Jonathan Osborne is a financial advisor with Waverly Advisors, LLC in Birmingham, AL. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Waverly Advisors in 2022, he worked at Warren Averett Asset Management, LLC for eight years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning and multi-family office solutions.

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.

Todd Talbot is a CFP® and ChFC® with 25 years of experience in financial services. He is currently with CreativeOne Wealth, LLC and has previously worked at firms including Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he operates Red Mountain Financial, his insurance and investment business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Wesley Steed is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 17 years. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm typically manages diversified portfolios on a discretionary basis with a long-term investment approach and integrates closely with an affiliated broker-dealer and custody platform.

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.

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.

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 in Birmingham, AL, with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Stephens Inc., and Invista Advisors. His background includes a decade in education prior to entering the financial services field. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services, utilizing multiple investment programs and a values-based approach that includes Life Impact® Stewardship Planning and a private markets platform.

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.

Michael Barranco is a financial advisor with Waverly Advisors, LLC, holding Series 65 and Series 66 credentials and 19 years of industry experience. Prior to joining Waverly Advisors in 2026, he worked at McDonald & Hagen Wealth Management, MB Consulting, LPL Financial, and Raymond James Financial Services. He is the owner of MB Consulting, an accounting-related business, and serves as a board member for two homeowners associations. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Laura Baker is a CFP® professional with four years of industry experience. She has worked at Waverly Advisors, LLC since 2022 and previously spent eight years with B, H, H, & B, DBA Clark Financial Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Jennifer Kendall is a CFP® with six years of industry experience and is currently with Waverly Advisors, LLC. Her prior experience includes roles at The Welch Group, LLC and Warren Averett, LLC. Jennifer took a one-year break from the industry before joining Waverly Advisors in 2026. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base through institutional custodians and advanced planning tools.

Leigh Thrash is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked for Clark Financial Advisors from 2016 to 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers financial planning, retirement plan consulting, and multi-family office services.

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.

David Conoly is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding a Series 65 license with two years of industry experience. Prior to joining Waverly Advisors, he worked at Invista Advisors and has a varied background including roles at Auburn University and several other businesses. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office solutions.

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.

Clay Cook is a financial advisor at StoneX Advisors Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Benjamin F. Edwards & Co., Infinex Investments, and River Bank & Trust. He is also Senior Vice President and financial advisor at River Financial Services, the investment department of River Bank & Trust. 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 in-house private client groups, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.