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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James R. Lazenby, CPA, AEP Partner, Chief Financial Officer

Birmingham

205.769.3215

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Justin Snell, CPA Partner, Chief Operating Officer

Atlanta

Birmingham

770.635.5000

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

Tampa

813.321.1348

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Meghan Bynum Client Relationship Manager

Atlanta

770.790.3754

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Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham

205.769.3385

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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® Wealth Advisor

Birmingham

205.314.6203

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Dalton Clary Associate Financial Planner

Birmingham

205.657.5158

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Kelly S. Clary, MBA Partner, Wealth Advisor

Huntsville

256.713.2669

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Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

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Diana R. Contorno, HDP™ Employee Education Specialist

Birmingham

205.314.6220

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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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Scott Craig, CFA® Partner, Regional Director

Atlanta

770.790.3721

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Evan B. Crouse, CFP® Wealth Advisor

Huntsville

256.713.2670

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Jennifer L. Disker Senior Billing Analyst

Birmingham

205.769.3206

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Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah

912.598.4043

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

Birmingham

205.314.6206

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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 M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

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Drew A. Gearhart, CFP® Wealth Advisor

Birmingham

205.314.6207

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Nick German Financial Planner

Pensacola

850.444.7203

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

Birmingham

205.769.3480

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Jennifer B. Groulx Senior Client Service Associate

Pensacola

850.470.5546

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

Pensacola

850.444.7272

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Aleicia M. Hornsby Paraplanner

Birmingham

205.460.3854

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Jolinda H. Hubbard Billing Associate

Birmingham

205.769.3214

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Andrea W. Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

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Crews Kay Trading Analyst

Birmingham

205.314.6205

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Lynn Lackey Human Resources Manager

Birmingham

205.314.6208

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Anna M. Lashley Compliance Associate

Birmingham

205.979.3061

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Jennifer E. Lawrence Senior Client Service Associate

Birmingham

205.769.3371

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Ben Logan, CFP® Wealth Advisor

Atlanta

770.790.3713

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William McCarthy, CPA, CFE Private Fund Controller

Atlanta

770.874.0175

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

Atlanta

770.635.5068

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Billy McMahon, QKA® Retirement Services Liaison

Birmingham

205.769.3315

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

Pensacola

850.444.7253

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

Pensacola

850.444.7205

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Ryan Moore Associate Financial Planner

Huntsville

256.701.8447

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Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

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Aaron M. Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

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Melanie L. Nichols, CFA, CFP® Partner, Wealth Advisor

Birmingham

205.769.3308

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Jonathan R. Osborne, QKA® Retirement Plan Advisor

Birmingham

205.460.3988

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Autumngrace Page Compliance Assistant

Birmingham

205.314.6215

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Kelly K. Pan Trader

Birmingham

205.769.3335

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Barbara Patmon Marketing Consultant

Birmingham

205.314.6258

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Teresa J. 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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Barry Prim, MBA Partner, Wealth Advisor

Montgomery

334.260.2340

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Anneliese E. Roemer Senior Client Service Associate

Montgomery

334.387.3629

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C. Kelly Roy Tech and Client Experience Specialist

Birmingham

205.769.3462

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Robyn Schubart Marketing Manager

Birmingham

205.314.6211

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Nathan Smith Associate Financial Planner

Atlanta

470.523.8751

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Leigh Ann Thrash Office Manager/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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Shirley Winters Office Manager/Client Service Associate

Savannah

912.598.4048

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