Waverly Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Warren Averett Asset Management, LLC for 10 years before joining Waverly Advisors in 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 provides financial planning, retirement plan consulting, and multi-family office services.

George Dawkins III is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Stonex Advisors since 2016 and also maintains a relationship with StoneX Securities Inc. since 2010. Outside of his advisory roles, he is a partner in Burleson Dawkins Inc. and GWDJFB, LLC, the latter formed to access group health insurance benefits. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a blend of independent advisors and an in-house Private Client Group. The firm employs a range of model-based and advisor-managed investment strategies and supports multiple account structures with ongoing due diligence on third-party managers.

Steven Causey is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He previously worked for Warren Averett Asset Management and Warren Averett, where he spent over three decades. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office support, combining traditional equity and fixed-income strategies with alternative and private-market investments.

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 ChFC® with 38 years of industry experience and is currently affiliated with RFG Advisory, LLC. Her prior work includes roles at Bridgeworth, LLC, LPL Financial, and Mass Mutual Investors Services. She serves as President of the Board for the Breast Cancer Research Foundation of Alabama. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers primarily discretionary portfolio management, financial planning, and access to a range of investment platforms, including firm-managed ETFs and alternative investments.

Gerald Ginwright is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2017 and has been self-employed since 1987. Ginwright is the founder of 2 KnowMoney, a nonprofit that offers financial literacy workshops and presentations, and he serves on the boards of CEOTA and the Elder Foundation, supporting community art programs and homebound seniors. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model with a focus on client approval and risk analysis tools.

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 financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding the CFP® designation with 15 years of industry experience. His prior experience includes roles at Warren Averett Asset Management, Kinsight, LLC, and Mass Mutual Investors Services. He serves on the board of a 501(c)(3) donor-advised charitable platform, contributing to business-related advisement. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a diverse investment approach combining traditional equity and fixed-income strategies with alternatives and private markets, and offers a range of services including financial planning, retirement consulting, and multi-family office solutions.

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.