Justin T. Russell, CIMA Partner, President & CEO

Birmingham, AL

205.769.3384

Send Email

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

Birmingham, AL

205.314.6206

Send Email

Chip Beard Partner, Wealth Advisor

Peachtree City, GA

470.980.0023

Send Email

Chris Blakely Partner, Regional Director, Portfolio Manager

Boston, MA

857.254.5475

Send Email

Tom Brown Partner, Regional Director, Wealth Advisor

Austin, TX

512.774.5342

Send Email

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

Send Email

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

Huntsville, AL

256.713.2669

Send Email

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

Birmingham, AL

205.314.6209

Send Email

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

Atlanta, GA

770.790.3721

Send Email

Daniele Donahoe, CFA Partner, Chief Equity Strategist

Charlotte, NC

980.585.3359

Send Email

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

Columbus, OH

614-714-1998

Send Email

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

Charlotte, NC

980.585.3371

Send Email

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

Baltimore, MD

Fairfax, VA

410-900-1369

Send Email

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

Baltimore, MD

Fairfax, VA

410-900-1053

Send Email

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

Cincinnati, OH (Cooper Rd)

513-794-5840

Send Email

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

Pensacola, FL

850.444.7253

Send Email

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

Jackson, MS

601.709.4394

Send Email

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

Birmingham, AL

205.769.3308

Send Email

Bud Rainsberger Partner, Wealth Advisor, Regional Director

Colorado Springs, CO

719.328.1944

Send Email

Julius Ridgway, CFA Partner, Regional Director, Wealth Advisor

Jackson, MS

601.709.4397

Send Email

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

Merrillville, IN

Oak Brook, IL

Chicago, IL

630.331.1500

Send Email

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

Lakeland, FL

863-327-1860

Send Email

Jack Adams Partner, Retirement Plan Advisor

Birmingham, AL

205.769.3386

Send Email

Laura T. Baker, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6202

Send Email

Ryan Baldwin Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1092

Send Email

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

Chicago, IL

Lafayette, IN

765.758.7022

Send Email

Mark Bauer Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1338

Send Email

Tara Becki Advisor Support Specialist

Zionsville, IN

317-973-7466

Send Email

Joe Belew Wealth Advisor

Hamilton, OH

513-794-7478

Send Email

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

Paoli, PA

Philadelphia, PA

Marlton, NJ

856-482-1496

Send Email

Pete Bohrofen, AIF® Partner, Wealth Advisor

Hamilton, OH

513-794-5848

Send Email

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

Paoli, PA

Philadelphia, PA

Marlton, NJ

215-709-5700

Send Email

Elizabeth L. Brasher, J.D., CDFA®, CWS Partner, Wealth Advisor, Waverly Women Practice Leader

