On October 16, 2025, NBC Securities participated in the Financial Planning Association (FPA) of North Alabama’s October Chapter Meeting, hosted at the Federal Reserve Bank’s Birmingham Branch. The session brought together over 40 financial professionals from a variety of backgrounds for a timely conversation on the growing need for structured succession planning in today’s advisory landscape.

NBC Securities Executive Vice President Peyton Falkenburg and Chief Growth Officer Kim Davis led the presentation, titled “The Succession Advantage: Turning Transition into Opportunity.” Drawing from industry research as well as NBC’s advisor experience, the presentation highlighted the importance of starting a succession plan early and offered a roadmap on how financial professionals can get started.

NBC Securities was honored to participate in the FPA North Alabama meeting and appreciated the opportunity to connect with professionals who share a deep commitment to client service and long-term planning excellence.

We look forward to continued engagement with the financial planning community to help stakeholders navigate the challenges—and opportunities—of succession planning for advisors in a rapidly changing industry.