Mark Saunders is a financial advisor at Axient Investment Advisors LLC in Huntsville, AL, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at StoneX Securities Inc., StoneX Advisors Inc., and Progress Bank & Trust. Outside of his advisory work, he serves as president and managing partner of several private equity and real estate investment entities. Axient Investment Advisors offers discretionary investment management, financial planning, and ERISA consulting services to a variety of clients including retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models, including proprietary portfolios and third-party managers, with assets custodied at Pershing LLC.

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 license and 32 years of industry experience. He has worked at Aria Wealth Management since 2017 and previously worked at Concert Wealth Management and Zermatt Securities. Outside of his advisory role, he is involved with L&R Investment Management, LLC, which provides sales of insurance brokerage contracts including group life and long-term care insurance. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, and pension plans. The firm employs an asset allocation approach based on fundamental and technical analysis and manages accounts through discretionary services, investment policy statements, and third-party manager allocations.

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.

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, Alabama, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Kovack Advisors, Brokers International Financial Services, Voya Financial Advisors, Inc., and AllState Insurance Company. Outside of his advisory work, he is involved in federal employee retirement training through a nonprofit sponsorship. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management and financial planning supported by Envestnet technology and a mix of internal and third-party investment models.

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 at Keel Point, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at BB&T and its affiliated entities. Crawford serves as a board member for two nonprofit organizations: ATEAM, a pediatric cancer ministry, and Briarwood Fellows, which supports recent college graduates in their career transitions. 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, offering a range of portfolio management and consulting services with notable structural features including affiliated brokerage, insurance, and private fund advisory activities.

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 24 years of industry experience, currently serving at Keel Point, LLC. He previously worked at Merrill from 2002 to 2009 and 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, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving high-net-worth individuals, institutions, retirement plan sponsors, and corporations. The firm employs a team-based approach that combines fundamental and quantitative analysis to provide customized portfolio management, financial planning, and consulting services across multiple 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® professional with 45 years of industry experience. He is currently with IFG Advisory, LLC and has previously worked at Oak Tree Financial Services, LPL Financial, Wells Fargo Advisors, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advisory work, he operates Ron's Woodworking, LLC, a business focused on refinishing and restoration of wooden guns. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments and offers tailored strategies implemented through sub-advisors and third-party managers.

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.

David Hyman is a financial advisor at Arkadios Wealth Advisors in Huntsville, AL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Arkadios Capital and Arkadios Wealth Advisors since 2019 and was previously with G.L.S. & Associates, Inc. for nine years. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment strategies that integrate fundamental, technical, and cyclical analysis through various managed account platforms and third-party managers.

Keith Pendergrast is a financial advisor at Keel Point, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and 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 approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting services across various asset classes.

Edward Minton is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently associated with Blue Creek Investment Partners, LLC and serves as a Director of the Board and investment committee member for the Huntsville Hospital Foundation. He is affiliated with Keel Point, LLC, 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 guide portfolio management and offers customized investment strategies alongside affiliated brokerage, insurance, and private fund activities.

Charles Smith is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Arkadios Wealth Advisors since 2019. He previously worked at G.L.S. & Associates, Inc. for seven years and has been self-employed since 2011. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money manager access, and financial planning. The firm’s integrated model includes an internal portfolio team and affiliated broker-dealer, supporting customized and discretionary investment strategies.