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432 advisors near
35811
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Out of 400,000+ nationwide
Michael A
Series 66
Huntsville, AL
Hightower Advisors
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 S
Series 66
Madison, AL
First Command Advisory Services
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 G
Series 66
Huntsville, AL
Hightower Advisors
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 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 with Hightower Advisors, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked at Raymond James & Associates and served in various professional basketball organizations. His background includes playing for teams such as the Tasmania JackJumpers and Orlando Magic. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.
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 at Hightower Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Hightower Securities since 2021. His prior experience includes roles at KPMG and Pawleys Investment Advisors, as well as five years at Furman University and Vanderbilt University. 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 both affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, and alternative investments.
Sean F
Series 66
Madison, AL
First Command Advisory Services
Sean Fisher is a Series 66-licensed financial advisor at First Command Advisory Services with one year of industry experience. Prior to joining the firm, he served multiple terms in the United States Army and worked at T2S Solutions. 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 various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Christian W
Series 65
Huntsville, AL
AE Wealth Management, LLC
Christian Wallace is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at WG Financial Group and Academy Sports and Outdoors. Outside of his advisory role, Wallace assists in financial planning and client services as a paraplanner, including selling insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform that combines internally managed and third-party models with advisor-managed options.
Joshua J
Series 63, Series 65
Huntsville, AL
J. W. Cole Advisors, Inc.
Joshua Jordan is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Commonwealth and CUNA Mutual Group. Outside of his advisory work, he is a rental property owner in Homewood, Alabama. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and offers access to multiple custodial platforms and third-party investment advisers.
Heather H
Series 65
Huntsville, AL
AE Wealth Management, LLC
Heather Hernandez is a financial advisor at AE Wealth Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management since 2020. Prior to that, she was with Alliance Wealth Management Group beginning in 2018 and Senior Planning Agency from 2006 to 2018. Hernandez also assists with financial education on Social Security and Medicare benefits. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and other services through a platform-centered approach that combines managed models from various sources and advisor-managed strategies.
Emily M
CFP®, Series 66
Huntsville, AL
AE Wealth Management, LLC
Emily Mason is a CFP® with nine years of industry experience, currently affiliated with AE Wealth Management, LLC. Her prior experience includes roles at Morgan Stanley Smith Barney LLC and Merrill. Outside of her advisory work, she is involved in custom home building and garage door sales through her roles with Capstone Custom Homes, LLC and Best Door Co., GP. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.
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.
Jacob W
Series 66
Huntsville, AL
AE Wealth Management, LLC
Jacob Wagaman is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, Redstone Federal Credit Union, and Raymond James & Associates Inc. He is also involved with WG Financial Group, where he provides financial advisory and insurance sales services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates AEWM-managed, third-party, and advisor-managed models.
Benjamin F
Series 66
Huntsville, AL
First Command Advisory Services
Benjamin Frasier is a financial advisor at First Command Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining First Command’s advisory and brokerage services in 2026, he completed eleven years of full-time education. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios from approved fund and manager universes.
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Finding advisors...
432 advisors near
35811
within the area shown on the map
Out of 400,000+ nationwide