Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham

205.769.3294

Send Email

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

Huntsville

256.713.2669

Send Email

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

Pensacola

850.444.7253

Send Email

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

Birmingham

205.769.3308

Send Email

Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham

205.769.3386

Send Email

M. Lee Brill, AAMS®/AWMA® Wealth Advisor

Tampa

813.321.1348

Send Email

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Send Email

Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham

205.314.6220

Send Email

Evan B. Crouse, CFP® Wealth Advisor

Huntsville

256.713.2670

Send Email

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

Pensacola

850.444.7272

Send Email

Billy McMahon, QKA® Retirement Services Liaison

Birmingham

205.769.3315

Send Email

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

Send Email

Jonathan R. Osborne, QKA® Retirement Plan Advisor

Birmingham

205.460.3988

Send Email

Ashley D. Tucker, CFP® Wealth Advisor

Pensacola

850.444.7271

Send Email

Kimberly D. Warner Annual Plan Review Specialist

Birmingham

205.769.3207

Send Email