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.

Brian Seay is a CFA® and the sole advisor at Capital Stewards, LLC in Huntsville, AL, with five years of industry experience. Prior to founding Capital Stewards in 2021, he worked at Truist Bank for four years and Accenture for two years. Capital Stewards, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth households, as well as pension plans and charitable organizations. The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, utilizing a range of investment vehicles including mutual funds, ETFs, fixed income, real estate funds, and alternative investments.

Paul Lamont is the principal of Lamont Trading Advisors, Inc. in Huntsville, AL, with 20 years of industry experience. He holds a Series 65 designation and has managed his advisory firm since 2005. Prior to founding the firm, he spent eight years at Eureka Cattle Company, Inc. Lamont Trading Advisors provides investment advice, account management, and financial consultation to individuals, corporations, trusts, and pension plans. The firm offers two managed account programs focused on short-term U.S. Treasury bills and actively managed bear market strategies, combining charting, cyclical, fundamental, and technical analysis with discretionary trading authority.

Bobby Junkin Jr. is the principal of Junkin & Company, Inc. in Toney, Alabama, with 20 years of experience in financial advisory services. He holds the CFP® and ChFC® designations and has led his independent firm since 2013. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers advice on commissionable insurance products. Junkin & Company provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes a passive investment approach based on the Efficient Market Hypothesis and Modern Portfolio Theory, typically recommending unaffiliated advisers to implement diversified, long-term strategies.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

Erik Buatte is a financial advisor at LifeFirst Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at AI Signal Research, Inc., Astrion, Longview Financial Advisors, Inc., and ERC, Inc. LifeFirst Wealth serves individual clients with financial planning and portfolio management, and offers an employer-facing workplace financial wellness service called the Compass Program. The firm uses a fee-only model, applying modern portfolio theory through a mix of passive and active strategies, and manages accounts on a discretionary basis via a digital institutional custodian platform.

I’m Zeke Anders, and I founded Planalto Financial to offer a higher level of planning. I’ve always been passionate about investing and personal finance, and I eventually left corporate America to become a financial planner. I am a CFP professional with over five years of formal experience, but I’m an avid learner and student of market history and current research. My goal is to provide evidence-based, objective advice to help clients find fulfillment through their wealth. Financial planning is often about more than just math, it is about utilizing the assets you spent a career accumulating to create meaning and purpose in retirement. Planalto Financial is open to all, but my specialty is working with Brazilian-American families. While I am from Alabama, my wife is from Brazil originally, and we currently live in Brasilia, Brazil with our two daughters. We understand that cross-border families have specific opportunities and challenges such as owning assets in multiple countries, additional tax and reporting requirements, and higher travel and family support budgets. If this sounds like you, Planalto Financial is here to help. Pode contar comigo. Planalto offers flat-fee hourly, planning-only, or comprehensive planning and investment management services. I chose flat-fee services to provide transparency and simplify, whereas assets-under-management fees can be complicated (is it beginning, end, or the average asset values? In advance or in arrears?). In addition, I do not receive commissions for any product sales.

Raymond Saliba is the principal of Saliba Asset Management L.L.C. in Huntsville, Alabama, holding CFP® and CFA® designations with 21 years of industry experience. He is also president of Pretium Capital Group, Inc., a separate business providing valuation services to private companies. Saliba has been involved with Saliba Asset Management since 1996 and founded Pretium Capital Group in 1999. Saliba Asset Management offers discretionary investment management and financial consulting to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs a diversified investment approach using equities, mutual funds, ETFs, and other securities, combining fundamental, technical, charting, and cyclical analysis in portfolio construction.

Joseph Vaughan is a CFP® with three years of industry experience, currently operating Vaughan Family Financial in Huntsville, AL. His prior experience includes roles at Northwestern Mutual, Carr, Riggs & Ingram, H&H Accounting & Tax, Warren Averett, and the University of Alabama. Vaughan Family Financial also functions as a CPA firm. Vaughan Family Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term investment approach combining Modern Portfolio Theory with goals-based investing, covering a broad investment universe and conducting regular portfolio reviews.

James Boyle is a financial advisor at Tennessee Valley Investment Management in Huntsville, AL, holding a Series 65 credential with 17 years of industry experience. Prior to founding his current firm, he worked for 11 years at Saliba Asset Management. Tennessee Valley Investment Management provides discretionary portfolio management, investment consultations, and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis supported by third-party research, focusing on hands-on advisory work in special situations and managing a concentrated client base.

