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Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham, AL

205.769.3294

Justin T. Russell, CIMA Partner, President

Birmingham, AL

205.769.3384

Justin Snell, CPA Partner, Chief Operating Officer

Birmingham, AL

205-871-3334

James R. Lazenby, CPA Partner, Chief Financial Officer

Birmingham, AL

205.769.3215

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

Birmingham, AL

205.314.6209

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

Atlanta, GA

770.635.5068

Brent Gunn Partner, Chief Information Officer

Birmingham, AL

205.314.6219

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

Birmingham, AL

205.314.6206

Chip Beard Partner, Wealth Advisor

Peachtree City, GA

470.980.0023

Tom Brown Partner, Regional Director, Wealth Advisor

Austin, TX

512.774.5342

Jay A. Buckingham, CFP® Regional Director, Wealth Advisor

Dayton, OH

937-435-2742

Sandy Carlson, CFP®, CPA, CDFA®, QKA Partner, Regional Director, Wealth Advisor, Director of Financial Planning

Charlotte, NC

980.585.3362

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

Huntsville, AL

256.713.2669

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

Atlanta, GA

770.790.3721

Daniele Donahoe, CFA Partner, Chief Equity Strategist

Charlotte, NC

980.585.3390

Jeff Groezinger, CPA, PFS™ Partner, Regional Director, Wealth Advisor

Columbus, OH

614-714-1998

Chad E. Hassinger, CFP® Partner, Regional Director

Chicago, IL

Merrillville, IN

630.331.1800

Larry Langefels, CPA Partner, Regional Director

Cincinnati, OH

513-794-5841

Walt Lunsford, AAMS® Partner, Regional Director, Wealth Advisor

Cincinnati, OH

513-794-5840

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

Pensacola, FL

850.444.7253

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

Jackson, MS

601.709.4394

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

Birmingham, AL

205.769.3308

Bud Rainsberger Partner, Wealth Advisor, Regional Director

Colorado Springs, CO

719.328.1944

Julius Ridgway, CFA Partner, Regional Director, Wealth Advisor

Jackson, MS

601.709.4397

Markus R. F. Sleuwen, JD, IACCP Partner, Chief Compliance Officer

Birmingham, AL

Oak Brook, IL

630.331.1600

Tracy Strickler Office Manager

Charlotte, NC

980.585.3372

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

Lakeland, FL

863-327-1860

Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham, AL

205.769.3386

Kristie R. Adams, CPA Associate Tax Director

Wilmington, OH

Dayton, OH

326-220-2157

Kanak Agrawal Investment Analyst

Charlotte, NC

704.520.2227

Columbus, OH

380-268-8647

Cole Alexander Associate Financial Planner

Jacksonville, FL

904-902-5309

Erik Aspelin, CFP® Portfolio Manager

Colorado Springs, CO

719.284.6636

Birmingham, AL

205.314.6202

Grace Baker Client Service Associate

Jacksonville, FL

904-544-4044

Chicago, IL

Lafayette, IN

765.758.7022

Faye Bates Receptionist

Atlanta, GA

770.790.3745

Tara Becki Advisor Support Specialist

Zionsville, IN

317-973-7466

Joe Belew Wealth Advisor

Hamilton, OH

513-794-7478

Emily Bennett Senior Client Service Associate

Birmingham, AL

205.314.6210

Emily C. Berryman Senior Accountant

Cincinnati, OH

513-794-7475

Chantal Bettin Executive Assistant

Charlotte, NC

980.585.3370

Mitch Bodenmiller, CFA Investment Analyst

Dayton, OH

326-220-2150

Pete Bohrofen, AIF® Partner, Wealth Advisor

Hamilton, OH

513-794-5848

Kaitlin Boone Tax Assistant

Columbus, OH

380-268-8649

Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Jennifer Bragg Tax Assistant

