Charles Harris Jones

Henry is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at Keel Point who believes the best financial planning happens through real relationships. He works with pre-retirees, retirees, and young professionals who want to feel confident about where they are headed and why, bringing clarity and purpose to some of life’s most important decisions. With a background in comprehensive financial planning across retirement, tax, insurance, investment, and estate planning, Henry makes complex topics approachable without ever losing sight of the person behind the plan. Before entering financial planning, Henry worked as a broadcast engineer for Auburn Athletics, facilitating more than 300 live broadcasts on ESPN and the SEC Network. He holds a Master of Business Administration and a Bachelor of Arts in Media Studies, both from Auburn University. Outside of work, Henry founded Rocket City Fellowship, a community for young men in Huntsville, and served with Young Life for over a decade, including leadership roles at Frontier Ranch and Auburn High School. He serves on the Auburn University Harbert College of Business Young Alumni Council and is a graduate of Leadership Greater Huntsville Connect Class 27. Originally from Memphis, Tennessee, Henry now lives in Huntsville with his wife Lizzie and their black lab, Sage.

Drew Chapman serves as a Senior Wealth Advisor at Keel Point, where he focuses on helping families as well as federal government executives through complex retirement and investment strategies. With over a decade of financial planning experience, Drew brings clarity and confidence to clients navigating TSP, FERS, and CSRS benefits, as well as executive compensation and early retirement offers (VERA/VSIP). He is passionate about helping families align their financial decisions with their personal values, long-term goals, and legacy planning needs. Drew takes a comprehensive and relational approach, integrating retirement planning, tax efficiency, and multi-generational planning to help clients harness wealth to live with peace and purpose. Before joining Keel Point, Drew honed his expertise at both boutique advisory firms and national financial institutions. He holds a degree in Economics and Finance from Auburn University and is a Certified Kingdom Advisor (CKA). Drew is also a trusted resource within the federal employee community, frequently presenting classes on retirement readiness and financial wellness. Outside the office, Drew enjoys time with his wife and daughter, friends, reading, mentoring young professionals, and spending time outdoors—especially on the golf course.

Brian Seay is a CFA® and the sole advisor at Capital Stewards, LLC in Huntsville, AL, with five years of industry experience. Prior to founding Capital Stewards in 2021, he worked at Truist Bank for four years and Accenture for two years. Capital Stewards, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth households, as well as pension plans and charitable organizations. The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, utilizing a range of investment vehicles including mutual funds, ETFs, fixed income, real estate funds, and alternative investments.

Paul Lamont is the principal of Lamont Trading Advisors, Inc. in Huntsville, AL, with 20 years of industry experience. He holds a Series 65 designation and has managed his advisory firm since 2005. Prior to founding the firm, he spent eight years at Eureka Cattle Company, Inc. Lamont Trading Advisors provides investment advice, account management, and financial consultation to individuals, corporations, trusts, and pension plans. The firm offers two managed account programs focused on short-term U.S. Treasury bills and actively managed bear market strategies, combining charting, cyclical, fundamental, and technical analysis with discretionary trading authority.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

Erik Buatte is a financial advisor at LifeFirst Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at AI Signal Research, Inc., Astrion, Longview Financial Advisors, Inc., and ERC, Inc. LifeFirst Wealth serves individual clients with financial planning and portfolio management, and offers an employer-facing workplace financial wellness service called the Compass Program. The firm uses a fee-only model, applying modern portfolio theory through a mix of passive and active strategies, and manages accounts on a discretionary basis via a digital institutional custodian platform.