Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Allison N

Series 66

Huntsville, AL

Axient Investment Advisors LLc

Allison Nielsen is a financial advisor with Axient Investment Advisors LLC in Huntsville, AL, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at StoneX Securities Inc and Wells Fargo Clearing. In addition to her work at Axient, she is involved with Eagle Creek Wealth Management, where she assists financial advisors and clients. Axient Investment Advisors offers discretionary investment management, financial planning, and ERISA consulting primarily for retirement plans, trusts, corporations, and charitable organizations. The firm utilizes multiple delivery models, including proprietary portfolios and third‑party managers, with client assets custodied at Pershing LLC.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Timothy W

Series 66

Pelham, AL

Axient Investment Advisors LLc

Timothy Walls is a financial advisor at Axient Investment Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Concourse Financial Group Securities Inc and Sterne Agee Financial Services. Walls is based in Pelham, Alabama. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting to clients including retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models and combines tactical and strategic allocation approaches, managing over $450 million in discretionary assets.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Shawn E

Series 66

Huntsville, AL

Axient Investment Advisors LLc

Shawn Engen is a financial advisor at Axient Investment Advisors LLC with a Series 66 designation. He has recently transitioned into the financial advisory field, having started at StoneX Securities Inc. in 2026. His prior work experience includes roles in legal and legislative services, as well as law education. Axient Investment Advisors serves a variety of clients including retirement plans, trusts, corporations, and charitable organizations. The firm provides discretionary investment management, financial planning, ERISA consulting, and advisor-led consulting through multiple delivery models, combining proprietary portfolios, third-party managers, and tactical and strategic allocation approaches.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Charles J

Series 66

Huntsville, AL

Axient Investment Advisors LLc

Charles Jones is a financial advisor with Axient Investment Advisors LLC, holding a Series 66 credential and bringing 26 years of industry experience. His prior roles include positions at StoneX Securities Inc., StoneX Advisors Inc., and Raymond James & Associates. Outside of his advisory work, Jones serves as a director for the Greater Gadsden Home Builders Association. Axient Investment Advisors LLC provides discretionary investment management, financial planning, and ERISA consulting to a diverse client base including retirement plans, trusts, corporations, and charitable organizations. The firm utilizes proprietary models and third-party managers under oversight by its Investment Committee and manages client assets custodied at Pershing LLC.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Mystie M

Series 66

Huntsville, AL

Axient Investment Advisors LLc

Mystie Mcglone is a financial advisor with Axient Investment Advisors LLC, holding a Series 66 license and bringing 13 years of industry experience. She previously worked at StoneX Securities Inc and StoneX Advisors Inc from 2018 to 2026, and at Raymond James & Associates from 2013 to 2018. Axient Investment Advisors LLC is an SEC-registered firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers multiple investment implementation options, including proprietary equity-focused models and third-party money manager programs, along with ERISA consulting and educational seminars.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

James M

Series 66

Huntsville, AL

Axient Investment Advisors LLc

James Mc Crary is a financial advisor at Axient Investment Advisors LLC with one year of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc., StoneX Securities Inc., and River Bank and Trust. Outside of Axient, he is also a financial advisor at Eagle Creek Wealth Management, where he provides financial planning and investment management services. Axient Investment Advisors offers discretionary investment management, financial planning, and ERISA consulting to retirement plans, trusts, corporations, and charitable organizations. The firm uses a variety of delivery models including proprietary portfolios and third-party money managers, managing approximately $454 million in discretionary assets as of March 2026.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Stuart B

Series 63, Series 65

Huntsville, AL

Axient Investment Advisors LLc

Stuart Bridges is the CEO and founder of Axient Investment Advisors LLC in Huntsville, Alabama, with 33 years of industry experience. He previously worked at StoneX Advisors Inc. and Stonex Securities Inc. Outside of his advisory role, Bridges is involved in several business ventures including managing Eagle Creek Wealth Management, LLC, and serving as CEO of High Point Service Group. Axient Investment Advisors, LLC is an SEC-registered firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers multiple implementation options, including proprietary equity-focused models and third-party money manager programs, and provides ERISA/pension consulting, educational seminars, and insurance services through an affiliated agency.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Jacob A

