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

Huntsville

256.713.2669

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

Pensacola

850.444.7253

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

Birmingham

205.769.3308

Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham

205.769.3386

Tampa

813.321.1348

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham

205.314.6220

Huntsville

256.713.2670

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

Pensacola

850.444.7272

Billy McMahon, CPFA®, CRPC™, QKA® Retirement Services Liaison

Birmingham

205.769.3315

Glenda Molina, CFP® Senior Financial Planner

Austin

512.774.5344

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

Jonathan R. Osborne, QKA® Partner, Retirement Plan Advisor

Birmingham

205.460.3988

Kimberly D. Warner Annual Plan Review Specialist

Birmingham

205.769.3207

James A. Werner, CFP® Partner, Wealth Advisor

Austin

512.774.5341

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