Joshua L. Reidinger Chairman Emeritus (In Memoriam)

Birmingham, AL

Justin T. Russell, CIMA Partner, President & CEO

Birmingham, AL

205.769.3384

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Justin Snell, CPA Partner, Chief Operating Officer

Birmingham, AL

205-871-3334

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James R. Lazenby, CPA Partner, Chief Financial Officer

Birmingham, AL

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Brent Gunn Partner, Chief Information Officer

Birmingham, AL

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

Birmingham, AL

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Chip Beard Partner, Wealth Advisor

Peachtree City, GA

470.980.0023

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Chris Blakely Partner, Regional Director, Portfolio Manager

Boston, MA

857.254.5475

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Tom Brown Partner, Regional Director, Wealth Advisor

Austin, TX

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

Dayton, OH

937-435-2742

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

Charlotte, NC

980.585.3362

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

Huntsville, AL

256.713.2669

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John B. Cox, CFA®, CAIA Partner, Chief Economist, Wealth Advisor

Birmingham, AL

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

Atlanta, GA

770.790.3721

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Daniele Donahoe, CFA Partner, Chief Equity Strategist

Charlotte, NC

980.585.3390

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

Columbus, OH

614-714-1998

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Chad E. Hassinger, CFP® Partner, Regional Director

Chicago, IL

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630.331.1800

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Jeff Johnson, CFP®, MBA Partner, Regional Director, Wealth Advisor

Baltimore, MD

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Larry Langefels, CPA Partner, Regional Director

Cincinnati, OH

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Wayne LeSage, CFP®, CFA® Partner, Chief Growth Officer

Birmingham, AL

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Michael Little, CFP® Partner, Regional Director, Wealth Advisor

Baltimore, MD

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410-900-1053

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

Cincinnati, OH

513-794-5840

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Clay McDaniel, CFA® Partner, Chief Investment Officer

Atlanta, GA

770.635.5068

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

Pensacola, FL

850.444.7253

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

Jackson, MS

601.709.4394

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

Birmingham, AL

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Bud Rainsberger Partner, Wealth Advisor, Regional Director

Colorado Springs, CO

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Julius Ridgway, CFA Partner, Regional Director, Wealth Advisor

Jackson, MS

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

Birmingham, AL

Oak Brook, IL

630.331.1600

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

Lakeland, FL

863-327-1860

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Jack Adams Partner, Retirement Plan Advisor

Birmingham, AL

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Kristie R. Adams, CPA Associate Tax Director

Wilmington, OH

Dayton, OH

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Chris Adkins Client Service Associate

Council Bluffs, IA

712-217-8299

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Kanak Agrawal Investment Analyst

Charlotte, NC

704.520.2227

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Kellie Aiello Associate Financial Planner

Boston, MA

857.254.5478

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Erin Alderson, EA Tax Manager

Columbus, OH

380-268-8647

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Cole Alexander Associate Financial Planner

Jacksonville, FL

904-902-5309

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Erik Aspelin, CFP® Portfolio Manager

Colorado Springs, CO

719.284.6636

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Laura T. Baker, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6202

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Grace Baker Client Service Associate

Jacksonville, FL

904-544-4044

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Ryan Baldwin Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1092

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Steve Barrett, CFP®, AIF®, AWMA®, CPWA®, CAP® Partner, Wealth Advisor

Chicago, IL

Lafayette, IN

765.758.7022

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Faye Bates Receptionist

Atlanta, GA

770.790.3745

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Mark Bauer Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1338

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Tara Becki Advisor Support Specialist

Zionsville, IN

317-973-7466

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Joe Belew Wealth Advisor

Hamilton, OH

513-794-7478

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Richard Bell, CKA® Partner, Regional Director, Wealth Advisor

Paoli, PA

Philadelphia, PA

Marlton, NJ

856-482-1496

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Emily Bennett Senior Client Service Associate

Birmingham, AL

205.314.6210

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Brad Bernard Assistant Controller

Atlanta, GA

770-824-0634

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Emily C. Berryman Senior Accountant

Cincinnati, OH

513-794-7475

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Chantal Bettin Executive Assistant

Charlotte, NC

980.585.3370

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Mitch Bodenmiller, CFA Investment Analyst

Dayton, OH

326-220-2150

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Pete Bohrofen, AIF® Partner, Wealth Advisor

Hamilton, OH

513-794-5848

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Kaitlin Boone Tax Assistant

Columbus, OH

380-268-8649

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Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

