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.

Andrew Schaper is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Summit Financial, LLC and previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Summit Financial is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Joseph Mcnair is a CFP® professional with 13 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2022, following a decade at Warren Averett Asset Management, LLC. Mcnair also serves as an adjunct faculty member at Florida State University, teaching the CFP curriculum. 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 financial planning, retirement plan consulting, and multi-family office services.

Leslie Finn is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and 66 licenses and bringing 31 years of industry experience. Prior to joining Stonex in 2019, Finn worked at Quest Capital Strategies, Inc. and Liberty Tax Services, and maintained a role as an independent insurance agent for several years. Outside of advisory work, Finn has experience as a cashier at Hollywood Casino. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Ronald Wood is a CFP® professional with 26 years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked with Synovus Securities and Synovus Bank since 2002 and recently joined Pinnacle Bank in 2026. He holds Series 63 and Series 66 licenses. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services.

Roger Hubbert Jr. is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with RFG Advisory since 2019 and also maintains roles with Raymond James Financial Services Advisors Inc. and Investors Resource. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a combination of actively managed and passive investment strategies with an emphasis on risk management and tax awareness.

Heather Smith is a financial advisor with Stonex Advisors Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at StoneX Securities Inc. and Colonial Asset Management Inc. Additionally, she is the president and sole owner of Williams Wealth Management, LLC, a financial services business. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of model-based and advisor-managed investment solutions and is part of the StoneX Group, which provides integrated execution and custody capabilities.

Gavin Gillison is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent ten years at Warren Averett Asset Management, LLC. 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-markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Brian Ryals is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with RFG Advisory since 2011 and previously spent seven years at LPL Financial, LLC. Ryals serves as a board member of 51st Aero Squadron, a for-profit organization. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a combination of discretionary active and passive strategies, direct indexing, and tax-aware approaches.

Steven Abrams is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with NBC Securities, Inc. since 2013. Lanark Financial provides investment management, financial planning, and advisory services to a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams, offering both discretionary and non-discretionary arrangements through a range of third-party and affiliated sub-advisers.

Joseph Dambrosio is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and 66 licenses and bringing 38 years of industry experience. Prior to joining StoneX Advisors in 2019, he worked at Quest Capital Strategies and held roles at Bank of America and Merrill. He is also the CFO of Corporate Computer Solutions, a computer hardware and software sales company. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services. The firm utilizes multiple account structures, independent advisors, proprietary models, and third-party money managers to implement customized investment solutions.

Michael Crowe is a financial advisor with Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2012 to 2024. Crowe is also involved as an independent insurance agent, providing insurance advice tailored to client needs. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base, including individuals, businesses, 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.

Julie Knotts is a financial advisor with RFG Advisory, LLC in Vestavia Hills, Alabama. She holds a Series 66 credential and has four years of industry experience. Her prior work includes roles at Cetera, Regions Bank, and the Dan Carlisle Allstate Agency. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive investment strategies, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Richard Stamps Jr. is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Brunette & Associates. Since 2017, he has been with TIAA-CREF in Birmingham, AL. TIAA‑CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various entities such as trusts and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, and serves as adviser to a donor-advised fund.

William Raymon is a CFP® professional with 29 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Birmingham, Alabama. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies that are monitored and rebalanced regularly and combines custody and execution features uncommon among peers.

Joseph Sanders is a financial advisor at Savant Wealth Management in Birmingham, AL, with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at ProEquities, Inc., Wealth Management Group LLC, and Securian Financial Services. Savant Wealth Management serves a wide range of clients including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, combining evidence-based asset allocation with actively managed strategies overseen by an investment committee.

Alan Lott is a Series 66-registered advisor with Primerica Advisors, based in Birmingham, AL, and has 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of his advisory role, he serves on the advisory board of directors for the Greystone YMCA and provides business consulting to help improve operational efficiency. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.