James Mc Cown is a CFP® and Series 65-registered advisor with two years of industry experience. He currently works at The Welch Group, LLC and previously held positions at BCR Wealth Strategies, BCBS of Alabama, and Birmingham-Southern College. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives.

Christianna Hornigold is a financial advisor at The Welch Group, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at The Country Club of Birmingham and Blue Trust. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and employs a mix of fundamental, technical, charting, and cyclical analyses to design portfolios aligned with clients’ objectives.

Sean Tweedy is a CFP® professional with five years of industry experience, currently advising at The Welch Group, LLC. His prior roles include positions at Valic Financial Advisors, Inc. and Amazon, among others. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office-style and concierge services and employs a multi-faceted investment approach that integrates fundamental, technical, and cyclical analysis across various time horizons.

Robert Hopper is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley and involvement with Camp Mac. He serves as Treasurer of the Board of Chapter Advisors for the Theta Chapter of Phi Gamma Delta Inc., where he manages the organization’s balance sheet and financial statements. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs, utilizing the Envestnet platform to guide asset allocation and manager selection based on client risk tolerance.

Debra Cinquemani is a CFP® with 12 years of industry experience, currently serving at Principal Advised Services. Her prior roles include seven years at Thrivent Financial and one year at Century Silver Exchange. She is also involved in providing retirement consultation services and holds a position related to advice and education at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated products and services while maintaining governance and supervision to manage conflicts of interest.

Jack Morris is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 66 designation and with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Allied Mineral Products, Inc., and Riverside Refractories, Inc. EverSource Wealth Advisors serves a diverse range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment platforms, and manages private market funds alongside providing back-office support and sub-advisory services.

Caroline Ryals is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and four years of industry experience. She has been with RFG Advisory since 2018 and also has experience with Private Client Services and the Alabama Panhellenic Association. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm utilizes discretionary portfolio management supported by model strategies and third-party platforms, and offers specialized services including sub-advisory roles with ETFs and access to alternative investments.

Kristyn Bayles is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Quest Capital Strategies. She is also a limited partner in a family real estate partnership. 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 portfolio strategies and platforms, combining independent advisors with an in-house Private Client Group to support diverse client needs.

Brock Eson is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. He is also licensed to sell insurance products through Crump. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms while providing fiduciary oversight for retirement accounts.

Zachary Lee is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2020. StoneX Advisors Inc. provides discretionary and non-discretionary portfolio management, financial planning, and related consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms like Envestnet and Advyzon.

Zachary Wicker is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Energen Resources/Diamondback Energy. RFG Advisory provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, and select institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm utilizes a range of model strategies and third-party platforms, and it acts as a sub-adviser to multiple Bluemonte ETFs while serving investment company and state or municipal clients.

Joshua Slocum is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Advisory Services Network, LLC since 2015. Outside of his advisory role, he serves as the registered agent for Brace Buddy LLC, assisting with document collection and storage. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Jake Travis is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include six years with CONCOURSE FINANCIAL GROUP SECURITIES INC (formerly PROEQUITIES INC) and current positions at RFG Advisory and Private Client Services since 2022. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing various model strategies and third-party platforms, and serves as an ERISA fiduciary for retirement accounts and plan sponsors.

Elisabeth Moody is a CFP® and holds a Series 66 license with 15 years of experience in the financial advisory industry. She has been with The Welch Group, LLC since 2012. 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.

David Curran is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining EverSource in 2023, he worked at Somerset Advisory from 2020 to 2023. Outside of his advisory work, he is the founder of Bernard Coaching Company, where he provides life and budget coaching. 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 wealth management, financial planning, investment advisory, and consulting services, and uses multiple investment programs and an investor profiling process to tailor advice.

Isabella Blount is a CFP® and Series 65 credentialed financial advisor at The Welch Group, LLC with five years of industry experience. She has worked at The Welch Group since 2020 and previously held positions at Riveron and PricewaterhouseCoopers. 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 offers discretionary portfolio management, financial planning, and family-office services, utilizing a combination of fundamental, technical, and cyclical analysis tailored to each client’s objectives.

Elizabeth Edwards is a financial advisor with Synovus Securities, Inc. in Birmingham, AL. She holds a Series 66 designation and has 10 years of industry experience. Her career includes roles at Synovus bank from 2009 to 2026 and Pinnacle Bank starting in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform and refers clients to outside money managers while providing educational services for ERISA plans.

David Champion is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations and possessing 41 years of industry experience. His prior roles include positions at Csenge Advisory Group, Lion Street Financial, FSC Securities, Transamerica Financial Advisors, and Equitable Advisors. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a variety of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers.

Roderick Payton is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Synovus Securities in various capacities since 2007. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm utilizes the Envestnet platform for portfolio management and combines internal and external due diligence to guide investment decisions.

Stanford Roberts is a CFP® with 29 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2019. His prior roles include positions at Ameriprise Financial Services, Inc. and International Advisory Consultants Inc. Roberts is also the owner of RW Management LLC and Roberts Wealth Management, both investment services businesses based in Birmingham, AL. StoneX Advisors Inc. provides portfolio management, financial planning, and ERISA plan consulting to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of advisory models and third-party money managers, supported by integrated platforms and a broad network of financial professionals.