Find a professional
Filter
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

Daniele Donahoe, CFA Partner, Regional Director, Chief Equity Strategist

Charlotte, NC

980.585.3390

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

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

Peachtree City, GA

470.980.0025

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

Chad E. Hassinger, CFP® Partner, Regional Director

Chicago, IL

Merrillville, IN

630.331.1800

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

Marc D. Salyers, CFP® Partner, Wealth Advisor

Mobile, AL

251.340.1984

James E. Sandifer, CFP® Partner, Wealth Advisor

Mobile, AL

251.340.1984

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

Birmingham, AL

Oak Brook, IL

630.331.1600

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

Erik Aspelin, CFP® Portfolio Manager

Colorado Springs, CO

719.284.6636

Birmingham, AL

205.314.6202

Chicago, IL

Lafayette, IN

765.758.7022

Faye Bates Receptionist

Atlanta, GA

770.790.3745

Emily Bennett Senior Client Service Associate

Birmingham, AL

205.314.6210

Chantal Bettin Executive Assistant

Charlotte, NC

980.585.3370

Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

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

Brett Brownfield Associate Wealth Advisor

Colorado Springs, CO

719.284.6637

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

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

Charlotte, NC

980.585.3362

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

Mary Lassiter Chapman Executive Assistant

Birmingham, AL

205.986.0817

Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

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 Associate Financial Planner

