Leslie Hubbs

Manager, Office Services & Facilities

Stephanie Rogers

Senior Advisor

Katie Southard

Client Services Manager

Justin Crump

Client Services Manager

Jacob Malina

Advisor

Alexis Woodman

Client Service Manager

Brinn Trousdale

Client Service Manager

Meondra Irons

Senior Client Support Specialist

Pearson Georges

Client Service Manager

Keegan Jennings

Client Service Manager

Joshua Ernst

Associate Portfolio Manager

David Breckenridge

Partner

Mimi M.

Client Service Manager

Hannah Lockwood

Client Services Manager

Luke Gast

Advisor

Crystal V. Algee

Business Process Analyst

Peter Brown

Senior Managing Director, Mergers & Acquistions

Laura Gunnels

Sr. Paralegal

Karen Reese

Consultant

Trevor Wood

Customer Service Manager

Zori Petrakova

Client Service Manager

Hunter Koenig

Client Service Manager

Katelyn Rumph

Revenue Support Manager

Sheridan Morgan Fox

Receptionist

Kevin Woods

Investment Operations Specialist

Lainey Hawks

Human Resources Intern

Beth Kernaghan

Client Services Manager

Robbie Hutchinson

Managing Director, M&A Business Development

Matthew G. Luzecky

Operations Manager

Adam Bell

Client Service Manager

Connor Riley

Wealth Management Intern

Alex Kane

Client Services Manager

Sherilyn Kennedy

Operations Manager

Joel Fitts

Advisor

Mick Hanon

Client Service Manager

Mike Torney

Partner

Darla Frein

Administrative Assistant

Megan R.

Senior Retirement Plan Advisor

Mitchel Pagano

Advisor

Brian S. Page

Retirement Plan Advisor

Anna Poppell

Advisor

Max Hood

Advisor

Nina Zumwalt

Wealth Management Intern

Jenna Rouillard

Advisor

Ally Kell

Family CFO

Cassie Opel

Manager of Bill Pay & Bookkeeping

John Reagan

Advisor

Tara Beffa

Director of Operations

Carolyn Bowles

Advisor

Cynthia Bianucci

Office Services Support