Carson Eddy is a CFP® professional with four years of experience at Waverly Advisors, LLC. Prior to joining Waverly Advisors, he held positions at Cahaba Wealth Management, Strategic Financial Partners, and worked at Samford University and Briarwood High School. Waverly Advisors is a multi-team registered investment adviser serving individual clients, 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.

John Burch is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2019 and previously spent five years with Camelot Advisors, LLC. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and incorporates a Judeo-Christian framework in some portfolio options.

Kyle Hewlett is a financial advisor with SageSpring Wealth Partners, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include work with Hewlett Davidson Powell LLC and Southwestern Investment Group. Outside of advisory work, he has been involved in promoting industry software for over two decades. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and planning services, employing a goals-based approach with a range of strategies and oversight of third-party money managers.

Mark Braverman is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with StoneX Advisors since 2019 and also owns and operates EMark Financial, providing insurance products including life, health, and annuity services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services, utilizing a range of advisor-managed portfolios and third-party money managers.

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.

Maria Gregoriev is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 63 designation and 38 years of industry experience. She has been with StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of her advisory role, Gregoriev volunteers with the Marin Financial Abuse Specialist Team, assisting with 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. The firm employs a variety of investment strategies and platforms, including proprietary models and third-party money managers, to meet client needs.

Bradley Justice is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and with four years of industry experience. His prior work includes roles at StoneX Securities Inc. and positions outside finance at 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, and related services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party managers to implement strategies across multiple account structures.

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 at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2010. Outside of his advisory role, he is a partner at Burleson Dawkins Inc. and GWDJFB, LLC, the latter of which was formed to maintain access to group health insurance benefits. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes multiple platforms and strategies, including proprietary models and third-party managers, to implement customized investment solutions.

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 financial advisor with RFG Advisory, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 38 years of industry experience and has worked at RFG Advisory and Bridgeworth, LLC since 2013, as well as LPL Financial from 2013 to 2018. Outside of her advisory work, she serves as president of the Breast Cancer Research Foundation of Alabama board. 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 alternative investments, using a blend of actively managed and passive strategies with an emphasis on risk management.

Gerald Ginwright is a financial advisor at Gradient Advisors, LLC with eight years of industry experience and holds a Series 65 credential. He has been with Gradient Advisors since 2017 and also operates Mainstream Asset Advisors, LLC. Outside of his advisory work, he founded 2 KnowMoney, a nonprofit that provides financial literacy workshops, and serves on the boards of CEOTA and the Elder Foundation, both community-focused organizations. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors and delivers tailored portfolio services primarily on a non-discretionary basis, using a combination of fundamental, technical, and cyclical analysis.

John Ashcraft is a financial advisor with Eversource Wealth Advisors, LLC in Birmingham, AL. He holds a Series 65 designation and has five years of industry experience. Prior to joining Eversource Wealth Advisors in 2021, he worked at Synolitec, LLC, Zivaro Holdings, Inc, Dish Network, S&P Global, and Tutor.com. Eversource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and consulting, with a range of investment programs and support services for independent RIAs and advisor teams.

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 CFP® with 14 years of industry experience and is currently an advisor at Waverly Advisors, LLC. Prior to joining Waverly in 2022, he worked at Warren Averett Asset Management, LLC and Kinsight, LLC. He serves on the board of a 501(c)(3) donor-advised fund platform in Birmingham, Alabama. 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 financial planning, retirement consulting, and multi-family office services.

Daniel Phillips is a CFP®, CFA®, and holds a Series 65 license with nine years of industry experience. He has been with EverSource Wealth Advisors, LLC since 2020 and previously worked at BMSS Wesson Wealth Solutions, LLC. 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 operates through a network of investment advisor representatives offering multiple investment programs and incorporates a values-based portfolio approach informed by a Judeo-Christian framework.

Thomas Barko is a financial advisor with StoneX Advisors Inc. in Mobile, Alabama, holding a Series 66 designation and 21 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 2009. Barko is an endorsed local provider for Dave Ramsey in Baldwin County, Alabama, where he educates clients on investment and insurance options. He also serves on the board of Eye Heart World, a nonprofit dedicated to fighting human trafficking. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers advisor-managed portfolios, model-based solutions, and third-party money manager oversight, supported by integrated platforms and affiliated clearing and custody services.

Bradley Rathe is a financial advisor at Waverly Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Strategiq Financial Group, LLC. Outside of his advisory role, he is the principal and managing director of Astor Janssen Holdings, LLC, a commodity pool operator. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering comprehensive investment management, financial planning, and multi-family office services.

Rhonda Hitchcock is a financial advisor at EverSource Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has been with EverSource since 2019, previously working at BMSS Wesson Wealth Solutions, LLC. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers a range of wealth management and advisory services, including investment programs that blend firm-managed and third-party models, with specialized support for independent RIAs and advisor teams.