Top financial advisors working with executives in Huntsville, AL

Nathan Hand is a financial advisor with Avantax Planning Partners, Inc. based in Huntsville, Alabama. He holds a Series 65 designation and has seven years of industry experience. Nathan is also a partner and accountant at Anglin Reichmann Armstrong, P.C., a regional CPA firm, where he has worked since 2005. Additionally, he is the sole owner of Deep South Miners, LLC, a cryptocurrency mining business. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm employs model-based style allocation strategies overseen by an Investment Advisory Committee and offers discretionary portfolio management, retirement plan services, and tax-intelligent overlays.

Brian Seay is a CFA® charterholder and founder of Capital Stewards, LLC, an independent advisory firm based in Huntsville, Alabama. He has four years of industry experience, including prior roles at Truist Bank and Accenture. Capital Stewards provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental analysis, quantitative methods, and modern portfolio theory to manage client portfolios with discretionary trading authority.

Erik Buatte is a financial advisor at LifeFirst Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at AI Signal Research, Inc., Astrion, Longview Financial Advisors, Inc., and ERC, Inc. LifeFirst Wealth serves individual clients with financial planning and portfolio management, and offers an employer-facing workplace financial wellness service called the Compass Program. The firm uses a fee-only model, applying modern portfolio theory through a mix of passive and active strategies, and manages accounts on a discretionary basis via a digital institutional custodian platform.

William Suggs is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Dynetics, a Leidos Company, and has experience in education at Florida College and Athens State University. In addition to his advisory role, he occasionally preaches as an evangelist for various churches. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and services through a nationwide network of financial advisors and branch offices.

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.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.