Broker Check
 

Franchise Offices

 

Alabama

Stephen D. Iaconis

Stephen D. Iaconis, CFP®

Managing Director

Wealth Advisor

 
Quint Cook

Quint Cook

Wealth Advisor

Katie Tompkins

Katie Tompkins, CFP®

Branch Operations Manager

Garrett L. Lowry

Garrett L. Lowry

Client Services Associate

California

Mark Mitamura

Mark Mitamura, AIF®, CMFC®, CRPC®

Managing Director

Wealth Advisor

 
Jimmy Chase

Jimmy D. Chase

Wealth Advisor

David M. Choi

David M. Choi

Wealth Advisor

Rory J.D. Hart

Rory J.D. Hart, AIF®

Wealth Advisor

Whitney Massey

Whitney D. Massey

Branch Operations Manager

Doreen J. Bramlett

Doreen J. Bramlett

Branch Operations Manager

Denis Angell

Denis Angell

Client Services Manager

Florida

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director

Wealth Advisor

 
Kelley Reeves

Kelley Reeves

Client Services Associate

Kentucky

Steven A. Wheeler, CPA, CFP®, PFS, CGMA

Steven A. Wheeler, CPA/PFS, CFP®

Managing Director

Wealth Advisor

 
Kelly Keltner

Kelly Keltner

Client Services Manager

Louisiana

Alan Tipton, RFC®

Alan Tipton, RFC®

Managing Director

Wealth Advisor

Lal Echterhoff, CFA

Lal E. Echterhoff, CFA®

Portfolio Manager

Wealth Advisor

Carly Hulett

Carly Hulett

Branch Operations Manager

Mary Helen Marrs

Mary Helen Marrs

Client Services Associate

North Carolina

Wilbur S. Hemby

Wilbur S. "Billy" Hemby, CFP®

Managing Director

Wealth Advisor

Harrison Evans

Harrison Evans

Wealth Advisor

Charles R. Shimer III

Charles R. "Ray" Shimer III, CFA®

Portfolio Manager

Wealth Advisor

Edward K. Leader

Edward K. Leader

Branch Operations Manager

Louise Oglesby

Louise Oglesby

Client Services Manager

Carolyn Heath

Carolyn Heath

Client Care Specialist

Linda Harrison

Linda Harrison

Client Services Associate

Paula Sutton

Paula Sutton

Client Services Associate

Matthew R. Rogers, ChFC

Matthew R. Rogers, ChFC®

Wealth Advisor Assistant

Susan Ellen

Susan Ellen

Client Services Assistant

Mary E. Sargent, CLU

Mary E. Sargent

Wealth Advisorr

Michelle Bowen

Michelle Bowen

Adminstrative Assistant

Texas

Gene Craig

Gene Craig

Wealth Advisor

Edmon 'Jake' Tomes

Edmon "Jake" Tomes

Chief Executive Officer

Wealth Advisor

 
G. Brent Morton

G. Brent Morton, MBA, AIFA®

Chief Financial Officer

Wealth Advisor

 
Adam D. Prewett

Adam D. Prewett, AIF®, CRPC®

Practice Manager

Wealth Advisor

 
Mike Romig, AIF®, CWM

Michael R. Romig, CWM, AIF®

Practice Manager

Wealth Advisor

 
Terry Thompkins, CFP®, CLU, ADPA®

Terry Thompkins, CFP®, CLU, ADPA®

Practice Manager

Wealth Advisor

 
Josh Hampton

Josh Hampton

Wealth Advisor

Joy Robinson

Joy Robinson

Executive Assistant

Denise Lindstrom

Denise Lindstrom

Client Services Associate

Maryann Brignac

Maryann Brignac

Client Services Associate