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Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham

205.769.3294

Justin T. Russell, CIMA Partner, President

Birmingham

205.769.3384

James R. Lazenby, CPA Partner, Chief Financial Officer

Birmingham

205.769.3215

Justin Snell, CPA Partner, Chief Operating Officer

Birmingham

205-871-3334

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

Birmingham

205.314.6209

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

Atlanta

770.635.5068

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

Birmingham

205.314.6206

Andrea W. Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham

205.769.3386

Birmingham

205.314.6202

Faye Bates Receptionist

Atlanta

770.790.3745

Emily Bennett Client Service Associate

Birmingham

205.314.6210

Birmingham

205.747.3945

Tampa

813.321.1348

Meghan Bynum Director of Client Services

Atlanta

770.790.3754

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham

205.769.3385

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Mary Lassiter Chapman Executive Assistant

Birmingham

205.986.0817

Birmingham

205.314.6203

Dalton Clary Associate Financial Planner

Birmingham

205.657.5158

Kelly S. Clary, MBA Partner, Wealth Advisor

Huntsville

256.713.2669

Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham

205.314.6220

Scott Craig, CFA® Partner, Regional Director

Atlanta

770.790.3721

Huntsville

256.713.2670

Thomas DiCesare Partner, Wealth Advisor

Lakeland

863-327-1873

Amanda Dilworth Data Migration Specialist

Birmingham

205.314.6222

Jennifer L. Disker Billing Administrator

Birmingham

205.769.3206

Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah

912.598.4043

Carson Eddy Associate Financial Planner

Birmingham

205.314.6212

Kristin K. Emerson Director of Integration

Birmingham

205.747.2715

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

Marley Freeman Client Service Associate

Lakeland

863-327-1848

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham

205.314.6207

Nick German Associate Financial Planner

Pensacola

850.444.7203

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

Birmingham

205.769.3480

Harrison Glicksman Private Fund Associate

Atlanta

770.790.3727

Jennifer B. Groulx Senior Client Service Associate

Pensacola

850.470.5546

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

Pensacola

850.444.7272

Ashley Hester Client Service Associate

Atlanta

770.790.3730

Aleicia M. Hornsby Operations Manager

Birmingham

205.460.3854

Jolinda H. Hubbard Billing Associate

Birmingham

205.769.3214

Crews Kay Investment Analyst

Birmingham

205.314.6205

Lynn Lackey Human Resources Manager

Birmingham

205.314.6208

Anna M. Lashley Compliance Associate

Birmingham

205.979.3061

Jennifer E. Lawrence Senior Client Service Associate

Birmingham

205.769.3371

Lee Lawshe Senior Client Service Associate

Mobile

251.340.1984

Ben Logan, CFP® Wealth Advisor

Atlanta

770.790.3713

William McCarthy, CPA, CFE Private Fund Controller

Atlanta

770.874.0175

Christopher J. McGarvey, CFP® Partner, Wealth Advisor

Lakeland

863-327-1862

Billy McMahon, QKA® Retirement Services Liaison

Birmingham

205.769.3315

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

Pensacola

850.444.7253

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

Pensacola

850.444.7205

Titus Moore Marketing Intern

Birmingham

Ryan Moore Financial Planner

Huntsville

256.701.8447

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

Aaron M. Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

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

Birmingham

205.769.3308

Jonathan R. Osborne, QKA® Retirement Plan Advisor

Birmingham

205.460.3988

Ryan Ottaviano Associate Financial Planner

Atlanta

770.790.3731

Autumngrace Page Compliance Assistant

Birmingham

205.314.6215

Birmingham

205.769.3335

Amber Parish Executive Assistant

Mobile

251.340.1984

Barbara Patmon Marketing Consultant

Birmingham

205.314.6258

Teresa J. Pierce Senior Client Service Associate

Huntsville

256.713.2660

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham

205.314.6238

Barry Prim, MBA Partner, Wealth Advisor

Montgomery

334.260.2340

Anneliese E. Roemer Senior Client Service Associate

Montgomery

334.387.3629

Kelly Roy Integration Manager

Birmingham

205.769.3462

Marc D. Salyers, CFP® Partner, Wealth Advisor

Mobile

251.340.1984

James E. Sandifer, CFP® Partner, Wealth Advisor

Mobile

251.340.1984

Robyn Schubart Marketing Manager

Birmingham

205.314.6211

Nathan Smith Associate Financial Planner

Atlanta

470.523.8751

Joshua Taylor Investment Analyst

Birmingham

205.314.6214

Leigh Ann Thrash Office Manager/Senior Client Service Associate

Birmingham

205.314.6201

Pensacola

850.444.7271

Birmingham

205.871.3334

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

Lakeland

863-327-1860

Win Walstad, CFA® Partner, Wealth Advisor

Atlanta

770.790.3729

Kimberly D. Warner Annual Plan Review Specialist

Birmingham

205.769.3207

Shirley Winters Office Manager/Senior Client Service Associate

Savannah

912.598.4048

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