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 industry experience, currently serving at RFG Advisory, LLC. His career includes roles at Private Client Services, LPL Financial, Ameriprise, and Merrill. He is active in community organizations, serving on the Executive Board of the Pelham City Schools Foundation and the Alumni Board of Directors for Leadership Shelby County. Additionally, he is an adjunct professor at Kaplan College for Financial Planning. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, with an investment approach that includes model strategies, third-party platforms, and oversight of affiliated and external managers.

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.

Callie Waldrop is a CFP® and holds a Series 65 license, with 14 years of experience in the financial industry. She has been with The Welch Group, LLC since 2018 and previously worked at Welch Investments, LLC from 2014 to 2018. The Welch Group serves individual investors, trusts, business entities, and retirement plans by providing discretionary portfolio management, financial planning, consulting, and periodic reporting services. The firm offers family office–style and concierge services and uses a range of analytical methods to design and manage portfolios aligned with client objectives.

Shane Otto is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at StoneX International Securities Inc., Stonex Advisors Inc., StoneX Securities Inc., Servis First Bank, and Stifel. 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 uses a variety of advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies.

John Beatty is a CFP® and Series 65 credentialed financial advisor with three years of industry experience. He has worked at The Welch Group, LLC since 2023 and previously spent a year at OneAscent Wealth. Prior to his financial advisory career, he was with Young Life for eleven 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 each client's objectives.

Mary Tanner is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and 14 years of industry experience. She has worked at Synovus Securities since 2016 and recently joined Pinnacle Bank in 2026. Outside of advising, she owns a rental property in Oxford, MS. Synovus Securities serves a diverse client base including individual and high-net-worth investors, as well as institutional clients such as banks and pension plans. The firm offers a range of investment advisory and brokerage services, utilizing a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Joseph Campbell Jr. is a financial advisor with Eversource Wealth Advisors, LLC, holding six years of industry experience. He has been with EverSource Wealth Advisors since 2019 and is also a partner at Haynes Downard LLP, a CPA firm where he provides accounting services. 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 a range of wealth management, financial planning, investment advisory, and consulting services, as well as turnkey asset management, back-office support, and sub-advisory services to independent RIAs.

Wallace Weathers is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Synovus Securities, Inc. and will join Pinnacle Bank starting in 2026. His prior experience includes roles at Cetera Investment Services LLC and Regions Bank. Outside of his advisory work, he serves as a board member and trustee for the Birmingham Historical Society and is the assistant treasurer for the Birmingham Beaux Art Krewe, which raises funds for the Birmingham Museum of Art. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs through the Envestnet platform, applying due diligence to manager selection and using client risk tolerance to guide asset allocation.

Katherine Green is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation. She joined the firm in 2025 and has prior experience at Ernst & Young, Orangetheory Fitness, and The University of Alabama. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets for individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and family-office services, using a variety of analytical approaches and offering consolidated reporting and customizable fee arrangements.

Brian Haynes is a financial advisor with Lanark Financial, Inc. based in Birmingham, AL. He holds a Series 66 designation and has 26 years of industry experience, including tenure at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services Inc. Beyond his advisory work, he performs as a musician at special events. Lanark Financial serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients with investment management and financial planning services. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Joseph Stephens is a CFP® professional with 18 years of industry experience. He is currently with RFG Advisory, LLC and has worked in various roles at Edgewood Wealth Advisors, Principal Life Insurance Company, and Edward Jones. Stephens serves as Treasurer on the Board of Directors for the Financial Planning Association of North Alabama. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm utilizes a primarily discretionary investment approach with model portfolios, third-party platforms, and offers services including portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Gerald Garner is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He held a position at UBS Financial Services Inc from 2009 to 2023 before joining Arkadios Wealth and Arkadios Capital. Outside of his advisory work, he serves as a member of the Mountain Brook Parks & Recreation Board and is a City Council member in Mountain Brook, Alabama. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, third-party money managers, and 401(k) advisory. The firm supports advisors with an internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

Clayton Aho is a CFA® charterholder with 26 years of industry experience. He is currently with RFG Advisory, LLC and has previous experience at Ameriprise and Ameriprise Advisor Services, Inc. He is co-owner of a real estate investment venture with his wife. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm utilizes a primarily discretionary investment approach with a range of model strategies, third-party platforms, and serves as sub-adviser to multiple ETFs.

Bradford Acton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He previously worked at Bank of America and Merrill from 2016 to 2023, and briefly with Private Client Services in 2023. Outside of his advisory role, he serves as a board member of the F3BHM Foundation, a nonprofit focused on community leadership through peer-led workouts for men. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.

Eric Perich is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with StoneX Advisors Inc., having worked previously at Concourse Financial Group Securities Inc., Thrivent Investment Management Inc., and Ameriprise. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, implementing strategies via advisor-managed portfolios, proprietary models, and third-party money managers.

Farley Haralson is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2006 and joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.