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Jason L

CFP®, Series 66

Huntsville, AL

Keel Point, LLC

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.

General retirement planning Income planning Equity compensation tax strategy Wealth management Private / alternative investments Executive Founder/Business Owner Established Professionals
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Wesley S

Series 63, Series 66

Huntsville, AL

Synovus Securities, Inc.

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Brian C

Series 63, Series 65

Huntsville, AL

Keel Point, LLC

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.

General retirement planning Income planning Equity compensation tax strategy Wealth management Private / alternative investments Executive Founder/Business Owner Established Professionals
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Ronnie M

CFP®, Series 63, Series 65

Huntsville, AL

IFG Advisory, LLC

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.

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

Series 65

Huntsville, AL

OneAscent Financial Services LLC

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.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Michelle C

Series 66

Huntsville, AL

Keel Point, LLC

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.

General retirement planning Income planning Equity compensation tax strategy Wealth management Private / alternative investments Executive Founder/Business Owner Established Professionals
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Dustin H

CFP®, Series 63, Series 66

Madison, AL

Balefire, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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David H

Series 63, Series 65

Huntsville, AL

Arkadios Wealth Advisors

David Hyman is a financial advisor at Arkadios Wealth Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Arkadios Capital and Arkadios Wealth Advisors since 2019, following a nine-year tenure at G.L.S. & Associates, Inc. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed accounts, third-party money manager access, and financial planning. The firm combines an internal portfolio team with advisor discretion and employs fundamental, technical, and cyclical analysis, serving in various fiduciary roles for retirement plan consulting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Keith P

Series 65, Series 63

Huntsville, AL

Keel Point, LLC

Keith Pendergrast is a financial advisor at Keel Point, LLC with 10 years of industry experience. He holds Series 65 and Series 63 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, including high-net-worth and family office clients, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based approach combining fundamental and quantitative analysis to create strategic and tactical asset allocations, offering a variety of investment programs and customization options across multiple asset classes.

General retirement planning Income planning Equity compensation tax strategy Wealth management Private / alternative investments Executive Founder/Business Owner Established Professionals
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Edward M

Series 66

Huntsville, AL

Keel Point, LLC

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.

General retirement planning Income planning Equity compensation tax strategy Wealth management Private / alternative investments Executive Founder/Business Owner Established Professionals
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Bradley W

Series 66

Huntsville, AL

Sound Income Strategies, LLC

Bradley Williams is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Sound Income Strategies since 2016 and is also president of Brad Williams Financial Services, LLC, which he founded in 2002. His other business activities include ownership and leadership roles in related insurance and investment entities. Sound Income Strategies is a fee-based investment adviser serving individuals, high net worth clients, corporations, pension plans, and other registered advisors through asset management, financial planning, and ERISA plan services. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis while offering customized portfolio management and ETF sub-advisory services.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Charles S

CFP®, Series 63, Series 65

Huntsville, AL

Arkadios Wealth Advisors

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Elizabeth O

Series 66

Huntsville, AL

Fifth Third Wealth Advisors LLC

Elizabeth Olson is a financial advisor at Fifth Third Wealth Advisors LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at HighTower Advisors LLC, HighTower Securities LLC, and UBS Financial Services. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Coulton O

Series 65, Series 63

Huntsville, AL

IFG Advisory, LLC

Coulton Owens is a financial advisor with IFG Advisory, LLC in Huntsville, AL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Owens is also involved with the NOW Soccer Academy as a coach. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and uses sub-advisors, third-party models, and managers to implement tailored strategies.

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

Series 66

Huntsville, AL

Keel Point, LLC

Morgan Crampton is a financial advisor with Keel Point, LLC based in Huntsville, AL, holding a Series 66 designation and three years of industry experience. Prior to joining Keel Point, he worked at Pershing LLC for seven years and held roles at Shepherd's Hope and the Palm Beach Zoo and Conservation Society. 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 portfolio management and offers a range of customized investment strategies and associated services.

General retirement planning Income planning Equity compensation tax strategy Wealth management Private / alternative investments Executive Founder/Business Owner Established Professionals
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Kyle F

CFP®, Series 66

Huntsville, AL

Keel Point, LLC

Kyle Findlay is a financial advisor at Keel Point, LLC with 20 years of industry experience. He holds the CFP® designation and Series 66 license and has worked at Blue Creek Securities, LLC since 2007. 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 guide portfolio management and offers a variety of investment programs, customization options, and affiliated brokerage, insurance, and private fund services.

General retirement planning Income planning Equity compensation tax strategy Wealth management Private / alternative investments Executive Founder/Business Owner Established Professionals
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David W

Series 63, Series 65

Madison, AL

First Advisors National, LLC

David Wyrick is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked as an independent contractor for Cornerstone Senior Services since 2006, providing financial services primarily related to long-term care, insurance, and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach focuses on selecting and monitoring third-party money managers combined with tactical and strategic allocations, supplemented by fundamental analysis of individual securities.

Passive / index investing
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Christian G

Series 66

Huntsville, AL

Fifth Third Wealth Advisors LLC

Christian Gannon is a financial advisor with Fifth Third Wealth Advisors LLC in Huntsville, AL. He holds a Series 66 designation and has four years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2026, he worked at Kenotic Capital LLC, Hightower Twickenham, First Citizens Bank, and Tailwind Investment Advisors. He is also a member of Harmonic Partners, where he invests in private real estate and private equity. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a variety of clients, including individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm utilizes a range of investment strategies supported by in-house and third-party resources, and it leverages its affiliation with Fifth Third Bank for operational integration and service delivery.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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William C

Series 65

Huntsville, AL

Fiduciary Financial Advisors

William Cole is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Fiduciary Financial Advisors and has prior experience at LaminAR Capital Management LLC and CH2M Hill/Jacobs. Outside of finance, Mr. Cole serves as a project manager at Barge Design Solutions, an engineering consulting firm. Fiduciary Financial Advisors serves a diverse client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm’s investment approach combines strategic and tactical asset allocation with a mix of fundamental, quantitative, technical, and model-manager analysis, and incorporates digital-asset advisory capabilities alongside formal trust arrangements.

Private / alternative investments Retirement income strategy Business Financial Management Founder/Business Owner Retired
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Blake W

Series 66

Huntsville, AL

Keel Point, LLC

Blake Waggoner is a financial advisor at Keel Point, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Keel Point since 2020. Prior to that, he spent seven years at Dynetics. Outside of advising, Waggoner serves as a board member for SORBA Huntsville, a non-profit off-road bicycling association, and is the treasurer for the Nashville Chamber Music Society. 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 discretionary and non-discretionary portfolio management, financial planning, OCIO, and retirement consulting with a team-based investment approach integrating fundamental and quantitative analysis.

General retirement planning Income planning Equity compensation tax strategy Wealth management Private / alternative investments Executive Founder/Business Owner Established Professionals
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