Maxwell Taylor is a CFP® with four years of industry experience, currently an advisor at Advisory Services Network. He previously worked at LPL Financial and Regions Bank. Outside of financial advising, Maxwell is a CPA providing tax preparation and accounting services and is involved in managing a mobile application focused on outdoor recreation. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a broad range of securities and third-party managers to align with client objectives.

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.

Bradley Moore is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with The Welch Group, LLC, having joined in 2025 after working at BMSS Wesson Wealth Solutions and South State Bank. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about 24 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 client objectives.

Benjamin Calvert is a CFP® with 14 years of industry experience, currently affiliated with Synovus Securities, Inc. in Birmingham, AL. His career includes roles at Synovus Securities, Synovus Bank, BBVA Wealth Solutions, and several related entities. Outside of his advisory work, he serves as treasurer for both Christ Pres Church and the North Alabama Lacrosse youth sports league, where he also assists as a coach. Synovus Securities, Inc. 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 utilizes a client risk-tolerance questionnaire and due diligence processes for portfolio management delivered through the Envestnet platform, and maintains affiliations that expand client access to banking and trust services.

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.

Cory Reamer is a CFP® with one year of industry experience, currently serving as a financial advisor at The Welch Group, LLC. He previously worked at Bryant Bank from 2015 to 2023. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, financial planning, and wealth-management services tailored to each client's objectives.

Jeffrey Lloyd is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Capital Investment Advisors in 2021, he worked at Enerecap Partners, LLC and ERC Holding Corp. Capital Investment Advisors serves individual, high-net-worth, and institutional clients with discretionary portfolio management, financial planning, and pension consulting services. The firm employs a centralized investment platform featuring standardized asset-allocation models, active management, and ETF-based portfolios, supplemented by in-house estate and tax planning specialists and access to private investment solutions.

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.

Sarah Glenn is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining The Welch Group, she worked at Kanakuk Summer Kamps and was employed by Vestavia Hills City Schools. She also attended Auburn University from 2021 to 2025. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and designs portfolios using a combination of fundamental, technical, charting, and cyclical analysis to align with each client's objectives.

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.

Braxton Comer is a financial advisor at 1919 Investment Counsel, LLC with credentials including Series 63 and Series 65. He joined 1919 Investment Counsel in 2025 and previously practiced law for 16 years at Braxton Comer Law Firm. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base including high-net-worth individuals, institutions, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and connections to Stifel Financial Corp. affiliates.

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.

Jimmy Nash is a ChFC® with 47 years of industry experience and is currently affiliated with CreativeOne Securities, LLC. He has held prior roles at firms including OneAmerica Securities, Inc., American United Life, and Mass Mutual Investors Services. Outside of his advisory work, he is involved in life, disability, medical, and long-term care insurance sales and serves as a tax partner in a family farm LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm provides financial planning, discretionary and non-discretionary portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and third-party manager programs.

Carl Mcdonald Jr. is a financial advisor at Waverly Advisors, LLC with 37 years of industry experience. He has held roles at LPL Financial, Raymond James Financial Services, and operated his own firm, McDonald Financial Services, LLC. Mcdonald is also involved in managing Drytech, Inc., a non-investment related business. 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 offers a range of financial planning and multi-family office services.

John Haas is a financial advisor at 1919 Investment Counsel, LLC with six years at the firm and a total of three years of industry experience. He holds the Series 65 designation. Prior to his advisory role, he worked at Ralph Lauren for three years and was affiliated with Florida State University in multiple capacities. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, integrating proprietary research and third-party managers.

Aaron Nelson is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 23 years of industry experience. He previously worked at Emerant Wealth, LLC and Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individual, retirement plan, and pooled vehicle clients. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, and offers discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

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.

Amber Terakedis is a CFP® with 18 years of experience in the financial advisory industry. She is currently with Plante Moran Financial Advisors and also serves as a partner at P&M Holding Group, LLP. Her prior work includes a period at Ameriprise. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutions, and sovereign wealth funds. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers and alternative investments.