Jessica Smith is a CFP® professional with 17 years of experience in financial advising. She has been with Longview Financial Advisors, Inc. since 2010. Longview Financial Advisors, Inc. provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and emphasizes client objectives through Investment Policy Statements while offering both discretionary and non-discretionary advisory services.

Jachym Bezouska is a financial advisor with Infinity Tax & Financial Planning in Huntsville, AL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at OSAIC and American Portfolios Financial Services Inc. In addition to advising, he sells life, health, and annuity insurance policies and works as a tax preparer. Infinity Investment Advisors LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, employing a range of analytical approaches and maintaining fiduciary responsibilities. The firm integrates tax and insurance services through its affiliated companies.

Grover Whaley is a financial advisor at Witter & Lester Inc in Huntsville, AL, holding a Series 63 designation with 21 years of industry experience. He has been with Witter & Lester since 1993. Witter & Lester, Inc. provides discretionary investment supervisory services and model-based asset management programs for individual and institutional clients. The firm employs a quantitatively oriented, seasonality-driven investment approach using stocks, ETFs, bonds, and mutual funds, managing a small, concentrated client base.

Wilbert Hamilton is a financial advisor with Hamilton Capital Advisors LLC in Huntsville, AL, holding Series 65 and Series 63 credentials. He has 13 years of industry experience and has worked at related firms including Grant & Hamilton Capital Advisors LLC and Closing The Gap Hamilton Wealth. Outside of investment advisory, he is a principal owner and insurance agent offering fixed insurance products focused on asset protection and retirement income. Hamilton Capital Advisors LLC provides investment management, retirement-plan advisory, and consulting services primarily for pooled and institutional programs, while also offering portfolio management and financial planning to private clients on a limited basis. The firm combines fundamental and technical analysis with discretionary portfolio management and third-party manager solutions, maintaining client alignment through ongoing monitoring and rebalancing.

Michael Ellis is a financial advisor with Ellis Wealth Advisors, LLC in Madison, Alabama, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked with Purshe Kaplan Sterling Investments and Raymond James Financial Services, and he owns Ellis Land Company, LLC. Ellis Wealth Advisors provides discretionary portfolio management combined with integrated financial planning services to families, trusts, charitable organizations, foundations, and corporations. The firm manages accounts internally using a variety of analytical approaches and investment strategies, including both long- and short-term positions.

Mike Mickels is a financial advisor with CochranMickels Retirement Specialists, LLC in Huntsville, AL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for seven years. In addition to his advisory role, he is an independent licensed insurance agent. CochranMickels Retirement Specialists is a two-advisor firm serving individuals and high-net-worth clients with discretionary and non-discretionary asset management, as well as financial planning and consulting. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to create customized portfolios, incorporating periodic rebalancing and tax-loss harvesting in their service.

Lucas Staples is a financial advisor at CochranMickels Retirement Specialists, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CochranMickels Retirement Specialists since 2014. CochranMickels Retirement Specialists is a small, two-advisor firm serving individuals and high-net-worth clients through discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to create customized asset allocations, conducts quarterly reviews including tax-loss harvesting, and accommodates client-imposed investment restrictions.

Richard Lester is a financial advisor at Witter & Lester Inc with 21 years of industry experience. He has been with the firm since 1988. Lester holds a Series 63 designation. Witter & Lester Inc provides discretionary investment supervisory services and model-based asset management programs for individual and institutional clients. The firm employs a quantitatively oriented investment approach that incorporates market indices, seasonal patterns, and fundamental and technical indicators to manage portfolios.

Kathleen Sanford is a financial advisor with RCA Wealth Strategies LLC in Huntsville, AL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Redhawk Wealth Advisors, MML Investors, MassMutual Life Insurance Co, MSI Financial, and METLIFE Securities Inc. Outside of her advisory work, she educates and assists federal employees concerning their retirement benefits through the Federal Benefits Information Center. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management services to individuals, business entities, and retirement plan sponsors. The firm employs a combined investment approach that integrates core passive allocations with active tactical adjustments and offers retirement-plan consulting, participant education, insurance products, and annuities as part of its services.

Kimberly Coplan is a financial advisor at Franklin Street Capital LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved as a consultant in cosmetics sales with Mary Kay. Franklin Street Capital LLC provides discretionary investment management and advisory services to individual clients and retirement plans, managing approximately $50.95 million across about 15 client relationships. The firm emphasizes customized model portfolios with a focus on individual-stock strategies and combines fundamental analysis with a primarily long-term investment approach.

Allison Nielsen is a financial advisor with Axient Investment Advisors LLC in Huntsville, AL, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at StoneX Securities Inc and Wells Fargo Clearing. In addition to her work at Axient, she is involved with Eagle Creek Wealth Management, where she assists financial advisors and clients. Axient Investment Advisors offers discretionary investment management, financial planning, and ERISA consulting primarily for retirement plans, trusts, corporations, and charitable organizations. The firm utilizes multiple delivery models, including proprietary portfolios and third‑party managers, with client assets custodied at Pershing 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.

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.

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.

Shawn Engen is a financial advisor at Axient Investment Advisors LLC with a Series 66 designation. He has recently transitioned into the financial advisory field, having started at StoneX Securities Inc. in 2026. His prior work experience includes roles in legal and legislative services, as well as law education. Axient Investment Advisors serves a variety of clients including retirement plans, trusts, corporations, and charitable organizations. The firm provides discretionary investment management, financial planning, ERISA consulting, and advisor-led consulting through multiple delivery models, combining proprietary portfolios, third-party managers, and tactical and strategic allocation approaches.

Charles Jones is a financial advisor with Axient Investment Advisors LLC, holding a Series 66 credential and bringing 26 years of industry experience. His prior roles include positions at StoneX Securities Inc., StoneX Advisors Inc., and Raymond James & Associates. Outside of his advisory work, Jones serves as a director for the Greater Gadsden Home Builders Association. Axient Investment Advisors LLC provides discretionary investment management, financial planning, and ERISA consulting to a diverse client base including retirement plans, trusts, corporations, and charitable organizations. The firm utilizes proprietary models and third-party managers under oversight by its Investment Committee and manages client assets custodied at Pershing 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.

Taylor West is a financial advisor at Hibernia Wealth Partners, LLC with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Edward Jones and LPL Financial. West is based in Harvest, Alabama. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers portfolio management, financial planning, ERISA plan services, and sponsors a wrap-fee program, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analyses as well as modern portfolio theory.

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.

Cynthia Hunt is a financial advisor with Pgi Wealth Management in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Cyntax, LLC and Avantax Investment Services, INC., and she has operated her own tax preparation and planning business since 1999. Hunt serves on the boards of the Alabama Society of Enrolled Agents and the Accreditation Council for Accountancy and Taxation. Pgi Wealth Management, operating as Greylin Investment Management, provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs long-term, asset-allocation focused strategies and manages approximately $932 million in client assets across multiple offices.