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
Greg Anderson
Level Four Insurance Chief Marketing Officer & Income Partner
Marc Whitehead
Income Partner & Private Client Wealth Advisor
David Mauzey
Chief Information Officer
Robb Combs
Business Development Officer National Head of Recruiting
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
Jeff Wagnon
Practice Director, Insurance Agency
Matt Craig
Practice Director - Private Client Services
Capital Management
Todd M. Bulot
Practice Director - Asset Management
Lal E. Echterhoff, CFA®
Chief Investment Officer
Charles R. “Ray” Shimer III, CFA®
Senior Portfolio Manager
Michael Xirinachs
Head Trader & Portfolio Operations
Steven Miller
Investment Operations Assistant
Managing Directors & Business Unit Leaders
Chris Facka
Business Leader - Private Client Specialist
Wilbur S. “Billy” Hemby, CFP®
Managing Director & Wealth Advisor - North Carolina
Marshall Barclay, MBA, CRPC®, CFP®
Business Unit Leader & Wealth Advisor
Frank Martin, CFP®, AIF®
Managing Director & Wealth Advisor
Jason Doise, LUTCF
Business Unit Leader & Wealth Advisor
Chad Perry
Business Unit Leader & Wealth Advisor
Brad Wheeler, MBA, CPA, CGMA®
Business Unit Leader & Wealth Advisor
Amanda Mitchum
Business Unit Leader & Wealth Advisor
Deneen Morgia
Business Unit Leader, Attorney Solutions Specialist
Jack Bruno
Managing Director – International Wealth Services
Jimmy Glover
Business Unit Leader & Retirement Specialist
Compliance
Jill Zacha, JD
Chief Compliance Officer & Corporate Counsel
Kimberly Miller
Chief Compliance Officer, Brokerage & AML Compliance Officer
Gregg Overstake
Director of Supervision
Chrystal Badillo
Branch Manager, Supervisory Principal
Ernest Tannis
Branch Manager, Supervisory Principal
Molly Flynn
Compliance Associate
Karen Lessard
Branch Manager, Supervisory Principal
Rafael Sosa Matos
Branch Manager, Supervisory Principal
Advisor Operations
Claudia Martin
Managing Director of Advisor Operations
Rebekah Lasher
Operations Associate – New Accounts Team
Erica Dennis
Operations New Account Team Lead
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
Sally Echterhoff
Client Services Associate
Vannessa Marley
Client Services Associate
Kevin Welch
Fiduciary Support Specialist – Retirement Plans
Wendy Hosner
Paraplanner
Donna Boisfontaine
Client Services Associate – Private Client Services
Marcel Garza, CFP
Senior Planning Specialist
Melina Trevino
Operations Manager
Tony Stephenson
Operations Manager
Headquarters Operations
Joy Robinson
Executive Assistant
Finance
Katherine Nicholas
Advisory Operations Associate – Billing Team
Stephen Herr
Financial Analyst
Chris Goodrich
Controller
Marketing
Joe Jones
Marketing Director
Advisor Advocate
Daniel Hendricks
Advisor Advocate
Evan Barnard
Advisor Advocate Manager
Advisor Recruiting
Chris Scout
Business Development Manager
Robb Combs
Business Development Officer National Head of Recruiting