Our Team
Leadership
Edmon "Jake" Tomes
Chief Executive Officer & Wealth Advisor
G. Brent Morton, MBA
Chief Operating Officer & Wealth Advisor
Brian Gongwer
Chief Business Development Officer
Gregg Overstake
Director of Supervision
Greg Anderson
Chief Marketing Officer - Level Four Insurance - Partner
Jill Zacha
Chief Compliance Officer
Practice Directors
David Byrnes
Practice Director & Wealth Advisor
Luke Britt, RICP®
Practice Director
Terry Thompkins, CFP®, CLU®, ADPA®
Practice Director & Wealth Advisor
Todd M. Bulot
Practice Director
Jeffrey A. Glusman, CRPC®
Practice Director - Sports & Entertainment
Managing Directors
Alan Tipton
Managing Director & Wealth Advisor - Shreveport
Frank Martin, CFP®, AIF®
Managing Director & Wealth Advisor - Panama City Beach
Stephen D. Iaconis, CFP®
Managing Director & Wealth Advisor - Birmingham
Steven A. Wheeler, CPA/PFS, CFP®
Managing Director & Wealth Advisor - Bowling Green
Wilbur S. “Billy” Hemby, CFP®
Managing Director & Wealth Advisor - North Carolina
T. Payton Collins
Managing Director & Wealth Advisor - Stuart
Tony Henderson
Managing Director & Wealth Advisor - Conway & Tulsa
Chris Facka
Regional Managing Director
Operations
Claudia Martin
Director of Operations
Joy Robinson
Executive Assistant
Michelle Whitman
Advisory Operations Associate
Sally Echterhoff
Client Service Associate
David Smith
Technology Integration Specialist
Juan Rodriguez
Client Services Associate III
Lauren Martin
Design and IT Support Associate
RIA/Advisory Operations
Maryam Houston
Advisory Services Director
Clorissa Nash
Advisory Operations Lead – Billing Team
Michael Xirinachs
Trading & Portfolio Management Associate
Lal Echterhoff, CFA®
Portfolio Manager
Charles R. “Ray” Shimer III, CFA®
Portfolio Manager
Justin Jones
Advisory Operations Manager
Finance
Ariane Fricke
Finance Director
Jeff Stafford
Director of Accounting
Marketing
Justine Huddleston
Marketing Director
Lauren Martin
Design and IT Support Associate
Advisor Recruiting
Evan Barnard
Relationship Manager
Staffing & Hiring
Claudia Martin
Director of Operations