Alison Castellano is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds the Series 66 designation and has a diverse background that includes previous roles in education with Vestavia Hills City Schools and Hoover City Schools, as well as experience in retail at LULULEMON. RFG Advisory provides investment advisory and planning services to a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s approach is primarily discretionary, utilizing model strategies, third-party platforms, and curated access to alternative investments and annuity platforms.

Wesley Miller is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Northwestern Mutual in various investment and wealth management roles from 2016 to 2021 before joining RFG Advisory and its affiliate Willow Private Wealth. Outside of his advisory role, he is also active as an insurance agent with multiple brokerage firms. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and selected institutional clients. The firm primarily offers discretionary portfolio management using a variety of model strategies and third-party platforms, and it also serves as a sub-adviser to several ETFs while managing ongoing supervisory and fiduciary responsibilities.

Caleb Bagwell is a CFP® with 15 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2019. He previously worked for Commonwealth Financial Network from 2010 to 2019. In addition to his advisory role, Bagwell is a leadership coach and sole proprietor of LeaderWise Academy, where he offers speaking and training events focused on leadership and company culture. 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 provides wealth management, financial planning, investment advisory, and consulting services, using multiple investment programs and a national network of advisors to deliver tailored advice and specialized platforms such as private markets and OCIO solutions.

Richard Ohlrich is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at Private Client Services, LLC, American Group Center For Wealth Planning, Center for Wealth Planning Advisors, Inc., and LPL Financial, LLC. Outside of advisory work, he is also an insurance agent offering life and health insurance products. RFG Advisory serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging various model strategies and third-party platforms while acting as an ERISA fiduciary for retirement accounts.

Vester Martin III is a financial advisor with RFG Advisory, LLC in Vestavia Hills, Alabama. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including previous roles at Edward Jones and Merrill. Martin is also the owner and founder of Cheaha Wealth Management. RFG Advisory offers investment advisory and planning services to a diverse clientele, 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 through various model strategies, third-party platforms, and acts as sub-adviser to multiple Bluemonte ETFs.

Michael Murray is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Protective Life Insurance Company, LPL Enterprise, LLC, and various StoneX affiliates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and annuity allocation through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of proprietary and third-party investment solutions, supported by multiple platforms for portfolio implementation and tax-aware services.

Robert Erickson is a financial advisor with StoneX Advisors Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Quest Capital Strategies, Inc. and Pruco Securities LLC/The Prudential Insurance Company of America. Erickson is also president of EMG Financial Services LLC, an insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, in-house groups, and multiple investment platforms to deliver tailored strategies and support varied client needs.

Matthew Williams is a financial advisor at OneAscent Financial Services LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as executor of his grandmother’s estate. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers personalized asset management, financial planning, and consulting through multiple advisory teams, utilizing a range of managed account platforms and overlay managers.

Heather Smith is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL. She holds a Series 66 designation and has one year of industry experience. Prior to joining StoneX, she worked at StoneX Securities Inc. for four years and has held various roles outside the financial sector. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs model-based solutions and third-party money managers to implement customized investment strategies.

Pelham Henry III is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016, previously working at StoneX Securities Inc. and Colonial Asset Management Inc. Outside of his advisory role, Henry is involved in various activities including co-owning a small working farm, serving on the City of Fairhope Airport Authority Board, and participating in the finance committee of St. James Episcopal Church. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies across multiple account structures.

John Pfaudler Jr. is a financial advisor with RFG Advisory, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and LPL Financial. He is also a co-owner of LHP Capital LLC, involved in managing commercial real estate. RFG Advisory serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs and serves several unique client types such as investment companies and municipal entities.

Colin Winkler is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. He has been affiliated with various StoneX entities since 2016 and previously worked at Sterne Agee Financial Services, Inc. Winkler operates his independent representative business under the name Winkler Hiznay & Associates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering discretionary and non-discretionary portfolio management, financial planning, and related consulting services. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Mark Perkins is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His career includes positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Ernest Jordan is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at several firms including Voya Financial Partners, MSI Financial Services, and First Allied Advisory Services. In addition to his advisory role, he is a managing partner at Stone Financial Group LLC, focusing full-time on this activity. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of implementation strategies through advisor-managed portfolios, model solutions, and third-party money managers, supported by integrated clearing and custody capabilities through its affiliation with StoneX Group.

Kenneth Peavy is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Stonex Advisors Inc. and StoneX Securities Inc. since 2018 and previously held roles at Max Federal Credit Union and LPL Financial. Peavy serves as a board member of The Cloverdale Playhouse, a community theater in Montgomery, AL. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes model-based and advisor-managed portfolios and works with third-party money managers, supported by integrated platforms for portfolio implementation and tax-aware strategies.

Parrish Simmons is an Associate Wealth Advisor at RFG Advisory, LLC with one year of industry experience. Before joining RFG Advisory, he held positions at Cadence Bank and LPL Financial/Cadence Investment Services, among others. His background also includes several years associated with the Huntsville Tennis Center and Ball State University. 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 such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, while serving as an ERISA fiduciary for retirement accounts and plan sponsors.

Brandon Horton is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 19 years and currently serves at Summit Financial and Purshe Kaplan Sterling Investments. Horton also provides insurance advice as an independent insurance agent. Summit Financial is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Craig Trojahn is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Stonex Advisors and Stonex Securities since 2019 and also owns CWT Financial, a business focused on promoting his independent advisory services and offering insurance sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, supported by its affiliation with StoneX Group and its broad operational capabilities.

Paul Tyers is a financial advisor with OneAscent Financial Services LLC in Birmingham, AL, and holds three years of industry experience. He is also President of Canadian Life Settlements Inc. and serves on the board of the Life Insurance Settlement Association of Canada and the Orange Benefit Fund. Additionally, Tyers is President and Director of Wealth Stewards Inc., a firm providing financial planning and life/accident insurance brokerage. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing individualized asset-allocation strategies and various platform solutions, including outsourced CIO and CCO services.

Harris Doobrow is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He is currently with RFG Advisory, LLC and previously held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, he provides consulting services to dental practices as a financial professional through One on One Consulting. RFG Advisory, LLC 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 planning, and retirement plan consulting, utilizing model strategies, third-party platforms, and proprietary ETFs, while also providing access to alternative investments and annuities.