Wilson Barton IV is a financial advisor at Cardinal Wealth Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Sunburst Financial Group, LLC from 2017 to 2020. Barton also has a longstanding affiliation with Birmingham Southern College since 2014. Cardinal Wealth Advisory offers comprehensive investment advisory and financial planning services to individuals, families, business owners, corporations, and institutional clients such as banks and insurance companies. The firm employs a three-step investment process involving establishing an Investment Policy, conducting money-manager selection, and ongoing performance monitoring, with a focus on alternative investments and insurance product analysis.

Daniel Keel is a financial advisor at Cardinal Wealth Advisory, LLC in Memphis, TN, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked with State Mutual Life Assurance Company since 1984. Cardinal Wealth Advisory serves individuals, high-net-worth clients, families, business owners, and institutional clients such as banks and insurance companies. The firm offers comprehensive investment advisory and financial planning services, including discretionary portfolio management and insurance product analysis, with a focus on manager selection and alternative investment sourcing.