Joshua L. Reidinger Chairman Emeritus (In Memoriam)

Birmingham, AL

Justin T. Russell, CIMA Partner, President & CEO

Birmingham, AL

205.769.3384

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Justin Snell, CPA Partner, Chief Operating Officer

Birmingham, AL

205-871-3334

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James R. Lazenby, CPA Partner, Chief Financial Officer

Birmingham, AL

205.769.3215

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Brent Gunn Partner, Chief Information Officer

Birmingham, AL

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

Birmingham, AL

205.314.6206

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Chip Beard Partner, Wealth Advisor

Peachtree City, GA

470.980.0023

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Chris Blakely Partner, Regional Director, Portfolio Manager

Boston, MA

857.254.5475

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Tom Brown Partner, Regional Director, Wealth Advisor

Austin, TX

512.774.5342

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Jay A. Buckingham, CFP® Partner, Regional Director, Wealth Advisor

Dayton, OH

937-435-2742

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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Scott Craig, CFA® Partner, Regional Director, Wealth Advisor

Atlanta, GA

770.790.3721

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Daniele Donahoe, CFA® Partner, Chief Equity Strategist

Charlotte, NC

980.585.3359

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Kristin K. Emerson Partner, Director of Partnership Success

Birmingham, AL

205.747.2715

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Jeff Groezinger, CPA, PFS™ Partner, Regional Director, Wealth Advisor

Columbus, OH

614-714-1998

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Chad E. Hassinger, CFP® Partner and Regional Director

Chicago, IL (North Wacker)

Merrillville, IN

630.331.1800

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Lawrence Hood, ChFC® Partner, Regional Director, Wealth Advisor

Seattle, WA

Anchorage, AK

206-636-4700

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

Charlotte, NC

980.585.3371

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Jeff Johnson, CFP®, MBA Partner, Regional Director, Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1369

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Lynn Lackey Director of Human Resources

Birmingham, AL

205.314.6208

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Larry Langefels, CPA Partner, Regional Director

Cincinnati, OH (Cooper Rd)

513-794-5841

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Wayne LeSage, CFP®, CFA® Partner, Chief Growth Officer

Birmingham, AL

205-314-6231

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Michael Little, CFP® Partner, Regional Director, Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1053

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Walt Lunsford, AAMS® Partner, Regional Director, Wealth Advisor

Cincinnati, OH (Cooper Rd)

513-794-5840

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Clay McDaniel, CFA® Partner, Chief Investment Officer

Atlanta, GA

770.635.5068

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

Pensacola, FL

850.444.7253

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Doug Muenzenmay, CFA®, CFP® Partner, Regional Director, Wealth Advisor

Jackson, MS

601.709.4394

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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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Julius Ridgway, CFA® Partner, Regional Director, Wealth Advisor

Jackson, MS

601.709.4397

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Kelly Roy Director of Operations

Birmingham, AL

205.769.3462

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Jeremy D. Schares, CFP®, CRPC® Partner, Regional Director, Wealth Advisor

Merrillville, IN

Oak Brook, IL

Chicago, IL (North Wacker)

630.331.1500

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Markus R. F. Sleuwen, JD, IACCP Partner, Chief Compliance Officer

Birmingham, AL

Oak Brook, IL

630.331.1600

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Ashley D. Tucker, CFP® Director of Client Experience

Pensacola, FL

850.444.7271

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H. Lee Wall, CPA, PFS™, CFP® Partner, Regional Director, Wealth Advisor

Lakeland, FL

863-327-1860

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Katie Abbott Administrative Assistant

Canon City, CO

719.792.7187

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Charlie Adair, MBA Partner, Wealth Advisor

Chicago, IL (Promus)

312-784-3982

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Jack Adams Partner, Retirement Plan Advisor

Birmingham, AL

205.769.3386

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Kristie R. Adams, CPA Tax Advisor

Wilmington, OH

Dayton, OH

326-220-2157

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Kanak Agrawal Investment Analyst

Charlotte, NC

704.520.2227

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Kellie Aiello Compliance Manager

Boston, MA

857.254.5478

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Erin Alderson, EA Tax Advisor

Columbus, OH

380-268-8647

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Cole Alexander Associate Financial Planner

Jacksonville, FL

904-902-5309

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Kaleigh Alexander Partnership Success Analyst

Birmingham, AL

205-314-6252

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Jack Allen Private Equity Associate

Chicago, IL (Promus)

630-931-5706

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Mark Aloisio Partner, Wealth Advisor

Chicago, IL (Promus)

773-747-7517

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Roseanne Amburgy, CPA Tax Advisor

Cincinnati, OH (Cornell Rd)

513-605-3383

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Erik Aspelin, CFP® Portfolio Manager

