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® professional with 12 years of industry experience, currently serving as a financial advisor at Principal Advised Services. Her career includes roles at Thrivent Financial and Century Silver Exchange. She also holds a position as a retirement consultant, providing one-on-one investment advice to retirement plan participants at Principal. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, providing integrated access to affiliated products and services while maintaining governance and supervision controls.

Jack Morris is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Allied Mineral Products, and Riverside Refractories. EverSource Wealth Advisors serves a broad client base, including high-net-worth individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional clients. The firm offers wealth management, portfolio management, financial planning, consulting, and specialized services such as outsourced chief investment officer (OCIO) solutions and private market access.

Caroline Ryals is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds the Series 66 designation and has worked at RFG Advisory since 2018, including her current role starting in 2021. Her background includes positions with Private Client Services and involvement with the Alabama Panhellenic Association. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm serves a range of clients including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement consulting, and access to both proprietary and third-party investment strategies.

Kristyn Bayles is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at StoneX Advisors and StoneX Securities since 2019 and was previously with Quest Capital Strategies, Inc. from 2014 to 2019. Bayles is also a limited partner in Spates Partners, LLC, a family real estate partnership. 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 variety of investment strategies through independent advisors and proprietary models, supported by multiple platforms and periodic due diligence.

Brock Eson is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, he engages in insurance sales and policy evaluation through Crump. 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, offering portfolio management, financial planning, and access to various investment strategies including alternative investments and annuity management.

Zachary Lee is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials with four years of industry experience. He has worked at StoneX Advisors Inc. since 2022 and previously at StoneX Securities Inc. starting in 2020. Prior to his financial services career, he held positions at Target and Old Navy. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a variety of advisory models and third-party money managers to implement customized investment strategies.

Zachary Wicker is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Northwestern Mutual Wealth Management Company and Energen Resources/Diamondback Energy. 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 combines actively managed and passive strategies, direct indexing, and tax-aware approaches across a range of client types and investment vehicles.

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 at RFG Advisory, LLC with 12 years of industry experience. He has previously worked at CONCOURSE FINANCIAL GROUP SECURITIES INC and provides advisory services through Private Client Services. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $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 strategies, including tax-aware approaches and alternative investments.

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 at EverSource Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Somerset Advisory. Outside of his advisory role, he is the founder of Bernard Coaching Company, where he provides life and budget coaching. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional 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 incorporates values-based portfolio options informed by a Judeo-Christian framework.

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 at StoneX Advisors Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Csenge Advisory Group, Lion Street Financial, and Fsc Securities. Based in Birmingham, AL, he joined StoneX Advisors in 2024. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm uses a combination of independent advisors and an in-house Private Client Group, employing both proprietary and third-party model solutions across multiple platforms.

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 28 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2019. Prior to this, he worked at Ameriprise Financial Services, Inc. for five years. Roberts is also the owner of RW Management LLC and operates Roberts Wealth Management, both investment-related businesses based in Birmingham, AL. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Lauryl Sheppard is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL. She holds a Series 66 designation and has professional experience beginning in 2024, including prior roles at StoneX Securities Inc., Infinex Investments, and River Bank and Trust. Before entering the financial industry, she worked in various public service and education positions. 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, offering multiple account structures and employing a range of proprietary and third-party investment solutions.

David Allen is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He has worked with various StoneX entities since 2010, including StoneX Securities Inc. and StoneX International Securities Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to deliver customized strategies through multiple platforms and model-based solutions.

Chase Boardman is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 credential with four years of industry experience. He has worked at multiple firms including BMSS Wesson Wealth Solutions and Keystone Wealth Partners. Outside of finance, his background includes roles at Liberty University and Bemus Point United Methodist Church. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and sub-advisory support, with multiple investment programs and a range of platform and institutional services.