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 at Stonex Advisors Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked 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 with portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm employs a range of investment approaches including advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet, Advyzon, and Pontera.

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® with 18 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. He has held roles with Edgewood Wealth Advisors and Principal Financial Services and is Treasurer and a board member of the Financial Planning Association of North Alabama. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting, employing both active and passive investment strategies tailored to a diverse client base.

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, currently serving at RFG Advisory, LLC. He has been with RFG Advisory since 2015 and focuses on private client services since 2018. Outside of his advisory work, he is involved in real estate investments with his spouse. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its services to investment companies and public-sector clients.

Bradford Acton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He has held positions at Bank of America and Merrill, each for seven years, and briefly worked in private client services. Acton is a board member of the F3BHM Foundation, a nonprofit organization focused on peer-led workouts and community leadership development for men. 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 offers portfolio management, financial planning, and access to alternative investments, employing both actively managed and passive strategies with an emphasis on risk management and tax awareness.

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.

Kingston Wong is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and previously worked at Quest Capital Strategies and Foresters Equity Services. Wong serves as a trustee for the Palos Verdes Library District, a volunteer role he has held since 2014. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Helen Hinds is a CFP®-certified financial advisor at Leavell Investment Management, Inc. in Birmingham, AL, with four years of industry experience. Her prior roles include positions at LoneTree Wealth Management LLC, ALPS Distributors, Inc., Southeastern Asset Management, Inc., and The University of Alabama. Leavell Investment Management provides discretionary investment management and related services to individual and institutional clients, including families, trusts, pension plans, and mutual funds. The firm’s investment approach emphasizes fundamental analysis, tailored asset allocation, and risk control across a diversified range of asset classes.

Logan Frost is a CFP® and Series 65 registered financial advisor with two years of industry experience. He joined The Welch Group, LLC in 2024 after roles at the University of North Carolina at Charlotte, MedPlex Inc., and the University of South Carolina. The Welch Group serves individual investors, trusts, business entities, and retirement plans by offering discretionary portfolio management, financial planning, and consulting services. The firm provides customized portfolios using a combination of fundamental, technical, charting, and cyclical analysis and offers family office–style and concierge services.

Michael Ingram is a Series 66-licensed financial advisor with M Holdings Securities, Inc. in Birmingham, AL, with three years of industry experience. His background includes roles at 2065 Wealth Management and Principal Securities, along with experience in health insurance brokerage as a sole proprietor. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through independent member firms and financial professionals nationwide. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, supported by third-party sub-advisors and platform providers.

Sharon Martin is a financial advisor at RFG Advisory, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 19 years. She is the owner and founder of Cheaha Wealth Management. 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 employs a combination of active and passive investment strategies, offers portfolio management and financial planning services, and supports a range of client types including investment companies and municipal clients.

Jonathan Lewis is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with 11 years of industry experience. He has been with Synovus Securities since 2016. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers a range of investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform.