Our Team
Leadership
![Jake Tomes](http://static.fmgsuite.com/media/images/3219778d-65fe-47ff-ae8b-be22ec5589b8.jpg)
Edmon "Jake" Tomes
Chief Executive Officer & Private Client Wealth Advisor
![Brent Morton](http://static.fmgsuite.com/media/images/8800e005-850a-4720-8b79-b83ac5ffec7c.jpg)
G. Brent Morton, MBA
Chief Operating Officer & Private Client Wealth Advisor
![Jill Zacha](http://static.fmgsuite.com/media/images/94caea8f-652d-4805-9ce3-de08538d0d99.jpg)
Jill Zacha, JD
Chief Compliance Officer & Corporate Counsel
![Greg Anderson](http://static.fmgsuite.com/media/images/8bdc94d3-9a70-4cb7-a7a9-1a94dc3a1307.jpg)
Greg Anderson
Level Four Insurance Chief Marketing Officer & Income Partner
![Marc Whitehead](http://static.fmgsuite.com/media/images/a5b0174b-8897-408a-a5cb-3c1eab69b56d.jpg)
Marc Whitehead
Income Partner & Private Client Wealth Advisor
![David Mauzey](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/f8f4f555-4a13-4d72-8651-7129a1869609.jpg)
David Mauzey
Chief Information Officer
![Robb Combs](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/055e6314-1732-453a-b418-670b871006a6.jpg)
Robb Combs
Business Development Officer National Head of Recruiting
Practice Directors
![David Byrnes](http://static.fmgsuite.com/media/images/da05ecb9-3b73-4621-b7ef-923f480dc175.jpg)
David Byrnes, AIF®
Practice Director - Retirement Plans & Wealth Advisor
![Luke Britt](http://static.fmgsuite.com/media/images/83527103-7706-4cf1-be1e-1d445d4a2be1.jpg)
Luke Britt, CLU®, RICP®, CEPA®
Practice Director - Advanced Planning & Business Services
![Terry Thompkins](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/9c1d88dc-0f39-4f94-9f8b-62cf224c4e2e.jpg)
Terry Thompkins, CFP®, CLU®, AEP®, ADPA®
Practice Director - Financial Planning & Wealth Advisor
![Todd Bulot](http://static.fmgsuite.com/media/images/b0c2dff3-4e94-4128-8433-e9e847e4445f.jpg)
Todd M. Bulot
Practice Director - Asset Management
![Jay Peak](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/a8103b30-ea72-4221-8827-e0f94a199f8e.jpg)
Jay Peak
LFIA Business Development Manager
![Matt Craig](http://static.fmgsuite.com/media/images/23a428f8-58f5-49ef-8cda-a689178cb3e1.jpg)
Matt Craig
Practice Director - Private Client Services
Capital Management
![Todd Bulot](http://static.fmgsuite.com/media/images/b0c2dff3-4e94-4128-8433-e9e847e4445f.jpg)
Todd M. Bulot
Practice Director - Asset Management
![Lal E. Echterhoff, CFA](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/11d27ed4-1ca3-4042-8bdc-379228b5923a.jpg)
Lal E. Echterhoff, CFA®
Chief Investment Officer
![Charles "Ray" Shimer](http://static.fmgsuite.com/media/images/2ea247e3-296f-4510-b0a2-b57d1786c945.jpg)
Charles R. “Ray” Shimer III, CFA®
Senior Portfolio Manager
![Michael Xirinachs](http://static.fmgsuite.com/media/images/d909daa2-7c03-4727-ae08-f74f6e0f72a1.jpg)
Michael Xirinachs
Head Trader & Portfolio Operations
![Steve Miano, CPA](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/c4a70963-9003-42a7-be18-a17da7264103.png)
Steve Miano, CPA
Research Analyst
![Steven Miller](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/cd95ef56-c4c5-4bbf-8a12-9a32bdfd8d0b.png)
Steven Miller
Investment Operations Assistant
Managing Directors & Business Unit Leaders
![Chris Facka](http://static.fmgsuite.com/media/images/9e96b0e0-8bee-4d78-a31a-3ad40a99af5b.jpg)
Chris Facka
Managing Director
![Wilbur Hemby](http://static.fmgsuite.com/media/images/d525703f-94c0-43c3-8414-86e42ec2a9a9.jpg)
Wilbur S. “Billy” Hemby, CFP®
Managing Director & Wealth Advisor - North Carolina
![Marshall Barclay](http://static.fmgsuite.com/media/images/ab10a01a-1d22-4f5d-bf06-99d427d69bf2.jpg)
Marshall Barclay, MBA, CRPC®, CFP®