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Dan Brady, CFP®, CPA, MBA Partner, Regional Director, Wealth Advisor

Paoli, PA

Philadelphia, PA

Marlton, NJ

215-709-5700

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Jennifer Bragg Tax Assistant

Fairfield, OH

513-273-9627

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

Birmingham, AL

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Beth Braswell Senior Client Service Associate

Jackson, MS

601.709.4396

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Lee Brill, AAMS®/AWMA® Wealth Advisor

Tampa, FL

813.321.1348

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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

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Brett Brownfield Associate Wealth Advisor

Colorado Springs, CO

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Brian Brunner, CFP®, CPA Partner, Wealth Advisor

Zionsville, IN

(317) 733-3444

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Sydney B. Burchett, CFP® Financial Planner

Dayton, OH

326-220-2159

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Linda J. Butcher Receptionist

Dayton, OH

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McKara Calhoon Client Service Associate

Lakeland, FL

863-315-6645

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Rosalind Cannon Senior Client Service Associate

Peachtree City, GA

470.980.0029

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Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham, AL

205.769.3385

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Edward L. Carlisle, CFP® Partner, Wealth Advisor

Jackson, MS

601-709-4400

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Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

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Marla R. Chambers, CPA, CFP®, CPRC Wealth Advisor

Dayton, OH

326-220-2160

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Mary Lassiter Chapman Executive Assistant

Birmingham, AL

205.986.0817

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Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

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

Peachtree City, GA

470.980.0025

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Nicole Clarke, AIF® Billing Administrator

Birmingham, AL

Merrillville, IN

219.842.2406

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Dalton Clary, CFP® Financial Planner

Birmingham, AL

205.271.4040

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Colin P. Coine, CFP® Financial Planner

Chicago, IL

Deerfield, IL

224.461.8022

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Denise H. Coleman Senior Client Service Associate

Birmingham, AL

205.314.6213

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Scott Collins, JD, LL.M. Partner, Wealth Advisor

Sarasota, FL

941-323-5057

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Ashley A. Constable Senior Accountant

Dayton, OH

326-220-2161

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Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham, AL

205.314.6220

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Sheri Cotton Marketing Assistant

Birmingham, AL

219.842.2451

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Kellie Cowart Senior Private Markets Accountant

Atlanta, GA

770.824.0626

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Emily M. Cozad, CFA Investment Analyst

Columbus, OH

380-268-8651

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Evan B. Crouse, CFP® Partner, Wealth Advisor

Huntsville, AL

256.713.2670

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Lisa Cullity, FPQP® Senior Client Service Associate

Colorado Springs, CO

719.570.3328

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Ashley Deal Executive Assistant

Dayton, OH

326-220-2153

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Christy L. Derham Senior Client Service Associate

Dayton, OH

326-220-2162

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Harrison DeShazo Associate Wealth Advisor

Austin, TX

512.774.5340

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Thomas DiCesare Partner, Wealth Advisor

Lakeland, FL

863-327-1873

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Christopher Dickey, EA Tax Manager

Fairfield, OH

513-273-9628

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Ron Dickinson, CFP®, CPA, MPA Tax Partner, Wealth Advisor

Council Bluffs, IA

712-217-8292

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Amanda Dilworth Senior Data Migration Specialist

Birmingham, AL

205.314.6222

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Jennifer L. Disker Billing Manager

Birmingham, AL

205.769.3206

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

Columbus, OH

380-268-8652

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Rachel N. Donaldson Billing Associate

Dayton, OH

326-220-2154

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Scott Dorsey Director of Data and Analytics

Boston, MA

857.254.5477

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Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah, GA

912.598.4043

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Stacey Dunham Senior Client Service Associate

Zionsville, IN

(317) 733-3633

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Carson Eddy, CFP® Financial Planner

Birmingham, AL

205.314.6212

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Sarah Edwards Client Service Associate

Jackson, MS

601.206.0011

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Nathan Ellyson, CPA Wealth Advisor

Peachtree City, GA

470.980.0027

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Kristin K. Emerson Partner, Director of Integration

Birmingham, AL

205.747.2715

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David Emery, CFP®, CDFA®, MBA Wealth Advisor

Doylestown, PA

Paoli, PA

215-709-5600

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Ron Evans, CPA Tax Director

Fairfield, OH

513-273-9629

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Zach Evetts Cloud Engineer

Birmingham, AL

205-314-6218

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Deb Falero Essex Client Service Associate

