James Cunningham Jr. is a financial advisor with Axient Investment Advisors LLC, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at StoneX Advisors Inc. and Stonex Securities Inc. Outside of his advisory role, Cunningham is involved in several non-investment businesses, including medical consulting and managing online retail and restaurant investments. Axient Investment Advisors, LLC is an SEC-registered firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm utilizes proprietary models, third-party money managers, and offers various implementation options, including ERISA/pension consulting and educational workshops.

Joseph Lawrence is a financial advisor with Aria Wealth Management in Huntsville, AL, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Aria Wealth Management since 2017 and is also affiliated with Concert Wealth Management. Outside of his advisory roles, he has involvement as a principal in an insurance brokerage business. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, and pension plans, offering investment supervisory services, financial planning, and third-party manager selection. The firm uses an asset allocation approach informed by fundamental and technical analysis and manages discretionary accounts across a diverse client base from multiple offices.

Joseph Gallagher Jr. is a financial advisor at Axient Investment Advisors LLC in Huntsville, AL, holding a Series 66 credential with 23 years of industry experience. He previously worked at StoneX Advisors Inc. and StoneX Securities Inc. outside of his advisory role, he serves as president of a local homeowners association and is involved as a member in several business ventures unrelated to investment advisory services. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting primarily for retirement plans, trusts, corporations, and charitable organizations. The firm utilizes multiple portfolio delivery models, including proprietary and third-party manager approaches, with client assets custodied at Pershing 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.

Kyle Wegrzyn is a financial advisor at Keel Point, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Keel Point Capital, LLC since 2018, following a one-year tenure at Raymond James & Associates and a year as a tutor with VipKid Tutor Agency. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, OCIO, and corporate retirement consulting through a team-based approach that blends fundamental and quantitative analysis.

Elizabeth Stroup is a financial advisor at Verus Capital Partners, LLC with a Series 66 designation and one year of industry experience. She has held roles at several firms including LPL Financial, Lifecourse Capital, and NEXT Financial Group, and has been the owner of Bearden, Stroup & Associates, CPAs, LLC, a CPA firm providing tax, accounting, and payroll services since 2007. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios, implementing tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.

Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Sapna Goel is a financial advisor at Lanark Financial, Inc. in Huntsville, Alabama, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has worked at NBC Securities, Inc. since 2010. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients, managing approximately $1.78 billion in assets across multiple advisor teams. The firm offers both discretionary and non-discretionary account management, utilizing third-party sub-advisers and overlay management services.

Derek Huff is a financial advisor with Kovack Advisors, Inc. in Huntsville, AL, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Kovack Securities, Brokers International Financial Services, Voya Financial Advisors, and AllState Insurance Company. He is also involved in federal employee retirement training through a related sponsor organization. Kovack Advisors, Inc. is a nationwide SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers diversified asset management primarily through mutual funds and ETFs, alongside third-party manager recommendations and financial planning services.

Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Robert Mayes is a financial advisor at Keel Point, LLC with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Keel Point since 2015. Mayes serves in uncompensated board positions with the Community Foundation of Huntsville/Madison County, the University of Alabama in Huntsville Foundation, and the Huntsville/Madison County Chamber of Commerce. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individual, institutional, and corporate clients. The firm employs a team-based investment approach combining fundamental and quantitative analysis, offering portfolio management, financial planning, OCIO, and retirement consulting across various asset classes.

Jonathan Crawford is a financial advisor with Keel Point, LLC, holding a Series 66 credential and over 20 years of industry experience. His prior work includes positions at BB&T and its related entities. He serves on the boards of two nonprofit organizations, a pediatric cancer ministry and a mentoring group for recent college graduates. Keel Point, LLC is a multi-team registered investment adviser managing over $4 billion, serving individual, institutional, and corporate clients. The firm employs a team-based approach combining fundamental and quantitative analysis to implement strategic and tactical asset allocations across diverse investment programs.

Thomas O Connor is a financial advisor with Keel Point, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Blue Creek Investment Partners, LLC and Blue Creek Securities, LLC since 2011. Outside of his advisory work, O Connor serves on the board of Camp ASCCA, a camp for 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, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based combination of fundamental and quantitative analysis to create strategic and tactical asset allocations across various programs, utilizing sub-advisers, customization options, and benchmarking with periodic reporting.

Jason Landers is a CFP® with 23 years of industry experience, currently affiliated with Keel Point, LLC. He has worked at Blue Creek Securities, LLC since 2009. Outside of his advisory role, Landers serves as a board member of The Bullpen Foundation, a nonprofit in Huntsville supporting community-based youth athletic programs. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, and retirement plan sponsors, employing a team-based approach that combines fundamental and quantitative analysis across various asset classes.

Wesley Stewart is a financial advisor with Synovus Securities, Inc. in Huntsville, AL, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. His prior roles include positions at Cetera and Regions Bank. Outside of his advisory work, Stewart serves as Vice President of the Central Baptist Church Endowment Committee and occasionally fills in as a worship leader. Synovus Securities serves individual and institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs and is affiliated with Pinnacle Financial Partners, providing additional banking and trust resources.

Brian Copeland is a financial advisor at Keel Point, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Keel Point since 2015. 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 employs a team-based blend of fundamental and quantitative analysis to guide asset allocation and offers a range of portfolio management, financial planning, and consulting services.

Ronnie Moody is a CFP® with 44 years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. He has previously worked at Oak Tree Financial Services, LLC and LPL Financial. Outside of his advisory work, he is involved in a woodworking business specializing in refinishing and restoration of wooden guns. IFG Advisory, LLC provides advisory services to a diverse range of clients including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis and offers portfolio management, financial planning, and retirement plan consulting services.

Charles Mobley is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at The Albany Group, Kanakuk, and Caroline's Cakes. He also has a background in education, having worked in middle and high schools and attended Samford University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers various asset management and financial planning services through individualized strategies and multiple platforms, including outsourced CIO and CCO services.

Michelle Cook is a financial advisor at Keel Point, LLC with 27 years of industry experience. She holds the Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T in various roles. 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 investment decisions and offers a range of portfolio management and consulting services, including discretionary and non-discretionary management, OCIO, and corporate retirement planning.

Dustin Haraway is a CFP® professional with eight years of industry experience, currently affiliated with Balefire, LLC. His prior roles include positions at Integrity Alliance, Lion Street Financial, and Raymond James Financial Services Advisors, among others. Outside of financial advising, he operated the Haraway Lawn Care Company for two years. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy supported by an Investment Committee and offers discretionary portfolio management along with comprehensive financial planning.