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.

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.

Stephen Garrett is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Summit Financial, he worked at Ameriprise Financial Services, Inc. for 19 years and has been involved with Purshe Kaplan Sterling Investments. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, operating both discretionary and consultative services.

Lauryl Sheppard is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation. She has two years of experience in the industry, with prior roles at StoneX Securities Inc., Infinex Investments, and River Bank and Trust. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors, proprietary models, and third-party managers to implement strategies across various account structures.

David Allen is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes long-term roles at StoneX Securities Inc., StoneX Advisors Inc., and StoneX International Securities Inc., as well as earlier experience at Wells Fargo Clearing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a variety of strategies through independent advisors, proprietary models, and third-party money managers, supporting multiple account structures and platforms for implementation and tax-aware services.

Chase Boardman is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at BMSS Wesson Wealth Solutions and Keystone Wealth Partners. Chase also has experience outside finance, including roles at Liberty University and Bemus Point United Methodist Church. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and manages private pooled investments, supporting a national network of advisor representatives.

Robert Agnew Jr. is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network LLC and UBS Financial Services. He also operates Agnew Wealth Management, LLC. 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 primarily provides discretionary portfolio management and financial planning, offering a range of model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs.

Christopher Simich is a financial advisor with Madison Avenue Securities, LLC in Birmingham, Alabama. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes roles at Mutual of Omaha Investor Services and Farmers Financial Solutions. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable organizations. The firm manages approximately $2.0 billion for about 14,000 clients and offers both discretionary and non-discretionary portfolio management through multiple wrap programs and third-party managers.

Cavett Cooper is a CFP® professional with 15 years of industry experience, currently serving at OneAscent Financial Services LLC since 2017. Prior to OneAscent, he worked at Ameriprise Financial Services, Inc. from 2011 to 2017. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, including high-net-worth clients, retirement plans, trusts, broker/dealers' customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing individualized asset-allocation guidelines and various overlay and automated management platforms.

Christopher Floyd is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential with three years of industry experience. Prior to joining StoneX Advisors, he worked at StoneX Securities Inc. and Protective Life, and he previously gained experience outside the financial sector at Robert Trent Jones Golf Trail. 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, employing proprietary and third-party strategies across multiple platforms for portfolio implementation and oversight.

Marcia Miller is a financial advisor at RFG Advisory, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked at several firms including Accelerated Wealth Advisors, LLC and Wealth Investment Solutions, LLC. Outside of her advisory role, she is also licensed as an insurance agent through Financial Independence Group (FIG)/Wealth Planning Services, Inc. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach includes discretionary portfolio management, use of model strategies and third-party platforms, and services as a fiduciary for retirement accounts and plan sponsors.

Jack Burnette is a CFP® professional with 23 years of industry experience, currently affiliated with RFG Advisory, LLC. His career includes roles at Private Client Services, LPL Financial, Ameriprise, and Merrill. RFG Advisory serves 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 and retirement plan consulting, sub-advisory services, and access to alternative investments, utilizing a range of model strategies and third-party platforms while also acting as an ERISA fiduciary for retirement accounts.

Reed Parrish is a CFP® and Series 66 licensed advisor with Stonex Advisors Inc. in Birmingham, AL, where he has worked since 2024. He has two years of industry experience, including prior roles at StoneX Securities Inc. and LPL Financial. Before entering financial advising, he spent ten years at Titan Installations. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and conducts ongoing due diligence on third-party money managers.

Gary Ung is a CFP® certificant with 38 years of industry experience, currently serving as an advisor at StoneX Advisors Inc. since 2019. He has previously worked at Quest Capital Strategies Inc. for 17 years and operated UNG Financial & Insurance Services for over two decades. In addition to his advisory role, he owns a sole proprietorship that sells insurance products and provides tax preparation services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a range of solutions including advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Patrick Wingfield is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Synovus Trust Company, Synovus Securities, and Pinnacle Bank. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients such as investment companies and government entities. The firm’s investment approach primarily utilizes discretionary portfolio management through a variety of model strategies, third-party platforms, and alternative investment access.

Matthew Hill is a financial advisor at Stonex Advisors Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at StoneX Securities Inc. since 2016. Outside of advising, he is the author of a research-backed book on the value of a financial advisor. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a range of strategies and platforms, including proprietary models and third-party money managers, to implement client portfolios and conducts regular reviews to maintain oversight.

Hunter Favorite is a financial advisor at Madison Avenue Securities, LLC with credentials including the Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes roles at AE Wealth Management, OneAmerica Securities, and other firms. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion for about 14,000 clients, offering both discretionary and non-discretionary portfolio management through various advisor-managed and third-party manager models.

Jared Keeley is a CFP® professional with three years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. His prior roles include positions at Millennium Advisory Services, Inc., Bouchard & Associates / Commonwealth Financial Network, and Cary Street Partners. RFG Advisory offers investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm employs a primarily discretionary investment approach that incorporates model strategies, third-party platforms, and sub-advisory services to ETFs, with a focus on comprehensive financial planning and fiduciary oversight.

Eric Larson is a financial advisor at RFG Advisory, LLC with six years at the firm and a total of five years in the industry. He holds Series 63 and Series 65 credentials. Prior to joining RFG Advisory, he worked at Invesco and Oppenheimer Funds. RFG Advisory serves a diverse client base that includes individual and high-net-worth investors, retirement plans, institutional clients, and state or municipal government entities. The firm offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity platforms, utilizing multiple model strategies and third-party platforms.

Amanda Skinner is a CFP® with two years of industry experience currently serving as a financial advisor at RFG Advisory, LLC. She has worked at several firms including Northwestern Mutual Investment Management and Blake Hurst. In addition to her advisory role, she is a brand representative for Rodan + Fields, a skincare company, a position she has held since 2016. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management and access to alternative investments, and it serves unique client segments such as investment companies and state or municipal entities.