Colorado Springs, CO

719.570.3329

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Michele Fasanello Data Reconciliation Specialist

Birmingham, AL

205-314-6215

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David B. Fields, CFA Partner, Wealth Advisor

Atlanta, GA

404.233.9014

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Tom Finley Senior Advisor Support Specialist

Cincinnati, OH

513-794-7462

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Sean Fitzgibbon, CFA Partner, Portfolio Manager

Boston, MA

857.254.5471

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Dianne Flowers Senior Client Service Associate

Jackson, MS

601.206.0009

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David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3367

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Ben Foster Compliance Manager

Birmingham, AL

205.769.3469

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Maggie Gann Marketing Associate

Birmingham, AL

205-612-0044

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Marty Gates Senior Client Service Associate

Atlanta, GA

770.790.3730

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Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6207

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Eric Geary Wealth Advisor

Zionsville, IN

317-733-3455

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Nick German Associate Financial Planner

Pensacola, FL

850.444.7203

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Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

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Harrison Glicksman Private Markets Administrator

Atlanta, GA

770.790.3727

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Jontisha Graves Senior Client Service Associate

Atlanta, GA

770.790.3754

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Mary “Liz” Griffin, CPA Tax Manager

Fairfield, OH

513-273-9633

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Brad Griffith, CPA, CFP®, CRPC® Wealth Advisor

Columbus, OH

380-268-8653

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

Chicago, IL

Oak Brook, IL

312.262.6300

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Paula Grossi Senior Client Service Associate

Boston, MA

857.254.5472

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William (Bill) Groth, JD Wealth Advisor

Hamilton, OH

513-273-2432

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Jennifer B. Groulx Client Service Manager

Pensacola, FL

850.470.5546

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Miles Gunn Associate Investment Analyst

Birmingham, AL

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Jeannine Gushiken Advisor Support Specialist

Canon City, CO

719-275-1651

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Steve Hannigan, CFA Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1336

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Michael Hays, CFP® Financial Planner

Dayton, OH

326-220-2163

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Brandon Helmick Senior Client Service Associate

Merrillville, IN

219.219.8104

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

Pensacola, FL

850.444.7272

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Megan Hendrick Senior Client Service Associate

Peachtree City, GA

470.980.0028

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Nicole Hendricks Senior Client Service Associate

Dayton, OH

326-220-2164

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Colleen Henes, CFP®, JD, EA, ABFP™ Partner, Wealth Advisor

Deerfield, IL

Oak Brook, IL

219.832.8962

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

Atlanta, GA

770.675.7655

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Patrick J. Hoehne, CFA® Partner, Portfolio Manager

Zionsville, IN

(317) 733-3445

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Jill Hofknecht Senior Client Service Associate

Paoli, PA

215-709-5900

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Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

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

Merrillville, IN

Oak Brook, IL

630.331.1700

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Becky Hoover, CFP®, CPA, CDFA® Partner, Wealth Advisor, Director of Financial Planning

Charlotte, NC

980.585.3371

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Aleicia M. Hornsby Employee Experience Manager

Birmingham, AL

205.460.3854

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Bill Howard Manager of IT Services

Dayton, OH

937-610-7780

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Jolinda H. Hubbard Senior Client Service Associate

Birmingham, AL

205.769.3214

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Nick Hujtyn Senior Integration Manager

Birmingham, AL

205.314.6217

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John Hull Director of Private Markets

Atlanta, GA

770.790.3711

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Ashlynne Husmann, CFP® Wealth Advisor

Lafayette, IN

Chicago, IL

765.758.7011

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Chrissy Israel, ChFC® Wealth Advisor

Dayton, OH

326-220-2165

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Kayla Johnson Data Migration Specialist

Birmingham, AL

205-314-6241

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

Dayton, OH

326-220-2166

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Stacy L. Jones Integration Coordinator

Birmingham, AL

205.314.6204

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Alyssa Justice Staff Accountant

Columbus, OH

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Crews Kay, CFA® Investment Analyst

Birmingham, AL

205.314.6205

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Molly E. Keith, IACCP® Compliance Manager

Dayton, OH

326-220-2167

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Karen Koch Client Service Associate | Tech Specialist

Atlanta, GA

813.321.1350

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Christina Kolb Senior Client Service Associate

Merrillville, IN

219.832.8961

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Peggy Kollstedt Client Service Associate

Hamilton, OH

513-785-2222

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Gerald V. Krach, CPA Partner, Wealth Advisor

