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Paul B
CFP®, Series 66
Huntsville, AL
Inspire Advisors, LLC
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.
Charles H
Series 65
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
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 G
CFP®, Series 63, Series 66
Huntsville, AL
Savant Wealth Management
James Gunter II is a CFP® professional with 14 years of experience in financial advisory roles. He is currently with Savant Wealth Management and has worked previously at Bridgeworth Wealth Management, LPL Financial, and Raymond James Financial Services, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by in-house legal, accounting, and trust service affiliates.
Michael A
Series 66
Huntsville, AL
Hightower Advisors
Michael Ahearn Sr. is a financial advisor with Hightower Advisors, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is also involved with Breakaway XIII, LLC, an administrative services company related to an RIA practice. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of portfolio construction techniques.
Joseph G
Series 66
Huntsville, AL
Hightower Advisors
Joseph Greco is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Osmose Utilities Services, Mauldin & Jenkins CPA's & Advisors, Progress Bank, and Auburn University. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, providing investment advisory and planning services that emphasize manager selection and multi-manager solutions through both affiliated and third-party managers.
Pankti T
CFA®
Huntsville, AL
Hightower Advisors
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 T
CFA®, Series 63, Series 65
Huntsville, AL
Hightower Advisors
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 M
Series 66
Huntsville, AL
Eagle Strategies (NY Life)
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 W
CFP®, Series 66
Huntsville, AL
Savant Wealth Management
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.
Joshua M
Series 66
Huntsville, AL
Hightower Advisors
Joshua Magette is a financial advisor at Hightower Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. Prior to his finance career, Magette spent several years involved in professional basketball with teams including the Tasmania JackJumpers, Darussafaka Basketbol, Orlando Magic, Gran Canaria BC, KK Cedevita, Atlanta Hawks, and South Bay Lakers. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.
James D
Series 63, Series 65
Huntsville, AL
Hightower Advisors
James Day III is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.
Daniel C
Series 63, Series 65
Huntsville, AL
FIFTH THIRD SECURITIES, Inc.
Daniel Coblentz is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Raymond James Financial Services and Regions Bank. Outside of his advisory role, he is also an associate at Pinnacle Asset Management, where he assists clients with banking and investment referrals. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple portfolio management programs via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.
Coleman B
Series 66
Huntsville, AL
Hightower Advisors
Coleman Belk is a financial advisor with Hightower Advisors holding a Series 66 designation and five years of industry experience. His career includes roles at Hightower Advisors and Hightower Securities since 2021, as well as prior experience at KPMG and Pawleys Investment Advisors. He also has academic experience through positions at Furman University and Vanderbilt University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and access to various investment vehicles and strategies.
Martin B
Series 63
Huntsville, AL
J. W. Cole Advisors, Inc.
Martin Barinaga is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 63 designation and has 36 years of industry experience. His prior work includes roles at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial Inc., both since 2008. Outside of his advisory work, he serves as a head coach for a high school soccer team and acts as a referee or linesman in a local adult soccer league in Huntsville, Alabama. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm utilizes a combination of fundamental and technical analysis, model- and manager-based strategies, and digital advice providers in managing client accounts.
Austin S
Series 63, Series 65
Huntsville, AL
Eagle Strategies (NY Life)
Austin Smith is a financial advisor with Eagle Strategies (NY Life) in Huntsville, AL, holding Series 63 and Series 65 designations and four years of industry experience. He has worked with Eagle Strategies since 2024 and currently operates Smith Financial Group, LLC. Outside of his advisory work, Smith serves as an assistant varsity swim coach at Randolph High School and is a board member of the Rotaract Club of Huntsville and the Accelerate BNI Chapter. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis, with a notable focus on institutional relationships within the integrated New York Life affiliate structure.
Brian H
CFP®, ChFC®, PFS™, Series 63
Huntsville, AL
Savant Wealth Management
Brian Hinson is a CFP®, ChFC®, and PFS™ credentialed financial advisor at Savant Wealth Management with 29 years of industry experience. He previously worked at Bridgeworth, LLC and LPL Financial for eight years before joining Savant. Outside of his advisory work, he manages business matters for a family-owned company, Foster Properties Ltd. 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 a range of actively managed strategies and affiliated legal and accounting services.
Zachary C
Series 66
Huntsville, AL
Hightower Advisors
Zachary Cole is a financial advisor at Hightower Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at 1638 Digital, ValleyMLS.com, and the University of Alabama. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach and proprietary research to deliver portfolio management, financial planning, and retirement consulting.
Gilbert N
Series 63, Series 65
Huntsville, AL
Private Advisor Group, LLC
Gilbert Neighbors is a financial advisor with Private Advisor Group, LLC in Huntsville, AL, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group. Neighbors also operates Neighbors Wealth Management Group as a DBA for his LPL-affiliated business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes technology platforms and both proprietary and third-party investment strategies.
Gayle M
CFP®, Series 63
Huntsville, AL
Eagle Strategies (NY Life)
Gayle Milton is a financial advisor with Eagle Strategies (NY Life) based in Huntsville, AL. She holds the CFP® designation and a Series 63 license and has 42 years of industry experience. Milton has been affiliated with New York Life Insurance Co. since 1978 and with Financial Resources since 2007. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages its assets on a non-discretionary basis, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.
Paul C
CFP®, Series 63, Series 65
Huntsville, AL
Kestra Advisory
Paul Caylor is a CFP®-credentialed financial advisor at Kestra Advisory with 27 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 1998 to 2020. Caylor is also involved with Prudent Wealth, LLC, an operating entity for managing payroll and business expenses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.
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