Our Team
Leadership
Edmon "Jake" Tomes
Chief Executive Officer & Wealth Advisor
G. Brent Morton, MBA
Chief Operating Officer & Wealth Advisor
Brian Gongwer
Chief Business Development Officer
Gregg Overstake
Chief Compliance Officer
Greg Anderson
Chief Marketing Officer - Level Four Insurance - Partner
Practice Directors
Adam D. Prewett, AIF®, CRPC®
Practice Director & Wealth Advisor
David Byrnes
Practice Director & Wealth Advisor
Luke Britt, RICP®
Practice Director
Terry Thompkins, CFP®, CLU®, ADPA®
Practice Director & Wealth Advisor
Todd M. Bulot
Practice Director
Managing Directors
Alan Tipton
Managing Director & Wealth Advisor - Shreveport
Frank Martin, CFP®, AIF®
Managing Director & Wealth Advisor - Panama City Beach
James T. Stevenson, Jr.
Managing Director & Wealth Advisor - Clearwater
Stephen D. Iaconis, CFP®
Managing Director & Wealth Advisor - Birmingham
Steven A. Wheeler, CPA/PFS, CFP®
Managing Director & Wealth Advisor - Bowling Green
Wilbur S. “Billy” Hemby, CFP®
Managing Director & Wealth Advisor - La Grange
T. Payton Collins, CRPC®
Managing Director & Wealth Advisor - Stuart
Tony Henderson
Managing Director & Wealth Advisor - Conway
Operations
Claudia Martin
Director of Operations
Joy Robinson
Executive Assistant
Shawn Higley
Compliance Associate
Michelle Whitman
Client Service Associate
Sally Echterhoff
Client Service Associate
David Smith
Client Services Associate
RIA/Advisory Operations
Maryam Houston
Advisory Services Director
Clorissa Williams
Advisory Services Associate
Michael Xirinachs
Trading & Portfolio Management Associate
Lal Echterhoff, CFA®
Portfolio Manager & Wealth Advisor
Charles R. “Ray” Shimer III, CFA®
Portfolio Manager & Wealth Advisor
Finance
Ariane Fricke
Finance Director
Marketing
Justine Huddleston
Marketing Director
Lauren Martin
Graphic Designer
Recruiting
Evan Barnard
Relationship Manager