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Our Team

Leadership

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Wealth Advisor

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Wealth Advisor

Brian Gongwer

Brian Gongwer

Chief Business Development Officer

Gregg Overstake

Gregg Overstake

Director of Supervision

Greg Anderson

Greg Anderson

Chief Marketing Officer - Level Four Insurance - Partner

Jill Zacha

Chief Compliance Officer

Practice Directors

David Byrnes

David Byrnes

Practice Director & Wealth Advisor

Luke Britt

Luke Britt, RICP®

Practice Director

Terry Thompkins

Terry Thompkins, CFP®, CLU®, ADPA®

Practice Director & Wealth Advisor

Todd Bulot

Todd M. Bulot

Practice Director

Jeffrey Glusman

Jeffrey A. Glusman, CRPC®

Practice Director - Sports & Entertainment

Managing Directors

Alan Tipton

Alan Tipton

Managing Director & Wealth Advisor - Shreveport

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor - Panama City Beach

Stephen Iaconis

Stephen D. Iaconis, CFP®

Managing Director & Wealth Advisor - Birmingham

Steven Wheeler

Steven A. Wheeler, CPA/PFS, CFP®

Managing Director & Wealth Advisor - Bowling Green

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

T. Payton Collins

T. Payton Collins

Managing Director & Wealth Advisor - Stuart

Tony Henderson

Tony Henderson

Managing Director & Wealth Advisor - Conway & Tulsa

Chris Facka

Chris Facka

Regional Managing Director

Operations

Claudia Martin

Claudia Martin

Director of Operations

Joy Robinson

Joy Robinson

Executive Assistant

Michelle Whitman

Advisory Operations Associate

Sally Echterhoff

Sally Echterhoff

Client Service Associate

David Smith

David Smith

Technology Integration Specialist

Juan Rodriguez

Client Services Associate III

Lauren Martin

Lauren Martin

Design and IT Support Associate

RIA/Advisory Operations

Maryam Houston

Maryam Houston

Advisory Services Director

Clorissa Nash

Clorissa Nash

Advisory Operations Lead – Billing Team

Michael Xirinachs

Michael Xirinachs

Trading & Portfolio Management Associate

Lal Echterhoff

Lal Echterhoff, CFA®

Portfolio Manager

Justin Jones

Advisory Operations Manager

Finance

Ariane Fricke

Ariane Fricke

Finance Director

Jeff Stafford

Jeff Stafford

Director of Accounting

Marketing

Justine Huddleston

Justine Huddleston

Marketing Director

Lauren Martin

Lauren Martin

Design and IT Support Associate

Advisor Recruiting

Evan Barnard

Evan Barnard

Relationship Manager

Staffing & Hiring

Claudia Martin

Claudia Martin

Director of Operations