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

Birmingham, AL

205.314.6209

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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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Charlie Adair, MBA Partner, Wealth Advisor

Chicago, IL (Promus)

312-784-3982

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Mark Aloisio Partner, Wealth Advisor

Chicago, IL (Promus)

773-747-7517

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Jake Barton, MBA Partner, Wealth Advisor

Chicago, IL (Promus)

312-784-3983

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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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Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham, AL

205.769.3385

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Joe Cheff Senior Trader

Chicago, IL (Promus)

312-784-3986

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Charlie Code Associate Wealth Advisor

Chicago, IL (Promus)

312-662-5486

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Abby Franz Client Service Manager

Chicago, IL (Promus)

312-598-3402

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Anne Hagerty Client Service Specialist

Chicago, IL (Promus)

773-466-5156

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Charlie Hallene Client Service Specialist

Chicago, IL (Promus)

224-394-4996

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Kim Holtrop Senior Reporting Analyst

Chicago, IL (Promus)

312-662-5499

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Mica Just Senior Client Service Specialist

Chicago, IL (Promus)

630-919-5962

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Andrew Krcatovich Director of Family Office Operations

Chicago, IL (Promus)

630-931-0025

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Cyndi Lasik Senior Client Service Specialist

Chicago, IL (Promus)

312-662-5480

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Jack Murphy, CFA Partner, Wealth Advisor

Chicago, IL (Promus)

312-662-5497

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Molly Phalin Client Service Specialist

Chicago, IL (Promus)

630-931-5339

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Katie Scott Associate Wealth Advisor

Chicago, IL (Promus)

312-870-5224

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Cooper White Partner, Wealth Advisor

Chicago, IL (Promus)

312-870-5222

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