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

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, RICP®
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®
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
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
Executive Assistant & Private Client Wealth Associate

Kevin Welch
Fiduciary Support Specialist – Retirement Plans

Wendy Hosner
Paraplanner
Headquarters Operations

Joy Robinson
Executive Assistant

Gayla Jenson
Receptionist
Finance

Ariane Fricke
Finance Director

Amber Hendricks
Accounting Director

Rhonda Eltiste
Staff Accountant

Clorissa Nash
Advisory Operations Lead – Billing Team

Katherine Nicholas
Advisory Operations Associate – Billing Team
Marketing

Justine Huddleston
Marketing Director

Lauren Martin
Marketing & Design Specialist
Advisor Recruiting

Matt Estes
Business Development Manager
Human Resources

Ronnie Chambers, SPHR, SHRM-SCP
Human Resources Director