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 Series 66 licenses and bringing 31 years of industry experience. Prior to joining StoneX in 2019, Leslie worked at Liberty Tax Services and Quest Capital Strategies, Inc., and also served as an independent insurance agent. Outside of advisory work, Leslie has experience as a casino cashier since early 2024. 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 to implement 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 Prattville, AL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with StoneX Advisors since 2016 and has worked at StoneX Securities since 2009. Outside of her role at StoneX, she is the president and sole owner of Williams Wealth Management, LLC, where she offers a full range of financial and insurance services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a variety of platforms and strategies, including advisor-managed portfolios and third-party money managers, to meet client needs.

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 with NBC Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has been with NBC Securities since 2013. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to a diverse client base including 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 multiple fee-based advisory programs and managed-account platforms that utilize discretionary manager selection, model portfolios, and overlay management.

Joseph Dambrosio is a financial advisor at StoneX Advisors Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Advisors and StoneX Securities since 2019. Prior to that, he was with Quest Capital Strategies, Bank of America, and Merrill. Outside of financial advising, he serves as CFO of Corporate Computer Solutions, a computer hardware and software sales company. 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 employs a range of investment strategies through advisor-managed portfolios, proprietary models, third-party money managers, and platforms like Envestnet and Advyzon.

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®-certified financial advisor with 28 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and client customization.

Joseph Sanders is a financial advisor with Savant Wealth Management in Birmingham, AL, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at ProEquities, Inc. and several Cetera affiliates. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and related implementation services through affiliated entities in accounting, legal, and trust services.

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.

Michael Lynam is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has previously worked at Capstone Financial Group and L&R Wealth Management. Outside of advisory work, he is involved in selling health and group benefits insurance through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Summer Broadhead is a financial advisor with Commonwealth Financial Network in Birmingham, AL, holding a Series 65 designation and four years of industry experience. She has worked at EverThrive Financial Group, Commonwealth Financial Network, Grinkmeyer Leonard Financial, and Warren Averett, LLC. Outside of advising, she provides tax preparation and accounting services in Calera, AL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and back-office services. The firm offers discretionary model portfolios, personalized investment programs, and technology and compliance support to affiliated advisors.

Scotty Morris is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at BB&T Securities and Truist Investment Services, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers various investment management solutions, including discretionary model portfolios and customizable advisory programs.

Anna Swindell is a Series 66-licensed financial advisor with Valic Financial Advisors in Birmingham, AL. She has held roles in education and university admissions prior to joining Valic Financial Advisors in 2025. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.