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.

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.

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.

Emily Scott is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Core Planning since 2023 and previously was employed at OneAscent Financial Services and the Billy Graham Evangelism Association. Outside of her advisory role, she is an independent beauty consultant with Mary Kay. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm utilizes third-party model portfolios and automated rebalancing tools to tailor and maintain investment strategies based on client objectives and risk tolerance.

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.

Michael Ahearn Sr. is a financial advisor with Hightower Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2013. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range of portfolio construction techniques and operational features.

Tyler Sherwood is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds a Series 66 designation and joined the firm in 2025 after serving 21 years in the United States Air Force. Outside of advising, he works as a Business Development Manager for The Blue Collar Recruiter and Virtual Trade School, where he connects local businesses with recruiting services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and third-party managers.

Joseph Greco is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has prior experience at Osmose Utilities Services, Mauldin & Jenkins CPA's & Advisors, and Progress Bank, as well as a background in education at Auburn University and Randolph School. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-manager investment approach that includes affiliated and third-party managers, and it serves clients with diverse needs including large pooled and institutional mandates.

Pankti Thakar is a CFA® charterholder affiliated with Hightower Advisors, based in Huntsville, AL. Thakar has recently joined the advisory field with experience at Hightower Advisors since 2026 and prior roles at Morgan Stanley, Gallagher Re, and Morningstar. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a broad investment platform that includes alternative investments and custom indexing.

Matthew Terrien is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Hightower Advisors. His prior roles include positions at Twickenham Advisors, Taiber Kosmala & Associates, CRESSET Asset Management, and Evanston Investments. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm also provides operational support such as monitoring, rebalancing, and trading services, catering to both domestic and international client needs.

Deborah Mosley is a financial advisor with Eagle Strategies (NY Life) in Huntsville, AL, holding a Series 66 designation and 24 years of industry experience. Her career includes roles at Eagle Strategies, NYLIFE Securities, Raymond James & Associates, and Wells Fargo Advisors. She is also a partner in Arab Development Company, an investment-related business she has been involved with since 1996. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring advice to client objectives and plan sponsor criteria. The firm emphasizes non-discretionary asset management and offers a range of program types including fee-based advice and retirement plan consulting.

Stewart Whitt is a CFP® and holds the Series 66 designation with 17 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously held roles at Bridgeworth, LLC and LPL Financial, LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team and integrated accounting, legal, and trust affiliates.