Colorado Springs, CO

719.284.6636

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Matt Aston IT Security Engineer

Birmingham, AL

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Jim Ayres, CFA®, CAIA® Director of Multi-Asset Strategies

Seattle, WA

206-631-1037

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Laura T. Baker, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6202

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Grace Baker Client Service Associate

Jacksonville, FL

904-544-4044

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Desmond Baker Billing Associate

Birmingham, AL

205-314-6230

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Ryan Baldwin Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1092

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Steve Barrett, CFP®, AIF®, AWMA®, CPWA®, CAP® Partner, Wealth Advisor

Chicago, IL (North Wacker)

Lafayette, IN

765.758.7022

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Olivia Bartholomew Events Coordinator

Birmingham, AL

205-314-6257

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Jake Barton, MBA Partner, Wealth Advisor

Chicago, IL (Promus)

312-784-3983

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Faye Bates Receptionist

Atlanta, GA

770.790.3745

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Mark Bauer Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1338

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Tara Becki Advisor Support Specialist

Zionsville, IN

317-973-7466

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Joe Belew Wealth Advisor

Hamilton, OH

513-794-7478

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Richard Bell, CKA® Partner, Regional Director, Wealth Advisor

Paoli, PA

Philadelphia, PA

Marlton, NJ

856-482-1496

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Emily Bennett Senior Client Service Associate

Birmingham, AL

205.314.6210

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Dana Benson Senior Client Service Associate

Seattle, WA

206-854-0317

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Brad Bernard Assistant Controller

Atlanta, GA

770-824-0634

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Emily C. Berryman Tax Accountant

Cincinnati, OH (Cooper Rd)

513-794-7475

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Chantal Bettin Executive Assistant

Charlotte, NC

980.585.3370

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Renee Biggs Senior Tax Assistant

Cincinnati, OH (Cornell Rd)

513-605-3388

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Mitch Bodenmiller, CFA® Investment Analyst

Dayton, OH

326-220-2150

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Pete Bohrofen, AIF® Partner, Wealth Advisor

Hamilton, OH

513-794-5848

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Kaitlin Boone Tax Assistant

Columbus, OH

380-268-8649

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Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

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Lisa Bracken Senior Advisor Support Specialist

Cape Cod, MA

508-445-9756

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Dan Brady, CFP®, CPA, MBA Partner, Regional Director, Wealth Advisor

Paoli, PA

Philadelphia, PA

Marlton, NJ

215-709-5700

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Jennifer Bragg Tax Accountant

Fairfield, OH

513-273-9627

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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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Quinn Brasher Marketing Coordinator

Birmingham, AL

205.314.6234

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Beth Braswell Senior Client Service Associate

Jackson, MS

601.709.4396

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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

Jim Brown, CFA®, MBA Senior Investment Strategist

Dayton, OH

326-220-2151

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Brett Brownfield Associate Wealth Advisor

Colorado Springs, CO

719.284.6637

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Brian Brunner, CFP®, CPA Partner, Wealth Advisor

Zionsville, IN

(317) 733-3444

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Lynn Bulgrin Client Service Associate

Deerfield, IL

224-461-8022

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Katie Bunker Client Service Associate

Cincinnati, OH (Cornell Rd)

513-605-3387

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Sydney B. Burchett, CFP® Financial Planner

Dayton, OH

326-220-2159

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Linda J. Butcher Receptionist

Dayton, OH

326-220-2152

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McKara Calhoon Client Service Associate

Lakeland, FL

863-315-6645

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Jodi Calvert, CPA Tax Advisor

Merrillville, IN

219-278-7452

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Rosalind Cannon Senior Client Service Associate

Peachtree City, GA

470.980.0029

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Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham, AL

205.769.3385

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Edward L. Carlisle, CFP®, JD Partner, Wealth Advisor

Jackson, MS

601-709-4400

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Kevin Carroll Director of Trading

Boston, MA

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Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

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Marla R. Chambers, CPA, CFP®, CPRC Wealth Advisor

Dayton, OH

326-220-2160

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Joseph Y. Chang Partner, Real Estate

Chicago, IL (Promus)

773-741-1828

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Mary Lassiter Chapman Executive Assistant

Birmingham, AL

205.986.0817

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Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

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Joe Cheff Senior Trader

Chicago, IL (Promus)

312-784-3986

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

Peachtree City, GA

470.980.0025

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Nicole Clarke, AIF® Billing Administrator

Birmingham, AL

Merrillville, IN

219.842.2406

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Dalton Clary, CFP® Financial Planner

Birmingham, AL

205.271.4040

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Charlie Code Associate Wealth Advisor

Chicago, IL (Promus)

312-662-5486

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Alex Cohen Principal, Capital Formation