Business Unit Leader & Wealth Advisor
![Frank Martin](http://static.fmgsuite.com/media/images/4e5e6f80-5bb2-48d8-b971-559f2df4aa1e.jpg)
Frank Martin, CFP®, AIF®
Managing Director & Wealth Advisor
![Jason Doise](http://static.fmgsuite.com/media/images/94f48380-7417-46ca-9215-1ba0025d862e.jpg)
Jason Doise, LUTCF
Business Unit Leader & Wealth Advisor
![Chad Perry](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/2d91867a-ccbd-44a8-a1f7-3f1f8f4720e3.jpg)
Chad Perry
Business Unit Leader & Wealth Advisor
![Brad Wheeler, MBA, CPA, CGMA®](http://static.fmgsuite.com/media/images/6c65af9e-26f4-4574-af7f-6bc9a46def80.jpg)
Brad Wheeler, MBA, CPA, CGMA®
Business Unit Leader & Wealth Advisor
![Amanda Mitchum](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/640b5605-b49a-450f-b389-9c39ec5c7861.jpg)
Amanda Mitchum
Business Unit Leader & Wealth Advisor
![Deneen Morgia](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/82041d99-25e9-4cb6-9d65-b995d7367b5f.png)
Deneen Morgia
Business Unit Leader, Attorney Solutions Specialist
![](http://static.fmgsuite.com/site/templates/global/img/default-profile.png)
Jimmy Glover
Business Unit Leader & Retirement Specialist
![Scott Daniels](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/86f9947e-d12e-44f4-bdb1-c94b5950e32c.jpg)
Scott Daniels
Business Unit Leader & Executive Benefits Specialist
![Trey Wilburn](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/5e731f4d-fc0a-4c6c-81fd-e8e9dbb74ab7.png)
Trey Wilburn
Business Unit Leader & Capital Management Specialist
Compliance
![Jill Zacha](http://static.fmgsuite.com/media/images/94caea8f-652d-4805-9ce3-de08538d0d99.jpg)
Jill Zacha, JD
Chief Compliance Officer & Corporate Counsel
![Stacey Lavender](http://static.fmgsuite.com/media/images/2b353dd8-f8ab-4d56-96fd-573eac8ef5cb.jpg)
Stacey Lavender
Chief Compliance Officer, Brokerage
![Kimberly Miller](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/4187c78d-8c4d-4953-85f9-53693218acd0.jpg)
Kimberly Miller
Managing Director, Compliance
![Gregg Overstake](http://static.fmgsuite.com/media/images/a33d0ad0-efbe-40b0-a703-c9c8b2780415.jpg)
Gregg Overstake
Director of Supervision
![Chrystal Badillo](http://static.fmgsuite.com/media/images/60c8fd0c-b3cb-46e2-a2ea-28006290d547.jpg)
Chrystal Badillo
Branch Manager, Supervisory Principal
![Ernest Tannis](http://static.fmgsuite.com/media/images/51bfddc0-ced8-40b1-b4d9-bec571f8ba2a.jpg)
Ernest Tannis
Branch Manager, Supervisory Principal
![Molly Flynn](http://static.fmgsuite.com/media/images/4feff006-a470-4051-b0bc-39b452310638.jpg)
Molly Flynn
Compliance Associate
![Karen Lessard](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/bc2570ea-7e69-48de-a6e3-a600be5ec662.png)
Karen Lessard
Branch Manager, Supervisory Principal
![Rafael Sosa Matos](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/582adca3-fa30-44c7-824c-41bf5c48d61c.png)
Rafael Sosa Matos
Branch Manager, Supervisory Principal
Advisor Operations
![Claudia Martin](http://static.fmgsuite.com/media/images/0c6e4471-7a26-47b8-bd4c-61bc63003fe2.jpg)
Claudia Martin
Managing Director of Advisor Operations
![Rebekah Lasher](http://static.fmgsuite.com/media/images/a9ae7bff-59b9-473a-b013-77eb94fc4665.jpg)
Rebekah Lasher
Operations Associate – New Accounts Team
![Javier Castro](http://static.fmgsuite.com/media/images/7ad3b3d6-23c1-4796-aa21-157c9aaf3fa3.jpg)
Javier Castro
Operations Data Specialist
![Erica Dennis](http://static.fmgsuite.com/media/downloadables/images/variantSize/fafcd31e-063d-4d19-9bd6-16f6fcdcfd9b.jpg)
Erica Dennis
Operations New Account Team Lead
![Sherry Harris](http://static.fmgsuite.com/media/images/0ef1d2a1-81b7-4a6a-acfd-8f07a82d60d3.jpg)
Sherry Harris
