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Ronnie M

CFP®, Series 63, Series 65

Huntsville, AL

IFG Advisory, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner 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®-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.

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 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.

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

Series 63, Series 65

Huntsville, AL

Keel Point, LLC

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.

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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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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Coulton O

Series 63, Series 65

Huntsville, AL

IFG Advisory, LLC

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.

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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Jeffrey D

Series 63, Series 65

Athens, AL

HBW Advisory Services LLC

Jeffrey Dennison is a financial advisor at HBW Advisory Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Cetera Wealth Services, LLC and Goodwyn, Mills & Caywood. Dennison is also involved in several outside activities, including serving as executive director of a charity organization and owning businesses focused on land development, social networking events, and website domain sales. HBW Advisory Services manages approximately $1.75 billion in client assets and provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers, tactical asset allocation, and multi-manager diversification, and offers a high client load per advisor alongside institutional and intermediary services.

College savings (529s, UTMA, etc.)
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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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William C

Series 65

Huntsville, AL

Fiduciary Financial Advisors

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.

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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Brian M

Series 66

Huntsville, AL

IFG Advisory, LLC

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.

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

Series 66

Huntsville, AL

Keel Point, LLC

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.

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

Series 66

Madison, AL

Verus Capital Partners, LLC

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.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Terry R

Series 65

Huntsville, AL

Verus Capital Partners, LLC

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.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Gregory M

Series 63, Series 65

Huntsville, AL

Lanark Financial, Inc.

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Caleb D

Series 65

Huntsville, AL

Keel Point, LLC

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.

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