Adam Munoz

Associate Retirement Income Consultant

[email protected]

Alan R. Tipton, RFC^®

Financial Consultant

[email protected]

Alan Leffingwell, AIF^®

Wealth Advisor

[email protected]

Alexis Maloy

Wealth Advisor

[email protected]

Amanda Mitchum

Business Unit Leader & Wealth Advisor

[email protected]

Amy Collins

Client Services Associate

[email protected]

Amy Handy

Client Services Associate

[email protected]

Angela Tacco

Wealth Advisor

[email protected]

Arthur Lee Smith, CLU^®, ChFC^®

Wealth Advisor

[email protected]

Barry Hyman

Referral Specialist

[email protected]

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®

Business Unit Leader & Advanced Planning Specialist

[email protected]

Bob Kalaman

Capital Management Specialist

[email protected]

Bonnie O'Quinn

Advanced Planning Specialist

[email protected]

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

[email protected]

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

[email protected]

Brian Clauer

Wealth Advisor

[email protected]

Brian Kurihara

Wealth Advisor

[email protected]

Brian Thomas

Wealth Advisor

[email protected]

Bruce Dorman

Advisory Services - LFCM Specialist

[email protected]

Carly Hulett

Client Services Associate

[email protected]

Carolyn Heath

Client Care Specialist

[email protected]

Chad Perry

Business Unit Leader & Wealth Advisor

[email protected]

Charles R. “Ray” Shimer III, CFA^®

Senior Portfolio Manager

[email protected]

Chris Facka

Business Leader - Private Client Specialist

[email protected]

Chris Goodrich

Controller

[email protected]

Chris Scout

Business Development Manager

[email protected]

Chrystal Badillo

Branch Manager, Supervisory Principal

[email protected]

Claudia Martin

Managing Director of Advisor Operations

[email protected]

Craig S. Blake, CPA

Wealth Advisor

[email protected]

Crystal Smithers, CPFA

Wealth Advisor

[email protected]

Daniel Hendricks

Advisor Advocate

[email protected]

Darren McNeely

Wealth Advisor

[email protected]

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

[email protected]

David Neubrander

Wealth Advisor

[email protected]

David Mauzey

Chief Information Officer

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

[email protected]

Diane Radcliffe

Client Services Associate

[email protected]

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

[email protected]

Donna Boisfontaine

Client Services Associate – Private Client Services

[email protected]

Edward K. Leader

Branch Operations Manager

[email protected]

Elvia Crossland

Client Services Associate

[email protected]

Emily Jones

Client Services Associate I

[email protected]

Erica Dennis

Operations New Account Team Lead

[email protected]

Ernest Tannis

Branch Manager, Supervisory Principal

[email protected]

Evan Barnard

Advisor Advocate Manager

[email protected]

Frances Bidwell

Level Four Capital Management Specialist

[email protected]

Frank Martin, CFP^®, AIF^®

Managing Director & Wealth Advisor

[email protected]

Frank Maldonado, FPQP^TM

Wealth Advisor

[email protected]

Frank Cochran

Insurance Specialist

[email protected]

Frederick A. Tulloss, ChFC^®, CLU^®

Wealth Manager

[email protected]

Gary Schmidt

Wealth Advisor

[email protected]

Gayla Jenson

Receptionist

[email protected]

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

[email protected]

Gregg Overstake

Director of Supervision

[email protected]

Harrison Evans

Wealth Advisor

[email protected]

Hope Hemby-Currie

Client Services Associate

[email protected]

Jack Bruno

Managing Director – International Wealth Services

[email protected]

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

[email protected]

Jake King

Case Manager

[email protected]

Jason Inman

Wealth Advisor

[email protected]

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

[email protected]

Jeff Schlicht, CLTC, CFP^®

Wealth Advisor

[email protected]

Jeff Wagnon

Practice Director, Insurance Agency

[email protected]

Jena Blue

Transitions Support Specialist

[email protected]

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

[email protected]

Jimmy Glover

Business Unit Leader & Retirement Specialist

[email protected]

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

[email protected]

Joe Jones

Marketing Director

[email protected]

John Johnson

Wealth Advisor

[email protected]

John Hamiter

Wealth Advisor

[email protected]

John Nash

Capital Management Specialist

[email protected]

Josh Hampton, CFP^®

Private Client Solutions Specialist

[email protected]

Joy Robinson

Executive Assistant

[email protected]

Julie Blalock

Wealth Advisor

[email protected]

Juliet Jacob

Revenue and Commission Associate

[email protected]

Karen Lessard

Branch Manager, Supervisory Principal

[email protected]

Karen Sowders

[email protected]

