Robert Agnew Jr. is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for ten years and has been with RFG Advisory since 2019. Agnew also operates Agnew Wealth Management, LLC. RFG Advisory is a multi-team registered investment adviser with about 178 advisors managing approximately $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive investment strategies, including direct indexing and tax-aware approaches, with a focus on risk-managed portfolios.

Christopher Floyd is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at StoneX Securities Inc., Protective Life, and the Robert Trent Jones Golf Trail. StoneX Advisors Inc. serves individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through proprietary models, third-party managers, and multiple account platforms.

Marcia Miller is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 15 years of industry experience. She previously worked at Accelerated Wealth Advisors, LLC, Wealth Investment Solutions, LLC, and Wealth Planning Services Inc. In addition to her advisory role, she works as an insurance agent with the Financial Independence Group. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a range of portfolio management and financial planning services, utilizing both proprietary and third-party strategies with an emphasis on risk-managed, tax-aware approaches.

Matthew Savela is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with The Welch Group, LLC since 2018 and previously worked at Dent Moses, LLP. 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.

Margaret Sandy is a CFP® and holds a Series 65 license, with three years of experience in the financial industry. She has worked at The Welch Group, LLC since 2022 and previously held roles at Warren Averett Asset Management, The University of Alabama, Monkees of Mountain Brook, RealtySouth, and Shipt, LLC. 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.

Reed Parrish is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at LPL Financial and StoneX Securities Inc., as well as a decade at Titan Installations. 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 tailored investment solutions through various platforms and third-party managers.

Gary Ung is a CFP® with 37 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2019. Prior to this, he worked at Quest Capital Strategies Inc. for 17 years and has operated UNG Financial & Insurance Services since 1998. He also owns a sole proprietorship providing insurance products and 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 combination of advisor-managed portfolios, proprietary models, and third-party managers to deliver customized investment solutions.

Patrick Wingfield is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license with one year of industry experience. His career includes roles at Pinnacle Bank, Synovus Trust Company, and Synovus bank. Outside of financial services, he has experience working with Mamaka Bowls and Camp Ozark. Synovus Securities serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services. The firm uses a range of portfolio management programs on the Envestnet platform and provides access to alternative investments, along with educational services for ERISA plans.

Matthew Hill is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. He has worked at StoneX Advisors Inc. since 2019 and at StoneX Securities Inc. since 2016. Outside of his advisory role, Hill is an author of a research-backed book on the value of a financial advisor. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes multiple account structures, model-based solutions, and third-party money managers to implement investment strategies.

Jared Keeley is a CFP® and Series 65-licensed financial advisor at RFG Advisory, LLC with three years of industry experience. He has worked at several firms, including Millennium Advisory Services, Inc., Bouchard & Associates/Commonwealth Financial Network, and Cary Street Partners. 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 using a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Eric Larson is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and has five years of industry experience. He previously worked at Invesco and Oppenheimer Funds. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and retirement plan consulting services.

Amanda Skinner is a CFP® professional currently with RFG Advisory, LLC, where she has been an advisor since 2025. She has two years of industry experience and previously worked at multiple firms including Northwestern Mutual Investment Management. Outside of financial advising, she is a brand representative for Rodan + Fields, a multi-level marketing company specializing in skincare products. 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 using a combination of actively managed and passive strategies, direct indexing, and alternative investments.

Andrew Myers is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation. He began his advisory role at The Welch Group in 2026 and has experience across multiple sectors including education and retail. The Welch Group provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with clients’ objectives and offers family office–style and concierge services.

James Puckett Jr. is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior work includes roles at BBVA Wealth Solutions Inc., Bbva Securities Inc., COMPASS Bank, and Synovus Bank. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Russell Ellis II is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and 17 years of industry experience. He has been with StoneX Advisors Inc. since 2016 and has also worked at StoneX Securities Inc. since 2007. 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 uses a combination of independent advisors and an in-house Private Client Group, implementing strategies through various portfolios, proprietary models, and third-party money managers.

Sang Yi is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2019 and was previously with Quest Capital Strategies, Inc. from 2008 to 2019. Outside of advisory work, he is also a real estate agent affiliated with Realty Mark First Choice. 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 offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

James Miller is a CFP® with 12 years of industry experience. He is currently with EverSource Wealth Advisors, LLC, where he has worked since 2021. Prior to that, he held positions at Bank of America and Merrill Lynch. 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 investment advisor representatives who deliver multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

Nathan Wood is a financial advisor with Moors & Cabot, Inc. in Mountain Brook, Alabama, holding a Series 66 designation and 24 years of industry experience. He previously worked at Coker & Palmer for 14 years before joining Moors & Cabot in 2026. Outside of his advisory role, Wood performs pool maintenance for a local condo association on evenings and weekends. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, corporations, and trusts. The firm employs a range of analytic methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Maxwell Taylor is a CFP® with four years of industry experience, currently an advisor at Advisory Services Network. He previously worked at LPL Financial and Regions Bank. Outside of financial advising, Maxwell is a CPA providing tax preparation and accounting services and is involved in managing a mobile application focused on outdoor recreation. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a broad range of securities and third-party managers to align with client objectives.

Bradley Moore is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with The Welch Group, LLC, having joined in 2025 after working at BMSS Wesson Wealth Solutions and South State Bank. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about 24 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 client objectives.