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.

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 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.

James Newton is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Barlas O'Reilly Wealth Management, Plan Partners LLC, and Eqis Capital Management, Inc. Outside of his advisory role, he owns and operates Newton Institutional, where he transacts insurance products, and PayLink IRA, which provides payroll and IRA services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a blend of strategic and tactical approaches.

Brianna Parker is a financial advisor at Keel Point, LLC with Series 65 and Series 63 licenses and three years of industry experience. She has worked at Keel Point since 2023 and previously had a brief tenure with 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 approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting across multiple asset classes.

Emma Anderson is a financial advisor at Keel Point, LLC with a Series 65 credential and two years of industry experience. Prior to joining Keel Point, she worked at Northeast Alabama Community College for one year. Emma’s background also includes extended academic experience from 2016 to 2024. 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 employs a team-based investment approach combining fundamental and quantitative analysis to create strategic and tactical asset allocations, with a range of portfolio management and consulting services.

Bruce Scott is a financial advisor with Moors & Cabot, Inc. in Athens, Alabama, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He previously worked at Edward Jones for eight years and Wells Fargo Clearing for three years before joining his current firm. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of investment and advisory services, including portfolio management, fee-based financial planning, and access to third-party wrap programs, utilizing multiple analysis methods and common strategies like asset allocation and dollar-cost averaging.

Michael Stanley Jr. is a financial advisor at Keel Point, LLC in Huntsville, Alabama, holding a Series 66 designation with five years of industry experience. Before joining Keel Point in 2021, he worked at Precision Diagnostics and served in the US Navy. He volunteers several hours monthly with Crisis Services of North Alabama, a nonprofit focused on domestic violence. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, institutional investors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to create customized investment strategies across various asset classes.

David Little is a financial advisor with Keel Point, LLC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been associated with Blue Creek Investment Partners, LLC and Blue Creek Securities, LLC since 2011. David also serves as a City Council Member for District 2 in Huntsville, Alabama. 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 employs a team-based approach combining fundamental and quantitative analysis to deliver portfolio management and consulting services, with a distinctive operating model that includes affiliated broker-dealer, insurance, trading, and private fund advisory activities.

Wesley Reeder is a Series 65-licensed advisor with Keel Point, LLC, based in Huntsville, AL. He has five years of experience with Keel Point Capital, LLC and previously worked as a contractor and at Mississippi State University. 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 deliver customized portfolio management, financial planning, and consulting services across various asset classes.

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.

Nathan Hand is a financial advisor with Cetera Planning Partners in Huntsville, AL, holding a Series 65 license and bringing seven years of industry experience. He has worked at HK Financial Services since 2019 and is also a partner and accountant at Anglin Reichmann Armstrong, P.C., a regional CPA firm where he has worked since 2005. Outside of his advisory role, Nathan owns a cryptocurrency mining business called Deep South Miners, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, and it integrates resources from the larger Cetera network to deliver a broad range of financial solutions.

Christopher Wallace is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with AE Wealth Management, LLC and has prior experience at Global Financial Private Capital. Wallace is also involved in insurance and financial planning through his ownership and advisory roles at WG Insurance Services and WG Financial Group. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies to manage approximately $49.8 billion for over 127,000 clients.

Charles Harriman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 12 years of industry experience. He previously worked with American League and has roles at Cloud Financial, Inc. Outside of his advisory duties, Harriman serves as an assistant baseball director at American League. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.

James Gunter II is a CFP® professional with 13 years of experience in financial advising, currently with Savant Wealth Management. His prior experience includes roles at Bridgeworth LLC, LPL Financial, and Fleishel Financial Associates. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.