Our Team
Leadership
Edmon "Jake" Tomes
Chief Executive Officer & Private Client Wealth Advisor
G. Brent Morton, MBA
Chief Operating Officer & Private Client Wealth Advisor
Jill Zacha, JD
Chief Compliance Officer & Corporate Counsel
Brian Gongwer
Chief Relationship Officer
Greg Anderson
Level Four Insurance Chief Marketing Officer & Income Partner
Marc Whitehead
Income Partner & Private Client Wealth Advisor
Practice Directors
David Byrnes, AIF®
Practice Director - Retirement Plans & Wealth Advisor
Luke Britt, CLU®, RICP®, CEPA®
Practice Director - Advanced Planning & Business Services
Terry Thompkins, CFP®, CLU®, AEP®, ADPA®
Practice Director - Financial Planning & Wealth Advisor
Todd M. Bulot
Practice Director - Asset Management
Lacey E. Buteyn, CFP®, CIMA®
Practice Director - Coaching & Wealth Advisor
Matt Craig
Practice Director - Private Client Services
Investment Committee
Todd M. Bulot
Practice Director - Asset Management
Lal Echterhoff, CFA®
Senior Portfolio Manager, Director of Equities
Charles R. “Ray” Shimer III, CFA®
Portfolio Manager
Michael Xirinachs
Head Trader
Boris Bouiti-Viaudo
Research Analyst
Cameron Neumann
Research Analyst
Managing Directors & Business Unit Leaders
Frank Martin, CFP®, AIF®
Managing Director & Wealth Advisor
Wilbur S. “Billy” Hemby, CFP®
Managing Director & Wealth Advisor - North Carolina
Chris Facka
Managing Director
Lawrence "Larry" Crisp, MBA, CLU®, ChFC®, CASL®
Business Unit Leader & Wealth Advisor
Marshall Barclay, MBA, CRPC®, CFP®
Business Unit Leader & Wealth Advisor
Paul Sterzinger, CFP®, CIMA®, CLU®, MBA
Business Unit Leader & Wealth Advisor
Brad Wheeler, MBA, CPA, CGMA®
Business Unit Leader & Wealth Advisor
Chad Perry
Business Unit Leader & Wealth Advisor
Compliance
Jill Zacha, JD
Chief Compliance Officer & Corporate Counsel
Stacey Lavender
Chief Compliance Officer, Brokerage
Kimberly Miller
Compliance Director, Risk and Regulatory
Gregg Overstake
Director of Supervision
Chrystal Badillo
Branch Manager, Supervisory Principal
Al Tadeo
Branch Manager, Supervisory Principal
Ernest Tannis
Branch Manager, Supervisory Principal
Molly Flynn
Compliance Associate
Buffa Powell
Compliance & Supervisory Principal
Thadius Beavers
Branch Manager, Supervisory Principal
Advisor Operations
Claudia Martin
Managing Director of Advisor Operations
Justin Jones
Advisory Operations Manager
Evan Barnard
Advisor Advocate Manager
Krista Norman, FPQP®
Advisory Operations Lead – New Accounts
Rebecca Lasher
Operations Associate – New Accounts Team
Javier Castro
Advisory Operations Associate – New Accounts Team
Prince Duwor
Advisory Operations Associate – New Accounts Team
Erica Dennis
Advisory Operations Associate – New Accounts Team
Sherry Harris
Operations Associate – New Accounts Team
Bruce Dorman
Advisory Services - LFCM Specialist
Jo-Ann Palmere
Onboarding Associate & Client Services Associate II
Jena Blue
Transitions Support Specialist
Steven Miller
Transitions Support Specialist
Lisa Monello
Client Services Associate II
Sally Echterhoff
Client Services Associate
Vannessa Marley
Client Services Associate
Cyril Mathew
Operations Integrations and Support Specialist
Kevin Welch
Fiduciary Support Specialist – Retirement Plans
Wendy Hosner
Paraplanner
Jessica Titus
Office Manager/Admin
Michael Sutter II
Private Client Wealth Associate
Richard Erickson
Operations Integration & Support Director
Tony Stephenson
Operations Manager
Headquarters Operations
Joy Robinson
Executive Assistant
Gayla Jenson
Receptionist
Finance
Ariane Fricke
Finance Director
Amber Hendricks
Accounting Director
Rhonda Eltiste
Staff Accountant
Cassaundra Luellen
Commissions Associate
Clorissa Nash
Advisory Operations Lead – Billing Team
Katherine Nicholas
Advisory Operations Associate – Billing Team
Marketing
Justine Huddleston
Marketing Director
Advisor Recruiting
Matt Estes
Business Development Manager
Human Resources
Ronnie Chambers, SPHR, SHRM-SCP
Human Resources Director
Carmen Perez
Human Resources Associate