Justin T. Russell, CIMA Partner, President

Birmingham, AL

205.769.3384

Send Email

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

Birmingham, AL

205.314.6209

Send Email

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

Birmingham, AL

205.314.6206

Send Email

Chip Beard Partner, Wealth Advisor

Peachtree City, GA

470.980.0023

Send Email

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

Charlotte, NC

980.585.3362

Send Email

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

Huntsville, AL

256.713.2669

Send Email

Daniele Donahoe, CFA Partner, Chief Equity Strategist

Charlotte, NC

980.585.3390

Send Email

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

Pensacola, FL

850.444.7253

Send Email

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

Birmingham, AL

205.769.3308

Send Email

Bud Rainsberger Partner, Wealth Advisor, Regional Director

Colorado Springs, CO

719.328.1944

Send Email

Laura T. Baker, CFP® Wealth Advisor

Birmingham, AL

205.314.6202

Send Email

Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Send Email

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

Birmingham, AL

205.747.3945

Send Email

Lee Brill, AAMS®/AWMA® Wealth Advisor

Tampa, FL

813.321.1348

Send Email

Maddie Brown, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2591

Send Email

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham, AL

205.769.3385

Send Email

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

Send Email

Mary Lassiter Chapman Executive Assistant

Birmingham, AL

205.986.0817

Send Email

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

Peachtree City, GA

470.980.0025

Send Email

Denise H. Coleman Senior Client Service Associate

Birmingham, AL

205.314.6213

Send Email

Evan B. Crouse, CFP® Wealth Advisor

Huntsville, AL

256.713.2670

Send Email

Jennifer L. Disker Billing Manager

Birmingham, AL

205.769.3206

Send Email

Nathan Ellyson, CPA Wealth Advisor

Peachtree City, GA

470.980.0027

Send Email

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3367

Send Email

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6207

Send Email

Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

Send Email

Jennifer B. Groulx Client Service Manager

Pensacola, FL

850.470.5546

Send Email

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

Pensacola, FL

850.444.7272

Send Email

Colleen Henes, CFP®, JD, EA, ABFP™ Partner, Wealth Advisor

Deerfield, IL

Oak Brook, IL

219.832.8962

Send Email

Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Send Email

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

Charlotte, NC

980.585.3371

Send Email

Aleicia M. Hornsby Operations Manager

Birmingham, AL

205.460.3854

Send Email

Ashlynne Husmann, CFP® Wealth Advisor

Lafayette, IN

Chicago, IL

765.758.7011

Send Email

Ben Logan, CFP® Wealth Advisor

Atlanta, GA

770.790.3713

Send Email

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

Merrillville, IN

Oak Brook, IL

219.842.2441

Send Email

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

Pensacola, FL

850.444.7205

Send Email

Glenda Molina, CFP® Wealth Advisor

Austin, TX

512.774.5344

Send Email

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

Send Email

Aaron Nelson Partner, Wealth Advisor

Birmingham, AL

205.769.3269

Send Email

Kelly K. Pan Senior Associate, Trade Desk Integration

Birmingham, AL

205.769.3335

Send Email

Teresa Pierce Senior Client Service Associate

Huntsville, AL

256.713.2660

Send Email

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham, AL

205.314.6238

Send Email

Anneliese E. Roemer Senior Client Service Associate

Montgomery, AL

334.387.3629

Send Email

Jennifer Ryan, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.832.8966

Send Email

Preston C. Sharpe, CFP®, AAMS® Wealth Advisor

Peachtree City, GA

470.980.0026

Send Email

Mindy Sutton, JD, MBA Partner, Wealth Advisor

Colorado Springs, CO

719.570.3327

Send Email

Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery, AL

334.260.2340

Send Email

Kenneth Toledo Billing Associate

Birmingham, AL

205.769.3206

Send Email

Lorri Tomlin, FPQP™ Partner, Wealth Advisor

Charlotte, NC

980.585.3366

Send Email

James A. Werner, CFP® Partner, Wealth Advisor

Austin, TX

512.774.5341

Send Email