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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 Partner, Chief Information Officer

Birmingham

205.314.6219

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

Birmingham

205.314.6206

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

Chad E. Hassinger, CFP® Partner, Regional Director

Chicago

Merrillville

630.331.1800

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

Bud Rainsberger Partner, Wealth Advisor, Regional Director

Colorado Springs

719.328.1944

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

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

Birmingham

Oak Brook

630.331.1600

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

Erik Aspelin, CFP® Portfolio Manager

Colorado Springs

719.284.6636

Birmingham

205.314.6202

Chicago

Lafayette

765.758.7022

Faye Bates Receptionist

Atlanta

770.790.3745

Emily Bennett Senior Client Service Associate

Birmingham

205.314.6210

Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg

727.823.3801

Birmingham

205.747.3945

Beth Braswell Senior Client Service Associate

Jackson

601.709.4396

Tampa

813.321.1348

Maddie Brown, CFP® Wealth Advisor

Merrillville

Oak Brook

219.842.2591

Brett Brownfield Associate Wealth Advisor

Colorado Springs

719.284.6637

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

Victoria Chatman Associate Financial Planner

Merrillville

219.842.2466

M. Brooks Clark, CFP® Partner, Wealth Advisor

Birmingham

205.314.6203

Nicole Clarke, AIF® Portfolio Accounting Manager

Birmingham

Merrillville

219.842.2406

Dalton Clary Financial Planner

Birmingham

205.271.4040

Colin P. Coine Associate Financial Planner

Chicago

Deerfield

224.461.8022

Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham

205.314.6220

Sheri Cotton Executive Assistant / Marketing Assistant

Merrillville

219.842.2451

Kellie Cowart Senior Fund Accountant

Atlanta

770.824.0626

Huntsville

256.713.2670

Lisa Cullity Senior Client Service Associate

Colorado Springs

719.570.3328

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 Manager

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

Deb Falero Essex Client Service Associate

Colorado Springs

719.570.3329

David B. Fields, CFA Partner, Wealth Advisor

Atlanta

404.233.9014

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

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

Chicago

Oak Brook

312.262.6300

Jennifer B. Groulx Client Service Manager

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

Deerfield

Oak Brook

219.832.8962

Atlanta

770.675.7655

Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg

727.823.3801

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

Merrillville

Oak Brook

630.331.1700

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

Lafayette

Chicago

765.758.7011

Andrea Johnson Principal, Director of Compliance

Birmingham

205.769.3469

Stacy L. Jones Integration Coordinator

Birmingham

205.314.6204

Crews Kay Investment Analyst

Birmingham

205.314.6205

Karen Koch Client Service Associate | Tech Specialist

Atlanta

813.321.1350

Christina Kolb Client Service Associate

Merrillville

219.832.8961

Lynn Lackey Director of Human Resources

Birmingham

205.314.6208

Anna Lashley Senior Compliance Associate

Birmingham

205.979.3061

Joshua G. Lawrence Information Security Manager

Birmingham

Merrillville

219.832.8981

Lee Lawshe Senior Client Service Associate

Mobile

251.340.1984

Loren Levitan Marketing Manager

Birmingham

Merrillville

219.842.2588

Ben Logan, CFP® Wealth Advisor

Atlanta

770.790.3713

Chicago

Deerfield

224.461.8019

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

Merrillville

Oak Brook

219.842.2441

Allan Mason Client Service Associate

Birmingham

205.769.3371

Atlanta

770.874.0175

Christopher J. McGarvey, CFP® Partner, Wealth Advisor

Lakeland

863-327-1862

Billy McMahon, CPFA®, CRPC™, QKA® Retirement Services Liaison

Birmingham

205.769.3315

Kashish Meghani Investment Analyst

Merrillville

219.832.8986

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, CFP® 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® Partner, 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

Thomas Pechin, CFP®, CIMA Investment Analyst

Lafayette

765.758.7020

Teresa Pierce Senior Client Service Associate

Huntsville

256.713.2660

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham

205.314.6238

Mackenzie Quinn Associate Financial Planner

St. Petersburg

727.823.3801

Bradley J. Rathe Partner, Senior Director of Portfolio Management

Birmingham

Chicago

205.314.6247

Christian Resendiz Associate Financial Planner

Merrillville

219.832.8954

Sue Roberts Human Resources Coordinator

Birmingham

659.910.0679

Anneliese E. Roemer Senior Client Service Associate

Montgomery

334.387.3629

Kelly Roy Senior Integration Manager

Birmingham

205.769.3462

Jennifer Ryan, CFP® Wealth Advisor

Merrillville

Oak Brook

219.832.8966

Tiffany Saajid, MBA Executive Assistant

Colorado Springs

719.570.3330

Samantha Sarver Senior Client Service Associate

Merrillville

219.842.2595

Jeremy D. Schares, CFP®, CRPC® Partner, Wealth Advisor

Merrillville

Oak Brook

630.331.1500

Robyn Schubart Marketing Manager

Birmingham

205.314.6211

Phil Sims IT Support Analyst

Birmingham

205.314.6229

Marc A. Steinman, JD Partner, Wealth Advisor

Chicago

Deerfield

224.461.8030

Chicago

Deerfield

224.461.8021

Nicholas Sturgis, CFA Associate Wealth Advisor

Atlanta

770.790.3751

Mindy Sutton, JD, MBA Partner, Wealth Advisor

Colorado Springs

719.570.3327

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

Ashley D. Tucker, CFP® Director of Client Experience

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

Alyssa Wheeling, MBA Senior Operations Manager

Birmingham

Merrillville

219.832.8841

Shirley Winters Office Manager/Senior Client Service Associate

Savannah

912.598.4048

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