Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

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Erik Aspelin, CFP® Portfolio Manager

Colorado Springs, CO

719.284.6636

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Sandy Carlson, CFP®, CPA, CDFA®, QKA Partner, Wealth Advisor, Director of Financial Planning

Charlotte, NC

980.585.3362

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Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

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Dalton Clary, CFP® Financial Planner

Birmingham, AL

205.271.4040

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Colin P. Coine Associate Financial Planner

Chicago, IL

Deerfield, IL

224.461.8022

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Evan B. Crouse, CFP® Wealth Advisor

Huntsville, AL

256.713.2670

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Carson Eddy Associate Financial Planner

Birmingham, AL

205.314.6212

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Nick German Associate Financial Planner

Pensacola, FL

850.444.7203

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Corey Meyer Associate Financial Planner

Charlotte, NC

980.585.3364

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Glenda Molina, CFP® Senior Financial Planner

Austin, TX

512.774.5344

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Ryan Moore, CFP® Financial Planner

Huntsville, AL

256.701.8447

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Ryan Ottaviano Associate Financial Planner

Atlanta, GA

770.790.3731

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Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham, AL

205.314.6238

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Christian Resendiz Associate Financial Planner

Merrillville, IN

219.832.8954

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