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490 advisors near
35756
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Jay D
CFP®, Series 63, Series 66
Huntsville, AL
J. W. Cole Advisors, Inc.
Jay Dryden is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with J. W. Cole Advisors, Inc. and previously worked at Commonwealth Financial Network for 12 years. Dryden serves on the Board of Trustees for Freed Hardeman University and the Southern Climbing Coalition, a land conservation nonprofit. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party investment managers and digital advice platforms.
Nathan B
Series 66
Huntsville, AL
Truist Advisory Services
Nathan Buffington is a Series 66 credentialed advisor with 18 years of industry experience, currently with Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities and Bbtis. Outside of advising, he engages in speaking to small groups on personal budgeting, serves on board roles including for his church and a home-school hybrid school, and owns a small farming operation as well as a self-serve car wash and billboard sign. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing a mix of discretionary and non-discretionary approaches with integrated inter-affiliate operations.
Shane S
Series 63, Series 66
Huntsville, AL
Guardian Life
Shane Stromei is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, and New York Life. Outside of his advisory work, Stromei serves on the Madison Academy Board of Directors and is a deacon at Mayfair Church of Christ, in addition to directing youth soccer programs. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies through discretionary and non-discretionary accounts.
Megan R
Series 66
Huntsville, AL
Hightower Advisors
Megan Robertson is a financial advisor at Hightower Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked with LPL Financial LLC and Redstone Federal Credit Union. Her background also includes consulting and roles outside of finance, including time with Catalina Foothills School District and Nextrio. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. 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 and strategies.
David H
Series 65
Huntsville, AL
Savant Wealth Management
David Hart is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 65 designation and previously worked at BMSS Wesson Wealth Solutions and the Culverhouse College of Business. Outside of finance, his background includes roles in education and the hospitality sector. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by affiliated legal, accounting, and trust services.
John H
Series 65
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
John Huggins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and four years of industry experience. He has held various co-ownership and management roles in property-related businesses and serves as a club officer for the Athens Football Alumni Club. Wealth Enhancement Advisory Services offers financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, utilizing diversified, risk-class based investment strategies that combine passive and active management overseen by an internal Investment Committee.
Scott M
Series 63, Series 66
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Scott Montes is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cloud Investments LLC, Keel Point Capital, LLC, and Proequities, Inc. Montes is based in Huntsville, Alabama. 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 combining passive and active strategies, with portfolio oversight by an internal Investment Committee.
Andrew D
CFP®
Huntsville, AL
Savant Wealth Management
Andrew D'amico is a CFP® with three years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent several years at Bridgeworth Wealth Management. Prior to his financial advisory career, he served 20 years in the United States Army. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house capabilities and affiliated legal and accounting services.
Tasha W
CFP®, Series 63, Series 66
Madison, AL
Principal Financial Services
Tasha Webie is a financial advisor with Principal Financial Services, holding the CFP® designation and Series 63 and 66 licenses, with 16 years of industry experience. Her prior roles include positions at UBS Financial Services, American Portfolios, Bank of America, Merrill, and Equitable Advisors. Outside of financial services, she operated an e-commerce business for two years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by these managers.
Nathaniel L
Series 66
Huntsville, AL
Hightower Advisors
Nathaniel Linker is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. His prior work includes four years at Eagle Market Makers and roles at A.T. Still University and Southern Illinois University. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers. The firm’s offerings include discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled and private investment vehicles.
Taylor T
Series 66
Huntsville, AL
Hightower Advisors
Taylor Thomas is a financial advisor at Hightower Advisors with a Series 66 designation and three years of industry experience. Prior to joining Hightower in 2022, Taylor worked at Boeing and Merrill Lynch. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with an emphasis on manager selection and multi-manager solutions that incorporate proprietary research and a variety of investment vehicles.
Todd R
Series 66
Huntsville, AL
Guardian Life
Todd Ray is a Series 66-licensed financial advisor with Primerica Advisors, based in Huntsville, AL, and has one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he serves as an executor for an estate and holds power of attorney for his spouse. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.
Mitchel B
Series 63, Series 65
Huntsville, AL
Hightower Advisors
Mitchel Blanco is a financial advisor with Hightower Advisors in Huntsville, Alabama, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Hightower, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of finance, he has worked as a delivery driver for Domino’s Pizza. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions using affiliated and third-party managers, proprietary research, and various investment vehicles such as mutual funds, ETFs, and alternative investments.
Germi C
Series 65
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Germi Cloud is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 16 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he led Cloud Investments, LLC and Cloud Financial Inc. Outside of his advisory role, he serves as Treasurer for a homeowners association. 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 using diversified, risk-based allocations that combine passive and active management, supported by an internal Investment Committee and multiple implementation tools.
Jennifer J
CFP®
Huntsville, AL
Savant Wealth Management
Jennifer Jesup is a CFP® professional with four years of industry experience. She currently works at Savant Wealth Management and previously held roles at Bridgeworth Wealth Management, as well as a position at The University of Alabama. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house capabilities and affiliated service entities.
Kristi C
Series 65
Huntsville, AL
AE Wealth Management, LLC
Kristi Cromer is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has worked with Trilogy Advisory Services and Summit Planning Group, Inc. Additionally, she is involved in Cromcraft, LLC, an autobody repair and retail vehicle sales business. AE Wealth Management is an SEC-registered adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services.
Aaron H
CFP®, ChFC®, Series 65
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Aaron Howard is a CFP®, ChFC®, and Series 65 credentialed financial advisor with seven years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2026 after prior roles with Cloud Financial, Inc. and The Blackburn Institute. Howard serves on the board of The Shoals Dream Center and is treasurer of One Place of the Shoals, both nonprofit organizations based in Florence, Alabama. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process incorporating both passive and active managers, with portfolio oversight by an internal Investment Committee.
William N
Series 63, Series 65
Huntsville, AL
Private Advisor Group, LLC
William Neighbors Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Merrill and Prudential Equity Group, LLC before joining his current firm and LPL Financial in 2012. Outside of his advisory roles, Neighbors has been involved in sports talk radio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to meet client goals and risk tolerances.
Henry C
Series 63, Series 65
Huntsville, AL
Hightower Advisors
Henry Crosby Jr. is a financial advisor with Hightower Advisors in Huntsville, AL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been associated with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of his advisory role, he is involved with Breakaway XIII, LLC, an administrative services company related to RIA practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager investment approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.
Don C
Series 66
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Don Cloud is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He previously operated Cloud Investments, LLC, and Cloud Financial, Inc., where he focused on fixed insurance products. 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 uses a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.
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490 advisors near
35756
within the area shown on the map
Out of 400,000+ nationwide