Chicago, IL (Promus)

312-784-5874

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Denise H. Coleman Senior Client Service Associate

Birmingham, AL

205.314.6213

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Scott Collins, JD, LL.M. Partner, Wealth Advisor

Sarasota, FL

941-323-5057

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Jordan Combs Tax Accountant

Dayton, OH

317.973.7703

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Ashley A. Constable Tax Accountant

Dayton, OH

326-220-2161

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Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham, AL

205.314.6220

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Greg Conway Wealth Advisor

Seattle, WA

206-687-3143

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Lisa Cook, AWMA® Partner

Seattle, WA

206-631-9767

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Katherine Coolures Retirement Plan Manager

Seattle, WA

206-786-2657

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Sheri Cotton Marketing Assistant

Birmingham, AL

219.842.2451

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Kellie Cowart Senior Private Markets Accountant

Atlanta, GA

770.824.0626

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Emily M. Cozad, CFA® Investment Analyst

Columbus, OH

380-268-8651

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Evan B. Crouse, CFP® Partner, Wealth Advisor

Huntsville, AL

256.713.2670

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Anna Cruz Client Service Associate

Charlotte, NC

980.585.3373

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Lisa Cullity, FPQP® Senior Client Service Associate

Colorado Springs, CO

719.570.3328

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Amanda Curran Principal, Private Equity

Chicago, IL (Promus)

312-662-5482

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Ashley Deal Executive Assistant

Dayton, OH

326-220-2153

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Christy L. Derham Senior Client Service Associate

Dayton, OH

326-220-2162

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Harrison DeShazo, CFP® Associate Wealth Advisor

Austin, TX

512.774.5340

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Thomas DiCesare Partner, Wealth Advisor

Lakeland, FL

863-327-1873

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Ron Dickinson, CFP®, CPA, MPA Tax Partner, Wealth Advisor

Council Bluffs, IA

712-217-8292

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Amanda Dilworth Senior Data Migration Specialist

Birmingham, AL

205.314.6222

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Jennifer L. Disker Billing Manager

Birmingham, AL

205.769.3206

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Jessica A. Distel, CPA, MBA Partner, Associate Director of Waverly Business Services

Columbus, OH

380-268-8652

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Alice Doan Portfolio Accounting Specialist

Seattle, WA

206-841-5713

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Rachel N. Donaldson Billing Associate

Dayton, OH

326-220-2154

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Scott Dorsey Director of Data and Analytics

Boston, MA

857.254.5477

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Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah, GA

912.598.4043

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Stacey Dunham Senior Client Service Associate

Zionsville, IN

(317) 733-3633

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Carson Eddy, CFP® Financial Planner

Birmingham, AL

205.314.6212

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Nathan Ellyson, CPA Wealth Advisor

Peachtree City, GA

470.980.0027

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David Emery, CFP®, CDFA®, MBA Wealth Advisor

Doylestown, PA

Paoli, PA

215-709-5600

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Tess Ens Private Equity Senior Associate

Chicago, IL (Promus)

773-997-1796

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Ron Evans, CPA Tax Director

Fairfield, OH

513-273-9629

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Zach Evetts Cloud Engineer

Birmingham, AL

205-314-6218

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Deb Falero Essex Client Service Associate

Colorado Springs, CO

719.570.3329

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Michele Fasanello Operations Manager

Birmingham, AL

205-314-6215

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Nick Favela Client Service Associate

Austin, TX

512.774.5345

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David B. Fields, CFA® Partner, Wealth Advisor

Atlanta, GA

404.233.9014

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Tom Finley Senior Advisor Support Specialist

Cincinnati, OH (Cooper Rd)

513-794-7462

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Scott Fisher, CFA®, CFP® Institutional and Retirement Plan Advisor

Seattle, WA

206.537.5935

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Sean Fitzgibbon, CFA® Partner, Portfolio Manager

Boston, MA

857.254.5471

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Dianne Flowers Senior Client Service Associate

Jackson, MS

601.206.0009

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David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3367

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Ben Foster Compliance Manager

Birmingham, AL

205.769.3469

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Sherry Fox Portfolio Accounting Specialist

Dayton, OH

937-421-6881

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Colin Francesco Assistant Controller

Chicago, IL (Promus)

630-634-0440

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Abby Franz Client Service Manager

Chicago, IL (Promus)

312-598-3402

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Marcy Gabriel, CPA Tax Advisor

Cincinnati, OH (Cornell Rd)

513-605-3382

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Maggie Gann Marketing Associate

Birmingham, AL

205-612-0044

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Stephanie Gardner HR Generalist

Chicago, IL (Promus)

312-662-5494

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Marty Gates Associate Financial Planner

