Harris Doobrow is a CFP® and ChFC® affiliated with RFG Advisory, LLC, bringing 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he provides consulting services to dental practices through a separate consulting business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, typically managing assets on a discretionary basis with a combination of actively managed and passive models.

Bobby White is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 28 years of industry experience. He has worked with several firms, including LPL Financial and Everbank, and has been associated with RFG Advisory since 2011. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies.

Stephen Taylor is a CFP® professional with 20 years of experience in the financial industry. He is currently with Synovus Securities, Inc. and began working with Pinnacle Bank in 2026. His prior positions include multiple roles within Synovus Securities and Synovus Bank since 2015. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through a range of managed account programs and financial planning solutions. The firm utilizes a client risk-tolerance approach for asset allocation and manager selection and provides access to alternative investments and educational services for ERISA plans.

Jay Mcgowan is a financial advisor at The Welch Group, LLC in Birmingham, AL, with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. His prior roles include positions at LPL Financial LLC, FI-Plan Partners, and Berk Cleveland Rathmell Wealth Strategies, LLC. The Welch Group, LLC is a multi-team registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $3.2 billion in client assets and offers discretionary portfolio management, financial planning, and family-office services tailored to clients' objectives using a variety of analytical approaches.

Audie Rea is a financial advisor at StoneX Advisors Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2018, following a decade at Stifel Nicolaus & Co. Inc. Outside of his advisory role, he is president and owner of Pinetucky Farms, where he is involved in farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm uses a range of proprietary and third-party investment solutions and operates as part of the broader StoneX Group, offering integrated clearing, custody, and lending services.

Leslie McGill is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. Leslie's career includes roles at First Commercial Bank and Synovus bank before joining Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs both discretionary and non-discretionary portfolio management programs on the Envestnet platform, utilizing risk tolerance assessments and due diligence processes to guide investment decisions.

Jennifer Dunaway is a financial advisor with Synovus Securities, Inc. in Birmingham, AL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her career includes roles at multiple Synovus entities and BBVA affiliates, as well as Pinnacle Bank beginning in 2026. Synovus Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional investors. The firm provides investment advisory and brokerage services using discretionary and non-discretionary programs on the Envestnet platform, applying risk-tolerance assessments and due diligence to guide portfolio management.

Jeffery Riley is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He holds a Series 63 designation and has worked previously at L&R Wealth Management, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he serves as an outside agent for United Healthcare in small group health insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting among other services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to implement strategies through various portfolio solutions and third-party money managers.

Thomas Wagner is a CFP® professional with 17 years of industry experience, currently serving as an advisor at The Welch Group, LLC since 2006. He is based in Birmingham, AL. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about two dozen advisors and over a thousand clients. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, consulting, and family-office services.

Peter Saab is a Series 66-licensed financial advisor with StoneX Advisors Inc. in Birmingham, AL. He has prior experience with NextSite, LLC and Chance Partners, each for ten years, before joining StoneX in 2025. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement strategies across various account structures.

Haile Frickey is a financial advisor at The Welch Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Bridgeworth Wealth Management, Pivotal Finance, ShineOn Living, and The University of Alabama. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets for individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and family-office services, using a combination of fundamental, technical, and cyclical analysis tailored to each client's objectives.

Michael Murray is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Synovus Securities since 2005. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a combination of discretionary and non-discretionary portfolio management programs supported by a structured due-diligence process and serves a diverse client base.

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 previously worked at Quest Capital Strategies, Inc. for 18 years before joining StoneX in 2019. Outside of his advisory role, he serves as a trustee monitoring equity transactions for a family partnership. 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 range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated clearing, custody, and lending capabilities.

Charles Smith is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding the CFP®, CFA®, and Series 66 designations with 21 years of industry experience. He has been with The Welch Group since 2002. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about two dozen advisors and over a thousand clients. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to each client's objectives.

Donna Stricklin is a Series 66 licensed advisor with Synovus Securities, Inc., based in Birmingham, AL, and has 10 years of industry experience. She has worked at Synovus Securities and Synovus Bank in various roles since 1999 and joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services across a range of products including separately managed accounts, mutual funds, ETFs, and alternative investments. The firm employs discretionary and non-discretionary portfolio management programs guided by risk-tolerance assessments and due diligence processes.

Sharilyn Moxley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. Prior to joining RFG Advisory, she spent ten years at Raymond James. Outside of her advisory role, she is an author of the book *Change in My Pocket* and contributes to an audio and visual storytelling network as a sponsor and content contributor. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, including direct indexing and tax-aware approaches, and serves a wide range of clients with portfolio management, financial planning, and alternative investment services.

Justin Davenport is a CFP® and holds a Series 65 license with six years of industry experience. He has been with The Welch Group, LLC since 2019 and previously worked at Warren Averett from 2015 to 2019. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets and serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and family-office services, using a comprehensive approach that includes fundamental and technical analysis tailored to each client's objectives.

Frederick Wedell II is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds a Series 65 designation and has been with RFG Advisory Group, LLC since 2016. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments.

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 at RFG Advisory Group since 2014 and previously at LPL Financial. In addition to his advisory role, he is an attorney practicing real estate and probate law, and he owns an online firearms sales business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party model strategies across individual, institutional, and retirement plan clients, employing a mix of active and passive approaches with risk-managed portfolios.

Walter Huxford III is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Regions Bank and Synovus Bank before joining Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing the Envestnet platform for portfolio management and offering access to alternative investments and educational services.