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

Birmingham

205.314.6209

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

Birmingham

205.314.6206

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Andrea Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

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

Huntsville

256.713.2669

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

Pensacola

850.444.7253

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

Birmingham

205.769.3308

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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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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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Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

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Evan B. Crouse, CFP® Wealth Advisor

Huntsville

256.713.2670

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Jennifer L. Disker Billing Administrator

Birmingham

205.769.3206

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David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

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Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham

205.314.6207

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Gavin P. Gillison, CFP® Partner, 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 Operations Manager

Birmingham

205.460.3854

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Jennifer E. Lawrence Senior Client Service Associate

Birmingham

205.769.3371

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

Pensacola

850.444.7205

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Aaron Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

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Kelly K. Pan Trader

Birmingham

205.769.3335

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Teresa 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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Ashley D. Tucker, CFP® Wealth Advisor

Pensacola

850.444.7271

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