Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham

205.769.3294

Send Email

Justin T. Russell, CIMA Partner, President

Birmingham

205.769.3384

Send Email

James R. Lazenby, CPA Partner, Chief Financial Officer

Birmingham

205.769.3215

Send Email

Justin Snell, CPA Partner, Chief Operating Officer

Birmingham

205-871-3334

Send Email

Brent Gunn Chief Information Officer

Birmingham

205.314.6219

Send Email

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

Birmingham

205.314.6209

Send Email

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

Atlanta

770.635.5068

Send Email

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

Birmingham

205.314.6206

Send Email

Andrea Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

Send Email

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

Huntsville

256.713.2669

Send Email

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

Atlanta

770.790.3721

Send Email

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

Pensacola

850.444.7253

Send Email

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

Birmingham

205.769.3308

Send Email

Marc D. Salyers, CFP® Partner, Wealth Advisor

Mobile

251.340.1984

Send Email

James E. Sandifer, CFP® Partner, Wealth Advisor

Mobile

251.340.1984

Send Email

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

Lakeland

863-327-1860

Send Email

Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham

205.769.3386

Send Email

Laura T. Baker, CFP® Wealth Advisor

Birmingham

205.314.6202

Send Email

Faye Bates Receptionist

Atlanta

770.790.3745

Send Email

Emily Bennett Client Service Associate

Birmingham

205.314.6210

Send Email

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

Birmingham

205.747.3945

Send Email

M. Lee Brill, AAMS®/AWMA® Wealth Advisor

Tampa

813.321.1348

Send Email

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham

205.769.3385

Send Email

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Send Email

Mary Lassiter Chapman Executive Assistant

Birmingham

205.986.0817

Send Email

M. Brooks Clark, CFP® Wealth Advisor

Birmingham

205.314.6203

Send Email

Dalton Clary Associate Financial Planner

Birmingham

205.271.4040

Send Email

Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

Send Email

Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham

205.314.6220

Send Email

Kellie Cowart Senior Fund Accountant

Atlanta

770.824.0626

Send Email

Evan B. Crouse, CFP® Wealth Advisor

Huntsville

256.713.2670

Send Email

Thomas DiCesare Partner, Wealth Advisor

Lakeland

863-327-1873

Send Email

Amanda Dilworth Data Migration Specialist

Birmingham

205.314.6222

Send Email

Jennifer L. Disker Billing Administrator

Birmingham

205.769.3206

Send Email

Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah

912.598.4043

Send Email

Carson Eddy Associate Financial Planner

Birmingham

205.314.6212

Send Email

Kristin K. Emerson Director of Integration

Birmingham

205.747.2715

Send Email

Isabela Fioravanti Intern

Pensacola

850.938.4450

Send Email

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

Send Email

Marley Freeman Client Service Associate

Lakeland

863-327-1848

Send Email

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham

205.314.6207

Send Email

Nick German Associate Financial Planner

Pensacola

850.444.7203

Send Email

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

Birmingham

205.769.3480

Send Email

Harrison Glicksman Private Fund Associate

Atlanta

770.790.3727

Send Email

Carlos D. Gonzalez Trader

Birmingham

737.285.0252

Send Email

Jontisha Graves Client Service Associate

Atlanta

678.531.2784

Send Email

Jennifer B. Groulx Senior Client Service Associate

Pensacola

850.470.5546

Send Email

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

Pensacola

850.444.7272

Send Email

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

Atlanta

770.675.7655

Send Email

Ashley Hester Client Service Associate

Atlanta

770.790.3730

Send Email

Aleicia M. Hornsby Operations Manager

Birmingham

205.460.3854

Send Email

Jolinda H. Hubbard Billing Associate

Birmingham

205.769.3214

Send Email

Nick Hujtyn Integration Manager

Birmingham

205.314.6217

Send Email

Crews Kay Investment Analyst

Birmingham

205.314.6205

Send Email

Karen Koch Client Service Associate | Tech Specialist

Atlanta

813.321.1350

Send Email

Lynn Lackey Human Resources Manager

Birmingham

205.314.6208

Send Email

Anna Lashley Compliance Associate

Birmingham

205.979.3061

Send Email

Jennifer E. Lawrence Senior Client Service Associate

Birmingham

205.769.3371

Send Email

Lee Lawshe Senior Client Service Associate

Mobile

251.340.1984

Send Email

Ben Logan, CFP® Wealth Advisor

Atlanta

770.790.3713

Send Email

William McCarthy, CPA, CFE Controller

Atlanta

770.874.0175

Send Email

Christopher J. McGarvey, CFP® Partner, Wealth Advisor

Lakeland

863-327-1862

Send Email

Billy McMahon, CPFA®, QKA® Retirement Services Liaison

Birmingham

205.769.3315

Send Email

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

Pensacola

850.444.7205

Send Email

Ryan Moore Financial Planner

Huntsville

256.701.8447

Send Email

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

Send Email

Aaron Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

Send Email

Jonathan R. Osborne, QKA® Retirement Plan Advisor

Birmingham

205.460.3988

Send Email

Ryan Ottaviano Associate Financial Planner

Atlanta

770.790.3731

Send Email

Autumngrace Page Compliance Assistant

Birmingham

205.314.6215

Send Email

Kelly K. Pan Trader

Birmingham

205.769.3335

Send Email

Amber Parish Executive Assistant

Mobile

251.340.1984

Send Email

Teresa Pierce Senior Client Service Associate

Huntsville

256.713.2660

Send Email

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham

205.314.6238

Send Email

Barry Prim, MBA Partner, Wealth Advisor

Montgomery

334.260.2340

Send Email

Rebecca Ramsey Integration Coordinator

Birmingham

334.203.3689

Send Email

Anneliese E. Roemer Senior Client Service Associate

Montgomery

334.387.3629

Send Email

Kelly Roy Integration Manager

Birmingham

205.769.3462

Send Email

Robyn Schubart Marketing Manager

Birmingham

205.314.6211

Send Email

Nathan Smith Associate Financial Planner

Atlanta

470.523.8751

Send Email

Joshua Taylor Investment Analyst

Birmingham

205.314.6214

Send Email

Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery

334.260.2340

Send Email

Leigh Ann Thrash Office Manager/Senior Client Service Associate

Birmingham

205.314.6201

Send Email

Ashley D. Tucker, CFP® Wealth Advisor

Pensacola

850.444.7271

Send Email

Jennifer H. Walker Receptionist

Birmingham

205.871.3334

Send Email

Win Walstad, CFA® Partner, Wealth Advisor

Atlanta

770.790.3729

Send Email

Kimberly D. Warner Annual Plan Review Specialist

Birmingham

205.769.3207

Send Email

Shirley Winters Office Manager/Senior Client Service Associate

Savannah

912.598.4048

Send Email