Kari Kirkley

Wealth Advisor

[email protected]

Katherine Nicholas

Advisory Operations Associate – Billing Team

[email protected]

Kelly Keltner

Branch Operations Manager

[email protected]

Kevin Adkins

Wealth Advisor

[email protected]

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

[email protected]

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

[email protected]

Lal E. Echterhoff, CFA^®

Chief Investment Officer

[email protected]

Lauren Chen

[email protected]

Leah Givens

New Business Associate

[email protected]

Lee Williams

Wealth Advisor

[email protected]

Leslie Garrett

Wealth Advisor

[email protected]

Lisa Warenda

New Business Manager

[email protected]

Louis Bruno

Wealth Advisor

[email protected]

Louise Oglesby

Client Services Manager

[email protected]

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

[email protected]

Marc Whitehead

Income Partner & Private Client Wealth Advisor

[email protected]

Marcel Garza, CFP

Senior Planning Specialist

[email protected]

Marshall Barclay, MBA, CRPC^®, CFP^®

Business Unit Leader & Wealth Advisor

[email protected]

Mary E. Sargent, CLU^®

Wealth Advisor

[email protected]

Mary Lou Steib

Wealth Advisor

[email protected]

Matt Scherer, CFP^®

Wealth Advisor

[email protected]

Matt Craig

Practice Director - Private Client Services

[email protected]

Matthew R. Rogers, ChFC^®

Wealth Advisor Assistant

[email protected]

Melina Trevino

Operations Manager

[email protected]

Michael Xirinachs

Head Trader & Portfolio Operations

[email protected]

Michael Cohen

Wealth Advisor

[email protected]

Michael Doll, AAMS^®

Wealth Advisor

[email protected]

Michael Boatman

Advanced Planning Associate

[email protected]

Mike McKersie

Wealth Advisor

[email protected]

Molly Flynn

Compliance Associate

[email protected]

Nancy Ybarra

Special Projects Coordinator

[email protected]

Paul Morris

Wealth Advisor

[email protected]

Paul Sterzinger, CFP^®, CIMA^®, CLU^®, MBA

Business Unit Leader & Wealth Advisor

[email protected]

Paula Sutton

Client Services Associate

[email protected]

Peter Magnuson

Wealth Advisor

[email protected]

Rafael Sosa Matos

Branch Manager, Supervisory Principal

[email protected]

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

[email protected]

Ray Panquerne

Wealth Advisor

[email protected]

Ray Grigsby

Wealth Advisor

[email protected]

Rebekah Lasher

Operations Associate – New Accounts Team

[email protected]

Richard McCoy

Wealth Advisor

[email protected]

Richard Wilcox

Financial Planning Specialist

[email protected]

Rick Sanford

Wealth Advisor

[email protected]

Ryan Brace

Level Four Capital Management Specialist

[email protected]

Sally Echterhoff

Client Services Associate

[email protected]

Sarah Grout

Policy Owner Service Associate

[email protected]

Scott Proctor

Wealth Advisor

[email protected]

Scott Keiber

Wealth Advisor

[email protected]

Sherry Harris

Operations Associate – New Accounts Team

[email protected]

Skyler Hedden

Branch Manager, Supervisory Principal

[email protected]

Stefan Lavalee

Wealth Advisor

[email protected]

Stephen Herr

Financial Analyst

[email protected]

Steven Self

Insurance Specialist

[email protected]

Steven Miller

Investment Operations Assistant

[email protected]

Susan Ellen

Client Services Assistant

[email protected]

Suzanne Durbin, ChFC^®

Wealth Advisor & Business Services Specialist

[email protected]

Terry Thompkins, CFP^®, CLU^®, AEP^®, ADPA^®

Practice Director - Financial Planning & Wealth Advisor

[email protected]

Thomas Neuner

Wealth Advisor

[email protected]

Tiare Larsen

Advanced Planning Associate

[email protected]

Todd M. Bulot

Practice Director - Asset Management

[email protected]

Todd Parker

Wealth Advisor

[email protected]

Tony Stephenson

Operations Manager

[email protected]

Trey Wilburn

Business Unit Leader & Capital Management Specialist

[email protected]

Trina Noel

Property & Casualty Commission Associate

[email protected]

Tywana Dunlop

[email protected]

Vannessa Marley

Client Services Associate

[email protected]

Wendy Hosner

Paraplanner

[email protected]

Wilbur S. “Billy” Hemby, CFP^®

Managing Director & Wealth Advisor - North Carolina

[email protected]

Will Brantley

Financial Advisor

[email protected]

William McCloud

Wealth Advisor

[email protected]

