Quinn Michel, CFP® Associate Financial Planner

Paoli, PA

215-709-5800

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

Birmingham, AL

980.585.3371

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Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

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Jonathan Alecusan Paraplanner

Dayton, OH

937-820-7564

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Cole Alexander Financial Planner

Jacksonville, FL

904-902-5309

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Erik Aspelin, CFP® Portfolio Manager

Colorado Springs, CO

719.284.6636

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Landry Barnett Associate Financial Planner

Jackson, MS

601-881-1026

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Sydney B. Burchett, CFP® Financial Planner

Dayton, OH

326-220-2159

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Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

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Dalton Clary, CFP®, CKA® Financial Planner

Birmingham, AL

205.271.4040

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Evan B. Crouse, CFP® Partner, Wealth Advisor

Huntsville, AL

256.713.2670

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Carson Eddy, CFP® Financial Planner

Birmingham, AL

205.314.6212

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Morgan Gearhart, J.D., MBA Senior Estate and Tax Planning Consultant

Birmingham, AL

205-314-6206

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Nick German Associate Financial Planner

Pensacola, FL

850.444.7203

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Anna Cate Goodson Associate Financial Planner

Birmingham, AL

205-314-6242

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Zackary Gudorf Paraplanner

Dayton, OH

326-220-2155

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Katy Hane Associate Financial Planner

New Orleans, LA (Metairie)

504-356-9308

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Jennifer Kendall Senior Financial Planner

Huntsville, AL

205-769-3256

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Ryan Moore, CFP® Financial Planner

Huntsville, AL

256.701.8447

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Zachary Morris Associate Financial Planner

Paoli, PA

215-252-7382

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Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham, AL

205.314.6238

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Christian Resendiz Financial Planner

Merrillville, IN

219-832-8954

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Chris Rhoades Associate Financial Planner

Deerfield, IL

630-763-2112

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Tia Rosehill, CFP® Senior Financial Planner

Boston, MA

857-254-5474

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Tracy E. Travis, CFP®, CES™, CEPA Financial Planner

Dayton, OH

326- 220-2174

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