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.

Kyle Wegrzyn is a financial advisor at Keel Point, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. and as a tutor with VipKid Tutor Agency. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based blend of fundamental and quantitative analysis to guide investment decisions and offers various portfolio management and consulting services across asset classes.

Robert Mayes is a financial advisor at Keel Point, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keel Point since 2015. Mayes serves on the boards of the Community Foundation of Huntsville/Madison County, the University of Alabama in Huntsville Foundation, and the Huntsville/Madison County Chamber of Commerce in uncompensated roles. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that combines fundamental research with quantitative modeling and offers a range of portfolio management and advisory services across multiple platforms.

Jonathan Crawford is a financial advisor at Keel Point, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Keel Point since 2020, with prior experience at Bb&T and related entities dating back to 2009. Outside of his advisory role, Crawford serves on the boards of two non-profit organizations: a pediatric cancer ministry and a group supporting recent college graduates transitioning into careers. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research with quantitative modeling to manage discretionary and non-discretionary portfolios across multiple strategies and platforms.

Thomas O Connor is a Series 66-licensed financial advisor with Keel Point, LLC, bringing 15 years of industry experience. He has been affiliated with Blue Creek Investment Partners, LLC and Blue Creek Securities, LLC since 2011. Outside of his advisory role, he serves on the board of Camp ASCCA, which supports special needs children and adults, and participates on the investment committee for the Theta Chi Fraternity Foundation endowment. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, institutions, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver discretionary and non-discretionary portfolio management, financial planning, and consulting services across diverse asset classes.

Jason Landers is a CFP® with 23 years of industry experience, currently serving at Keel Point, LLC. He has been with Blue Creek Securities, LLC since 2009. Landers is a board member of The Bullpen Foundation, a nonprofit organization supporting community-based youth athletic programs in Huntsville, Alabama. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm uses a team-driven investment process that combines fundamental research and quantitative modeling to manage diversified portfolios across multiple strategy platforms.

Brian Copeland is a financial advisor with Keel Point, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. He has been with Keel Point since 2015. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm uses a team-driven investment process combining fundamental research and quantitative modeling to develop strategic and tactical asset allocations across multiple platforms, employing an open-architecture approach with sub-advisers and co-managers when appropriate.

Michelle Cook is a financial advisor at Keel Point, LLC with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Advisory Services, Inc., Truist Investment Services, Inc., and Bb&T in various roles spanning over a decade. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling to manage portfolios across multiple strategies, utilizing an open-architecture platform and engaging sub-advisers when appropriate.

Keith Pendergrast is a financial advisor with Keel Point, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has been with Keel Point Capital, LLC since 2013. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide portfolio management and offers a range of investment programs, including discretionary and non-discretionary services, financial planning, and corporate retirement consulting.

Edward Minton is a financial advisor at Keel Point, LLC in Huntsville, Alabama, holding a Series 66 designation with 11 years of industry experience. He has been with Blue Creek Investment Partners, LLC since 2013. Minton serves as a director on the board of the Huntsville Hospital Foundation, where he participates in corporate oversight and the investment committee. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling to manage diversified portfolios across multiple platforms.

Morgan Crampton is a Series 66 licensed advisor at Keel Point, LLC with three years of industry experience. Prior to joining Keel Point, he worked at Pershing LLC for seven years and held positions at Shepherd's Hope and the Palm Beach Zoo and Conservation Society. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to create strategic and tactical asset allocations, offering a variety of investment programs and customized portfolio options.

Kyle Findlay is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Blue Creek Securities, LLC since 2007. He is based in Huntsville, Alabama. Keel Point, LLC serves a diverse client base that includes high-net-worth families, family offices, institutional retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling, offering discretionary and non-discretionary portfolio management alongside financial planning and family office services.

Blake Waggoner is a financial advisor at Keel Point, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Keel Point since 2020, following seven years at Dynetics. Outside of his advisory role, he serves on the boards of two nonprofit organizations: SORBA Huntsville, an off-road bicycling association, and the Nashville Chamber Music Society, where he is treasurer. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling to develop strategic and tactical asset allocations across various program platforms.

Matthew Kerr is a financial advisor with Keel Point, LLC, holding a Series 66 credential and possessing 10 years of industry experience. He has been with Keel Point and its affiliated entities since 2016. Outside of his advisory role, Kerr serves on the investment committee for Chattanooga Christian School and holds budget-related positions with the Rotaract Club of Chattanooga and Grace and Peace Church. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, institutions, retirement plan sponsors, and corporations. The firm employs a team-based approach that combines fundamental and quantitative analysis to create strategic and tactical asset allocations across various programs, offering customization and monitoring portfolios against benchmarks with periodic reporting.

Caleb Duke is a financial advisor at Keel Point, LLC with a Series 65 credential and no prior industry experience. Before joining Keel Point in 2025, he worked for Abbvie, Inc. for 11 years. Keel Point serves individual and institutional clients, including high-net-worth families and pension plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a team-driven investment process combining fundamental research and quantitative modeling across multiple platforms and uses an open-architecture approach with access to pooled and private investment vehicles.

William Fore is a CFP®-designated financial advisor at Keel Point, LLC with 10 years of industry experience. His prior roles include positions at LG Electronics and Thrivent Financial. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based investment approach combining fundamental and quantitative analysis to deliver customized portfolio management, financial planning, and consulting services across multiple asset classes.

Lisa Wiseman is a financial advisor with Keel Point, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Keel Point and its affiliated entities since 2015, including Keel Point Personal Money Management, LLC since 2022. Keel Point serves individual and institutional clients such as high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling to manage portfolios across multiple platforms and offers a range of services including portfolio management, financial planning, and retirement plan consulting.

Brianna Parker is a financial advisor at Keel Point, LLC with three years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Keel Point in 2023, she was employed at Madison City Schools in 2018. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based investment approach that combines fundamental and quantitative analysis and offers customized portfolio management and consulting services across various asset classes.

Michael Stanley Jr. is a financial advisor at Keel Point, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Precision Diagnostics and served in the US Navy. He volunteers several hours per month with Crisis Services of North Alabama, a nonprofit focused on domestic violence. Keel Point serves individual and institutional clients, including high-net-worth families and pension plans, offering portfolio management, financial planning, and family office services. The firm employs a team-driven investment process combining fundamental research and quantitative modeling across multiple program platforms.

David Little is a financial advisor at Keel Point, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blue Creek Investment Partners, LLC and Blue Creek Securities, LLC since 2011. Outside of his advisory role, he serves as a City Council Member for District 2 in Huntsville, Alabama. Keel Point serves individual and institutional clients, including high-net-worth families, pension plans, and business entities. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling to manage diversified portfolios across multiple platforms.

Wesley Reeder is a financial advisor at Keel Point, LLC with five years of industry experience. He has been with Keel Point Capital, LLC since 2021 and previously worked as a contractor and served in roles at Mississippi State University and other institutions from 2016 to 2020. He holds a Series 65 designation. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based approach combining fundamental and quantitative analysis to implement diversified investment strategies and offers discretionary and non-discretionary portfolio management, financial planning, OCIO services, and corporate consulting.