Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham

205.769.3294

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Justin T. Russell, CIMA Partner, President

Birmingham

205.769.3384

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Justin Snell, CPA Partner, Chief Operating Officer

Birmingham

205-871-3334

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James R. Lazenby, CPA Partner, Chief Financial Officer

Birmingham

205.769.3215

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

Birmingham

205.314.6209

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

Atlanta

770.635.5068

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Brent Gunn Chief Information Officer

Birmingham

205.314.6219

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

Birmingham

205.314.6206

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Andrea Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

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Tom Brown Partner, Regional Director, Wealth Advisor

Austin

512.774.5342

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

Huntsville

256.713.2669

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

Atlanta

770.790.3721

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

Pensacola

850.444.7253

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

Jackson

601.709.4394

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

Birmingham

205.769.3308

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Julius Ridgway, CFA Partner, Regional Director, Wealth Advisor

Jackson

601.709.4397

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Marc D. Salyers, CFP® Partner, Wealth Advisor

Mobile

251.340.1984

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James E. Sandifer, CFP® Partner, Wealth Advisor

Mobile

251.340.1984

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

Lakeland

863-327-1860

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Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham

205.769.3386

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Laura T. Baker, CFP® Wealth Advisor

Birmingham

205.314.6202

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Faye Bates Receptionist

Atlanta

770.790.3745

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Emily Bennett Client Service Associate

Birmingham

205.314.6210

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Elizabeth L. Brasher, J.D., CDFA®, CWS Wealth Advisor

Birmingham

205.747.3945

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Beth Braswell Senior Client Service Associate

Jackson

601.709.4396

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Lee Brill, AAMS®/AWMA® Wealth Advisor

Tampa

813.321.1348

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Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham

205.769.3385

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Edward L. Carlisle, CFP® Partner, Wealth Advisor

Jackson

601-709-4400

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Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

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Mary Lassiter Chapman Executive Assistant

Birmingham

205.986.0817

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M. Brooks Clark, CFP® Partner, Wealth Advisor

Birmingham

205.314.6203

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Dalton Clary Associate Financial Planner

Birmingham

205.271.4040

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Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

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Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham

205.314.6220

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Kellie Cowart Senior Fund Accountant

Atlanta

770.824.0626

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Evan B. Crouse, CFP® Wealth Advisor

Huntsville

256.713.2670

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Harrison DeShazo Associate Wealth Advisor

Austin

512.774.5340

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Thomas DiCesare Partner, Wealth Advisor

Lakeland

863-327-1873

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Amanda Dilworth Data Migration Specialist

Birmingham

205.314.6222

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Jennifer L. Disker Billing Administrator

Birmingham

205.769.3206

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Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah

912.598.4043

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Carson Eddy Associate Financial Planner

Birmingham

205.314.6212

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Kristin K. Emerson Director of Integration

Birmingham

205.747.2715

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David B. Fields, CFA Partner, Wealth Advisor

Atlanta

404.233.9014

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Isabela Fioravanti Intern

Pensacola

850.938.4450

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David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

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Marley Freeman Client Service Associate

Lakeland

863-327-1848

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Marty Gates Senior Client Service Associate

Atlanta

770.635.5000

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Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham

205.314.6207

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Nick German Associate Financial Planner

Pensacola

850.444.7203

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

Birmingham

205.769.3480

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Harrison Glicksman Private Fund Associate

Atlanta

770.790.3727

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Carlos D. Gonzalez Trader

Austin

737.285.0252

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Jontisha Graves Client Service Associate

Atlanta

678.531.2784

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Jennifer B. Groulx Senior Client Service Associate

Pensacola

850.470.5546

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Nowland B. Gwynn II Partner, Wealth Advisor

Atlanta

404.233.4031

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

Pensacola

850.444.7272

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Brian Hershberger, CFA, CPA/PFS, CFP® Partner, Wealth Advisor

Atlanta

770.675.7655

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Aleicia M. Hornsby Operations Manager

Birmingham

205.460.3854

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Jolinda H. Hubbard Billing Associate

Birmingham

205.769.3214

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Nick Hujtyn Integration Manager

Birmingham

205.314.6217

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Candice Johnson Client Service Associate

Birmingham

205.769.3371

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Crews Kay Investment Analyst

Birmingham

205.314.6205

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Karen Koch Client Service Associate | Tech Specialist

Atlanta

813.321.1350

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Lynn Lackey Human Resources Manager

Birmingham

205.314.6208

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Anna Lashley Compliance Associate

Birmingham

205.979.3061

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Lee Lawshe Senior Client Service Associate

Mobile

251.340.1984

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Ben Logan, CFP® Wealth Advisor

Atlanta

770.790.3713

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William McCarthy, CPA, CFE Controller

Atlanta

770.874.0175

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Christopher J. McGarvey, CFP® Partner, Wealth Advisor

Lakeland

863-327-1862

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Billy McMahon, CPFA®, QKA® Retirement Services Liaison

Birmingham

205.769.3315

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

Pensacola

850.444.7205

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Glenda Molina, CFP® Senior Financial Planner

Austin

512.774.5344

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Ryan Moore Financial Planner

Huntsville

256.701.8447

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Sissy Moreland Client Service Associate

Jackson

601.709.4399

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Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

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Aaron Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

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Jonathan R. Osborne, QKA® Retirement Plan Advisor

Birmingham

205.460.3988

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Ryan Ottaviano Associate Financial Planner

Atlanta

770.790.3731

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Autumngrace Page Compliance Assistant

Birmingham

205.314.6215

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Katia M. Palza Senior Client Service Associate

Austin

512.774.5347

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Kelly K. Pan Trader

Birmingham

205.769.3335

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Amber Parish Executive Assistant

Mobile

251.340.1984

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Teresa Pierce Senior Client Service Associate

Huntsville

256.713.2660

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Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham

205.314.6238

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Rebecca Ramsey Integration Coordinator

Birmingham

334.203.3689

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Anneliese E. Roemer Senior Client Service Associate

Montgomery

334.387.3629

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Kelly Roy Integration Manager

Birmingham

205.769.3462

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Robyn Schubart Marketing Manager

Birmingham

205.314.6211

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Nicholas Sturgis Associate Wealth Advisor

Atlanta

770.790.3745

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Joshua Taylor Investment Analyst

Birmingham

205.314.6214

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Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery

334.260.2340

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Leigh Ann Thrash Office Manager/Senior Client Service Associate

Birmingham

205.314.6201

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Ashley D. Tucker, CFP® Wealth Advisor

Pensacola

850.444.7271

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Jennifer H. Walker Receptionist

Birmingham

205.871.3334

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Win Walstad, CFA® Partner, Wealth Advisor

Atlanta

770.790.3729

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Kimberly D. Warner Annual Plan Review Specialist

Birmingham

205.769.3207

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James A. Werner, CFP® Partner, Wealth Advisor

Austin

512.774.5341

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Shirley Winters Office Manager/Senior Client Service Associate

Savannah

912.598.4048

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