Trevor Kurzhal is a financial advisor at Lanark Financial, Inc. with five years of industry experience and holds a Series 66 designation. Prior to his advisory career, he worked at The University of North Alabama and has been involved with Grace Life Church of the Shoals since 2015. Outside of finance, he works in audio production, mixing, and mastering music for local artists and also handles media production and editing for church-related ministries. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients including individuals, retirement plans, trusts, and institutional entities. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.

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®-credentialed financial advisor at Balefire, LLC with eight years of industry experience. He has held positions at several firms including Raymond James Financial Services and Integrity Alliance. Outside of finance, Haraway operated a lawn care business 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 uses a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a platform managing approximately $2 billion in assets.

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.

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, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining IFG Advisory, he has worked at LPL Financial and Oak Tree Financial Services. Outside of his advisory role, Owens is involved as a coach with NOW Soccer Academy. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies and third-party managers to tailor portfolios, and it also manages held-away assets such as 401(k)s and HSAs to align with clients’ overall financial goals.

Todd Kurzhal is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities, Inc. since 2002. Lanark Financial provides investment management, financial planning, and related advisory 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 with both discretionary and non-discretionary arrangements.

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.

William Cole is a Series 65 licensed advisor with six years of industry experience. He is currently with Fiduciary Financial Advisors, where he has worked since 2023. Prior to this, he spent three years at LaminAR Capital Management LLC and has also been a project manager at Barge Design Solutions, an engineering consulting firm, since 2018. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm integrates strategic and tactical asset allocation with a variety of analytical approaches and offers specialized services such as digital-asset portfolio management and outsourced CFO engagements.

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 with IFG Advisory, LLC, holding a Series 66 designation and four years of industry experience. He has worked previously at Oak Tree Financial Services, LLC, LPL Financial, LLC, The Cutter Group, LLC, and Par Pharmaceuticals. Outside of his advisory role, Moody is president of BAMtax, LLC, a tax preparation and accounting business. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments, offering tailored strategies that utilize sub-advisors and third-party managers, as well as managing held-away assets to align with clients’ broader financial goals.

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.