James Gauld is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining StoneX in 2022, he worked for Valic Investment Services Company for 24 years. He is also Senior Vice President of Investments at Stone Financial Group, LLC, a branding entity associated with StoneX. StoneX Advisors Inc. 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 multiple account structures and model-based solutions, utilizing proprietary and third-party managers to implement tailored investment strategies.

Nathan Collins is a CFP® and ChFC® with 35 years of industry experience, currently affiliated with StoneX Advisors Inc. since 2018. His prior roles include positions at Innovative Financial Solutions and PlanMember Securities Corporation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a range of investment strategies and platforms, including proprietary models and third-party managers, to support diverse client needs.

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 credentials and bringing 35 years of industry experience. His career includes roles at multiple StoneX entities since 2017 and prior experience at Cetera Investment Services and Regions Bank. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing various model-based strategies and third-party money managers to implement client portfolios.

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 at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Virtue Capital Management since 2019. In addition to his advisory role, he is president of Designed Income Advisory, LLC, where he is involved in the sales of insurance and insurance-based investment products. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisors and more than 4,000 clients. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven approach that incorporates economic data and quantitative optimization.

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 at Arkadios Wealth Advisors with a Series 65 designation and experience in the financial industry beginning in 2008. His prior roles include positions at BBVA Bank, Fuelfox, and PNC Bank. Arkadios Wealth Advisors is an SEC-registered, multi-team firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing customized investment plans implemented through various account structures and third-party managers.

Katie Hammock is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with RFG Advisory since 2015 and also worked at LPL Financial from 2015 to 2018. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of model strategies and alternative investments, operating both internal and third-party platforms to implement discretionary, risk-managed portfolios.

Robert Hendrickson is a financial advisor with StoneX Advisors Inc. in Sylacauga, AL, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2004. Outside of his advisory role, Hendrickson serves as president of the Kiwanis Club of Sylacauga and is involved in organizing local youth baseball activities through Coz Ball LLC. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers to support diverse client needs.

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.

Melanie Nichols is a CFP®, CFA®, and Series 65 professional with 21 years of industry experience. She has worked at Waverly Advisors, LLC since 2022 and previously spent 11 years at Warren Averett Asset Management, 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 provides a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Christopher Rogers is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining RFG Advisory, he worked at Ameriprise and Regions Bank, and he serves as a 2nd Lieutenant and Executive Officer in the Alabama National Guard. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a variety of investment strategies, including both proprietary and third-party models.

Kelly Clary is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, with 14 years of industry experience. She has held Series 63 and Series 65 licenses and previously worked for Warren Averett Asset Management, LLC for nine years. 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, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.