Peyton Falkenburg is a financial advisor at Lanark Financial, Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at Municipal Consultants, Inc. from 2015 to 2017 before joining NBC Securities Inc. in 2017. Outside of his advisory work, Falkenburg is a partner in Sipp Safely, a company that develops compact water treatment devices. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm operates multiple fee-based advisory programs and managed-account platforms utilizing discretionary manager selection and combines fundamental and technical analysis in its approach.

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 with Eversource Wealth Advisors, LLC in Birmingham, AL, holding six years of industry experience. He has been a partner at the CPA firm Haynes Downard LLP since 2000, where he provides accounting services. Eversource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

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.

Christopher Corley is a financial advisor with StoneX Advisors Inc. in Mobile, Alabama, holding a Series 66 designation and 24 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2010. Outside of his advisory role, Corley serves on the Mary G. Montgomery High School Advisory Committee, where he advises students and teachers on interview skills, job applications, and employment benefits. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of proprietary and third-party investment solutions and supports multiple account structures through independent advisors and an in-house Private Client Group.

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 with Sowell Management in Birmingham, AL, holding a Series 66 designation and six years of industry experience. Prior to joining Sowell Management in 2025, he worked at StoneX Advisors Inc. and StoneX Securities Inc. for four years. He is also licensed as an insurance producer in Alabama and operates Hearthwell Financial, a DBA used to provide insurance and financial services. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent contractor model with over 100 advisors and offers a range of services including investment management, financial planning, and retirement-plan advisory.

Charles Adair is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. He previously worked at Promus Capital, LLC for twelve years before joining Waverly Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately $29.9 billion in regulatory assets under management. The firm offers discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

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 work history includes various roles within StoneX group entities since 2012 and a recent position with Trust Advisory Group Ltd. Additional business activities include potential board roles within the firm's affiliates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation through independent advisors and an in-house Private Client Group. The firm uses a combination of advisor-managed portfolios, proprietary model solutions, and third-party money managers supported by platforms such as Envestnet and Advyzon.

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 license with four years of industry experience. His prior work includes roles at Regions Bank, Bear Communications, and MassMutual Life Insurance. He also serves as trustee for a family spousal lifetime access trust. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, and private markets access. The firm operates through a network of advisors providing multiple investment programs and incorporates a values-based portfolio approach informed by a Judeo-Christian framework.

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. He has worked with StoneX Advisors since 2016 and with StoneX Securities since 2010. Outside of his advisory role, he is president of Hand Wealth Management, a business he operates to build brand recognition and support his independent financial advisory activities. 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 and an in-house Private Client Group, employing various model-based solutions and third-party managers to implement client strategies.

Stephen Agricola is a financial advisor with NBC Securities, Inc. in Birmingham, AL, holding a Series 63 designation and over 41 years of industry experience. He has been with NBC Securities and National Bank of Commerce since 1995. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA‑qualified accounts, trusts and estates, businesses, and other institutional clients. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering multiple fee-based advisory programs and managed-account platforms that use discretionary manager selection and a combination of fundamental and technical analysis.

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 with Eversource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 credential and three years of industry experience. He has been involved with The Common Thread Community, a nonprofit organization, since 2015. Eversource Wealth Advisors serves individual clients, families, institutions, and other advisory firms, offering wealth management, portfolio management, financial planning, and various consulting and support services. The firm operates multiple investment programs and provides structured support to independent RIAs, including a private markets platform and outsourced CIO services.