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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.

Retired Founder/Business Owner
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Preston S

Series 66

Huntsville, AL

First Command Advisory Services

Preston Smith is a financial advisor at First Command Advisory Services in Huntsville, Alabama. He holds a Series 66 designation and has been with First Command since 2026. His prior work experience includes positions at the United States Postal Service and various other roles outside the financial industry. First Command Advisory Services, Inc. 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 that use model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Brent A

Series 66

Huntsville, AL

First Command Advisory Services

Brent Anderson is a financial advisor with First Command Advisory Services, holding a Series 66 designation and two years of industry experience. Prior to his advisory career, he served nine years in the US Army. He is also the CEO of Wise Wolf Financial, LLC, a personal LLC he formed in preparation for independent contracting. First Command Advisory Services is an SEC-registered firm 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Stephen S

Series 66

Huntsville, AL

First Command Advisory Services

Stephen Stasevich is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and previously served in various roles within the U.S. Army, including at the Army Futures Command and Joint Staff J7. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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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.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Amy F

Series 66

Huntsville, AL

First Command Advisory Services

Amy Frizzell is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has previously worked with Kimberly Lowe, Attorney at Law, and at Parabellum Martial Arts. 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, administering portfolios through a centralized Investment Management Team that selects approved third-party managers and model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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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.

Annuities Founder/Business Owner
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Eugene L

Series 66

Huntsville, AL

First Command Advisory Services

Eugene Lesinski is a financial advisor with First Command Advisory Services in Huntsville, Alabama. He holds a Series 66 designation and has five years of industry experience, including prior roles at Lockheed Martin and the United States Military Academy. Lesinski is also the owner of Peepop LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families, offering financial planning and multiple wrap-fee asset management programs managed through centralized teams.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Curtis K

Series 66

Huntsville, AL

Eagle Strategies (NY Life)

Curtis Kuetemeyer is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has four years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial industry, he served in the U.S. Army for 22 years. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Caroline G

Series 66

Huntsville, AL

Hightower Advisors

Caroline Gabig is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Keel Point Capital, LPL Financial, and Redstone Federal Credit Union. Gabig has been with Hightower Advisors since 2025. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering a range of portfolio management and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Dean M

Series 65, Series 63

Huntsville, AL

Hightower Advisors

Dean Moody Jr. is a financial advisor with Hightower Advisors who holds Series 65 and Series 63 licenses and has nine years of industry experience. He previously worked at Oppenheimer & Co., WileyBros Aintree Capital LLC, and BB&T Securities, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled and private investment vehicles through its network of advisor practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Graham B

Series 65

Huntsville, AL

AE Wealth Management, LLC

Graham Bauer is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked at WG Financial Group and AE Wealth Management since 2022. Prior to his financial career, he was involved with the Nashville Guitar Academy for five years. 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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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