Ethan Turner is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of finance, Turner has experience working with Tuscaloosa Parks & Recreation and in university recreation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including financial planning, retirement plan consulting, and multi-family office services.

Roderick Payton is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Synovus Securities in various capacities since 2007. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm utilizes the Envestnet platform for portfolio management and combines internal and external due diligence to guide investment decisions.

Robert Agnew Jr. is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network LLC and UBS Financial Services. He also operates Agnew Wealth Management, LLC. 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 primarily provides discretionary portfolio management and financial planning, offering a range of model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs.

John Keith is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with NBC Securities, Inc. since 2014. Lanark Financial serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients by providing investment management and financial planning services through multiple advisor teams. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advice using various program-based accounts and affiliated advisory divisions.

Marcia Miller is a financial advisor at RFG Advisory, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked at several firms including Accelerated Wealth Advisors, LLC and Wealth Investment Solutions, LLC. Outside of her advisory role, she is also licensed as an insurance agent through Financial Independence Group (FIG)/Wealth Planning Services, Inc. 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 includes discretionary portfolio management, use of model strategies and third-party platforms, and services as a fiduciary for retirement accounts and plan sponsors.

Hugh Gully is a CFP® with nine years of industry experience currently with SageSpring Wealth Partners. He has held roles at SageSpring and Raymond James Financial Services, including multiple tenures at both firms. Prior to his financial career, he worked at The Neighborhood Brew. SageSpring Wealth Partners serves a diverse client base, including individual households and a range of institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, retirement plan consulting, and oversight of third-party money managers, employing a portfolio approach tailored to each client’s objectives and risk tolerance.

Matthew Savela is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with The Welch Group, LLC since 2018 and previously worked at Dent Moses, LLP. 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, offering discretionary portfolio management, financial planning, and family-office services tailored to client objectives.

Margaret Sandy is a CFP® and holds a Series 65 license, with three years of experience in the financial industry. She has worked at The Welch Group, LLC since 2022 and previously held roles at Warren Averett Asset Management, The University of Alabama, Monkees of Mountain Brook, RealtySouth, and Shipt, LLC. 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, offering discretionary portfolio management, financial planning, and family-office services tailored to client objectives.

Thomas Claud III is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at OneAscent Family Office LLC, OneAscent Financial Services/OneAscent Wealth Management, and Resource Management Service, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Patrick Wingfield is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Synovus Trust Company, Synovus Securities, and Pinnacle Bank. 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 such as investment companies and government entities. The firm’s investment approach primarily utilizes discretionary portfolio management through a variety of model strategies, third-party platforms, and alternative investment access.

Jared Keeley is a CFP® professional with three years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. His prior roles include positions at Millennium Advisory Services, Inc., Bouchard & Associates / Commonwealth Financial Network, and Cary Street Partners. RFG Advisory offers 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 employs a primarily discretionary investment approach that incorporates model strategies, third-party platforms, and sub-advisory services to ETFs, with a focus on comprehensive financial planning and fiduciary oversight.

Richard Anthony Jr. is a CFA® charterholder with 25 years of industry experience. He has been with Leavell Investment Management, Inc. (formerly T. Leavell & Associates) since 2004. Leavell Investment Management provides discretionary investment management and related services to a range of individual and institutional clients, including families, trusts, pension plans, endowments, and mutual funds. The firm employs a fundamental analysis and tailored asset allocation approach, managing portfolios through diversified investments and emphasizing suitability, liquidity, and best execution.

Eric Larson is a financial advisor at RFG Advisory, LLC with six years at the firm and a total of five years in the industry. He holds Series 63 and Series 65 credentials. Prior to joining RFG Advisory, he worked at Invesco and Oppenheimer Funds. RFG Advisory serves a diverse client base that includes individual and high-net-worth investors, retirement plans, institutional clients, and state or municipal government entities. The firm offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity platforms, utilizing multiple model strategies and third-party platforms.

Amanda Skinner is a CFP® with two years of industry experience currently serving as a financial advisor at RFG Advisory, LLC. She has worked at several firms including Northwestern Mutual Investment Management and Blake Hurst. In addition to her advisory role, she is a brand representative for Rodan + Fields, a skincare company, a position she has held 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 offers discretionary portfolio management and access to alternative investments, and it serves unique client segments such as investment companies and state or municipal entities.

Irby Thompson is a CFP® with 28 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. His prior roles include positions at Raymond James & Associates, RFG Advisory, LLC, and Warren Averett Asset Management, LLC. He is also appointed as trustee and successor trustee of a family trust established by his father-in-law. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles, combining traditional equity and fixed-income strategies with alternative and private-market allocations. The firm supports its approximately 224 advisors through institutional custodians, technology platforms, and affiliated entities including a state-chartered trust company and a tax and accounting business.

Marc Salyers is a CFP® with 10 years of industry experience, currently serving at Waverly Advisors, LLC since 2022. He previously worked at JE Sandifer Financial Consultants Inc and Aptus Capital Advisors, LLC. Outside of his advisory role, Mr. Salyers owns and manages a rental property in Orlando, Florida. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a combination of traditional equity and fixed-income strategies alongside alternative and private-market allocations, serving both non-HNW and high-net-worth clients.

Andrew Myers is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation. He has one year of industry experience and previously held positions at Cloudstation, Valoren Smarte Investments, and other organizations. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a range of analytical methods across various investment horizons and offers family office–style, concierge services, and aggregated reporting that includes assets outside its management.

James Puckett Jr. is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior work includes roles at BBVA Wealth Solutions Inc., Bbva Securities Inc., COMPASS Bank, and Synovus Bank. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Melissa Barkley is a CFP®-certified financial advisor at Avidian Wealth Solutions with 11 years of industry experience. She previously worked at Linscomb & Williams Inc. for 12 years before joining Avidian Wealth Enterprises, LLC. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based solutions alongside sub-advisors and separately managed accounts.

Benjamin Slaughter is a financial advisor at 1919 Investment Counsel, LLC with 12 years of industry experience. He has held Series 63 and Series 65 licenses and has been with 1919 Investment Counsel since 2015. Prior to that, he worked at Porter White Investment Advisors, Inc. for one year. 1919 Investment Counsel provides discretionary and non-discretionary investment management and related wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs, and maintains operational relationships through its parent company, Stifel Financial Corp.