Lester Brol is the principal advisor at Brol Capital Management, LLC with 15 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to founding Brol Capital Management in 2010, he had no other firms listed. Outside of his advisory role, he has served as a finance instructor at the University of Alabama–Huntsville and provides expert witness analytic, consulting, and testimony services related to securities and commodities cases. Brol Capital Management offers investment and wealth management services to individuals, families, and institutional clients including foundations, endowments, and private funds. The firm employs a wealth-allocation framework using a core/satellite portfolio structure, focusing on ETFs, fixed income, active stock selection, and alternative investments with an emphasis on manager due diligence.

Stephen Mandracchia is a CFP® professional with four years of experience in financial advisory roles. He is currently the sole advisor at Tulip Financial Planning LLC, having previously worked at firms including Dew Wealth Management, Ironwood Investment Counsel, and Morgan Stanley. Tulip Financial Planning serves business owners, medical professionals, and high-net-worth families by offering discretionary investment management alongside tax preparation, tax advisory, and family-office services. The firm emphasizes passive, tax-efficient, long-term portfolios and provides integrated financial planning and tax services primarily through virtual delivery.

Alan Bagwell is a financial advisor at Providence Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Providence Wealth Advisors since 2018, following prior roles at Keel Point Capital and Blue Creek Investment Partners and Securities. In addition to his advisory work, Bagwell spends time on accounting and tax return preparation activities. Providence Wealth Advisors is a fee-only registered investment adviser serving individuals, corporate retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers personalized financial planning and discretionary portfolio management, emphasizing customized asset allocation and fundamental analysis, and is also registered as a CPA firm, providing integrated tax and accounting services alongside investment advice.

Jay Hoyle is a financial advisor at Franklin Street Capital LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory role, he serves as secretary and treasurer of the Shelby King Foundation. Franklin Street Capital LLC provides discretionary investment management and advisory services to individual clients and retirement plans, managing approximately $51 million across about 15 client relationships. The firm emphasizes customized portfolios with a focus on individual-stock strategies and applies fundamental analysis with a generally long-term orientation.

John Gibson is a financial advisor with BrightHaven Financial Advisors in Huntsville, AL, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Hightower Securities and BrightHaven Capital Management. Gibson also serves as a professor at the University of Alabama-Huntsville. BrightHaven Financial Advisors provides discretionary portfolio management, financial planning, and consolidated reporting services to individuals, families, trusts, estates, profit-sharing plans, and small businesses. The firm employs a high-conviction equity approach with customized portfolio construction and integrates fundamental and technical analysis for investment decisions.

Parker Carroll is a Series 66 licensed financial advisor with five years of industry experience, currently with Infinity Tax & Financial Planning. His prior experience includes roles at American Portfolios Advisors and Takeda Pharmaceuticals. In addition to his advisory work, he provides seasonal tax preparation services through Infinity Accounting and Tax Services. Infinity Investment Advisors LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, utilizing a client-driven investment process that incorporates diverse analytical approaches and strategies. The firm integrates tax and insurance services through affiliated entities and maintains fiduciary duties while managing potential conflicts via disclosure and supervision.

Andrew Zorovich is a financial advisor with Infinity Tax & Financial Planning who holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Investment Advisors, and ProEquities, Inc. In addition to advising, he is a licensed insurance agent and a tax preparer for Infinity Accounting and Tax Services, Inc. Infinity Investment Advisors LLC serves individual and high-net-worth clients, providing ongoing portfolio management and comprehensive financial planning that covers retirement, tax, college, and insurance needs. The firm employs a client-driven investment process utilizing multiple analytical approaches and maintains operational ties to an affiliated accounting firm.

Michael Ellis II is a financial advisor with Ellis Wealth Advisors, LLC in Madison, Alabama. He holds a Series 65 designation and has been in the industry for approximately one year. His prior experience includes working at Sowell Management and multiple roles outside the financial sector, including positions in the restaurant industry and at the University of Alabama. Ellis Wealth Advisors offers discretionary portfolio management and integrated financial planning primarily to families, trusts, charitable organizations, foundations, and corporations. The firm manages accounts internally using a combination of fundamental, technical, quantitative, and economic analysis, employing strategies such as strategic asset allocation, options, and structured products.

Geoffrey West is a financial advisor with BrightHaven Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Raymond James and Jackson National Life Distributors. West serves on the advisory board for a student-led investment portfolio at Freed-Hardeman University and is a partner in several business ventures, including a coffee company and a physician’s clinic. BrightHaven Financial Advisors provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, profit-sharing plans, and small businesses. The firm employs a high-conviction equity strategy focused on concentrated portfolios of companies with durable competitive advantages, combining fundamental research with technical analysis to guide investment decisions.