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Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham

205.769.3294

Justin T. Russell, CIMA Partner, President

Birmingham

205.769.3384

Justin Snell, CPA Partner, Chief Operating Officer

Birmingham

205-871-3334

James R. Lazenby, CPA Partner, Chief Financial Officer

Birmingham

205.769.3215

John B. Cox, CFA®, CAIA Partner, Chief Investment Officer of Public Markets, Wealth Advisor

Birmingham

205.314.6209

Brent Gunn Chief Information Officer

Birmingham

205.314.6219

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

Birmingham

205.314.6206

Andrea Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

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

Birmingham

205.769.3308

Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham

205.769.3386

Birmingham

205.314.6202

Emily Bennett Client Service Associate

Birmingham

205.314.6210

Birmingham

205.747.3945

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham

205.769.3385

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Mary Lassiter Chapman Executive Assistant

Birmingham

205.986.0817

M. Brooks Clark, CFP® Partner, Wealth Advisor

Birmingham

205.314.6203

Dalton Clary Associate Financial Planner

Birmingham

205.271.4040

Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham

205.314.6220

Amanda Dilworth Data Migration Specialist

Birmingham

205.314.6222

Jennifer L. Disker Billing Administrator

Birmingham

205.769.3206

Carson Eddy Associate Financial Planner

Birmingham

205.314.6212

Kristin K. Emerson Director of Integration

Birmingham

205.747.2715

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham

205.314.6207

Gavin P. Gillison, CFP® Partner, Wealth Advisor, Director of Financial Planning

Birmingham

205.769.3480

Aleicia M. Hornsby Operations Manager

Birmingham

205.460.3854

Jolinda H. Hubbard Billing Associate

Birmingham

205.769.3214

Nick Hujtyn Integration Manager

Birmingham

205.314.6217

Candice Johnson Client Service Associate

Birmingham

205.769.3371

Crews Kay Investment Analyst

Birmingham

205.314.6205

Lynn Lackey Human Resources Manager

Birmingham

205.314.6208

Anna Lashley Compliance Associate

Birmingham

205.979.3061

Billy McMahon, CPFA®, QKA® Retirement Services Liaison

Birmingham

205.769.3315

Aaron Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

Jonathan R. Osborne, QKA® Retirement Plan Advisor

Birmingham

205.460.3988

Autumngrace Page Compliance Assistant

Birmingham

205.314.6215

Birmingham

205.769.3335

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham

205.314.6238

Rebecca Ramsey Integration Coordinator

Birmingham

334.203.3689

Kelly Roy Integration Manager

Birmingham

205.769.3462

Robyn Schubart Marketing Manager

Birmingham

205.314.6211

Joshua Taylor Investment Analyst

Birmingham

205.314.6214

Leigh Ann Thrash Office Manager/Senior Client Service Associate

Birmingham

205.314.6201

Birmingham

205.871.3334

Kimberly D. Warner Annual Plan Review Specialist

Birmingham

205.769.3207

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