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.

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.

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.

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.

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.

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 CFP® professional with 10 years of industry experience, currently affiliated with Keel Point, LLC. His prior roles include positions at LG Electronics and Thrivent Financial, where he worked from 2014 to 2023. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving a diverse clientele including high-net-worth individuals, family offices, institutional investors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to construct customized strategic and tactical asset allocations across various investment programs.

Leslie Hollingsworth is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and six years of industry experience. Their prior roles include positions at Gradient Advisors LLC and several financial services firms. Outside of advisory work, Leslie is involved with Insurance Service of America LLC and assists federal employees with retirement benefits through Federal Retirement Consultant. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering advisory services from financial planning to managed account platforms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside technology and operational solutions for financial advisers.

Lisa Wiseman is a financial advisor at Keel Point, LLC with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Keel Point and its affiliated entities since 2015, with prior experience at Morgan Stanley and Merrill. 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, institutions, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to deliver customized portfolio management, financial planning, and consulting services across various asset classes.

Brianna Parker is a Certified Financial Planner® at Keel Point, LLC with three years of industry experience. She has been with Keel Point since 2023 and previously worked briefly for Madison City Schools. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion in assets. The firm serves individuals, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, and consulting services using a team-based approach that combines fundamental and quantitative analysis.