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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Brian Moody is a financial advisor at IFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously with Oak Tree Financial Services, LPL Financial, and The Cutter Group. Outside of advising, Moody is president of BAMtax, LLC, a CPA business focused on tax preparation and accounting. 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 strategies and uses sub-advisors and third-party managers to implement portfolios, offering both discretionary and non-discretionary management along with specialized planning services.

Matthew Kerr is a financial advisor with Keel Point, LLC, holding a Series 66 designation and 10 years of industry experience. He has been with Keel Point and its affiliated entities since 2016, serving in advisory roles throughout that period. His outside activities include serving on the investment committee for Chattanooga Christian School and managing budgets for the Rotaract Club of Chattanooga and Grace and Peace Church. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, institutional investors, retirement plan sponsors, and corporations. The firm utilizes a team-based approach combining fundamental and quantitative analysis to provide diversified portfolio management, financial planning, and consulting services.

Benjamin Williams is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 license and one year of industry experience. Prior to joining Verus Capital Partners in 2025, he was affiliated briefly with LPL Financial and LifeCourse Capital, Inc., among others. Outside of advising, he works as a Medicare insurance agent. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ specific time horizons, risk tolerances, and tax situations.

Terry Rogers is a financial advisor at Verus Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has been the owner and president of Advanced Accounting, Inc., an accounting firm in Huntsville, AL, since 2005. Rogers is also a one-third owner of Masters Management, Inc., a dental practice management business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

Gregory Musso is a financial advisor at Lanark Financial, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NBC Securities, Inc. since 2001. Outside of his advisory role, he is the owner and sole member of Stallion Properties LLC, a real estate leasing and management business. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through several platforms, combining discretionary and non-discretionary investment strategies.

Caleb Duke is a financial advisor at Keel Point, LLC with one year of industry experience. He holds a Series 65 credential and previously worked for Abbvie, Inc. for 11 years. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serves individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide strategic and tactical asset allocations across various investment programs, and it offers customized portfolio solutions including socially and Biblically oriented options.

William Fore is a certified financial planner (CFP®) with 10 years of industry experience. He is currently with Keel Point, LLC, where he has worked since 2023. Prior to joining Keel Point, he held positions at LG Electronics and Thrivent Financial. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving a diverse client base including high-net-worth individuals, family offices, institutional investors, and corporations. The firm combines fundamental and quantitative analysis in a team-based approach to investment management, offering customized portfolio strategies and a range of affiliated brokerage, insurance, and private fund services.

Lisa Wiseman is a financial advisor at Keel Point, LLC with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Keel Point and its affiliated entities since 2015. 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 uses a team-based blend of fundamental and quantitative analysis to provide discretionary and non-discretionary portfolio management, financial planning, outsourced CIO, and corporate retirement consulting across various asset classes.