Joshua L. Reidinger Chairman Emeritus (In Memoriam)

Birmingham, AL

Justin T. Russell, CIMA Partner, President & CEO

Birmingham, AL

205.769.3384

Send Email

Justin Snell, CPA Partner, Chief Operating Officer

Birmingham, AL

205-871-3334

Send Email

James R. Lazenby, CPA Partner, Chief Financial Officer

Birmingham, AL

205.769.3215

Send Email

Brent Gunn Partner, Chief Information Officer

Birmingham, AL

205.314.6219

Send Email

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

Birmingham, AL

205.314.6206

Send Email

Chip Beard Partner, Wealth Advisor

Peachtree City, GA

470.980.0023

Send Email

Chris Blakely Partner, Regional Director, Portfolio Manager

Boston, MA

857.254.5475

Send Email

Tom Brown Partner, Regional Director, Wealth Advisor

Austin, TX

512.774.5342

Send Email

Jay A. Buckingham, CFP® Partner, 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

Send Email

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

Huntsville, AL

256.713.2669

Send Email

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

Birmingham, AL

205.314.6209

Send Email

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

Atlanta, GA

770.790.3721

Send Email

Daniele Donahoe, CFA Partner, Chief Equity Strategist

Charlotte, NC

980.585.3359

Send Email

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

Columbus, OH

614-714-1998

Send Email

Chad E. Hassinger, CFP® Partner and Regional Director

Chicago, IL

Merrillville, IN

630.331.1800

Send Email

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

Baltimore, MD

Fairfax, VA

410-900-1369

Send Email

Larry Langefels, CPA Partner, Regional Director

Cincinnati, OH

513-794-5841

Send Email

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

Birmingham, AL

205-314-6231

Send Email

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

Baltimore, MD

Fairfax, VA

410-900-1053

Send Email

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

Cincinnati, OH

513-794-5840

Send Email

Clay McDaniel, CFA® Partner, Chief Investment Officer

Atlanta, GA

770.635.5068

Send Email

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

Pensacola, FL

850.444.7253

Send Email

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

Jackson, MS

601.709.4394

Send Email

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

Birmingham, AL

205.769.3308

Send Email

Bud Rainsberger Partner, Wealth Advisor, Regional Director

Colorado Springs, CO

719.328.1944

Send Email

Julius Ridgway, CFA Partner, Regional Director, Wealth Advisor

Jackson, MS

601.709.4397

Send Email

Jeremy D. Schares, CFP®, CRPC® Partner, Regional Director and Wealth Advisor

Merrillville, IN

Oak Brook, IL

630.331.1500

Send Email

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

Birmingham, AL

Oak Brook, IL

630.331.1600

Send Email

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

Lakeland, FL

863-327-1860

Send Email

Katie Abbott Administrative Assistant

Canon City, CO

719.792.7187

Send Email

Jack Adams Partner, Retirement Plan Advisor

Birmingham, AL

205.769.3386

Send Email

Kristie R. Adams, CPA Associate Tax Director

Wilmington, OH

Dayton, OH

326-220-2157

Send Email

Chris Adkins Client Service Associate

Council Bluffs, IA

712-217-8299

Send Email

Kanak Agrawal Investment Analyst

Charlotte, NC

704.520.2227

Send Email

Kellie Aiello Associate Financial Planner

Boston, MA

857.254.5478

Send Email

Erin Alderson, EA Tax Manager

Columbus, OH

380-268-8647

Send Email

Cole Alexander Associate Financial Planner

Jacksonville, FL

904-902-5309

Send Email

Erik Aspelin, CFP® Portfolio Manager

Colorado Springs, CO

719.284.6636

Send Email

Laura T. Baker, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6202

Send Email

Grace Baker Client Service Associate

Jacksonville, FL

904-544-4044

Send Email

Ryan Baldwin Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1092

Send Email

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

Chicago, IL

Lafayette, IN

765.758.7022

Send Email

Faye Bates Receptionist

Atlanta, GA

770.790.3745

Send Email

Mark Bauer Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1338

Send Email

Tara Becki Advisor Support Specialist

Zionsville, IN

317-973-7466

Send Email

Joe Belew Wealth Advisor

Hamilton, OH

513-794-7478

Send Email

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

Paoli, PA

Philadelphia, PA

Marlton, NJ

856-482-1496

Send Email

Emily Bennett Senior Client Service Associate

Birmingham, AL

205.314.6210

Send Email

Brad Bernard Assistant Controller

Atlanta, GA

770-824-0634

Send Email

Emily C. Berryman Senior Accountant

Cincinnati, OH

513-794-7475

Send Email

Chantal Bettin Executive Assistant

Charlotte, NC

980.585.3370

Send Email

Mitch Bodenmiller, CFA Investment Analyst

Dayton, OH

326-220-2150

Send Email

Pete Bohrofen, AIF® Partner, Wealth Advisor

Hamilton, OH

513-794-5848

Send Email

Kaitlin Boone Tax Assistant

Columbus, OH

380-268-8649

Send Email

Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Send Email

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

Paoli, PA

Philadelphia, PA

Marlton, NJ

215-709-5700

Send Email

Jennifer Bragg Tax Assistant

Fairfield, OH

513-273-9627

Send Email

Elizabeth L. Brasher, J.D., CDFA®, CWS Partner, Wealth Advisor, Waverly Women Practice Leader

