Celeste Courtney is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at NBC Securities and Courtney and Morris Real Estate and Appraisals, as well as positions in education at the University of Alabama and St. Paul's Episcopal School. Lanark Financial provides investment management, financial planning, and related advisory services to a diverse client base that includes individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Justin Davenport is a CFP® and holds a Series 65 license with six years of industry experience. He has been with The Welch Group, LLC since 2019 and previously worked at Warren Averett from 2015 to 2019. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets and serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and family-office services, using a comprehensive approach that includes fundamental and technical analysis tailored to each client's objectives.

Alan Ward is a CFP® certificant with 14 years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2024. Prior to joining Compound Planning, he spent 12 years at Johnson Sterling, Inc., and had a one-year tenure at Legg Mason Wood Walker, Incorporated. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes risk-based model allocations and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Foster Hyde is a CFP®, CFA®, and Series 65 licensed financial advisor with 13 years of industry experience. He has worked at The Welch Group, LLC since 2011. 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.

Anthony Wolfe is a financial advisor at Lanark Financial, Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been associated with NBC Securities, Inc. since 2005. Outside of his advisory role, Wolfe works as a substitute school bus driver for Shelby County Schools. 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 and offers program-based accounts through various platforms with both discretionary and non-discretionary arrangements.

Kimberly Davis is a financial advisor at Lanark Financial, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at NBC Securities, Robert Half International, Concourse Financial Group Securities, and Synovus Securities. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary investment arrangements.

Henry Clay is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at The Welch Group, LLC since 2018 and previously at Welch Investments, LLC (formerly Fee-Only Planning Professionals, LLC) from 2014 to 2018. He is based in Birmingham, Alabama. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about 24 advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, financial planning, and family-office services tailored to clients’ objectives through a combination of fundamental, technical, charting, and cyclical analyses.

Kelly De Roy is a financial advisor at The Welch Group, LLC with three years of industry experience. She holds a Series 65 designation and has been with The Welch Group since 2011. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about 24 advisors serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and wealth-management services, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients' objectives.

Gerald Ginwright is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2017 and has been self-employed since 1987. Ginwright is the founder of 2 KnowMoney, a nonprofit that offers financial literacy workshops and presentations, and he serves on the boards of CEOTA and the Elder Foundation, supporting community art programs and homebound seniors. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model with a focus on client approval and risk analysis tools.

Stewart Welch III is a CFP® professional with 34 years of experience in the financial services industry. He has been with The Welch Group, LLC since 1998 and previously worked at Welch Investments, LLC (formerly Fee-Only Planning Professionals, LLC) for 19 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 client objectives using a combination of fundamental, technical, and cyclical analysis.

Peyton Falkenburg is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding a Series 66 license and bringing nine years of industry experience. He previously worked at NBC Securities Inc. from 2017 to present and Municipal Consultants, Inc. from 2015 to 2017. Outside of financial services, he is a partner in Sipp Safely, a company that manufactures a compact water treatment device. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.

Clay Wood is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Welch Group, LLC since 2021. He previously worked at BCR Wealth Strategies, LLC and Lance Hocutt Financial Group. The Welch Group provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm offers family office–style and concierge services and employs a combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

Kimberly Reynolds is a CFP® professional with 18 years of experience in financial advising. She has been with The Welch Group, LLC since 2004. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in assets for over a thousand clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and wealth-management services tailored to each client's objectives using various analytical approaches across multiple time horizons.

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.

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.

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.

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.

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.

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.