Fairfield, OH

513-273-9627

Birmingham, AL

205.747.3945

Beth Braswell Senior Client Service Associate

Jackson, MS

601.709.4396

Tampa, FL

813.321.1348

Maddie Brown, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2591

Jim Brown, CFA, MBA Senior Investment Analyst

Dayton, OH

326-220-2151

Brett Brownfield Associate Wealth Advisor

Colorado Springs, CO

719.284.6637

Brian Brunner, CFP®, CPA Partner, Wealth Advisor

Zionsville, IN

(317) 733-3444

Sydney B. Burchett Financial Planner

Dayton, OH

326-220-2159

Linda J. Butcher Receptionist

Dayton, OH

326-220-2152

McKara Calhoon Client Service Associate

Lakeland, FL

863-315-6645

Rosalind Cannon Senior Client Service Associate

Peachtree City, GA

470.980.0029

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham, AL

205.769.3385

Edward L. Carlisle, CFP® Partner, Wealth Advisor

Jackson, MS

601-709-4400

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

Dayton, OH

326-220-2160

Mary Lassiter Chapman Executive Assistant

Birmingham, AL

205.986.0817

Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

Brian M. Chustz, JD, AAMS® Partner, Wealth Advisor

Peachtree City, GA

470.980.0025

M. Brooks Clark, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6203

Nicole Clarke, AIF® Portfolio Accounting Manager

Birmingham, AL

Merrillville, IN

219.842.2406

Dalton Clary, CFP® Financial Planner

Birmingham, AL

205.271.4040

Colin P. Coine Financial Planner

Chicago, IL

Deerfield, IL

224.461.8022

Denise H. Coleman Senior Client Service Associate

Birmingham, AL

205.314.6213

Ashley A. Constable Senior Accountant

Dayton, OH

326-220-2161

Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham, AL

205.314.6220

Sheri Cotton Marketing Assistant

Birmingham, AL

219.842.2451

Kellie Cowart Senior Fund Accountant

Atlanta, GA

770.824.0626

Emily M. Cozad, CFA Investment Analyst

Columbus, OH

380-268-8651

Huntsville, AL

256.713.2670

Lisa Cullity Senior Client Service Associate

Colorado Springs, CO

719.570.3328

Ashley Deal Executive Assistant

Dayton, OH

326-220-2153

Christy L. Derham Senior Client Service Associate

Dayton, OH

326-220-2162

Harrison DeShazo Associate Wealth Advisor

Austin, TX

512.774.5340

Thomas DiCesare Partner, Wealth Advisor

Lakeland, FL

863-327-1873

Fairfield, OH

513-273-9628

Amanda Dilworth Data Migration Specialist

Birmingham, AL

205.314.6222

Jennifer L. Disker Billing Manager

Birmingham, AL

205.769.3206

Jessica A. Distel, CPA, MBA Partner, Associate Director of Waverly Business Services

Columbus, OH

380-268-8652

Rachel N. Donaldson Billing Associate

Dayton, OH

326-220-2154

Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah, GA

912.598.4043

Stacey Dunham Senior Client Service Associate

Zionsville, IN

(317) 733-3633

Carson Eddy, CFP® Financial Planner

Birmingham, AL

205.314.6212

Sarah Edwards Client Service Associate

Jackson, MS

601.206.0011

Nathan Ellyson, CPA Wealth Advisor

Peachtree City, GA

470.980.0027

Kristin K. Emerson Director of Integration

Birmingham, AL

205.747.2715

Ron Evans, CPA Tax Director

Fairfield, OH

513-273-9629

Zach Evetts Cloud Engineer

Birmingham, AL

205-314-6218

Deb Falero Essex Client Service Associate

Colorado Springs, CO

719.570.3329

David B. Fields, CFA Partner, Wealth Advisor

Atlanta, GA

404.233.9014

Tom Finley Senior Advisor Support Specialist

Cincinnati, OH

513-794-7462

Dianne Flowers Senior Client Service Associate

Jackson, MS

601.206.0009

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3367

Ben Foster Compliance Manager

Birmingham, AL

205.769.3469

Maggie Gann Marketing Associate

Birmingham, AL

205-612-0044

Marty Gates Senior Client Service Associate

Atlanta, GA

770.790.3730

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6207

Eric Geary Wealth Advisor

Zionsville, IN

317-733-3455

Nick German Associate Financial Planner

Pensacola, FL

850.444.7203

Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

Harrison Glicksman Private Fund Associate

Atlanta, GA

770.790.3727

Jontisha Graves Client Service Associate

Atlanta, GA

770.790.3754

Fairfield, OH

513-273-9633

Columbus, OH

380-268-8653

Steven M. Gronceski, CFP®, AIF® Partner, Wealth Advisor

Chicago, IL

Oak Brook, IL

312.262.6300

Hamilton, OH

513-273-2432

Jennifer B. Groulx Client Service Manager

Pensacola, FL

850.470.5546

Jeannine Gushiken Advisor Support Specialist

Canon City, CO

719-275-1651

Nowland B. Gwynn II Partner, Wealth Advisor

Atlanta, GA

404.233.4031

Michael Hays, CFP® Financial Planner

Dayton, OH

326-220-2163

Brandon Helmick Senior Client Service Associate

Merrillville, IN

219.219.8104

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

Pensacola, FL

850.444.7272

Megan Hendrick Senior Client Service Associate

Peachtree City, GA

470.980.0028

Nicole Hendricks Senior Client Service Associate

Dayton, OH

326-220-2164

Deerfield, IL

Oak Brook, IL

219.832.8962

Atlanta, GA

770.675.7655

Patrick J. Hoehne, CFA® Partner, Portfolio Manager

Zionsville, IN

(317) 733-3445

Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Doug Hoover, CFP®, ChFC, CDFA™ Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

