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