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Steven T

Series 63, Series 65

Huntsville, AL

Smith Thornton Advisors, LLC

Steven Thornton is a financial advisor with Smith Thornton Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2021 and was previously with Wells Fargo Advisors Financial Network from 2011 to 2021. Thornton serves on the boards of the Von Braun Center and the Huntsville Sports Commission. Smith Thornton Advisors serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes advice based on client objectives and risk tolerances, employing various investment methods while maintaining a focus on long-term purchasing power.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Stacy D

Series 66

Huntsville, AL

Smith Thornton Advisors, LLC

Stacy Drummond is a financial advisor with Smith Thornton Advisors, LLC in Huntsville, AL, holding a Series 66 license and 18 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2021 and previously spent 10 years with Wells Fargo Advisors Financial Network. Smith Thornton Advisors serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored advice based on client objectives and risk tolerance, employing strategies such as asset allocation and technical analysis, and maintains a notable retirement-plan consulting practice alongside individual wealth management.

Annuities Retirement plans for business owners (SEP, solo 401k)
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William D

Series 65

Huntsville, AL

Smith Thornton Advisors, LLC

William Davenport is a Series 65-registered advisor with Smith Thornton Advisors, LLC, based in Huntsville, AL. He has two years of industry experience, including prior roles at FedEx and the University of Alabama. Davenport serves as a member of the Huntsville Hospital Foundation’s Development Council, participating in fundraising and community outreach activities. Smith Thornton Advisors serves individual and high-net-worth clients as well as company-sponsored retirement plan sponsors. The firm offers both discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, using a tailored approach that considers client objectives, time horizon, and risk tolerance.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Richard S

Series 63, Series 65

Huntsville, AL

Smith Thornton Advisors, LLC

Richard Smith is a financial advisor with Smith Thornton Advisors, LLC in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Smith Thornton Advisors and Wells Fargo Advisors Financial Network over the past four decades. Smith serves as a trustee for The Jane K. Lowe Charitable Foundation, where he supervises the investment portfolio and grant administration. Smith Thornton Advisors serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm tailors advice based on client objectives and risk tolerances, employing various investment strategies and maintaining a notable retirement-plan consulting practice.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Jessica K

Series 63, Series 65

Huntsville, AL

Smith Thornton Advisors, LLC

Jessica Kanser is a financial advisor at Smith Thornton Advisors, LLC in Huntsville, AL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CUNA Brokerage Services, Inc., CUNA Mutual Group, and Gwfs Equities, Inc. Smith Thornton Advisors serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes advice based on clients’ objectives, time horizons, and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging.

Annuities Retirement plans for business owners (SEP, solo 401k)
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William S

Series 66

Huntsville, AL

Smith Thornton Advisors, LLC

William Smith is a financial advisor with Smith Thornton Advisors, LLC in Huntsville, Alabama, holding a Series 66 designation and 13 years of industry experience. Prior to joining Smith Thornton Advisors in 2021, he spent nine years at Wells Fargo Advisors. He serves as Board Chair of the Boys & Girls Club of North Alabama and is a part-time instructor at the University of Alabama, teaching college-level courses. Smith Thornton Advisors serves individual and high-net-worth clients and provides company-sponsored retirement plan consulting. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan design, using a mix of investment approaches tailored to client objectives and risk tolerance.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Donna R

Series 63, Series 65

Huntsville, AL

Smith Thornton Advisors, LLC

Donna Ryberg is a financial advisor with Smith Thornton Advisors, LLC in Huntsville, Alabama, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors prior to joining Smith Thornton Advisors in 2021. Ryberg also serves as a notary public and acts as power of attorney for her mother, handling both medical and financial documents as needed. Smith Thornton Advisors serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes advice based on client objectives, time horizons, and risk tolerances, and employs various investment methods including asset allocation and technical analysis.

Annuities Retirement plans for business owners (SEP, solo 401k)
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