Chicago, IL

Deerfield, IL

224.461.8022

Denise H. Coleman Senior Client Service Associate

Birmingham, AL

205.314.6213

Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham, AL

205.314.6220

Sheri Cotton Executive Assistant / Marketing Assistant

Merrillville, IN

219.842.2451

Kellie Cowart Senior Fund Accountant

Atlanta, GA

770.824.0626

Huntsville, AL

256.713.2670

Lisa Cullity Senior Client Service Associate

Colorado Springs, CO

719.570.3328

Harrison DeShazo Associate Wealth Advisor

Austin, TX

512.774.5340

Thomas DiCesare Partner, Wealth Advisor

Lakeland, FL

863-327-1873

Amanda Dilworth Data Migration Specialist

Birmingham, AL

205.314.6222

Jennifer L. Disker Billing Manager

Birmingham, AL

205.769.3206

Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah, GA

912.598.4043

Carson Eddy Associate 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

Deb Falero Essex Client Service Associate

Colorado Springs, CO

719.570.3329

David B. Fields, CFA Partner, Wealth Advisor

Atlanta, GA

404.233.9014

Dianne Flowers Senior Client Service Associate

Jackson, MS

601.206.0009

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3367

Marley Freeman Client Service Associate

Lakeland, FL

863-327-1848

Marty Gates Senior Client Service Associate

Atlanta, GA

770.790.3730

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6207

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

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

Chicago, IL

Oak Brook, IL

312.262.6300

Jennifer B. Groulx Client Service Manager

Pensacola, FL

850.470.5546

Nowland B. Gwynn II Partner, Wealth Advisor

Atlanta, GA

404.233.4031

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

Deerfield, IL

Oak Brook, IL

219.832.8962

Atlanta, GA

770.675.7655

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

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

Lafayette, IN

Chicago, IL

765.758.7011

Stacy L. Jones Integration Coordinator

Birmingham, AL

205.314.6204

Crews Kay Investment Analyst

Birmingham, AL

205.314.6205

Karen Koch Client Service Associate | Tech Specialist

Atlanta, GA

813.321.1350

Christina Kolb Client Service Associate

Merrillville, IN

219.832.8961

Lynn Lackey Director of Human Resources

Birmingham, AL

205.314.6208

Anna Lashley Senior Compliance Associate

Birmingham, AL

205.979.3061

Joshua G. Lawrence Information Security Manager

Birmingham, AL

Merrillville, IN

219.832.8981

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

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

Merrillville, IN

Oak Brook, IL

219.842.2441

Allan Mason Client Service Associate

Birmingham, AL

205.769.3371

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

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

Birmingham, AL

205.769.3315

Kashish Meghani Investment Analyst

Merrillville, IN

219.832.8986

Corey Meyer Associate Financial Planner

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

Sissy Moreland Client Service Associate

Jackson, MS

601.709.4399

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

Aaron Nelson Partner, Wealth Advisor

Birmingham, AL

205.769.3269

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

Birmingham, AL

205.769.3335

Amber Parish Executive Assistant

Mobile, AL

251.340.1984

Thomas Pechin, CFP®, CIMA Investment Analyst

Lafayette, IN

765.758.7020

Novlett Perez Client Service Associate

St. Petersburg, FL

727.823.3801

Teresa Pierce Senior Client Service Associate

Huntsville, AL

256.713.2660

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham, AL

205.314.6238

Hannah Quinlan Client Service Associate

Pensacola, FL

850.961.9418

Mackenzie Quinn Associate Financial Planner

St. Petersburg, FL

727.823.3801

Bradley J. Rathe Partner, Senior Director of Portfolio Management

Birmingham, AL

Chicago, IL

205.314.6247

Chris Register, CFP® Partner, Wealth Advisor

Jackson, MS

601.206.0008

Christian Resendiz Associate Financial Planner

Merrillville, IN

219.832.8954

Sue Roberts Human Resources Coordinator

Birmingham, AL

205.314.6248

Anneliese E. Roemer Senior Client Service Associate

Montgomery, AL

334.387.3629

Kelly Roy Senior Integration Manager

Birmingham, AL

205.769.3462

Jennifer Ryan, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.832.8966

Tiffany Saajid, MBA Executive Assistant

Colorado Springs, CO

719.570.3330

Samantha Sarver Integration Specialist

Birmingham, AL

219.842.2595

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

Merrillville, IN

Oak Brook, IL

630.331.1500

Robyn Schubart Marketing Manager

Birmingham, AL

205.314.6211

Peachtree City, GA

470.980.0026

Jessica Sharpe, MBA Integration Specialist

Birmingham, AL

205.314.6235

Phil Sims IT Support Analyst

Birmingham, AL

205.314.6229

Ashley W. Snyder Senior Client Service Associate

Jackson, MS

601.206.0010

Marc A. Steinman, JD Partner, Wealth Advisor

Chicago, IL

Deerfield, IL

224.461.8030

Chicago, IL

Deerfield, IL

224.461.8021

Bill Stone Partner, Wealth Advisor

Jackson, MS

601.206.0016

Tracy Strickler Office Manager

Charlotte, NC

980.585.3372

Nicholas Sturgis, CFA Associate Wealth Advisor

Atlanta, GA

770.790.3751

Mindy Sutton, JD, MBA Partner, Wealth Advisor

Colorado Springs, CO

719.570.3327

Joshua Taylor Investment Analyst

Birmingham, AL

205.314.6214

Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery, AL

334.260.2340

Leigh Ann Thrash Office Manager/Senior Client Service Associate

Birmingham, AL

205.314.6201

Kenneth Toledo Billing Associate

Birmingham, AL

205.769.3206

Lorri Tomlin, FPQP™ Partner, Wealth Advisor

Charlotte, NC

980.585.3366

Ashley D. Tucker, CFP® Director of Client Experience

Pensacola, FL

850.444.7271

Elliott Van Ness, CFA Partner, Director of Equity Research

Charlotte, NC

980.585.3363

Charlotte, NC

980.585.3369

Birmingham, AL

205.871.3334

Win Walstad, CFA® Partner, Wealth Advisor

Atlanta, GA

770.790.3729

Kimberly D. Warner Annual Plan Review Specialist

Birmingham, AL

205.769.3207

James A. Werner, CFP® Partner, Wealth Advisor

Austin, TX

512.774.5341

Alyssa Wheeling, MBA Senior Operations Manager

Birmingham, AL

Merrillville, IN

219.832.8841

Abby Williams Client Service Associate

Charlotte, NC

980.585.3368

Shirley Winters Office Manager/Senior Client Service Associate

Savannah, GA

912.598.4048

Janelle Woods, MBA Financial Accountant

Atlanta, GA

770.273.4869

See Important Disclosure
Top