Nathan Wood is a financial advisor with Moors & Cabot, Inc. in Mountain Brook, Alabama, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Coker & Palmer and Merrill. Outside of advisory work, he performs contract pool maintenance for a local condominium association on evenings and weekends. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolio strategies tailored to clients’ objectives and risk tolerances, utilizing both in-house management and third-party sub-advisors.

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.

Benjamin Calvert is a CFP® with 14 years of industry experience, currently affiliated with Synovus Securities, Inc. in Birmingham, AL. His career includes roles at Synovus Securities, Synovus Bank, BBVA Wealth Solutions, and several related entities. Outside of his advisory work, he serves as treasurer for both Christ Pres Church and the North Alabama Lacrosse youth sports league, where he also assists as a coach. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes a client risk-tolerance questionnaire and due diligence processes for portfolio management delivered through the Envestnet platform, and maintains affiliations that expand client access to banking and trust services.

Robert Miller is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and previously worked at Quest Capital Strategies, Inc. from 2013 to 2019. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, 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 uses a range of investment platforms and strategies, including proprietary models and third-party money managers, with ongoing due diligence and client-imposed investment restrictions.

Tyler Lankford is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual, and America's First Financial. Outside of his advisory work, he owns and operates Highland Park Consulting Group, a marketing and social media management business serving small companies. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm employs a range of advisory solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and model-based investment strategies.

Cory Reamer is a CFP® with one year of industry experience, currently serving as a financial advisor at The Welch Group, LLC. He previously worked at Bryant Bank from 2015 to 2023. 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, providing discretionary portfolio management, financial planning, and wealth-management services tailored to each client's objectives.

David Evans is a CFP® and ChFC® with nine years of industry experience. He is currently with RFG Advisory, LLC, having previously worked at Northwestern Mutual in various roles over a decade. 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 offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms in its investment approach.

Paul Conner is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked with several firms, including Center Street Advisors, Inc., and founded Connor Financial, where he also works as an insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing proprietary model allocations and third-party managers while acting as an ERISA fiduciary when applicable.

Robert Brown is a financial advisor at RFG Advisory, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining RFG Advisory. Outside of his advisory work, he is co-owner of a children's clothing business operated with his wife. RFG Advisory provides investment advisory and planning services to a broad client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using various model strategies and third-party platforms, and it also serves as a sub-adviser to multiple ETFs and offers access to alternative investments and annuity platforms.

Claire Frederick is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding a Series 66 designation and two years of industry experience. She has worked at Stonex Securities Inc. since 2022 and has prior experience at the University of Alabama at Birmingham and North Hall High School. 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 strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supporting multiple account structures and conducting ongoing due diligence.

Tucker Bryan is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Stephens Inc., and Invista Advisors. Before entering the financial industry, he spent ten years in education. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisor representatives, utilizing multiple investment programs and a private markets platform.

Jeffrey Lloyd is a financial advisor with Capital Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Capital Investment Advisors in 2021, he worked at Enerecap Partners, LLC and ERC Holding Corp. for a combined 19 years. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals and families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through a centralized, structured portfolio approach, utilizing ETF-based model portfolios and specialized third-party managers.

Joseph Marks Jr. is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at First National Bankers Bank, SA Stone Wealth Management, and Sterne Agee. Outside of his advisory work, Marks serves as a member of the Canterbury Child Development Center board and as co-commissioner for a youth basketball league. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement customized investment strategies.

Graysen Thompson is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at StoneX Securities Inc., State Farm VP Management Corp., and Ben Norris Insurance Agency. Outside of finance, he has worked as a delivery driver for Walmart Spark on a part-time basis. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through both independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and strategies, including proprietary models and third-party money managers, to implement client portfolios.

Sarah Glenn is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining The Welch Group, she worked at Kanakuk Summer Kamps and was employed by Vestavia Hills City Schools. She also attended Auburn University from 2021 to 2025. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and designs portfolios using a combination of fundamental, technical, charting, and cyclical analysis to align with each client's objectives.

Deborah Eagen is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior work history includes roles at Ameriprise Financial Services, Stifel, International Advisory Consultants, and Morgan Stanley. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm uses multiple platforms and both proprietary and third-party investment solutions to implement strategies tailored to client needs.

Stone Evers is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Tax Favored Benefits and the University of Kansas. Outside of advising, he holds an insurance license and is involved in insurance sales. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, and consulting, using individualized asset-allocation guidelines and various model-based platforms.

John Graybill is a Series 65 licensed financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He has previously worked at Evidence Wealth, Parity Financial, and The Home Depot. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of advisors. The firm utilizes multiple investment programs, including private markets and values-based strategies, and also provides turnkey asset management and sub-advisory services to independent RIAs.

Kyle Kelley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Prior to joining StoneX Advisors, he worked at Renaissance Hotels and has been associated with StoneX Securities Inc. since 2021. His background also includes roles in education and hospitality. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms to deliver customizable solutions for its clients.