Charles Smith is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding the CFP®, CFA®, and Series 66 designations with 21 years of industry experience. He has been with The Welch Group since 2002. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about two dozen advisors and over a thousand clients. 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.

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.

Ann Haas is a financial advisor at 1919 Investment Counsel, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with 1919 Investment Counsel since 2015. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm constructs customized portfolios focusing on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and benefits from its affiliation with Stifel Financial Corp.

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.

Miller Kreider is a financial advisor with 11 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds Series 63 and Series 65 licenses and has been with 1919 Investment Counsel since 2015. Outside of his advisory role, he serves as the managing member of LANDICO LLC, a tax lien investing business. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and collaboration with Stifel Financial Corp. affiliates.

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 in Birmingham, AL, holding a Series 65 designation and eight years of industry experience. He has been with Gradient Advisors since 2017 and has been self-employed since 1987. In addition to his advisory work, he founded 2 KnowMoney, a nonprofit offering financial literacy workshops, and serves on the boards of the Elder Foundation and CEOTA, organizations focused on community service and support. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

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.

David Giegel is a financial advisor at Sowell Management in Birmingham, AL, with six years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc., StoneX Securities Inc., Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Edward Jones. Outside of his advisory role, he is affiliated with Hearthwell Financial, providing insurance and financial services through a DBA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through an independent-contractor model with over 100 investment adviser representatives.

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.