Birmingham, AL

205.747.3945

Send Email

Quinn Brasher Marketing Coordinator

Birmingham, AL

205.314.6234

Send Email

Beth Braswell Senior Client Service Associate

Jackson, MS

601.709.4396

Send Email

Lee Brill, AAMS®/AWMA® Wealth Advisor

Tampa, FL

813.321.1348

Send Email

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

Send Email

Brett Brownfield Associate Wealth Advisor

Colorado Springs, CO

719.284.6637

Send Email

Brian Brunner, CFP®, CPA Partner, Wealth Advisor

Zionsville, IN

(317) 733-3444

Send Email

Sydney B. Burchett, CFP® Financial Planner

Dayton, OH

326-220-2159

Send Email

Linda J. Butcher Receptionist

Dayton, OH

326-220-2152

Send Email

McKara Calhoon Client Service Associate

Lakeland, FL

863-315-6645

Send Email

Rosalind Cannon Senior Client Service Associate

Peachtree City, GA

470.980.0029

Send Email

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham, AL

205.769.3385

Send Email

Edward L. Carlisle, CFP®, JD Partner, Wealth Advisor

Jackson, MS

601-709-4400

Send Email

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

Send Email

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

Dayton, OH

326-220-2160

Send Email

Mary Lassiter Chapman Executive Assistant

Birmingham, AL

205.986.0817

Send Email

Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

Send Email

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

Peachtree City, GA

470.980.0025

Send Email

Nicole Clarke, AIF® Billing Administrator

Birmingham, AL

Merrillville, IN

219.842.2406

Send Email

Dalton Clary, CFP® Financial Planner

Birmingham, AL

205.271.4040

Send Email

Denise H. Coleman Senior Client Service Associate

Birmingham, AL

205.314.6213

Send Email

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

Sarasota, FL

941-323-5057

Send Email

Jordan Combs Staff Accountant

Dayton, OH

317.973.7703

Send Email

Ashley A. Constable Senior Accountant

Dayton, OH

326-220-2161

Send Email

Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham, AL

205.314.6220

Send Email

Sheri Cotton Marketing Assistant

Birmingham, AL

219.842.2451

Send Email

Kellie Cowart Senior Private Markets Accountant

Atlanta, GA

770.824.0626

Send Email

Emily M. Cozad, CFA Investment Analyst

Columbus, OH

380-268-8651

Send Email

Evan B. Crouse, CFP® Partner, Wealth Advisor

Huntsville, AL

256.713.2670

Send Email

Anna Cruz Client Service Associate

Charlotte, NC

980.585.3373

Send Email

Lisa Cullity, FPQP® Senior Client Service Associate

Colorado Springs, CO

719.570.3328

Send Email

Ashley Deal Executive Assistant

Dayton, OH

326-220-2153

Send Email

Christy L. Derham Senior Client Service Associate

Dayton, OH

326-220-2162

Send Email

Harrison DeShazo, CFP® Associate Wealth Advisor

Austin, TX

512.774.5340

Send Email

Thomas DiCesare Partner, Wealth Advisor

Lakeland, FL

863-327-1873

Send Email

Christopher Dickey, EA Tax Manager

Fairfield, OH

513-273-9628

Send Email

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

Council Bluffs, IA

712-217-8292

Send Email

Amanda Dilworth Senior Data Migration Specialist

Birmingham, AL

205.314.6222

Send Email

Jennifer L. Disker Billing Manager

Birmingham, AL

205.769.3206

Send Email

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

Columbus, OH

380-268-8652

Send Email

Rachel N. Donaldson Billing Associate

Dayton, OH

326-220-2154

Send Email

Scott Dorsey Director of Data and Analytics

Boston, MA

857.254.5477

Send Email

Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah, GA

912.598.4043

Send Email

Stacey Dunham Senior Client Service Associate

Zionsville, IN

(317) 733-3633

Send Email

Carson Eddy, CFP® Financial Planner

Birmingham, AL

205.314.6212

Send Email

Nathan Ellyson, CPA Wealth Advisor

Peachtree City, GA

470.980.0027

Send Email

Kristin K. Emerson Partner, Director of Integration

Birmingham, AL

205.747.2715

Send Email

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

Doylestown, PA

Paoli, PA

215-709-5600

Send Email

Ron Evans, CPA Tax Director

Fairfield, OH

513-273-9629

Send Email

Zach Evetts Cloud Engineer

Birmingham, AL

205-314-6218

Send Email

