Mark Pearson is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms including Noesis Capital Management Corp, Proche Capital Management, and Sterne, Agee & Leach, Inc. since beginning his career in 2000. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individual investors, high-net-worth clients, retirement plans, and institutional entities such as investment companies and government bodies. The firm employs primarily discretionary management using a variety of model strategies, third-party platforms, and technology tools, and serves as a sub-adviser to multiple ETFs while also offering access to alternative and structured investments.

Casey Marshall is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC in Vestavia Hills, AL. He has held roles at Northwestern Mutual and private client services, including work under the Willow Private Wealth brand. Outside of advisory work, he owns Casey Marshall LLC, a legal entity, and is involved in insurance brokerage activities. 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 such as investment companies and governmental entities. The firm primarily delivers discretionary portfolio management using model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Stephen Miller is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, NA and Merrill Lynch. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory and consulting services, as well as turnkey asset management, back-office support, and sub-advisory services to independent RIAs.

John Burch is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at EverSource Wealth Advisors, LLC since 2019. Prior to that, he worked at Camelot Advisors, LLC for five years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a proprietary investor profiling process.

Mark Braverman is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2019 and has been involved with EMark Financial since 2008. Outside of his advisory roles, he is the owner of EMark Financial, which sells and services insurance products including life, health, and annuities. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm combines independent financial advisors and an in-house Private Client Group, implementing strategies through various portfolios, proprietary models, and third-party managers using multiple platforms.

Maria Gregoriev is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds a Series 63 designation and has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2019. Outside of her advisory work, she volunteers with the Marin Financial Abuse Specialist Team, assisting in community education and investigations related to elder financial abuse. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies and platform solutions, including third-party money managers, and is part of StoneX Group, which offers integrated clearing, custody, and lending services.

Bradley Justice is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding a Series 66 designation and four years of industry experience. His work history includes roles at StoneX Advisors Inc. and StoneX Securities Inc., as well as positions with the Tuscaloosa Public Library and Guthrie's Chicken. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services through a combination of independent advisors and an in-house Private Client Group. The firm offers multiple account structures and model-based solutions, utilizing various platforms and third-party money managers to implement investment strategies.

George Dawkins III is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Stonex Advisors since 2016 and also maintains a relationship with StoneX Securities Inc. since 2010. Outside of his advisory roles, he is a partner in Burleson Dawkins Inc. and GWDJFB, LLC, the latter formed to access group health insurance benefits. 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 blend of independent advisors and an in-house Private Client Group. The firm employs a range of model-based and advisor-managed investment strategies and supports multiple account structures with ongoing due diligence on third-party managers.

Laura Hinton is a ChFC® with 38 years of industry experience and is currently affiliated with RFG Advisory, LLC. Her prior work includes roles at Bridgeworth, LLC, LPL Financial, and Mass Mutual Investors Services. She serves as President of the Board for the Breast Cancer Research Foundation of Alabama. 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 offers primarily discretionary portfolio management, financial planning, and access to a range of investment platforms, including firm-managed ETFs and alternative investments.

John Ashcraft is a financial advisor at EverSource Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Synolitec, LLC, Zivaro Holdings, Inc., Dish Network, S&P Global, and Tutor.com. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates and trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, delivering advice through multiple investment programs and a national network of advisor representatives.

Daniel Phillips is a CFP®, CFA®, and holds a Series 65 license, with 10 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2020 and previously spent four years with BMSS Wesson Wealth Solutions, LLC. EverSource Wealth Advisors serves individual and institutional clients, providing a range of wealth management, financial planning, and investment advisory services. The firm operates a national network of advisors and offers multiple investment platforms, including private markets and values-based strategies, while also acting as both an adviser to other RIAs and a manager of private pooled investments.

Thomas Barko is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and bringing 22 years of industry experience. His prior roles include positions at Colonial Asset Management Inc., A. G. Edwards & Sons, Inc., and Waddell & Reed. Barko serves as a board member for Eye Heart World, a nonprofit organization focused on combating human trafficking, and is a Dave Ramsey Endorsed Local Provider for Baldwin County, Alabama. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering 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 portfolio implementation platforms and supports multiple account structures and model-based investment solutions.

Rhonda Hitchcock is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at BMSS Wesson Wealth Solutions, LLC for eight years before joining Eversource. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations, offering wealth management, financial planning, and investment advisory services. The firm supports independent RIAs through turnkey asset management and sub-advisory services and utilizes a variety of investment programs, including private markets and values-based strategies.

James Gauld is a financial advisor with Stonex Advisors Inc. based in Birmingham, AL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Prior to joining Stonex Advisors in 2022, he worked at Valic Investment Services Company for 24 years. He is also Senior Vice President of Investments and a financial advisor at Stone Financial Group, LLC, a branding entity associated with StoneX. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary 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, implementing investment strategies through proprietary models, third-party money managers, and various platforms.

Nathan Collins is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is currently with StoneX Advisors Inc. and its affiliated firms, where he has worked since 2018. Prior to that, he held positions at Innovative Financial Solutions, PlanMember Securities Corporation, and Broadridge Advisor Compensation Solutions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.

Peter Saab is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at multiple StoneX entities since 2017 and prior experience with Cetera Investment Services LLC and Regions Bank from 2015 to 2017. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management, financial planning, and consulting services. The firm employs both independent financial advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers using various platforms.

Gibson Bosworth is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and seven years of industry experience. Prior to joining RFG Advisory in 2019, he worked at Fisher Investments for one year and was affiliated with the University of Alabama for four years. Outside of his advisory role, he operates GLB Photography, a freelance photography business. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach is primarily discretionary, utilizing model strategies, third-party platforms, and sub-advisory services, with capabilities that include managing ETFs and providing access to alternative investments and annuity platforms.

Samuel Clement is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Oakworth Asset Management, LLC and Oakworth Capital Bank. He also spent four years at Auburn University. 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 primarily discretionary portfolio management using a range of model strategies and third-party platforms, along with specialized services such as sub-advisory roles to Bluemonte ETFs and access to alternative investments.

Katie Hammock is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and LPL Financial. Hammock has been with RFG Advisory since 2015, including her current role in Private Client Services since 2018. 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 emphasizes discretionary portfolio management using model strategies and third-party platforms and serves as an ERISA fiduciary for retirement accounts and plan sponsors.

Robert Hendrickson is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with StoneX Securities Inc. since 2004 and StoneX Advisors since 2016. Outside of his advisory role, he serves as president of the Kiwanis Club of Sylacauga and is owner of ONE EIGHTY ASSET MANAGEMENT, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a variety of advisor-managed portfolios and model-based solutions, supported by platforms such as Envestnet and Advyzon.