William Blakley (Blake) Woodard

Insurance Specialist

[email protected]

Yvette Mireles

[email protected]

Adam Munoz

Associate Retirement Income Consultant

[email protected]

Alan R. Tipton, RFC^®

Financial Consultant

[email protected]

Alan Leffingwell, AIF^®

Wealth Advisor

[email protected]

Alexis Maloy

Wealth Advisor

[email protected]

Amanda Mitchum

Business Unit Leader & Wealth Advisor

[email protected]

Amy Collins

Client Services Associate

[email protected]

Amy Handy

Client Services Associate

[email protected]

Angela Tacco

Wealth Advisor

[email protected]

Arthur Lee Smith, CLU^®, ChFC^®

Wealth Advisor

[email protected]

Barry Hyman

Referral Specialist

[email protected]

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®

Business Unit Leader & Advanced Planning Specialist

[email protected]

Bob Kalaman

Capital Management Specialist

[email protected]

Bonnie O'Quinn

Advanced Planning Specialist

[email protected]

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

[email protected]

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

[email protected]

Brian Clauer

Wealth Advisor

[email protected]

Brian Kurihara

Wealth Advisor

[email protected]

Brian Thomas

Wealth Advisor

[email protected]

Bruce Dorman

Advisory Services - LFCM Specialist

[email protected]

Carly Hulett

Client Services Associate

[email protected]

Carolyn Heath

Client Care Specialist

[email protected]

Chad Perry

Business Unit Leader & Wealth Advisor

[email protected]

Charles R. “Ray” Shimer III, CFA^®

Senior Portfolio Manager

[email protected]

Chris Facka

Business Leader - Private Client Specialist

[email protected]

Chris Goodrich

Controller

[email protected]

Chris Scout

Business Development Manager

[email protected]

Chrystal Badillo

Branch Manager, Supervisory Principal

[email protected]

Claudia Martin

Managing Director of Advisor Operations

[email protected]

Craig S. Blake, CPA

Wealth Advisor

[email protected]

Crystal Smithers, CPFA

Wealth Advisor

[email protected]

Daniel Hendricks

Advisor Advocate

[email protected]

Darren McNeely

Wealth Advisor

[email protected]

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

[email protected]

David Neubrander

Wealth Advisor

[email protected]

David Mauzey

Chief Information Officer

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

[email protected]

Diane Radcliffe

Client Services Associate

[email protected]

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

[email protected]

Donna Boisfontaine

Client Services Associate – Private Client Services

[email protected]

Edward K. Leader

Branch Operations Manager

[email protected]

Elvia Crossland

Client Services Associate

[email protected]

Emily Jones

Client Services Associate I

[email protected]

Erica Dennis

Operations New Account Team Lead

[email protected]

Ernest Tannis

Branch Manager, Supervisory Principal

[email protected]

Evan Barnard

Advisor Advocate Manager

[email protected]

Frances Bidwell

Level Four Capital Management Specialist

[email protected]

Frank Martin, CFP^®, AIF^®

Managing Director & Wealth Advisor

[email protected]

Frank Maldonado, FPQP^TM

Wealth Advisor

[email protected]

Frank Cochran

Insurance Specialist

[email protected]

Frederick A. Tulloss, ChFC^®, CLU^®

Wealth Manager

[email protected]

Gary Schmidt

Wealth Advisor

[email protected]

Gayla Jenson

Receptionist

[email protected]

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

[email protected]

Gregg Overstake

Director of Supervision

[email protected]

Harrison Evans

Wealth Advisor

[email protected]

Hope Hemby-Currie

Client Services Associate

[email protected]

Jack Bruno

Managing Director – International Wealth Services

[email protected]

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

[email protected]

Jake King

Case Manager

[email protected]

Jason Inman

Wealth Advisor

[email protected]

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

[email protected]

Jeff Schlicht, CLTC, CFP^®

Wealth Advisor

[email protected]

Jeff Wagnon

Practice Director, Insurance Agency

[email protected]

Jena Blue

Transitions Support Specialist

[email protected]

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

[email protected]

Jimmy Glover

Business Unit Leader & Retirement Specialist

[email protected]

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

[email protected]

Joe Jones

Marketing Director

[email protected]

John Johnson

Wealth Advisor

[email protected]

John Hamiter

Wealth Advisor

[email protected]

John Nash

Capital Management Specialist

[email protected]

Josh Hampton, CFP^®

Private Client Solutions Specialist

[email protected]

Joy Robinson

Executive Assistant

[email protected]

Julie Blalock

Wealth Advisor

[email protected]

Juliet Jacob

Revenue and Commission Associate

[email protected]