Deb Falero Essex Client Service Associate

Colorado Springs, CO

719.570.3329

Send Email

Michele Fasanello Operations Manager

Birmingham, AL

205-314-6215

Send Email

Nick Favela Client Service Associate

Austin, TX

512.774.5343

Send Email

David B. Fields, CFA Partner, Wealth Advisor

Atlanta, GA

404.233.9014

Send Email

Tom Finley Senior Advisor Support Specialist

Cincinnati, OH

513-794-7462

Send Email

Sean Fitzgibbon, CFA Partner, Portfolio Manager

Boston, MA

857.254.5471

Send Email

Dianne Flowers Senior Client Service Associate

Jackson, MS

601.206.0009

Send Email

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3367

Send Email

Ben Foster Compliance Manager

Birmingham, AL

205.769.3469

Send Email

Maggie Gann Marketing Associate

Birmingham, AL

205-612-0044

Send Email

Marty Gates Associate Financial Planner

Atlanta, GA

770.790.3730

Send Email

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6207

Send Email

Eric Geary Wealth Advisor

Zionsville, IN

317-733-3455

Send Email

Nick German Associate Financial Planner

Pensacola, FL

850.444.7203

Send Email

Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

Send Email

Harrison Glicksman Private Markets Administrator

Atlanta, GA

770.790.3727

Send Email

Jontisha Graves Senior Client Service Associate

Atlanta, GA

770.790.3754

Send Email

Mary “Liz” Griffin, CPA Tax Manager

Fairfield, OH

513-273-9633

Send Email

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

Columbus, OH

380-268-8653

Send Email

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

Chicago, IL

Oak Brook, IL

312.262.6300

Send Email

Paula Grossi Senior Client Service Associate

Boston, MA

857.254.5472

Send Email

William (Bill) Groth, JD Wealth Advisor

Hamilton, OH

513-273-2432

Send Email

Jennifer B. Groulx Client Service Manager

Pensacola, FL

850.470.5546

Send Email

Miles Gunn Associate Investment Analyst

Birmingham, AL

(205) 314-6233

Send Email

Jeannine Gushiken Advisor Support Specialist

Canon City, CO

719-275-1651

Send Email

Steve Hannigan, CFA Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1336

Send Email

Michael Hays, CFP® Financial Planner

Dayton, OH

326-220-2163

Send Email

Brandon Helmick Senior Client Service Associate

Merrillville, IN

219.219.8104

Send Email

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

Pensacola, FL

850.444.7272

Send Email

Megan Hendrick Senior Client Service Associate

Peachtree City, GA

470.980.0028

Send Email

Nicole Hendricks Senior Client Service Associate

Dayton, OH

326-220-2164

Send Email

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

Send Email

Patrick J. Hoehne, CFA® Partner, Portfolio Manager

Zionsville, IN

(317) 733-3445

Send Email

Jill Hofknecht Senior Client Service Associate

Paoli, PA

215-709-5900

Send Email

Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Send Email

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

Merrillville, IN

Oak Brook, IL

630.331.1700

Send Email

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

Charlotte, NC

980.585.3371

Send Email

Aleicia M. Hornsby Employee Experience Manager

Birmingham, AL

205.460.3854

Send Email

Bill Howard Manager of IT Services

Dayton, OH

937-610-7780

Send Email

Jolinda H. Hubbard Senior Client Service Associate

Birmingham, AL

205.769.3214

Send Email

Nick Hujtyn Senior Integration Manager

Birmingham, AL

205.314.6217

Send Email

John Hull Director of Private Markets

Atlanta, GA

770.790.3711

Send Email

Ashlynne Husmann, CFP® Wealth Advisor

Lafayette, IN

Chicago, IL

765.758.7011

Send Email

Chrissy Israel, ChFC® Wealth Advisor

Dayton, OH

326-220-2165

Send Email

Kayla Johnson Data Migration Specialist

Birmingham, AL

205-314-6241

Send Email

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

Dayton, OH

326-220-2166

Send Email

Stacy L. Jones Integration Coordinator

Birmingham, AL

205.314.6204

Send Email

Alyssa Justice Staff Accountant

Columbus, OH

Send Email

Crews Kay, CFA® Investment Analyst

Birmingham, AL

205.314.6205

Send Email

Molly E. Keith, IACCP® Compliance Manager

Dayton, OH

326-220-2167

Send Email

