Callie Waldrop is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with The Welch Group, LLC since 2018 and previously worked at Welch Investments, LLC from 2014 to 2018. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about two dozen advisors. 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.

Shane Otto is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 65 and Series 63 designations and possessing 10 years of industry experience. His career includes roles at StoneX Advisors Inc., StoneX Securities Inc., StoneX International Securities Inc., and Servis First Bank. 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 managers across multiple platforms to implement strategies tailored to client needs.

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 designation and 13 years of industry experience. She has worked at Synovus Securities and Synovus Bank since 2016 and will be affiliated with Pinnacle Bank starting in 2026. Outside of her advisory role, she owns a rental property, which is managed by a property manager. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services through a range of managed account programs and financial planning. The firm utilizes a client risk-tolerance questionnaire and due diligence processes to guide investment decisions and provides access to alternative investments and educational services for ERISA plans.

Joseph Campbell Jr. is a financial advisor with Eversource Wealth Advisors, LLC, based in Birmingham, AL, holding six years of industry experience. He has been with Eversource Wealth Advisors since 2019 and concurrently serves as a partner at the CPA firm Haynes Downard LLP, where he provides accounting services. Eversource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors delivering multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

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 NBC Securities, Inc. and holds a Series 66 designation. He has 25 years of industry experience, including roles at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services Inc. Additionally, he performs musical engagements for special events. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of fee-based advisory programs and brokerage services.

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 CFP® professional with 19 years of industry experience, currently affiliated with StoneX Advisors Inc. in Birmingham, AL. His prior roles include positions at Concourse Financial Group Securities Inc and Thrivent Investment Management Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs advisor-managed portfolios and model-based solutions, supported by multiple platforms and a network of affiliates within StoneX Group.

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 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2019. Outside of his advisory role, he serves as a trustee for the Palos Verdes Library District, a volunteer position he has held since 2014. 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 variety of advisor-managed and model-based solutions, supported by proprietary and third-party money managers, and operates as part of the StoneX Group with integrated clearing and custody capabilities.

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 financial advisor at The Welch Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at the University of North Carolina at Charlotte, MedPlex Inc., the University of South Carolina, and Briarwood Christian School. 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, providing discretionary portfolio management, financial planning, and wealth-management services tailored to each client’s objectives.

Michael Ingram is a financial advisor with M Holdings Securities, Inc. in Birmingham, AL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at 2065 Wealth Management, Principal Securities, and United Health Care. Outside of financial advising, he operates a health insurance brokerage consulting with companies on group health insurance. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a wide range of advisory and brokerage services with both discretionary and non-discretionary investment management, supported by platform providers and sub-advisory arrangements.

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.