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 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.

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 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.

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.

Andrew Myers is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation. He has one year of industry experience and previously held positions at Cloudstation, Valoren Smarte Investments, and other organizations. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a range of analytical methods across various investment horizons and offers family office–style, concierge services, and aggregated reporting that includes assets outside its management.

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 at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation with 18 years of industry experience. He has worked at StoneX Advisors Inc. since 2016 and has been affiliated with StoneX Securities Inc. since 2007. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a variety of implementation strategies through independent advisors, proprietary model solutions, and third-party money managers while offering multiple account structures and platforms for portfolio management.

Sang Yi is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2019 and previously at Quest Capital Strategies, Inc. and Chase Investment Services Corp. In addition to his advisory role, he is a licensed real estate agent with Realty Mark First Choice, where he has been involved in real estate sales since 2012. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm supports various account structures and implements strategies using both proprietary and third-party platforms, conducting regular reviews and due diligence on its investment offerings.

James Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Prior to joining EverSource in 2021, he worked at Bank of America and Merrill. EverSource Wealth Advisors serves individual and institutional clients with a range of wealth management, financial planning, and investment advisory services. The firm operates through a national network of advisors and offers multiple investment programs, including private markets and values-based strategies.