Dayton, OH

937-883-6868

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Sean Lacey, CFP®, CIMA®, CRPC ™ Wealth Advisor

Colorado Springs, CO

719-741-3330

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Lynn Lackey Director of Human Resources

Birmingham, AL

205.314.6208

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Sarah Lancaster, MBA Integration Manager

Birmingham, AL

205.314.6232

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Paul Larkin Wealth Advisor

Council Bluffs, IA

712-256-4831

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Anna Lashley Senior Operations Associate

Birmingham, AL

205.979.3061

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Pete Lauter, AAMS® Wealth Advisor

Pensacola, FL

850-938-4450

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Lee Lawshe Senior Client Service Associate

Mobile, AL

251.340.1984

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Cynthia Leonard Executive Assistant

Jackson, MS

601.206.0006

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Loren Levitan Marketing Manager

Birmingham, AL

Merrillville, IN

219.842.2588

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Ben Logan, CFP® Partner, Wealth Advisor

Atlanta, GA

770.790.3713

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Blake A. Macke, CFP® Wealth Advisor

Chicago, IL

Deerfield, IL

224.461.8019

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Heather Macy Tax Assistant

Dayton, OH

326-220-2168

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Jacob H. Maher Financial Planner

Dayton, OH

326-220-2155

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

Merrillville, IN

Oak Brook, IL

219.842.2441

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Wesley Martin, CFP® Associate Wealth Advisor

Jacksonville, FL

904-562-1331

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Edwina L. Martin, CPA, NSSA® Senior Tax Manager

Cincinnati, OH

513-794-7463

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Allan Mason Client Service Associate

Birmingham, AL

205.769.3371

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Evan Maushart Associate Financial Planner

Cincinnati, OH

513-794-7472

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William McCarthy, CPA, CFE Controller

Atlanta, GA

770.874.0175

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Doug McDaniel, CPA, CFP® Partner, Wealth Advisor

Jackson, MS

601.206.0007

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Christopher J. McGarvey, CFP® Partner, Wealth Advisor

Lakeland, FL

863-327-1862

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Billy McMahon, CPFA®, CRPC™, QKA® Retirement Plan Advisor

Birmingham, AL

205.769.3315

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Kashish Meghani Investment Analyst

Chicago, IL

Merrillville, IN

219.832.8986

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Corey Meyer Wealth Advisor

Charlotte, NC

980.585.3364

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Quinn Michel Associate Financial Planner

Paoli, PA

215-709-5800

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

Pensacola, FL

850.444.7205

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Amy Miller Senior Client Service Associate

Council Bluffs, IA

712-217-8297

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Glenda Molina, CFP® Wealth Advisor

Austin, TX

512.774.5344

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Ryan Moore, CFP® Financial Planner

Huntsville, AL

256.701.8447

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Luna Mora Investment Analyst

Birmingham, AL

205.314.6226

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Mike More Operations Specialist

Birmingham, AL

513.273.9624

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Sissy Moreland Client Service Associate

Jackson, MS

601.709.4399

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

Canon City, CO

719-275-1651

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Melissa L. Mueller Wealth Advisor

Dayton, OH

326-220-2169

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Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

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Aaron Nelson Partner, Wealth Advisor

Birmingham, AL

205.769.3269

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Nathan Oney Administrative Assistant

Hamilton, OH

513-273-9625

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

Birmingham, AL

205.460.3988

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Ryan Ottaviano Associate Financial Planner

Atlanta, GA

770.790.3731

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Katia M. Palza Portfolio Accounting Administrator

Austin, TX

512.774.5347

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Kelly K. Pan Senior Associate, Trade Desk Integration

Birmingham, AL

205.769.3335

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Amber Parish, WMS™ Executive Assistant

Mobile, AL

251.340.1984

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Nevan Patel Investment Analyst

Atlanta, GA

470.298.9843

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Thomas Pechin, CFP®, CIMA Trade Desk Manager

Lafayette, IN

765.758.7020

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FJ Pendergast Investment Analyst

Boston, MA

857.254.5470

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Kimberly Penzes Client Service Associate

513-794-5843

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Novlett Perez Client Service Associate

St. Petersburg, FL

727.823.3801

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Samii Perkins Senior Client Service Associate

Canon City, CO

719-275-1651

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Noah B. Peterson Client Service Associate

Jacksonville, FL

904-562-1335

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Jacob Petrie, CFP® Wealth Advisor

Cincinnati, OH

513-794-7469

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