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
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
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
Chris Facka
Managing Director
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
Josh Hampton, CFP®
Business Unit Leader & Wealth Advisor
Jason Doise, LUTCF
Business Unit Leader & Wealth Advisor
Paul Sterzinger, CFP®, CIMA®, CLU®, MBA
Business Unit Leader & Wealth Advisor
Chad Perry
Business Unit Leader & Wealth Advisor
Brad Wheeler, MBA, CPA, CGMA®
Business Unit Leader & Wealth Advisor
Becky Cummings
Business Unit Leader
Compliance
Jill Zacha, JD
Chief Compliance Officer & Corporate Counsel
Stacey Lavender
Chief Compliance Officer, Brokerage
Kimberly Miller
Managing Director, Compliance
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
Thadius Beavers
Branch Manager, Supervisory Principal
Advisor Operations
Claudia Martin
Managing Director of Advisor Operations
Krista Norman, FPQP®
Advisory Operations Lead – New Accounts
Rebecca Lasher
Operations Associate – New Accounts Team
Javier Castro
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
Kevin Welch
Fiduciary Support Specialist – Retirement Plans
Wendy Hosner
Paraplanner
Donna Boisfontaine
Client Services Associate – Private Client Services
Jessica Titus
Office Manager/Admin
Marcel Garza
Paraplanner
Michael Sutter II
Private Client Wealth Associate
Tony Stephenson
Operations Manager
Headquarters Operations
Rick Erickson
Operations Integration & Support Director
Joy Robinson
Executive Assistant
Gayla Jenson
Receptionist
Finance
JoAnna Sherman
Controller
Rhonda Eltiste
Staff Accountant
Clorissa Nash
Advisory Operations Lead – Billing Team
Katherine Nicholas
Advisory Operations Associate – Billing Team
Stephen Herr
Financial Analyst
Marketing
Joe Jones
Marketing Director
Michelle Young
Graphic Design & Marketing Associate
Advisor Advocate
Daniel Hendricks
Advisor Advocate
Evan Barnard
Advisor Advocate Manager
Advisor Recruiting
Matt Estes
Business Development Manager
Human Resources
Ronnie Chambers, SPHR, SHRM-SCP
Human Resources Director