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

205.314.6219

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

Birmingham, AL

205.314.6206

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

Birmingham, AL

205.314.6209

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

Birmingham, AL

205-314-6231

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

Birmingham, AL

205.769.3308

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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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Jack Adams Partner, Retirement Plan Advisor

Birmingham, AL

205.769.3386

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Laura T. Baker, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6202

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Emily Bennett Senior Client Service Associate

Birmingham, AL

205.314.6210

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Elizabeth L. Brasher, J.D., CDFA®, CWS Partner, Wealth Advisor

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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Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

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Mary Lassiter Chapman Executive Assistant

Birmingham, AL

205.986.0817

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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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Denise H. Coleman Senior Client Service Associate

Birmingham, AL

205.314.6213

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Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham, AL

205.314.6220

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Sheri Cotton Marketing Assistant

Birmingham, AL

219.842.2451

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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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Carson Eddy, CFP® Financial Planner

Birmingham, AL

205.314.6212

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Kristin K. Emerson Partner, Director of Integration

Birmingham, AL

205.747.2715

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Zach Evetts Cloud Engineer

Birmingham, AL

205-314-6218

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Michele Fasanello Operations Manager

Birmingham, AL

205-314-6215

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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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Maggie Gann Marketing Associate

Birmingham, AL

205-612-0044

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Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6207

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Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

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Miles Gunn Associate Investment Analyst

Birmingham, AL

(205) 314-6233

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Aleicia M. Hornsby Employee Experience Manager

Birmingham, AL

205.460.3854

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Jolinda H. Hubbard Senior Client Service Associate

Birmingham, AL

205.769.3214

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Nick Hujtyn Senior Integration Manager

Birmingham, AL

205.314.6217

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Kayla Johnson Data Migration Specialist

Birmingham, AL

205-314-6241

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Stacy L. Jones Integration Coordinator

Birmingham, AL

205.314.6204

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Crews Kay, CFA® Investment Analyst

Birmingham, AL

205.314.6205

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Lynn Lackey Director of Human Resources

Birmingham, AL

205.314.6208

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Sarah Lancaster, MBA Integration Manager

Birmingham, AL

205.314.6232

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Anna Lashley Senior Operations Associate

Birmingham, AL

205.979.3061

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Loren Levitan Marketing Manager

Birmingham, AL

Merrillville, IN

219.842.2588

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Allan Mason Client Service Associate

Birmingham, AL

205.769.3371

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Billy McMahon Retirement Plan Advisor

Birmingham, AL

205.769.3315

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Luna Mora Investment Analyst

Birmingham, AL

205.314.6226

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Mike More Operations Specialist

Birmingham, AL

513.273.9624

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Aaron Nelson Partner, Wealth Advisor

Birmingham, AL

205.769.3269

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Jonathan R. Osborne Partner, Retirement Plan Advisor

Birmingham, AL

205.460.3988

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Kelly K. Pan Senior Associate, Trade Desk Integration

Birmingham, AL

205.769.3335

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Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham, AL

205.314.6238

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Bradley J. Rathe Partner, Senior Director of Portfolio Management

Birmingham, AL

Chicago, IL

205.314.6247

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Sue Roberts Human Resources Coordinator

Birmingham, AL

205.314.6248

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Kelly Roy Director of Operations

Birmingham, AL

205.769.3462

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Samantha Sarver Integration Specialist

Birmingham, AL

219.842.2595

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Robyn Schubart Senior Marketing Manager

Birmingham, AL

205.314.6211

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Jessica Sharpe, MBA Integration Specialist

Birmingham, AL

205.314.6235

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Kaleigh Shipman Integration Manager

Birmingham, AL

(205) 314-6245

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Phil Sims IT Support Analyst

Birmingham, AL

205.314.6229

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Jamie Smith, SHRM-SCP Human Resource Manager

Birmingham, AL

205-314-6239

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Terah Neilson Billing Associate

Birmingham, AL

205-769-3278

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Ashleigh Steadman Staff Accountant

Birmingham, AL

205-314-6246

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Joshua Taylor Investment Analyst

Birmingham, AL

205.314.6214

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Leigh Ann Thrash Office Manager/Senior Client Service Associate

Birmingham, AL

205.314.6201

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Kenneth Toledo Billing Associate

Birmingham, AL

205.769.3206

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Jennifer H. Walker Receptionist

Birmingham, AL

205.871.3334

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Kimberly D. Warner Annual Plan Review Specialist

Birmingham, AL

205.769.3207

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Alyssa Wheeling, MBA Senior Operations Manager

Birmingham, AL

Merrillville, IN

219.832.8841

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