Our Team
Leadership
Edmon "Jake" Tomes
Chief Executive Officer & Private Client Wealth Advisor
G. Brent Morton, MBA
Chief Operating Officer & Private Client 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 - Retirement Plans & 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
Andrew Sharp, CFP®, CIMA®
Business Unit Leader & Wealth Advisor
Chris Facka
Regional Managing Director
Frank Martin, CFP®, AIF®
Managing Director & Wealth Advisor
Jason Doise, LUTCF
Business Unit Leader & Wealth Advisor
Josh Hampton, CFP®
Business Unit Leader & Wealth Advisor
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®
Business Unit Leader & Wealth Advisor
Quintin T. Hardtner IV, MBA
Business Unit Leader
S. Scott Allex, CWS®
Business Unit Leader & Wealth Advisor
Stephen D. Iaconis, CFP®
Managing Director & Wealth Advisor
Steven A. Wheeler, CPA/PFS, CFP®
Managing Director & Wealth Advisor - Bowling Green
T. Payton Collins
Managing Director & Wealth Advisor - Stuart
Tony Henderson
Managing Director & Wealth Advisor - Conway & Tulsa
Wilbur S. “Billy” Hemby, CFP®
Managing Director & Wealth Advisor - North Carolina
Operations
Claudia Martin
Director of Operations
Joy Robinson
Executive Assistant
Sally Echterhoff
Client Service Associate
Bryan Barber
Practice Support Specialist – Financial Planning
Gayla Jenson
Receptionist
Juan Rodriguez
Client Services Associate III
Lauren Martin
Design and IT Support Associate
RIA/Advisory Operations
Maryam Houston
Advisory Services Director
Justin Jones
Advisory Operations Manager
Clorissa Nash
Advisory Operations Lead – Billing Team
Michael Xirinachs
Trading & Portfolio Management Associate
Lal Echterhoff, CFA®
Senior Portfolio Manager, Director of Equities
Charles R. “Ray” Shimer III, CFA®
Portfolio Manager
Michelle Whitman
Advisory Operations Associate
Finance
Ariane Fricke
Finance Director
Carl Pearce
Accounting Director
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