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Joshua L. Reidinger, CPA Member, President, Senior Client Consultant

Birmingham

205.769.3294

Steven C. Causey, CPA, AIF Member, Senior Retirement Plan Consultant

Birmingham

Atlanta

205.769.3205

Justin T. Russell, CIMA Member, COO, Senior Client Consultant

Birmingham

205.769.3384

Melanie L. Nichols, CFA, CFP® Member, Senior Client Consultant

Birmingham

Atlanta

205.769.3308

John B. Cox, CFA, CAIA Member, CIO, Senior Client Consultant

Homewood

205.314.6209

Heath R. Echols, MS, CFP® Member, Platform Architect, Senior Client Consultant

Homewood

205.314.6206

Irby J. Thompson, CFP®, AEP® Member, Senior Client Consultant

Montgomery

334.260.2432

Andrea W. Johnson Chief Compliance Officer

Birmingham

205.769.3469

John R. Adams Jr., QPFC Member, Senior Retirement Plan Consultant

Birmingham

Tampa

205.769.3386

Grant W. Cardwell, CPA Member, Senior Client Consultant

Birmingham

205.769.3385

Kelly S. Clary, MBA Member, Senior Client Consultant

Huntsville

256.713.2669

Jeffrey P. Helms, CPA, CFP® Member, Senior Client Consultant

Pensacola

850.444.7272

Joseph R. McNair, CFP®, JD, CPA Member, Senior Client Consultant

Pensacola

850.444.7253

M. Lee Brill, AAMS®/AWMA® Senior Client Consultant

Tampa

813.321.1348

David M. Foreman, CFP® Director of Financial Planning, Senior Client Consultant

Birmingham

205.769.3367

Andrew A. Gearhart, CFP® Client Consultant, Financial Planner

Homewood

205.314.6207

Gavin P. Gillison, CFP® Financial Planner, Client Consultant

Birmingham

205.769.3480

Aaron M. Nelson Client Consultant

Birmingham

205.769.3269

William B. Prim, MBA Senior Client Consultant

Montgomery

334.260.2340

Mary Lassiter Chapman Client Service Associate

Birmingham

205.986.0817

Denise H. Coleman Client Service Associate

Homewood

205.314.6213

Diana R. Contorno, HDP™ Retirement Plan Associate

Birmingham

205.314.6220

Evan B. Crouse Financial Planning Associate

Huntsville

256.713.2670

Amanda M. Dilworth, TGPC Retirement Plan Administrator

Birmingham

972.725.1293

Jennifer L. Disker Senior Billing Analyst

Birmingham

205.769.3206

Anita W. Dobbs Associate Plan Administrator

Birmingham

205.769.3301

Kristin K. Emerson Operations Specialist

Birmingham

205.747.2715

Julie A. Gibbs Retirement Plan Administrator

Birmingham

205.769.3343

Jennifer B. Groulx Senior Client Service Associate

Pensacola

850.470.5546

Aleicia M. Hornsby Client Experience Specialist

Birmingham

205.460.3854

Jolinda H. Hubbard Client Service Associate

Birmingham

205.769.3214

Anna M. Lashley Client Service Associate

Birmingham

205.979.3061

Jennifer E. Lawrence Senior Client Service Associate

Birmingham

Atlanta

205.769.3371

Melba A. Martin Plan Conversion Specialist

Birmingham

205.769.3354

William J. McMahon Associate Plan Administrator

Birmingham

205.769.3235

Joshua G. Miller, CPA, CFA, CIPM Senior Investment Analyst

Pensacola

850.444.7205

Robyn H. Myers, ERPA, QPA, QKA Retirement Plan Administrator

Birmingham

334.260.2235

Jonathan R. Osborne, QKA Daily 401(k) Operations Manager

Birmingham

205.460.3988

Kelly K. Pan Associate Trader

Birmingham

205.769.3334

Sandra N. Pate Scanning Assistant

Homewood

205.314.6215

MaryPat Peeples Financial Planning Associate, Senior Associate

Birmingham

205.769.3209

Teresa J. Pierce Senior Client Service Associate

Huntsville

Tampa

Birmingham

256.713.2660

Amy L. Pollard, FPQP™ Registered Paraplanner

Homewood

205.314.6238

Anneliese E. Roemer Client Service Associate

Montgomery

334.387.3629

C. Kelly Roy Associate Plan Administrator

Birmingham

205.769.3462

Justin A. Sly, CFA Investment Analyst

Birmingham

205.769.3256

Laura J. Steiner Retirement Plan Administrator

Birmingham

205.769.3289

Ashley D. Tucker Financial Planning Associate

Pensacola

850.444.7271

Birmingham

205.871.3334

Kimberly D. Warner Benefits Administrator

Birmingham

205.769.3207

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