Atlanta, GA

770.790.3730

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Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205-732-2120

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Eric Geary Wealth Advisor

Zionsville, IN

317-733-3455

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Shealy George HR Specialist

Birmingham, AL

205-314-6240

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Nick German Associate Financial Planner

Pensacola, FL

850.444.7203

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Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

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Harrison Glicksman Private Markets Administrator

Atlanta, GA

770.790.3727

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Jontisha Graves Senior Client Service Associate

Atlanta, GA

770.790.3754

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Frank Greekas, AWMA® Associate Wealth Advisor

Seattle, WA

206-822-3885

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Mary “Liz” Griffin, CPA Tax Advisor

Fairfield, OH

513-273-9633

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Brad Griffith, CPA, CFP®, CRPC® Wealth Advisor

Columbus, OH

380-268-8653

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Steven M. Gronceski, CFP®, AIF® Partner, Wealth Advisor

Chicago, IL (North Wacker)

Oak Brook, IL

312.262.6300

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Paula Grossi Senior Client Service Associate

Boston, MA

857.254.5472

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William (Bill) Groth, JD Wealth Advisor

Hamilton, OH

513-273-2432

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Jennifer B. Groulx Client Service Manager

Pensacola, FL

850.470.5546

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Miles Gunn Associate Investment Analyst

Birmingham, AL

(205) 314-6233

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Jeannine Gushiken Advisor Support Specialist

Canon City, CO

719-275-1651

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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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Steve Hannigan, CFA® Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1336

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Michael Hays, CFP® Financial Planner

Dayton, OH

326-220-2163

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Brandon Helmick Senior Client Service Associate

Merrillville, IN

219.219.8104

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

Pensacola, FL

850.444.7272

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Megan Hendrick Senior Client Service Associate

Peachtree City, GA

470.980.0028

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Nicole Hendricks Senior Client Service Associate

Dayton, OH

326-220-2164

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Justin Herlien Client Service Associate

Merrillville, IN

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Jacob Hershberger Associate Investment Analyst

Atlanta, GA

770-790-3712

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Brian Hershberger, CFA®, CPA, PFS™, CFP® Partner, Wealth Advisor

Atlanta, GA

770.675.7655

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Ben Hines, MBA, AAMS® Associate Retirement Plan Advisor

Seattle, WA

206-380-8590

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Jonie L. Hinton Senior Client Service Associate

Cincinnati, OH (Cornell Rd)

513-605-3397

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Patrick J. Hoehne, CFA® Partner, Portfolio Manager

Zionsville, IN

(317) 733-3445

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Jill Hofknecht Senior Client Service Associate

Paoli, PA

215-709-5900

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Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

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Kim Holtrop Senior Reporting Analyst

Chicago, IL (Promus)

312-662-5499

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Ritchie Hood Partner, Senior Advisor Support Specialist

Seattle, WA

Anchorage, AK

206-631-1612

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Doug Hoover, CFP®, ChFC, CDFA™ Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

630.331.1700

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Stacey Hoover Tax Assistant

Merrillville, IN

219-291-4569

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Aleicia M. Hornsby Employee Experience Manager

Birmingham, AL

205.460.3854

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Bill Howard Manager of IT Services

Dayton, OH

937-610-7780

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Jolinda H. Hubbard Senior Client Service Associate

Birmingham, AL

205.769.3214

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Brian Hughes Business Development Manager

Seattle, WA

206-816-0685

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Nick Hujtyn Senior Partnership Success Manager

Birmingham, AL

205.314.6217

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John Hull Director of Private Markets

Atlanta, GA

770.790.3711

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Chrissy Israel, ChFC® Wealth Advisor

Dayton, OH

326-220-2165

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Eric Jarvis Partner, Wealth Advisor

Seattle, WA

206-710-7735

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George Jarvis, AAMS®, AWMA® Associate Wealth Advisor

Seattle, WA

206-631-9367

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Kayla Johnson Data Migration Specialist

Birmingham, AL

205-314-6241

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Ryan P. Johnson, CFA®, CFP® Associate Director of Portfolio Management

Dayton, OH

326-220-2166

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Stacy L. Jones Partnership Success Coordinator

Birmingham, AL

205.314.6204

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Mica Just Senior Client Service Specialist

Chicago, IL (Promus)

630-919-5962

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Alyssa Justice Tax Accountant

Columbus, OH

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Crews Kay, CFA® Investment Analyst

Birmingham, AL

205.314.6205

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Molly E. Keith, IACCP®, CAMS Compliance Manager

Dayton, OH

326-220-2167

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Maureen King Partner

Chicago, IL (Promus)

312-662-5496

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Karen Koch Client Service Associate | Tech Specialist

Atlanta, GA

813.321.1350

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