Justin T. Russell, CIMA Partner, President & CEO

Birmingham, AL

205.769.3384

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Chip Beard Partner, Wealth Advisor

Peachtree City, GA

470.980.0023

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

Charlotte, NC

980.585.3362

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

Huntsville, AL

256.713.2669

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John B. Cox, CFA®, CAIA Partner, Chief Economist, Wealth Advisor

Birmingham, AL

205.314.6209

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Daniele Donahoe, CFA® Partner, Chief Equity Strategist

Charlotte, NC

980.585.3359

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Becky Hoover, CFP®, CPA, CDFA® Partner, Wealth Advisor, Director of Financial Planning

Birmingham, AL

980.585.3371

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

Pensacola, FL

850.444.7253

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

Birmingham, AL

205.769.3308

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Bud Rainsberger Partner, Wealth Advisor, Regional Director

Colorado Springs, CO

719.328.1944

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Laura T. Baker, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6202

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Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

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Elizabeth L. Brasher, J.D., CDFA®, CWS Partner, Wealth Advisor, Waverly Women Practice Leader

Birmingham, AL

205.747.3945

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Lee Brill, AAMS®/AWMA® Wealth Advisor

Tampa, FL

813.321.1348

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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

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Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

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Mary Lassiter Chapman Executive Assistant

Birmingham, AL

205.986.0817

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

Peachtree City, GA

470.980.0025

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Denise H. Coleman Senior Client Service Associate

Birmingham, AL

205.314.6213

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Evan B. Crouse, CFP® Partner, Wealth Advisor

Huntsville, AL

256.713.2670

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Jennifer L. Disker Senior Billing Manager

Birmingham, AL

205.769.3206

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Nathan Ellyson, CPA Wealth Advisor

Peachtree City, GA

470.980.0027

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David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3367

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Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205-732-2120

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Sami Gianella, CPA Associate Wealth Advisor

Lake Oswego, OR

503-626-6912

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Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

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Jennifer B. Groulx Client Service Manager

Pensacola, FL

850.470.5546

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

Pensacola, FL

850.444.7272

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Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

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Aleicia M. Hornsby Employee Experience Manager

Birmingham, AL

205.460.3854

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Ben Logan, CFP® Partner, Wealth Advisor

Atlanta, GA

770.790.3713

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

Merrillville, IN

Oak Brook, IL

219-842-2441

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

Pensacola, FL

850.444.7205

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Glenda Molina, CFP® Wealth Advisor

Austin, TX

512.774.5344

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Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

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Aaron Nelson Partner, Wealth Advisor

Birmingham, AL

205.769.3269

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Ashlynne Pala, CFP® Wealth Advisor

Lafayette, IN

Chicago, IL (North Wacker)

765.758.7011

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Kelly K. Pan Senior Associate, Trade Desk Integration

Birmingham, AL

205.769.3335

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Teresa Pierce Senior Client Service Associate

Huntsville, AL

Sarasota, FL

256.713.2660

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Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham, AL

205.314.6238

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Anneliese E. Roemer Senior Client Service Associate

Montgomery, AL

334.387.3629

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Jennifer Ryan, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.832.8966

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Marc D. Salyers, CFP® Partner, Wealth Advisor

Mobile, AL

251.340.1984

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

Peachtree City, GA

470.980.0026

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Mindy Sutton, JD, MBA Partner, Wealth Advisor

Colorado Springs, CO

719.570.3327

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Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery, AL

334.260.2340

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Kenneth Toledo Associate Financial Planner

Birmingham, AL

205.769.3206

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Lorri Tomlin, FPQP® Partner, Wealth Advisor

Charlotte, NC

980.585.3366

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James A. Werner, CFP® Partner, Wealth Advisor

Austin, TX

512.774.5341

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