Bobby White is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding a Series 66 designation and 28 years of industry experience. His career includes roles at LPL Financial, Everbank, and Veravest Investment Advisors, among others. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and governmental entities. The firm uses a primarily discretionary approach, employing model portfolios, third-party platforms, and serving as sub-adviser to multiple ETFs.

Audie Rea is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc and BancorpSouth Investment Services, Inc. Outside of advising, he is president and owner of Pinetucky Farms, where he handles farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services, utilizing both proprietary and third-party investment strategies across various account structures.

Jeffery Riley is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 27 years of industry experience. He holds a Series 63 designation and has worked at firms including Charles Schwab and L&R Wealth Management. Outside of his advisory role, he serves as an outside agent for United Healthcare in a limited capacity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, using various platforms and third-party managers to implement tailored investment strategies.

Peter Saab is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds the Series 66 credential and has previously worked at NextSite, LLC and Chance Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of advisor-managed portfolios, proprietary models, and third-party money managers to implement customized investment strategies.

Thomas Newbauer is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Quest Capital Strategies, Inc. from 2001 to 2019 before joining StoneX Advisors Inc. and StoneX Securities Inc. in 2019. He serves as a trustee for the Thomas Newbauer Family Number Three Limited Partnership, where he monitors equity transactions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through independent financial advisors and an in-house Private Client Group. The firm uses a range of strategies and platforms including proprietary models and third-party money managers, supported by its affiliation with StoneX Group and its integrated clearing and custody capabilities.

Adrian Castellano is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 65 designation and also works as an on-air meteorologist for Hearst Television - WVTM. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through various model strategies and third-party platforms and serves as a sub-adviser to multiple ETFs while maintaining an ERISA fiduciary role with retirement accounts and plan sponsors.

Sharilyn Moxley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2019. She previously worked with Raymond James and its affiliates for nearly two decades. Outside of her advisory role, Moxley is an author of the book *Change in My Pocket* and contributes to a pilot TV series related to audio and visual storytelling. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s approach emphasizes discretionary portfolio management through a variety of model strategies and third-party platforms, and it also serves as a sub-adviser to multiple ETFs while managing compliance as an ERISA fiduciary for retirement accounts.

Frederick Wedell II is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with RFG Advisory Group, LLC since 2016. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach includes discretionary portfolio management, financial planning, and access to alternative investments, leveraging model strategies, third-party platforms, and sub-advisory roles with ETFs.

Stuart Garner is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with RFG Advisory Group, LLC since 2014 and previously with LPL Financial, LLC from 2012 to 2018. In addition to his advisory work, he is an attorney involved in real estate and probate matters and operates an online firearms sales business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach includes discretionary portfolio management using a variety of model strategies and third-party platforms, and it serves as sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Charles Bridges is a financial advisor at StoneX Advisors Inc. in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. Prior to joining StoneX, Bridges worked at Ridgeway Landscaping and Regions, and he attended the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm utilizes various account structures and model-based solutions, offering investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Judson Smith is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and 40 years of industry experience. He previously worked at Intl Advisory Consultants Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory role, he also works as a school bus driver. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations through discretionary and non-discretionary portfolio management, financial planning, and related consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing and custody capabilities through the StoneX Group.

Joel Fishman is a financial advisor at StoneX Advisors Inc. based in Birmingham, Alabama, holding a Series 66 credential with nine years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2019. In addition to his advisory role, he operates an independent insurance agency, Fishman Financial, which focuses on insurance sales. StoneX Advisors Inc. serves individual, corporate, retirement plan, and charitable clients, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm combines independent financial advisors and an in-house Private Client Group, employing various portfolio implementation platforms and third-party money managers.

Kimberly Clenney is a financial advisor at RFG Advisory, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial and NewEdge Advisors. Outside of advising, she owns a tax preparation and accounting firm and co-owns a law practice. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management using model strategies and third-party platforms, serves as sub-adviser to several ETFs, and supports access to alternative and structured investments.

Watson Kennedy is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at StoneX Securities Inc., TA Services, Bass Pro Shops, and The Prudential Insurance Company of America. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a mix of independent advisors and an in-house Private Client Group, utilizing various account structures and model-based solutions for clients.

Robert Graham is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors and its affiliated broker-dealer since 2019. In addition to his advisory role, he has served as a power of attorney for financial transactions and related legal matters. StoneX Advisors 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 a variety of model-based and third-party management solutions and operates as part of StoneX Group, which offers integrated clearing, custody, and lending services.

Micah Darlington is a CFP® designated financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. His prior work includes roles at Home Federal Bank and Foothills Brokerage, as well as experience outside finance with Moxie Pest Control and Protomet Corporation. 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, investment advisory and consulting services, along with turnkey asset management and sub-advisory services through a national network of investment advisor representatives using multiple investment platforms and values-based strategies.

Taylor Fann is a financial advisor with StoneX Advisors Inc. in Birmingham, AL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he has held positions with StoneX Group Inc. and StoneX Securities Inc., as well as work experience outside of finance at Topgolf and the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various portfolio implementation platforms and provides model-based solutions with opportunities for clients to impose investment restrictions and receive periodic reviews.

Patrick Garrett is a Series 66 licensed financial advisor at Summit Financial, LLC with 10 years of industry experience. He has worked at Ameriprise Financial Services and Purshe Kaplan Sterling Investments prior to his current role. Garrett provides financial and insurance advisory services through his activities with Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs combining discretionary and consultative approaches alongside financial planning and retirement plan advisory services.

John Mccarthy is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Quest Capital Strategies, Inc. In addition to his advisory role, he is an independent insurance agent specializing in life and health products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a range of investment strategies and platforms, including advisor-managed portfolios and third-party money managers, supported by its affiliation with StoneX Group and integrated operational capabilities.

Bradley Kamman is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and over 24 years of industry experience. He has worked with RFG Advisory since 2011 and has prior experience at LPL Financial, Securities America Advisors, Osaic FA, and Veravest Investment Advisors. 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. The firm’s investment approach is primarily discretionary, utilizing model strategies, third-party platforms, and serves as sub-adviser to multiple ETFs while also offering access to insurance products and alternative investments.