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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, AEP Partner, Chief Financial Officer

Birmingham

205.769.3215

Justin Snell, CPA Partner, Chief Operating Officer

Atlanta

Birmingham

770.635.5000

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 Client Relationship Manager

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™ Employee Education Specialist

Birmingham

205.314.6220

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

Birmingham

205.314.6209

Scott Craig, CFA® Partner, Regional Director

Atlanta

770.790.3721

Huntsville

256.713.2670

Jennifer L. Disker Senior Billing Analyst

Birmingham

205.769.3206

Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah

912.598.4043

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

Birmingham

205.314.6206

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

Birmingham

205.314.6207

Nick German Financial Planner

Pensacola

850.444.7203

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

Birmingham

205.769.3480

Jennifer B. Groulx Senior Client Service Associate

Pensacola

850.470.5546

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

Pensacola

850.444.7272

Birmingham

205.460.3854

Jolinda H. Hubbard Billing Associate

Birmingham

205.769.3214

Andrea W. Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

Crews Kay Trading 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

Ben Logan, CFP® Wealth Advisor

Atlanta

770.790.3713

William McCarthy, CPA, CFE Private Fund Controller

Atlanta

770.874.0175

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

Atlanta

770.635.5068

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

Ryan Moore Associate 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

Autumngrace Page Compliance Assistant

Birmingham

205.314.6215

Birmingham

205.769.3335

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

C. Kelly Roy Tech and Client Experience Specialist

Birmingham

205.769.3462

Robyn Schubart Marketing Manager

Birmingham

205.314.6211

Nathan Smith Associate Financial Planner

Atlanta

470.523.8751

Leigh Ann Thrash Office Manager/Client Service Associate

Birmingham

205.314.6201

Pensacola

850.444.7271

Birmingham

205.871.3334

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/Client Service Associate

Savannah

912.598.4048

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