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Justin T. Russell, CIMA Partner, President

Birmingham, AL

205.769.3384

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

Birmingham, AL

205.314.6209

Daniele Donahoe, CFA Partner, Regional Director, Chief Equity Strategist

Charlotte, NC

980.585.3390

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

Birmingham, AL

205.314.6206

Chip Beard Partner, Wealth Advisor

Peachtree City, GA

470.980.0023

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

Peachtree City, GA

470.980.0025

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

Huntsville, AL

256.713.2669

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

Pensacola, FL

850.444.7253

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

Birmingham, AL

205.769.3308

Birmingham, AL

205.314.6202

Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Birmingham, AL

205.747.3945

Tampa, FL

813.321.1348

Maddie Brown, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2591

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham, AL

205.769.3385

Sandy Carlson, CFP®, CPA, CDFA®, QKA Partner, Wealth Advisor, Director of Financial Planning

Charlotte, NC

980.585.3362

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

Mary Lassiter Chapman Executive Assistant

Birmingham, AL

205.986.0817

Denise H. Coleman Senior Client Service Associate

Birmingham, AL

205.314.6213

Huntsville, AL

256.713.2670

Jennifer L. Disker Billing Manager

Birmingham, AL

205.769.3206

Nathan Ellyson, CPA Wealth Advisor

Peachtree City, GA

470.980.0027

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3367

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6207

Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

Jennifer B. Groulx Client Service Manager

Pensacola, FL

850.470.5546

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

Pensacola, FL

850.444.7272

Deerfield, IL

Oak Brook, IL

219.832.8962

Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Becky Hoover, CFP®, CPA, CDFA® Partner, Wealth Advisor

Charlotte, NC

980.585.3371

Aleicia M. Hornsby Operations Manager

Birmingham, AL

205.460.3854

Lafayette, IN

Chicago, IL

765.758.7011

Ben Logan, CFP® Wealth Advisor

Atlanta, GA

770.790.3713

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

Merrillville, IN

Oak Brook, IL

219.842.2441

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

Pensacola, FL

850.444.7205

Glenda Molina, CFP® Wealth Advisor

Austin, TX

512.774.5344

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

Aaron Nelson Partner, Wealth Advisor

Birmingham, AL

205.769.3269

Birmingham, AL

205.769.3335

Teresa Pierce Senior Client Service Associate

Huntsville, AL

256.713.2660

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham, AL

205.314.6238

Anneliese E. Roemer Senior Client Service Associate

Montgomery, AL

334.387.3629

Jennifer Ryan, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.832.8966

Peachtree City, GA

470.980.0026

Mindy Sutton, JD, MBA Partner, Wealth Advisor

Colorado Springs, CO

719.570.3327

Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery, AL

334.260.2340

Kenneth Toledo Billing Associate

Birmingham, AL

205.769.3206

Lorri Tomlin, FPQP™ Partner, Wealth Advisor

Charlotte, NC

980.585.3366

Charlotte, NC

980.585.3369

James A. Werner, CFP® Partner, Wealth Advisor

Austin, TX

512.774.5341

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