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

Birmingham, AL

205.769.3308

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Laura T. Baker, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6202

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Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

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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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Maddie Brown, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2591

Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

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Sami Gianella, CPA Associate Wealth Advisor

Lake Oswego, OR

503-626-6912

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Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

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

Merrillville, IN

Oak Brook, IL

219-842-2441

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Glenda Molina, CFP® Wealth Advisor

Austin, TX

512.774.5344

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Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

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Ashlynne Pala, CFP® Wealth Advisor

Lafayette, IN

Chicago, IL (North Wacker)

765.758.7011

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Jennifer Ryan, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.832.8966

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Mindy Sutton, JD, MBA Partner, Wealth Advisor

Colorado Springs, CO

719.570.3327

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