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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.
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.
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.
Nicholas J
CFP®, Series 66
Huntsville, AL
J. W. Cole Advisors, Inc.
Nicholas Jackson is a CFP® with six years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. He previously worked at Commonwealth Financial Network and has held a senior partner role at Vector Wealth Strategies, LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.
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.
James H
Series 63, Series 66
Madison, AL
PNC Wealth Management
James Hyde is a financial advisor with PNC Wealth Management in Madison, AL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at BBVA Compass and BBVA Securities, where he worked for nearly two decades before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation that uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs.
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.
Cynthia H
Series 63, Series 65
Huntsville, AL
CWM, LLC
Cynthia Hunt is a financial advisor at CWM, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has an extensive background that includes previous roles at Carson Wealth, Pgi Wealth Management, Cyntax, LLC, and Avantax Investment Services. Outside of her advisory work, she owns a tax preparation and accounting business and serves on the boards of the Alabama Society of Enrolled Agents and the Accreditation Council for Accountancy and Taxation. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, annuity sub-account management, sub-advisory services, and retirement plan solutions, supported by an Investment Committee that oversees model portfolios and offers tailored investment options.
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