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.

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.

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.

Thomas Claud III is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at OneAscent Family Office LLC, OneAscent Financial Services/OneAscent Wealth Management, and Resource Management Service, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Matthew Hill is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors Inc. since 2019, following roles at StoneX Securities Inc. and Regions Bank. Outside of advising, he 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 consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, utilizing platforms such as Envestnet and Advyzon for portfolio implementation and tax-aware services.

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.

Irby Thompson is a CFP® with 28 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. His prior roles include positions at Raymond James & Associates, RFG Advisory, LLC, and Warren Averett Asset Management, LLC. He is also appointed as trustee and successor trustee of a family trust established by his father-in-law. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles, combining traditional equity and fixed-income strategies with alternative and private-market allocations. The firm supports its approximately 224 advisors through institutional custodians, technology platforms, and affiliated entities including a state-chartered trust company and a tax and accounting business.

Marc Salyers is a CFP® with 10 years of industry experience, currently serving at Waverly Advisors, LLC since 2022. He previously worked at JE Sandifer Financial Consultants Inc and Aptus Capital Advisors, LLC. Outside of his advisory role, Mr. Salyers owns and manages a rental property in Orlando, Florida. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a combination of traditional equity and fixed-income strategies alongside alternative and private-market allocations, serving both non-HNW and high-net-worth clients.

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.