630.331.1700

Becky Hoover, CFP®, CPA, CDFA® Partner, Wealth Advisor

Charlotte, NC

980.585.3371

Aleicia M. Hornsby Operations Manager

Birmingham, AL

205.460.3854

Bill Howard Manager of IT Services

Dayton, OH

937-610-7780

Jolinda H. Hubbard Senior Client Service Associate

Birmingham, AL

205.769.3214

Daniel Hudspeth, CFP® Associate Wealth Advisor

Charlotte, NC

980.585.3367

Nick Hujtyn Integration Manager

Birmingham, AL

205.314.6217

John Hull Director of Private Markets

Atlanta, GA

Lafayette, IN

Chicago, IL

765.758.7011

Dayton, OH

326-220-2165

Kayla Johnson Data Migration Specialist

Birmingham, AL

205-314-6241

Ryan P. Johnson, CFA, CFP® Associate Director of Portfolio Management

Dayton, OH

326-220-2166

Stacy L. Jones Integration Coordinator

Birmingham, AL

205.314.6204

Alyssa Justice Staff Accountant

Columbus, OH

Crews Kay, CFA® Investment Analyst

Birmingham, AL

205.314.6205

Molly E. Keith, IACCP® Compliance Manager

Dayton, OH

326-220-2167

Karen Koch Client Service Associate | Tech Specialist

Atlanta, GA

813.321.1350

Christina Kolb Senior Client Service Associate

Merrillville, IN

219.832.8961

Peggy Kollstedt Client Service Associate

Hamilton, OH

513-785-2222

Gerald V. Krach, CPA Partner, Wealth Advisor

Dayton, OH

937-883-6868

Colorado Springs, CO

719-741-3330

Lynn Lackey Director of Human Resources

Birmingham, AL

205.314.6208

Anna Lashley Senior Compliance Associate

Birmingham, AL

205.979.3061

Pete Lauter, AAMS® Weath Advisor

Pensacola, FL

850-938-4450

Lee Lawshe Senior Client Service Associate

Mobile, AL

251.340.1984

Cynthia Leonard Executive Assistant

Jackson, MS

601.206.0006

Loren Levitan Marketing Manager

Birmingham, AL

Merrillville, IN

219.842.2588

Ben Logan, CFP® Wealth Advisor

Atlanta, GA

770.790.3713

Chicago, IL

Deerfield, IL

224.461.8019

Heather Macy Tax Assistant

Dayton, OH

326-220-2168

Jacob H. Maher Paraplanner

Dayton, OH

326-220-2155

Pam Martin, CFP®, CKA® Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2441

Wesley Martin Associate Wealth Advisor

Jacksonville, FL

904-562-1331

Cincinnati, OH

513-794-7463

Allan Mason Client Service Associate

Birmingham, AL

205.769.3371

Evan Maushart Associate Financial Planner

Cincinnati, OH

513-794-7472

Atlanta, GA

770.874.0175

Doug McDaniel, CPA, CFP® Partner, Wealth Advisor

Jackson, MS

601.206.0007

Christopher J. McGarvey, CFP® Partner, Wealth Advisor

Lakeland, FL

863-327-1862

Birmingham, AL

205.769.3315

Kashish Meghani Investment Analyst

Merrillville, IN

219.832.8986

Corey Meyer Wealth Advisor

Charlotte, NC

980.585.3364

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

Pensacola, FL

850.444.7205

Glenda Molina, CFP® Wealth Advisor

Austin, TX

512.774.5344

Ryan Moore, CFP® Financial Planner

Huntsville, AL

256.701.8447

Luna Mora Associate Investment Analyst

Birmingham, AL

205.314.6226

Mike More Operations Specialist

Cincinnati, OH

513-791-9258

Sissy Moreland Client Service Associate

Jackson, MS

601.709.4399

Jeffrey L. Mueller, CPA, PFS™ Partner, Wealth Advisor

Canon City, CO

719-275-1651

Melissa L. Mueller Wealth Advisor

Dayton, OH

326-220-2169

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

Aaron Nelson Partner, Wealth Advisor

Birmingham, AL

205.769.3269

Nathan Oney Administrative Assistant

Hamilton, OH

513-273-9625

Jonathan R. Osborne, QKA® Partner, Retirement Plan Advisor

Birmingham, AL

205.460.3988

Ryan Ottaviano Associate Financial Planner

Atlanta, GA

770.790.3731

Katia M. Palza Senior Client Service Associate

Austin, TX

512.774.5347

Kelly K. Pan Senior Associate, Trade Desk Integration

Birmingham, AL

205.769.3335

Linda S. Parenti, CFA Partner, Wealth Advisor

Dayton, OH

937-421-6881

Amber Parish, WMS™ Executive Assistant

Mobile, AL

251.340.1984

Nevan Patel Associate Investment Analyst

Atlanta, GA

470-298-9843

Thomas Pechin, CFP®, CIMA Investment Analyst

Lafayette, IN

765.758.7020

Novlett Perez Client Service Associate

St. Petersburg, FL

727.823.3801

Samii Perkins Senior Client Service Associate

Canon City, CO

719-275-1651

Noah B. Peterson Client Service Associate

Jacksonville, FL

904-562-1335