Series 65, Series 63

Florence, AL

Axient Investment Advisors LLc

Jacob Adams is a financial advisor with Axient Investment Advisors LLC in Florence, Alabama. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at StoneX Securities Inc and Cambridge Investment Research. Adams is also associated with Eagle Creek Wealth Management in a financial advisory capacity. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting services primarily to retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models, including proprietary and third-party portfolios, with client assets custodied at Pershing LLC.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

John P

CFP®, Series 66

Huntsville, AL

Axient Investment Advisors LLc

John Pylant is a CFP® with 18 years of industry experience, currently serving as a partner at Axient Investment Advisors LLC. He worked at StoneX Advisors Inc for 10 years and has been affiliated with Stonex Securities Inc since 2008. Outside of his advisory role, he is a managing partner at Eagle Creek Wealth Management and a partner in the Arkansas Olive Corporation, a hunting club. Axient Investment Advisors provides discretionary investment management, financial planning, ERISA consulting, and advisor-led consulting primarily for retirement plans, trusts, corporations, and charitable organizations. The firm offers multiple portfolio management models and works with both proprietary strategies and third-party managers to serve its clients.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

John C

Series 63, Series 66

Hoover, AL

Axient Investment Advisors LLc

John Calvano is a financial advisor at Axient Investment Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Sterne, Agee & Leach, Inc. and StoneX Financial Inc. Calvano serves as a trustee of a family charitable trust. Axient Investment Advisors LLC provides discretionary investment management, financial planning, and ERISA consulting to retirement plans, trusts, corporations, and charitable organizations. The firm offers multiple portfolio management models and emphasizes discretionary accounts with assets custodied at Pershing LLC.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Mark S

Series 63, Series 65

Huntsville, AL

Axient Investment Advisors LLc

Mark Saunders is a financial advisor at Axient Investment Advisors LLC in Huntsville, AL, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at StoneX Securities Inc., StoneX Advisors Inc., and Progress Bank & Trust. Outside of his advisory work, he serves as president and managing partner of several private equity and real estate investment entities. Axient Investment Advisors offers discretionary investment management, financial planning, and ERISA consulting services to a variety of clients including retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models, including proprietary portfolios and third-party managers, with assets custodied at Pershing LLC.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

James C

Series 63

Huntsville, AL

Axient Investment Advisors LLc

James Cunningham Jr. is a financial advisor with Axient Investment Advisors LLC, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at StoneX Advisors Inc. and Stonex Securities Inc. Outside of his advisory role, Cunningham is involved in several non-investment businesses, including medical consulting and managing online retail and restaurant investments. Axient Investment Advisors, LLC is an SEC-registered firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm utilizes proprietary models, third-party money managers, and offers various implementation options, including ERISA/pension consulting and educational workshops.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Joseph G

Series 66

Huntsville, AL

Axient Investment Advisors LLc

Joseph Gallagher Jr. is a financial advisor at Axient Investment Advisors LLC in Huntsville, AL, holding a Series 66 credential with 23 years of industry experience. He previously worked at StoneX Advisors Inc. and StoneX Securities Inc. outside of his advisory role, he serves as president of a local homeowners association and is involved as a member in several business ventures unrelated to investment advisory services. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting primarily for retirement plans, trusts, corporations, and charitable organizations. The firm utilizes multiple portfolio delivery models, including proprietary and third-party manager approaches, with client assets custodied at Pershing LLC.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Allen W

Series 66

Florence, AL

Axient Investment Advisors LLc

Allen Wall is a financial advisor with Axient Investment Advisors LLC, holding a Series 66 credential and bringing 22 years of industry experience. His prior work includes roles at Stonex Advisors Inc., StoneX Securities Inc., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory role, Wall serves on the finance committee board for First United Methodist Church in Florence, AL, where he reviews the church’s budget and financials. Axient Investment Advisors provides discretionary investment management, financial planning, ERISA consulting, and advisor-led consulting to retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple portfolio management models and emphasizes both tactical and strategic allocation approaches.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")