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Christopher C

Series 66

Montgomery, AL

Kestra Advisory

Christopher Carver is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory, he worked at River Bank & Trust for 11 years. Outside of his advisory role, Carver serves as an ordained part-time associate pastor and trustee at Reformation Presbyterian Church and holds board positions including chairman of the River Region United Way and treasurer of the Alabama Law Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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John M

Series 63

Montgomery, AL

Kestra Advisory

John Massey is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 42 years of industry experience. He has been with Kestra since 2020 and spent seven years at Raymond James Financial Services prior to that. Massey is also involved in real estate investing through Massey Investment Group, LLC, where he approves property purchases and provides personal capital. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, supporting investments with thorough due diligence and offering access to various management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Henry C

ChFC®, Series 63

Montgomery, AL

Kestra Advisory

Henry Coker III is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Kestra Advisory, where he has been since 2021. Prior to that, he held roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank dating back to 1997. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Hunter M

Series 63, Series 66

Montgomery, AL

Kestra Advisory

Hunter Massey is a financial advisor with Kestra Advisory in Montgomery, AL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Kestra Advisory since 2020 and previously spent seven years at Raymond James Financial Services. Massey serves as Chief Investment Officer for both Kestra Advisory Services, LLC and CorpFinancial LLC, where he is involved in investment advisory and insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and vendor benchmarking, and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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