Karen Lessard

Branch Manager, Supervisory Principal

[email protected]

Karen Sowders

[email protected]

Kari Kirkley

Wealth Advisor

[email protected]

Katherine Nicholas

Advisory Operations Associate – Billing Team

[email protected]

Kelly Keltner

Branch Operations Manager

[email protected]

Kevin Adkins

Wealth Advisor

[email protected]

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

[email protected]

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

[email protected]

Lal E. Echterhoff, CFA^®

Chief Investment Officer

[email protected]

Lauren Chen

[email protected]

Leah Givens

New Business Associate

[email protected]

Lee Williams

Wealth Advisor

[email protected]

Leslie Garrett

Wealth Advisor

[email protected]

Lisa Warenda

New Business Manager

[email protected]

Louis Bruno

Wealth Advisor

[email protected]

Louise Oglesby

Client Services Manager

[email protected]

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

[email protected]

Marc Whitehead

Income Partner & Private Client Wealth Advisor

[email protected]

Marcel Garza, CFP

Senior Planning Specialist

[email protected]

Marshall Barclay, MBA, CRPC^®, CFP^®

Business Unit Leader & Wealth Advisor

[email protected]

Mary E. Sargent, CLU^®

Wealth Advisor

[email protected]

Mary Lou Steib

Wealth Advisor

[email protected]

Matt Scherer, CFP^®

Wealth Advisor

[email protected]

Matt Craig

Practice Director - Private Client Services

[email protected]

Matthew R. Rogers, ChFC^®

Wealth Advisor Assistant

[email protected]

Melina Trevino

Operations Manager

[email protected]

Michael Xirinachs

Head Trader & Portfolio Operations

[email protected]

Michael Cohen

Wealth Advisor

[email protected]

Michael Doll, AAMS^®

Wealth Advisor

[email protected]

Michael Boatman

Advanced Planning Associate

[email protected]

Mike McKersie

Wealth Advisor

[email protected]

Molly Flynn

Compliance Associate

[email protected]

Nancy Ybarra

Special Projects Coordinator

[email protected]

Paul Morris

Wealth Advisor

[email protected]

Paul Sterzinger, CFP^®, CIMA^®, CLU^®, MBA

Business Unit Leader & Wealth Advisor

[email protected]

Paula Sutton

Client Services Associate

[email protected]

Peter Magnuson

Wealth Advisor

[email protected]

Rafael Sosa Matos

Branch Manager, Supervisory Principal

[email protected]

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

[email protected]

Ray Panquerne

Wealth Advisor

[email protected]

Ray Grigsby

Wealth Advisor

[email protected]

Rebekah Lasher

Operations Associate – New Accounts Team

[email protected]

Richard McCoy

Wealth Advisor

[email protected]

Richard Wilcox

Financial Planning Specialist

[email protected]

Rick Sanford

Wealth Advisor

[email protected]

Ryan Brace

Level Four Capital Management Specialist

[email protected]

Sally Echterhoff

Client Services Associate

[email protected]

Sarah Grout

Policy Owner Service Associate

[email protected]

Scott Proctor

Wealth Advisor

[email protected]

Scott Keiber

Wealth Advisor

[email protected]

Sherry Harris

Operations Associate – New Accounts Team

[email protected]

Skyler Hedden

Branch Manager, Supervisory Principal

[email protected]

Stefan Lavalee

Wealth Advisor

[email protected]

Stephen Herr

Financial Analyst

[email protected]

Steven Self

Insurance Specialist

[email protected]

Steven Miller

Investment Operations Assistant

[email protected]

Susan Ellen

Client Services Assistant

[email protected]

Suzanne Durbin, ChFC^®

Wealth Advisor & Business Services Specialist

[email protected]

Terry Thompkins, CFP^®, CLU^®, AEP^®, ADPA^®

Practice Director - Financial Planning & Wealth Advisor

[email protected]

Thomas Neuner

Wealth Advisor

[email protected]

Tiare Larsen

Advanced Planning Associate

[email protected]

Todd M. Bulot

Practice Director - Asset Management

[email protected]

Todd Parker

Wealth Advisor

[email protected]

Tony Stephenson

Operations Manager

[email protected]

Trey Wilburn

Business Unit Leader & Capital Management Specialist

[email protected]

Trina Noel

Property & Casualty Commission Associate

[email protected]

Tywana Dunlop

[email protected]

Vannessa Marley

Client Services Associate

[email protected]

Wendy Hosner

Paraplanner

[email protected]

Wilbur S. “Billy” Hemby, CFP^®

Managing Director & Wealth Advisor - North Carolina

[email protected]