Karen Koch Client Service Associate | Tech Specialist

Atlanta, GA

813.321.1350

Send Email

Christina Kolb Senior Client Service Associate

Merrillville, IN

219.832.8961

Send Email

Peggy Kollstedt Client Service Associate

Hamilton, OH

513-785-2222

Send Email

Gerald V. Krach, CPA Partner, Wealth Advisor

Dayton, OH

937-883-6868

Send Email

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

Colorado Springs, CO

Canon City, CO

719-741-3330

Send Email

Lynn Lackey Director of Human Resources

Birmingham, AL

205.314.6208

Send Email

Sarah Lancaster, MBA Integration Manager

Birmingham, AL

205.314.6232

Send Email

Paul Larkin Wealth Advisor

Council Bluffs, IA

712-256-4831

Send Email

Anna Lashley Senior Operations Associate

Birmingham, AL

205.979.3061

Send Email

Pete Lauter, AAMS® Wealth Advisor

Pensacola, FL

850-938-4450

Send Email

Lee Lawshe Senior Client Service Associate

Mobile, AL

251.340.1984

Send Email

Cynthia Leonard Executive Assistant

Jackson, MS

601.206.0006

Send Email

Loren Levitan Marketing Manager

Birmingham, AL

Merrillville, IN

219.842.2588

Send Email

Ben Logan, CFP® Partner, Wealth Advisor

Atlanta, GA

770.790.3713

Send Email

Blake A. Macke, CFP® Wealth Advisor

Chicago, IL

Deerfield, IL

224.461.8019

Send Email

Heather Macy Tax Assistant

Dayton, OH

326-220-2168

Send Email

Jacob H. Maher Financial Planner

Dayton, OH

326-220-2155

Send Email

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

Merrillville, IN

Oak Brook, IL

219.842.2441

Send Email

Wesley Martin, CFP® Associate Wealth Advisor

Jacksonville, FL

904-562-1331

Send Email

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

Cincinnati, OH

513-794-7463

Send Email

Allan Mason Client Service Associate

Birmingham, AL

205.769.3371

Send Email

Evan Maushart Associate Financial Planner

Cincinnati, OH

513-794-7472

Send Email

William McCarthy, CPA, CFE Controller

Atlanta, GA

770.874.0175

Send Email

Doug McDaniel, CPA, CFP® Partner, Wealth Advisor

Jackson, MS

601.206.0007

Send Email

Christopher J. McGarvey, CFP® Partner, Wealth Advisor

Lakeland, FL

863-327-1862

Send Email

Billy McMahon Retirement Plan Advisor

Birmingham, AL

205.769.3315

Send Email

Kashish Meghani Investment Analyst

Chicago, IL

Merrillville, IN

219.832.8986

Send Email

Corey Meyer, CFP® Wealth Advisor

Charlotte, NC

980.585.3364

Send Email

Quinn Michel Associate Financial Planner

Paoli, PA

215-709-5800

Send Email

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

Pensacola, FL

850.444.7205

Send Email

Amy Miller Senior Client Service Associate

Council Bluffs, IA

712-217-8297

Send Email

Glenda Molina, CFP® Wealth Advisor

Austin, TX

512.774.5344

Send Email

Ryan Moore, CFP® Financial Planner

Huntsville, AL

256.701.8447

Send Email

Luna Mora Investment Analyst

Birmingham, AL

205.314.6226

Send Email

Mike More Operations Specialist

Birmingham, AL

513.273.9624

Send Email

Sissy Moreland Client Service Associate

Jackson, MS

601.709.4399

Send Email

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

Canon City, CO

719-275-1651

Send Email

Melissa L. Mueller Wealth Advisor

Dayton, OH

326-220-2169

Send Email

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

Send Email

Aaron Nelson Partner, Wealth Advisor

Birmingham, AL

205.769.3269

Send Email

Nathan Oney Administrative Assistant

Hamilton, OH

513-273-9625

Send Email

Jonathan R. Osborne Partner, Retirement Plan Advisor

Birmingham, AL

205.460.3988

Send Email

Katia M. Palza Portfolio Accounting Administrator

Austin, TX

512.774.5347

Send Email

Kelly K. Pan Senior Associate, Trade Desk Integration

Birmingham, AL

205.769.3335

Send Email

Amber Parish, WMS™ Executive Assistant

Mobile, AL

251.340.1984

Send Email

Nevan Patel Investment Analyst

Atlanta, GA

470.298.9843

Send Email

Thomas Pechin, CFP®, CIMA Trade Desk Manager

Lafayette, IN

765.758.7020

Send Email

FJ Pendergast Investment Analyst

Boston, MA

857.254.5470

Send Email

Kimberly Penzes Client Service Associate

513-794-5843

Send Email

Novlett Perez Client Service Associate

St. Petersburg, FL

727.823.3801