Caleb Bagwell is a CFP® with 15 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC since 2019. Prior to that, he worked at Commonwealth Financial Network for nine years. Outside of his advisory role, he is a Leadership Coach and sole proprietor of LeaderWise Academy, where he offers speaking and training events on leadership and company culture. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and offers values-based portfolio options informed by a stated Judeo-Christian framework.

Harrison Saunders is a financial advisor at Synovus Securities, Inc. based in Birmingham, AL. He holds a Series 65 credential and has one year of industry experience, including roles at Pinnacle Bank and several advisory firms since 2024. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, employing a client risk-tolerance approach to asset allocation and manager selection through the Envestnet platform.

Richard Ohlrich is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at several firms including Private Client Services, LLC, American Group Center For Wealth Planning, and LPL Financial. Outside of his advisory role, he is also an insurance agent affiliated with Crump Insurance, offering life and health insurance 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, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, while offering access to proprietary and third-party investment models as well as alternative investments.

Vester Martin III is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Edward Jones for 15 years and is the owner and founder of Cheaha Wealth Management. 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 uses a combination of actively managed and passive strategies, tax-aware approaches, and alternative investments, and serves investment companies as well as state and municipal clients.

Michael Murray is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial firms, including Protective Life Insurance Company, LPL Enterprise, LLC, and PNC Investments. 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 employs a variety of investment strategies and platforms to support diverse client needs.

Madeline Kramer is a CFP® with three years of industry experience, currently serving as a financial advisor at The Welch Group, LLC. She previously worked at Longbow Capital Partners and has a background that includes studies at the University of Mississippi. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets and serving individuals, trusts, pension plans, and business entities. The firm provides discretionary portfolio management, financial planning, and wealth-management services, using a variety of analytical approaches and offering formal family-office and fixed-fee planning options.

Robert Erickson is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Quest Capital Strategies, Inc. and Pruco Securities, LLC. Outside of his advisory role, Erickson serves as president of EMG Financial Services LLC, an insurance agency. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a mix of independent advisors and an in-house Private Client Group, offering various account structures and model-based investment solutions.

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 her current role, she worked at StoneX Securities Inc. and First Choice Personnel. Outside of her main advisory position, she is involved as a client assistant at Eagle Creek Wealth Management. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and in-house teams to deliver customized investment solutions supported by various platforms and model-based strategies.

Jacob Foster is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Diversified, LLC. Prior to joining the firm, he spent eight years in the transportation sector with Foster Transportation. Diversified, LLC offers investment advice and financial planning to a broad client base, including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and integrates third-party managers and platforms to tailor asset allocation and diversification strategies according to client objectives and risk tolerances.

Pelham Henry III is a financial advisor at StoneX Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with StoneX Advisors since 2016, having previously worked at StoneX Securities since 2009. Outside of his advisory role, Henry is involved in agricultural insurance sales, co-owns a small working farm, serves on the City of Fairhope Airport Authority Board, and participates 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 through both independent advisors and an in-house Private Client Group. The firm utilizes a variety of portfolio implementation strategies and platforms, supporting multiple account structures and investment restrictions.

Colin Winkler is a financial advisor with StoneX Advisors Inc. in Mountain Brook, AL, holding a Series 66 designation and seven years of industry experience. His career includes roles at StoneX Financial Inc., StoneX Securities Inc., Sterne Agee Financial Services, and Sterne, Agee, and Leach, Inc. He operates his independent representative business under the name Winkler Hiznay & Associates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors and in-house teams, implementing strategies through proprietary models and third-party managers across multiple platforms.

Neil Knierim is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, with 13 years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Pinnacle Bank, Synovus Bank, Wells Fargo Clearing, BBVA Wealth Solutions, and Principal Financial Services. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning. The firm employs a risk-tolerance based investment approach and provides access to alternative investments and outside money managers.

Ernest Jordan is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2017, as well as at First Allied Advisory Services and First Allied Securities from 2015 to 2017. Outside of his advisory roles, he is a managing partner of Stone Financial Group LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a combination of 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 to implement diversified investment strategies.

Jonathan Duke is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes long-term service at Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and alternative investments. The firm uses the Envestnet platform for portfolio management and maintains affiliations that provide additional financial services and referral opportunities.

Kenneth Peavy is a financial advisor with StoneX Advisors Inc. in Auburn, AL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with StoneX Advisors since 2018 and previously spent three years at LPL Financial and ten years at Max Federal Credit Union. Peavy serves as a board member of The Cloverdale Playhouse, a community theater in Montgomery, AL. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group, employing proprietary models and third-party managers to implement tailored investment strategies.

Cason Westmoreland is a CFP® credentialed advisor with four years of industry experience, currently serving at The Welch Group, LLC. His prior roles include positions at Twickenham Advisors, UBS Financial, and Ameriprise Financial. The Welch Group, LLC provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm offers family office–style and concierge services and employs a blend of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

Parrish Simmons is a Series 66-licensed financial advisor at RFG Advisory, LLC with one year of industry experience. His prior roles include positions at Cadence Bank, LPL Financial/Cadence Investment Services, and Private Client Services. Simmons has also worked outside the financial industry, including experience at the Huntsville Tennis Center and Ball State University. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a mix of actively managed and passive strategies with a focus on risk management and tax efficiency.

Craig Trojahn is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with StoneX Advisors and StoneX Securities since 2019 and has been the owner of CWT Financial since 2012, a business focused on brand recognition and promoting independent financial advisory services. 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 range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated platforms and affiliated clearing and custody 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.