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 Series 66 licensed advisor at Keel Point, LLC with three years of industry experience. Prior to joining Keel Point, he worked at Pershing LLC for seven years and held positions 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 and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to create strategic and tactical asset allocations, offering a variety of investment programs and customized portfolio options.

Kyle Findlay is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Blue Creek Securities, LLC since 2007. He is based in Huntsville, Alabama. Keel Point, LLC serves a diverse client base that includes high-net-worth families, family offices, institutional retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling, offering discretionary and non-discretionary portfolio management alongside financial planning and family office services.

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.

William Cole is a Series 65 licensed advisor with Fiduciary Financial Advisors and has five years of industry experience. He also serves as a project manager at Barge Design Solutions, an engineering consulting firm. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a variety of analytical approaches, while also offering trustee services and access to private alternative investments.

Blake Waggoner is a financial advisor at Keel Point, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Keel Point since 2020, following seven years at Dynetics. Outside of his advisory role, he serves on the boards of two nonprofit organizations: SORBA Huntsville, an off-road bicycling association, and the Nashville Chamber Music Society, where he is treasurer. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling to develop strategic and tactical asset allocations across various program platforms.

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 credential and possessing 10 years of industry experience. He has been with Keel Point and its affiliated entities since 2016. Outside of his advisory role, Kerr serves on the investment committee for Chattanooga Christian School and holds budget-related positions with 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, institutions, retirement plan sponsors, and corporations. The firm employs a team-based approach that combines fundamental and quantitative analysis to create strategic and tactical asset allocations across various programs, offering customization and monitoring portfolios against benchmarks with periodic reporting.

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 with NBC Securities, Inc. in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience since joining the firm in 2001. Outside of his advisory role, he is the owner and sole member of Stallion Properties LLC, a real estate leasing and management business. NBC Securities operates as part of Lanark Financial, Inc., which provides investment advisory services, financial planning, and portfolio management to individuals, businesses, and institutional clients. The firm offers a range of fee-based advisory programs and managed-account platforms, combining discretionary manager selection with fundamental and technical analysis.

Caleb Duke is a financial advisor at Keel Point, LLC with a Series 65 credential and no prior industry experience. Before joining Keel Point in 2025, he worked for Abbvie, Inc. for 11 years. Keel Point serves individual and institutional clients, including high-net-worth families and pension plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a team-driven investment process combining fundamental research and quantitative modeling across multiple platforms and uses an open-architecture approach with access to pooled and private investment vehicles.

William Fore is a CFP®-designated financial advisor at Keel Point, LLC with 10 years of industry experience. His prior roles include positions at LG Electronics and Thrivent Financial. 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 investment approach combining fundamental and quantitative analysis to deliver customized portfolio management, financial planning, and consulting services across multiple asset classes.

Leslie Hollingsworth is a financial advisor at Simplicity Wealth with six years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior experience includes roles at Gradient Advisors LLC and various financial and insurance firms. Additionally, she assists federal employees with retirement benefits through a consultancy. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring, along with technology and operational services for other advisers.

Lisa Wiseman is a financial advisor with Keel Point, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Keel Point and its affiliated entities since 2015, including Keel Point Personal Money Management, LLC since 2022. Keel Point serves individual and institutional clients such as high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling to manage portfolios across multiple platforms and offers a range of services including portfolio management, financial planning, and retirement plan consulting.

Brianna Parker is a financial advisor at Keel Point, LLC with three years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Keel Point in 2023, she was employed at Madison City Schools in 2018. 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 investment approach that combines fundamental and quantitative analysis and offers customized portfolio management and consulting services across various asset classes.

Bruce Scott is a financial advisor with Moors & Cabot, Inc. in Athens, Alabama, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Moors & Cabot provides investment advisory and related services to a broad client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and limited consulting engagements.

Michael Stanley Jr. is a financial advisor at Keel Point, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Precision Diagnostics and served in the US Navy. He volunteers several hours per month with Crisis Services of North Alabama, a nonprofit focused on domestic violence. Keel Point serves individual and institutional clients, including high-net-worth families and pension plans, offering portfolio management, financial planning, and family office services. The firm employs a team-driven investment process combining fundamental research and quantitative modeling across multiple program platforms.

David Little is a financial advisor at Keel Point, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blue Creek Investment Partners, LLC and Blue Creek Securities, LLC since 2011. Outside of his advisory role, he serves as a City Council Member for District 2 in Huntsville, Alabama. Keel Point serves individual and institutional clients, including high-net-worth families, pension plans, and business entities. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling to manage diversified portfolios across multiple platforms.

Wesley Reeder is a financial advisor at Keel Point, LLC with five years of industry experience. He has been with Keel Point Capital, LLC since 2021 and previously worked as a contractor and served in roles at Mississippi State University and other institutions from 2016 to 2020. He holds a Series 65 designation. 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 uses a team-based approach combining fundamental and quantitative analysis to implement diversified investment strategies and offers discretionary and non-discretionary portfolio management, financial planning, OCIO services, and corporate consulting.

Paul Bryer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Inspire Advisors, LLC. Before joining Inspire Advisors, he worked at Thrivent Financial and Blue Origin LLC. Outside of his advisory role, Bryer is a senior systems engineer at 5-D Systems, Inc., where he develops systems engineering products for rocket engine test stands and facilities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a mix of quantitative, fundamental, and modern portfolio theory analyses in its portfolio management.