Thomas Barko is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and bringing 22 years of industry experience. His prior roles include positions at Colonial Asset Management Inc., A. G. Edwards & Sons, Inc., and Waddell & Reed. Barko serves as a board member for Eye Heart World, a nonprofit organization focused on combating human trafficking, and is a Dave Ramsey Endorsed Local Provider for Baldwin County, Alabama. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of portfolio implementation platforms and supports multiple account structures and model-based investment solutions.

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 with Eversource Wealth Advisors, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at BMSS Wesson Wealth Solutions, LLC for eight years before joining Eversource. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations, offering wealth management, financial planning, and investment advisory services. The firm supports independent RIAs through turnkey asset management and sub-advisory services and utilizes a variety of investment programs, including private markets and values-based strategies.

James Gauld is a financial advisor with Stonex Advisors Inc. based in Birmingham, AL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Prior to joining Stonex Advisors in 2022, he worked at Valic Investment Services Company for 24 years. He is also Senior Vice President of Investments and a financial advisor at Stone Financial Group, LLC, a branding entity associated with StoneX. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a mix of independent advisors and an in-house private client group, implementing investment strategies through proprietary models, third-party money managers, and various platforms.

Nathan Collins is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is currently with StoneX Advisors Inc. and its affiliated firms, where he has worked since 2018. Prior to that, he held positions at Innovative Financial Solutions, PlanMember Securities Corporation, and Broadridge Advisor Compensation Solutions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.

Aiden Pierce is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms, including Integrity Alliance, LLC, Lion Street Financial, and Csenge Advisory Group. Outside of advisory roles, he has experience reviewing life insurance policies through a related insurance provider position. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical investment process with customized portfolio management and operates through a network of independent advisors.

Peter Saab is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at multiple StoneX entities since 2017 and prior experience with Cetera Investment Services LLC and Regions Bank from 2015 to 2017. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management, financial planning, and consulting services. The firm employs both independent financial advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers using various platforms.

Gibson Bosworth is a Series 65-credentialed financial advisor with seven years of industry experience, currently serving at RFG Advisory, LLC since 2019. He previously worked at Fisher Investments and has experience outside finance owning and operating a freelance photography business. RFG Advisory is a multi-team registered investment adviser with 178 advisors managing approximately $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and access to a range of investment strategies, including proprietary models and alternative investments, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.

Thomas Davis IV is a financial advisor with Virtue Capital Management, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Virtue Capital Management since 2019 and is also president of Designed Income Advisory, LLC, a firm focused on sales of insurance and insurance-based investment products. His prior roles include positions at Horter Investment Management, The Davis Insurance Agency, Aura Asset Management, and Ameriprise. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, consulting, and sub-advisory services, employing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

Stewart Welch III is a CFP® professional with 34 years of experience in the financial services industry. He has been with The Welch Group, LLC since 1998 and previously worked at Welch Investments, LLC (formerly Fee-Only Planning Professionals, LLC) for 19 years. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to client objectives using a combination of fundamental, technical, and cyclical analysis.

Kaleigh Shipman is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Hightower Advisors, Raymond James & Associates, and Williamson Wealth Group, Inc. 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 both non-discretionary and discretionary clients.

Jeffrey Helms is a CFP® professional with 15 years of industry experience. He currently works at Waverly Advisors, LLC, where he has been since 2022, and previously spent 10 years at Warren Averett Asset Management, LLC. 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 a broad client base that includes non-high net worth and high net worth individuals.

Dalton Clary is a CFP® professional with four years at Waverly Advisors, LLC and two years of industry experience. His prior roles include positions at Capstone Building Corp., FYZICAL Balance Centers, The University of Alabama, First United Methodist Church Tuscaloosa, and Northridge High School. 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 markets allocations, serving clients through both discretionary and non-discretionary management.

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.