Matthew Leahy is a CFP® and Series 66 designated advisor with 10 years of experience. He is affiliated with RFG Advisory, LLC and has been associated with Investor's Resource since 2016. In addition to his financial advising work, he has entrepreneurial experience with MattnLina since 2015. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies with a focus on risk management and serves a diverse client base including investment companies and municipal clients.

Joseph Griffin Jr. is a financial advisor with Synovus Securities, Inc. and holds a Series 66 designation. He has six years of industry experience and has worked at Synovus Securities and Synovus Bank since 2015. In 2026, he joined Pinnacle Bank, affiliated with Synovus Securities. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

Lewis Jones Jr. is a financial advisor at EverSource Wealth Advisors, LLC with six years of industry experience. He is also a partner at Haynes Downard LLP, a CPA firm where he has worked since 2000. 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 national network of advisor representatives.

Melissa Griffith is a financial advisor at Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation with 10 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2015 to 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Lara Brown is a financial advisor at RFG Advisory, LLC with a Series 65 designation and one year of industry experience. She has been with RFG Advisory since 2024. 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, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a range of clients including investment companies, state and municipal entities.

Christopher Corley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and 24 years of industry experience. His career includes roles at StoneX Securities Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he participates as an advisor to students and teachers on business leadership and career skills at Mary G. Montgomery High School. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm offers a variety of investment solutions through independent advisors and proprietary models, supported by multiple platforms and due diligence processes.

Clay Wood is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Welch Group, LLC since 2021. He previously worked at BCR Wealth Strategies, LLC and Lance Hocutt Financial Group. The Welch Group provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm offers family office–style and concierge services and employs a combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

David Giegel is a financial advisor at Sowell Management in Birmingham, AL, with six years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc., StoneX Securities Inc., Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Edward Jones. Outside of his advisory role, he is affiliated with Hearthwell Financial, providing insurance and financial services through a DBA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through an independent-contractor model with over 100 investment adviser representatives.

Charles Adair is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding a Series 65 credential with two years of industry experience. He previously worked for Promus Capital, LLC from 2013 to 2025. 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 provides a range of services including investment management, financial planning, and multi-family office solutions.

Jesse Scroggins is a financial advisor at SageSpring Wealth Partners with 16 years of industry experience. He holds the Series 66 designation and has been with SageSpring since 2016. Outside of advising, he is involved in a direct marketing business connected to his family. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers tailored investment management and consulting services, utilizing a range of investment strategies and third-party manager relationships alongside traditional wealth management and OCIO solutions.

William Smith is a financial advisor with Gibbs Wealth Management, LLC, based in Birmingham, AL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Gibbs Wealth Management in 2024, he worked at Triumph Wealth Advisors, Inc. and World Equity Group. He is also the owner of Bill Smith Wealth Management, LLC. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a range of analytical approaches to guide investment allocations.

Brian Parker is a financial advisor with Stonex Advisors Inc. based in Birmingham, AL, holding a Series 66 designation and bringing 22 years of industry experience. His prior firms include Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through independent Financial Advisors and an in-house Private Client Group. The firm uses a range of strategies and platforms, including proprietary models and third-party money managers, to implement customized investment solutions.

Kimberly Reynolds is a CFP® professional with 18 years of experience in financial advising. She has been with The Welch Group, LLC since 2004. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in assets for over a thousand clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and wealth-management services tailored to each client's objectives using various analytical approaches across multiple time horizons.

Kimberly Warner is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and seven years of industry experience. She previously worked for Warren Averett Asset Management, LLC from 2016 to 2022 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 offers a blend of traditional and alternative investment strategies and provides services including financial planning, retirement plan consulting, and multi-family office support.

James Murphy is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 credential with two years of industry experience. His prior roles include positions at Regions Bank, Bear Communications, Strategic Financial Partners, and MassMutual, among others. Outside of his advisory work, he serves as trustee of a spousal lifetime access trust for the Murphy Family Trust. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, broker-dealers, and retirement plans. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a values-based approach within a national network of advisors.

James Sumpter is a CFP® professional with 29 years of experience in the financial services industry. He currently works at RFG Advisory, LLC and previously held roles at LPL Financial. Outside of his advisory work, he serves as an executive board member of the Pelham City Schools Foundation and is involved with the Leadership Shelby County Alumni Board of Directors. He also teaches as an adjunct professor for Kaplan College for Financial Planning. 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 both proprietary and third-party investment strategies, with a focus on risk-managed approaches and alternative investments.

Charles Hand is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at StoneX Securities Inc., Wells Fargo Clearing, Colonial Asset Management Inc., and Merrill. He also serves as president of Hand Wealth Management, a business focused on promoting his independent advisory services. 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 account structures and employs proprietary and third-party model solutions for portfolio implementation, supported by platforms such as Envestnet and Advyzon.

Stephen Agricola is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding a Series 63 designation with 41 years of industry experience. He has worked at NBC Securities, Inc. and the National Bank of Commerce since 1995. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets and operates multiple advisor teams delivering advice through discretionary and non-discretionary arrangements.

William Jennette is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, Synovus Bank, and Pinnacle Bank. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services across various managed account programs. The firm uses a client risk-tolerance questionnaire to guide asset allocation and manager selection, providing portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Nicholas Crawford is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL. He holds a Series 65 designation and has been active in the financial services industry since 2020. Outside of his advisory role, he has been involved with The Common Thread Community, a nonprofit organization, since 2015. EverSource Wealth Advisors serves a diverse range of clients including individuals, families, estates, trusts, and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm provides various investment programs and also supports independent RIAs through turnkey asset management and sub-advisory services.