Birmingham, AL

205.747.3945

Send Email

Lee Brill, AAMS®/AWMA® Wealth Advisor

Tampa, FL

813.321.1348

Send Email

Maddie Brown, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2591

Brett Brownfield Associate Wealth Advisor

Colorado Springs, CO

719.284.6637

Send Email

Brian Brunner, CFP®, CPA Partner, Wealth Advisor

Zionsville, IN

(317) 733-3444

Send Email

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham, AL

205.769.3385

Send Email

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

Jackson, MS

601-709-4400

Send Email

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

Send Email

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

Dayton, OH

326-220-2160

Send Email

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

Peachtree City, GA

470.980.0025

Send Email

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

Sarasota, FL

941-323-5057

Send Email

Evan B. Crouse, CFP® Partner, Wealth Advisor

Huntsville, AL

256.713.2670

Send Email

Harrison DeShazo, CFP® Associate Wealth Advisor

Austin, TX

512.774.5340

Send Email

Thomas DiCesare Partner, Wealth Advisor

Lakeland, FL

863-327-1873

Send Email

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

Council Bluffs, IA

712-217-8292

Send Email

Scott Dorsey Director of Data and Analytics

Boston, MA

857.254.5477

Send Email

Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah, GA

912.598.4043

Send Email

Nathan Ellyson, CPA Wealth Advisor

Peachtree City, GA

470.980.0027

Send Email

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

Doylestown, PA

Paoli, PA

215-709-5600

Send Email

David B. Fields, CFA Partner, Wealth Advisor

Atlanta, GA

404.233.9014

Send Email

Sean Fitzgibbon, CFA Partner, Portfolio Manager

Boston, MA

857.254.5471

Send Email

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3367

Send Email

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6207

Send Email

Eric Geary Wealth Advisor

Zionsville, IN

317-733-3455

Send Email

Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

Send Email

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

Columbus, OH

380-268-8653

Send Email

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

Chicago, IL

Oak Brook, IL

312.262.6300

Send Email

William (Bill) Groth, JD Wealth Advisor

Hamilton, OH

513-273-2432

Send Email

Steve Hannigan, CFA Wealth Advisor

Baltimore, MD

Fairfax, VA

410-900-1336

Send Email

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

Pensacola, FL

850.444.7272

Send Email

Colleen Henes, CFP®, JD, EA, ABFP™ Partner, Wealth Advisor

Deerfield, IL

Oak Brook, IL

219.832.8962

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

Atlanta, GA

770.675.7655

Send Email

Patrick J. Hoehne, CFA® Partner, Portfolio Manager

Zionsville, IN

(317) 733-3445

Send Email

Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

Send Email

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

Merrillville, IN

Oak Brook, IL

630.331.1700

Send Email

Ashlynne Husmann, CFP® Wealth Advisor

Lafayette, IN

Chicago, IL

765.758.7011

Send Email

Chrissy Israel, ChFC® Wealth Advisor

Dayton, OH

326-220-2165

Send Email

Gerald V. Krach, CPA Partner, Wealth Advisor

Dayton, OH

937-883-6868

Send Email

Sean Lacey, CFP®, CIMA®, CRPC ™ Wealth Advisor

Colorado Springs, CO

Canon City, CO

719-741-3330

Send Email

Paul Larkin Wealth Advisor

Council Bluffs, IA

712-256-4831

Send Email

Pete Lauter, AAMS® Wealth Advisor

Pensacola, FL

850-938-4450

Send Email

Ben Logan, CFP® Partner, Wealth Advisor

Atlanta, GA

770.790.3713

Send Email

Blake A. Macke, CFP® Wealth Advisor

Chicago, IL

Deerfield, IL

224.461.8019

Send Email

Wesley Martin, CFP® Associate Wealth Advisor

Jacksonville, FL

904-562-1331

Send Email

Pam Martin, CFP®, CKA® Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2441

Send Email

Doug McDaniel, CPA, CFP® Partner, Wealth Advisor

Jackson, MS

601.206.0007

Send Email

Christopher J. McGarvey, CFP® Partner, Wealth Advisor

Lakeland, FL

863-327-1862

Send Email

Corey Meyer, CFP® Wealth Advisor

Charlotte, NC

980.585.3364

Send Email

Glenda Molina, CFP® Wealth Advisor

Austin, TX

512.774.5344

Send Email

Melissa L. Mueller Wealth Advisor

Dayton, OH

326-220-2169

Send Email

Jeffrey L. Mueller, CPA, PFS™ Partner, Wealth Advisor

Canon City, CO

719-275-1651

Send Email

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

Send Email

Aaron Nelson Partner, Wealth Advisor

Birmingham, AL

205.769.3269

Send Email

Jonathan R. Osborne Partner, Retirement Plan Advisor

Birmingham, AL

205.460.3988

Send Email

Jacob Petrie, CFP® Wealth Advisor

Cincinnati, OH (Cooper Rd)

513-794-7469

Send Email

Dave Piatkowski, RICP®, Financial Planner Partner, Wealth Advisor

Council Bluffs, IA

712-256-4729

Send Email

Chris Register, CFP® Partner, Wealth Advisor

Jackson, MS

601.206.0008

Send Email

Clayton Reynolds, CRPS® Partner, Wealth Advisor

Cincinnati, OH (Cooper Rd)

513-794-5842

Send Email

Jennifer Ryan, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.832.8966

Send Email

Marc D. Salyers, CFP® Partner, Wealth Advisor

Mobile, AL

251.340.1984

Send Email

James E. Sandifer, CFP® Partner, Wealth Advisor

Mobile, AL

251.340.1984

Send Email

Leah Schulte, CFP®, LPC Partner, Wealth Advisor

Cincinnati, OH (Cornell Rd)

513-605-3390

Send Email

Nick Schulte, CPA,CFP® Partner, Wealth Advisor

Cincinnati, OH (Cornell Rd)

513-605-3394

Send Email

Neal Schulte, CPA/PFS, CFP® Partner, Wealth Advisor

Cincinnati, OH (Cornell Rd)

513-605-3380

Send Email

Preston C. Sharpe, CFP®, AAMS® Wealth Advisor

Peachtree City, GA

470.980.0026

Send Email

Rob Simon, MSFP, CFP®, AEP®, CAP® Partner, Wealth Advisor

Jacksonville, FL

904-562-1342

Send Email

Lance C. Steiner, CFP® Wealth Advisor

Dayton, OH

326-220-2171

Send Email

Janet C. Steinke, CFP® Wealth Advisor

Lebanon, OH

Dayton, OH

937-446-6111

Send Email

Bradley M. Steinman, JD, CFP® Wealth Advisor

Chicago, IL

Deerfield, IL

224.461.8021

Send Email

Bill Stone Partner, Wealth Advisor

Jackson, MS

601.206.0016

Send Email

Nicole T. Strbich, CFP®, CPWA®, EA Partner, Wealth Advisor

Dayton, OH

326-220-2172

Send Email

Mindy Sutton, JD, MBA Partner, Wealth Advisor

Colorado Springs, CO

719.570.3327

Send Email

Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery, AL

334.260.2340

Send Email

Lorri Tomlin, FPQP® Partner, Wealth Advisor

Charlotte, NC

980.585.3366

Send Email

Elliott Van Ness, CFA Partner, Director of Equity Research

Charlotte, NC

980.585.3363

Send Email

Win Walstad, CFA® Partner, Wealth Advisor

Atlanta, GA

770.790.3729

Send Email

James A. Werner, CFP® Partner, Wealth Advisor

Austin, TX

512.774.5341

Send Email

Michael Whitney, CFA Partner, Portfolio Manager

Boston, MA

857.254.5476

Send Email