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Joshua L. Reidinger, CPA Partner, Chief Executive Officer

Birmingham

205.769.3294

Justin T. Russell, CIMA Partner, President

Birmingham

205.769.3384

Steven C. Causey, CPA Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Melanie L. Nichols, CFA, CFP® Partner, Wealth Advisor

Birmingham

205.769.3308

Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham

205.769.3386

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham

205.769.3385

Kelly S. Clary, MBA Partner, Wealth Advisor

Huntsville

256.713.2669

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

Birmingham

205.314.6209

Scott Craig, CFA® Partner, Regional Director

Atlanta

770.790.3721

Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah

912.598.4043

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

Birmingham

205.314.6206

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

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

Pensacola

850.444.7272

Andrea W. Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

Clay McDaniel, CFA® Partner, Chief Investment Officer of Private Markets

Atlanta

770.635.5068

James R. Lazenby, CPA, AEP Partner, Chief Financial Officer

Birmingham

205.769.3215

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

Pensacola

850.444.7253

Aaron M. Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

Barry Prim, MBA Partner, Wealth Advisor

Montgomery

334.260.2340

Justin Snell, CPA Partner, Chief Operating Officer

Atlanta

Birmingham

770.635.5000

Win Walstad, CFA® Partner, Wealth Advisor

Atlanta

770.790.3729

Birmingham

205.314.6202

Tampa

813.321.1348

Birmingham

205.747.3945

Faye Bates Receptionist

Atlanta

770.790.3745

Emily Bennett Client Service Associate

Birmingham

205.314.6210

Meghan Bynum Client Relationship Manager

Atlanta

770.790.3754

Mary Lassiter Chapman Executive Assistant

Birmingham

205.986.0817

Chad Charping Associate Financial Planner

Atlanta

770.790.3716

Birmingham

205.314.6203

Dalton Clary Associate Financial Planner

Birmingham

205.657.5158

Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

Diana R. Contorno, HDP™ Employee Education Specialist

Birmingham

205.314.6220

Huntsville

256.713.2670

Jennifer L. Disker Senior Billing Analyst

Birmingham

205.769.3206

Kristin K. Emerson Director of Integration

Birmingham

205.747.2715

Birmingham

205.314.6207

Gavin P. Gillison, CFP® Wealth Advisor, Director of Financial Planning

Birmingham

205.769.3480

Jennifer B. Groulx Senior Client Service Associate

Pensacola

850.470.5546

Birmingham

205.460.3854

Jolinda H. Hubbard Billing Associate

Birmingham

205.769.3214

Crews Kay Trading Analyst

Birmingham

205.614.6205

Anna M. Lashley Compliance Associate

Birmingham

205.979.3061

Jennifer E. Lawrence Senior Client Service Associate

Birmingham

205.769.3371

Ben Logan, CFP® Wealth Advisor

Atlanta

770.790.3713

William McCarthy Private Fund Controller

Atlanta

770.874.0175

Billy McMahon, QKA® Retirement Services Liaison

Birmingham

205.769.3315

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

Pensacola

850.444.7205

Ryan Moore Associate Financial Planner

Huntsville

256.701.8447

Jonathan R. Osborne, QKA® Retirement Plan Advisor

Birmingham

205.460.3988

Birmingham

205.769.3335

Teresa J. Pierce Senior Client Service Associate

Huntsville

256.713.2660

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham

205.314.6238

Anneliese E. Roemer Senior Client Service Associate

Montgomery

334.387.3629

C. Kelly Roy Tech and Client Experience Specialist

Birmingham

205.769.3462

Nathan Smith Associate Financial Planner

Atlanta

470.523.8751

Leigh Ann Thrash Office Manager/Client Service Associate

Birmingham

205.314.6201

Pensacola

850.444.7271

Birmingham

205.871.3334

Kimberly D. Warner Annual Plan Review Specialist

Birmingham

205.769.3207

Kay Wilson Billing Manager

Atlanta

770.790.3755

Shirley Winters Office Manager/Client Service Associate

Savannah

912.598.4048

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