Operations Associate – New Accounts Team
![Bruce Dorman](http://static.fmgsuite.com/media/downloadables/images/variantSize/4e9a6431-ed77-44c3-a6fd-5be2c7b0facb.jpg)
Bruce Dorman
Advisory Services - LFCM Specialist
![Jo-Ann Palmere](http://static.fmgsuite.com/media/images/bc363b23-8ec7-4757-9309-537faa44f610.jpg)
Jo-Ann Palmere
Onboarding Associate & Client Services Associate II
![Jena Blue](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/eebd46b6-1fba-4a55-95ad-778f6e5b60fe.jpg)
Jena Blue
Transitions Support Specialist
![Sally Echterhoff](http://static.fmgsuite.com/media/images/2610bc93-e2f0-46a8-9cd5-36474c07a7de.jpg)
Sally Echterhoff
Client Services Associate
![Vannessa Marley](http://static.fmgsuite.com/media/images/b8f12c51-0293-4673-8dc7-e5e107776ada.jpg)
Vannessa Marley
Client Services Associate
![Kevin Welch](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/7cf1405a-c4a6-4b94-a947-fef243806b2d.jpg)
Kevin Welch
Fiduciary Support Specialist – Retirement Plans
![Wendy Hosner](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/476185f8-a72f-4226-8c9c-40d51f62d5b5.jpg)
Wendy Hosner
Paraplanner
![Donna Boisfontaine](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/bc9a3cb0-1790-432e-8459-36f1c11a6b70.jpg)
Donna Boisfontaine
Client Services Associate – Private Client Services
![Marcel Garza, CFP](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/f151f9ef-ecf5-4869-9f48-cc0dd5bd2567.jpg)
Marcel Garza, CFP
Senior Planning Specialist
![Melina Trevino](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/26400230-9964-4057-9911-35cccc00350c.png)
Melina Trevino
Operations Manager
![Michael Stratton](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/fe5b2841-638f-411a-b945-b55d64ab7b2c.png)
Michael Stratton
Advisor Onboarding Manager
![Tony Stephenson](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/cba6eafc-5c12-4d5b-9bf7-839ef5a0633a.jpg)
Tony Stephenson
Operations Manager
Headquarters Operations
![Joy Robinson](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/5b905aaf-fa7b-4b6b-b34c-d526aa338df2.jpg)
Joy Robinson
Executive Assistant
Finance
![Katherine Nicholas](http://static.fmgsuite.com/media/images/fbeab486-370e-43f5-aea2-3f71cd925f11.jpg)
Katherine Nicholas
Advisory Operations Associate – Billing Team
![Stephen Herr](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/445245ba-ef13-4fbc-9be1-427f328c8cf7.jpg)
Stephen Herr
Financial Analyst
![Chris Goodrich](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/0294aa36-4907-4fdb-86ac-9320e3a58da9.png)
Chris Goodrich
Controller
Marketing
![Joe Jones](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/911693d8-abac-41de-9912-4cee635584ee.png)
Joe Jones
Marketing Director
Advisor Advocate
![Daniel Hendricks](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/bd7c6f38-9a05-463c-9907-f59caf2e8cfa.jpg)
Daniel Hendricks
Advisor Advocate
![Evan Barnard](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/a1b7b227-8e1b-4568-a447-5c9058bef1cc.jpg)
Evan Barnard
Advisor Advocate Manager
Advisor Recruiting
![Chris Scout](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/b0a90422-fb5e-49ff-8433-7b75e4d93243.jpg)
Chris Scout
Business Development Manager
![Jay Peak](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/a8103b30-ea72-4221-8827-e0f94a199f8e.jpg)
Jay Peak
LFIA Business Development Manager
![Matt Estes](http://static.fmgsuite.com/media/images/a48111ba-42d5-44fe-adda-d9cfc5a1a3c6.jpg)
Matt Estes
Business Development Manager
![Robb Combs](http://static.fmgsuite.com/media/TeamMemberPortrait/variantSize/055e6314-1732-453a-b418-670b871006a6.jpg)
Robb Combs
Business Development Officer National Head of Recruiting