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
David Mauzey
Chief Information Officer
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
Capital Management
Todd M. Bulot
Practice Director - Asset Management
Lal E. Echterhoff, CFA®
Chief Investment Officer
Charles R. “Ray” Shimer III, CFA®
Senior Portfolio Manager
Michael Xirinachs
Head Trader & Portfolio Operations
Boris Bouiti-Viaudo
Research Analyst
Jeffrey B. Patterson, CIMA®
Product Specialist - Asset Management
Steve Miano, CPA
Research Analyst
Steven Miller
Investment Operations Assistant
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
Jason Doise, LUTCF
Business Unit Leader & Wealth Advisor
Chad Perry
Business Unit Leader & Wealth Advisor
Brad Wheeler, MBA, CPA, CGMA®
Business Unit Leader & Wealth Advisor
Amanda Daugherty
Business Unit Leader & Wealth Advisor
Deneen Morgia
Business Unit Leader, Attorney Solutions Specialist
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
Ernest Tannis
Branch Manager, Supervisory Principal
Molly Flynn
Compliance Associate
Angel Irvine
Compliance Branch Examiner
Karen Lessard
Branch Manager, Supervisory Principal
Rafael Sosa Matos
Branch Manager, Supervisory Principal
Thadius Beavers
Branch Manager, Supervisory Principal
Advisor Operations
Claudia Martin
Managing Director of Advisor Operations
Rebekah Lasher
Operations Associate – New Accounts Team
Javier Castro
Operations Data Specialist
Erica Dennis
Operations New Account Team Lead
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
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
Marcel Garza
Paraplanner
Melina Trevino
Operations Manager
Michael Stratton
Advisor Onboarding Manager
Tony Stephenson
Operations Manager
Headquarters Operations
Joy Robinson
Executive Assistant
Kelly Allen
Executive Assistant
Finance
Clorissa Nash
Advisory Operations Lead – Billing Team
Katherine Nicholas
Advisory Operations Associate – Billing Team
Stephen Herr
Financial Analyst
Chris Goodrich
Controller
Jennifer Evich
Staff Accountant
Marketing
Ikey Anderson
Graphic Designer
Joe Jones
Marketing Director
Advisor Advocate
Daniel Hendricks
Advisor Advocate
Evan Barnard
Advisor Advocate Manager
Advisor Recruiting
Human Resources
Ronnie Chambers, SPHR, SHRM-SCP
Human Resources Director
Margaret Woelffer
Talent Acquisition Associate
Shanetta Pledger
People Operations Generalist