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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 CFP® professional with 17 years of experience in the financial services industry. She is currently with Principal Financial Services and Principal Life Insurance Company. Her prior experience includes roles at Equitable Advisors, Bank of America, Merrill, Valic Financial Advisors, American Portfolios, UBS Financial Services, and Truist Investment Services. She also 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 active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.
Nathaniel L
Series 66
Huntsville, AL
Hightower Advisors
Nathaniel Linker is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 credential. Prior to joining Hightower, he worked at Eagle Market Makers for four years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach and proprietary research. The firm offers portfolio management, financial planning, retirement consulting, and access to various 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 Guardian Life in Huntsville, Alabama, and has two years of industry experience. He previously worked at Park Avenue Securities and has a background that includes long-term involvement with First Baptist Church Brewton. Outside of his advisory role, he serves as an executor for a will and holds power of attorney for his spouse. Guardian Life’s subsidiary Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm delivers tailored financial planning and investment solutions through a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.
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.
Peter R
Series 63, Series 65
Meridianville, AL
Independent Financial Partners
Peter Ranta is a financial advisor with Independent Financial Partners and holds Series 63 and Series 65 designations. He has 41 years of industry experience, including roles at LPL Financial, Morgan Keegan & Company, and UBS Financial Services. He has been with Independent Financial Partners and its affiliated IFP Securities since 2010. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized investment strategies and centralized asset management options.
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 with AE Wealth Management, LLC, holding a Series 65 license and nine years of industry experience. She has held roles at Trilogy Advisory Services and Summit Planning Group, and is involved as an owner of Cromcraft, LLC, a business specializing in autobody repair and retail sales of used vehicles. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolio management using a variety of investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.
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.
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.
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.
Dean M
Series 63, Series 65
Huntsville, AL
Hightower Advisors
Dean Moody Jr. is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oppenheimer & Co, WileyBros Aintree Capital LLC, Bb&T Securities LLC, and Morgan Keegan & Company, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection, multi-manager solutions, and incorporates proprietary research to support portfolio management across various asset types and strategies.
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.
Grayson P
Series 66
Huntsville, AL
Hightower Advisors
Grayson Parker is a financial advisor at Hightower Advisors in Huntsville, AL, holding a Series 66 designation with one year of industry experience. Prior to joining Hightower, he worked at YETI Coolers for six years and held roles at Tenfold and '47 Brand. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and various types of funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and flexible portfolio construction techniques.
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