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Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham

205.769.3294

Justin T. Russell, CIMA Partner, President

Birmingham

205.769.3384

Justin Snell, CPA Partner, Chief Operating Officer

Birmingham

205-871-3334

James R. Lazenby, CPA Partner, Chief Financial Officer

Birmingham

205.769.3215

John B. Cox, CFA®, CAIA Partner, Chief Investment Officer of Public Markets, Wealth Advisor

Birmingham

205.314.6209

Clay McDaniel, CFA® Partner, Chief Investment Officer of Private Markets

Atlanta

770.635.5068

Brent Gunn Chief Information Officer

Birmingham

205.314.6219

Heath R. Echols, MS, CFP® Partner, Chief Technology Officer, Wealth Advisor

Birmingham

205.314.6206

Andrea Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

Tom Brown Partner, Regional Director, Wealth Advisor

Austin

512.774.5342

Kelly S. Clary, MBA Partner, Regional Director, Wealth Advisor

Huntsville

256.713.2669

Scott Craig, CFA® Partner, Regional Director, Wealth Advisor

Atlanta

770.790.3721

Joseph R. McNair, CFP®, JD, CPA Partner, Regional Director, Wealth Advisor

Pensacola

850.444.7253

Doug Muenzenmay, CFA, CFP® Partner, Regional Director, Wealth Advisor

Jackson

601.709.4394

Melanie Nichols, CFA, CFP® Partner, Regional Director, Wealth Advisor

Birmingham

205.769.3308

Julius Ridgway, CFA Partner, Regional Director, Wealth Advisor

Jackson

601.709.4397

Marc D. Salyers, CFP® Partner, Wealth Advisor

Mobile

251.340.1984

James E. Sandifer, CFP® Partner, Wealth Advisor

Mobile

251.340.1984

H. Lee Wall, CPA/PFS, CFP® Partner, Regional Director, Wealth Advisor

Lakeland

863-327-1860

Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham

205.769.3386

Birmingham

205.314.6202

Faye Bates Receptionist

Atlanta

770.790.3745

Emily Bennett Client Service Associate

Birmingham

205.314.6210

Birmingham

205.747.3945

Beth Braswell Senior Client Service Associate

Jackson

601.709.4396

Tampa

813.321.1348

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham

205.769.3385

Edward L. Carlisle, CFP® Partner, Wealth Advisor

Jackson

601-709-4400

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Mary Lassiter Chapman Executive Assistant

Birmingham

205.986.0817

M. Brooks Clark, CFP® Partner, Wealth Advisor

Birmingham

205.314.6203

Dalton Clary Associate Financial Planner

Birmingham

205.271.4040

Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham

205.314.6220

Kellie Cowart Senior Fund Accountant

Atlanta

770.824.0626

Huntsville

256.713.2670

Harrison DeShazo Associate Wealth Advisor

Austin

512.774.5340

Thomas DiCesare Partner, Wealth Advisor

Lakeland

863-327-1873

Amanda Dilworth Data Migration Specialist

Birmingham

205.314.6222

Jennifer L. Disker Billing Administrator

Birmingham

205.769.3206

Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah

912.598.4043

Carson Eddy Associate Financial Planner

Birmingham

205.314.6212

Kristin K. Emerson Director of Integration

Birmingham

205.747.2715

David B. Fields, CFA Partner, Wealth Advisor

Atlanta

404.233.9014

Pensacola

850.938.4450

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

Marley Freeman Client Service Associate

Lakeland

863-327-1848

Marty Gates Senior Client Service Associate

Atlanta

770.635.5000

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham

205.314.6207

Nick German Associate Financial Planner

Pensacola

850.444.7203

Gavin P. Gillison, CFP® Partner, Wealth Advisor, Director of Financial Planning

Birmingham

205.769.3480

Harrison Glicksman Private Fund Associate

Atlanta

770.790.3727

Austin

737.285.0252

Jontisha Graves Client Service Associate

Atlanta

678.531.2784

Jennifer B. Groulx Senior Client Service Associate

Pensacola

850.470.5546

Nowland B. Gwynn II Partner, Wealth Advisor

Atlanta

404.233.4031

Jeffrey P. Helms, CPA, CFP® Partner, Wealth Advisor

Pensacola

850.444.7272

Atlanta

770.675.7655

Aleicia M. Hornsby Operations Manager

Birmingham

205.460.3854

Jolinda H. Hubbard Billing Associate

Birmingham

205.769.3214

Nick Hujtyn Integration Manager

Birmingham

205.314.6217

Candice Johnson Client Service Associate

Birmingham

205.769.3371

Crews Kay Investment Analyst

Birmingham

205.314.6205

Karen Koch Client Service Associate | Tech Specialist

Atlanta

813.321.1350

Lynn Lackey Human Resources Manager

Birmingham

205.314.6208

Anna Lashley Compliance Associate

Birmingham

205.979.3061

Lee Lawshe Senior Client Service Associate

Mobile

251.340.1984

Ben Logan, CFP® Wealth Advisor

Atlanta

770.790.3713

Atlanta

770.874.0175

Christopher J. McGarvey, CFP® Partner, Wealth Advisor

Lakeland

863-327-1862

Billy McMahon, CPFA®, QKA® Retirement Services Liaison

Birmingham

205.769.3315

Joshua G. Miller, CPA, CFA, CIPM Senior Investment Analyst

Pensacola

850.444.7205

Glenda Molina, CFP® Senior Financial Planner

Austin

512.774.5344

Ryan Moore Financial Planner

Huntsville

256.701.8447

Sissy Moreland Client Service Associate

Jackson

601.709.4399

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

Aaron Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

Jonathan R. Osborne, QKA® Retirement Plan Advisor

Birmingham

205.460.3988

Ryan Ottaviano Associate Financial Planner

Atlanta

770.790.3731

Autumngrace Page Compliance Assistant

Birmingham

205.314.6215

Katia M. Palza Senior Client Service Associate

Austin

512.774.5347

Birmingham

205.769.3335

Amber Parish Executive Assistant

Mobile

251.340.1984

Teresa Pierce Senior Client Service Associate

Huntsville

256.713.2660

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham

205.314.6238

Rebecca Ramsey Integration Coordinator

Birmingham

334.203.3689

Anneliese E. Roemer Senior Client Service Associate

Montgomery

334.387.3629

Kelly Roy Integration Manager

Birmingham

205.769.3462

Robyn Schubart Marketing Manager

Birmingham

205.314.6211

Nicholas Sturgis Associate Wealth Advisor

Atlanta

770.790.3745

Joshua Taylor Investment Analyst

Birmingham

205.314.6214

Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery

334.260.2340

Leigh Ann Thrash Office Manager/Senior Client Service Associate

Birmingham

205.314.6201

Pensacola

850.444.7271

Birmingham

205.871.3334

Win Walstad, CFA® Partner, Wealth Advisor

Atlanta

770.790.3729

Kimberly D. Warner Annual Plan Review Specialist

Birmingham

205.769.3207

James A. Werner, CFP® Partner, Wealth Advisor

Austin

512.774.5341

Shirley Winters Office Manager/Senior Client Service Associate

Savannah

912.598.4048

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