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
Business Development Officer
Gregg Overstake
Director of Supervision
Greg Anderson
Level Four Insurance Chief Marketing Officer & Income Partner
Practice Directors
David Byrnes, AIF®
Practice Director - Retirement Plans & Wealth Advisor
Luke Britt, RICP®
Practice Director - Advanced Planning & Business Services
Terry Thompkins, CFP®, CLU®, ADPA®
Practice Director - Financial Planning & Wealth Advisor
Todd M. Bulot
Practice Director - Asset Management
Jeffrey A. Glusman, CRPC®
Practice Director - Sports & Entertainment
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
Trader/Portfolio Operations
Boris Bouiti-Viaudo
Portfolio Manager Assistant
Managing Directors & Business Unit Leaders
Frank Martin, CFP®, AIF®
Managing Director & Wealth Advisor
Stephen D. Iaconis, CFP®
Managing Director & Wealth Advisor
Steven A. Wheeler, CPA/PFS, CFP®
Managing Director & Wealth Advisor - Bowling Green
Wilbur S. “Billy” Hemby, CFP®
Managing Director & Wealth Advisor - North Carolina
Tony Henderson
Managing Director & Wealth Advisor - Conway & Tulsa
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
Operations
Claudia Martin
Level Four Financial Operations Director
Joy Robinson
Executive Assistant
Sally Echterhoff
Client Services Associate
Gayla Jenson
Receptionist
Jo-Ann Palmere
Onboarding Associate & Client Services Associate II
Juan Rodriguez
Client Services Associate III
Lisa Monello
Client Services Associate II
RIA/Advisory Operations
Maryam Houston
Advisory Services Director
Justin Jones
Advisory Operations Manager
Clorissa Nash
Advisory Operations Lead – Billing Team
Javier Castro
Advisory Operations Associate – New Accounts Team
Krista Norman
Advisory Services - New Accounts
Finance
Marketing
Justine Huddleston
Marketing Director
Lauren Martin
Marketing & Design Specialist
Advisor Recruiting
Evan Barnard
Recruiting Manager
Staffing & Hiring
Claudia Martin
Level Four Financial Operations Director