Will Brantley

Financial Advisor

[email protected]

William McCloud

Wealth Advisor

[email protected]

William Blakley (Blake) Woodard

Insurance Specialist

[email protected]

Yvette Mireles

[email protected]

Adam Munoz

Associate Retirement Income Consultant

[email protected]

Alan R. Tipton, RFC^®

Financial Consultant

[email protected]

Alan Leffingwell, AIF^®

Wealth Advisor

[email protected]

Alexis Maloy

Wealth Advisor

[email protected]

Amanda Mitchum

Business Unit Leader & Wealth Advisor

[email protected]

Amy Collins

Client Services Associate

[email protected]

Amy Handy

Client Services Associate

[email protected]

Angela Tacco

Wealth Advisor

[email protected]

Arthur Lee Smith, CLU^®, ChFC^®

Wealth Advisor

[email protected]

Barry Hyman

Referral Specialist

[email protected]

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®

Business Unit Leader & Advanced Planning Specialist

[email protected]

Bob Kalaman

Capital Management Specialist

[email protected]

Bonnie O'Quinn

Advanced Planning Specialist

[email protected]

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

[email protected]

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

[email protected]

Brian Clauer

Wealth Advisor

[email protected]

Brian Kurihara

Wealth Advisor

[email protected]

Brian Thomas

Wealth Advisor

[email protected]

Bruce Dorman

Advisory Services - LFCM Specialist

[email protected]

Carly Hulett

Client Services Associate

[email protected]

Carolyn Heath

Client Care Specialist

[email protected]

Chad Perry

Business Unit Leader & Wealth Advisor

[email protected]

Charles R. “Ray” Shimer III, CFA^®

Senior Portfolio Manager

[email protected]

Chris Facka

Business Leader - Private Client Specialist

[email protected]

Chris Goodrich

Controller

[email protected]

Chris Scout

Business Development Manager

[email protected]

Chrystal Badillo

Branch Manager, Supervisory Principal

[email protected]

Claudia Martin

Managing Director of Advisor Operations

[email protected]

Craig S. Blake, CPA

Wealth Advisor

[email protected]

Crystal Smithers, CPFA

Wealth Advisor

[email protected]

Daniel Hendricks

Advisor Advocate

[email protected]

Darren McNeely

Wealth Advisor

[email protected]

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

[email protected]

David Neubrander

Wealth Advisor

[email protected]

David Mauzey

Chief Information Officer

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

[email protected]

Diane Radcliffe

Client Services Associate

[email protected]

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

[email protected]

Donna Boisfontaine

Client Services Associate – Private Client Services

[email protected]

Edward K. Leader

Branch Operations Manager

[email protected]

Elvia Crossland

Client Services Associate

[email protected]

Emily Jones

Client Services Associate I

[email protected]

Erica Dennis

Operations New Account Team Lead

[email protected]

Ernest Tannis

Branch Manager, Supervisory Principal

[email protected]

Evan Barnard

Advisor Advocate Manager

[email protected]

Frances Bidwell

Level Four Capital Management Specialist

[email protected]

Frank Martin, CFP^®, AIF^®

Managing Director & Wealth Advisor

[email protected]

Frank Maldonado, FPQP^TM

Wealth Advisor

[email protected]

Frank Cochran

Insurance Specialist

[email protected]

Frederick A. Tulloss, ChFC^®, CLU^®

Wealth Manager

[email protected]

Gary Schmidt

Wealth Advisor

[email protected]

Gayla Jenson

Receptionist

[email protected]

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

[email protected]

Gregg Overstake

Director of Supervision

[email protected]

Harrison Evans

Wealth Advisor

[email protected]

Hope Hemby-Currie

Client Services Associate

[email protected]

Jack Bruno

Managing Director – International Wealth Services

[email protected]

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

[email protected]

Jake King

Case Manager

[email protected]

Jason Inman

Wealth Advisor

[email protected]

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

[email protected]

Jeff Schlicht, CLTC, CFP^®

Wealth Advisor

[email protected]

Jeff Wagnon

Practice Director, Insurance Agency

[email protected]

Jena Blue

Transitions Support Specialist

[email protected]

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

[email protected]

Jimmy Glover

Business Unit Leader & Retirement Specialist

[email protected]

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

[email protected]

Joe Jones

Marketing Director

[email protected]

John Johnson

Wealth Advisor

[email protected]

John Hamiter

Wealth Advisor

[email protected]

John Nash

Capital Management Specialist

[email protected]

Josh Hampton, CFP^®

Private Client Solutions Specialist

[email protected]

Joy Robinson

Executive Assistant

[email protected]

Julie Blalock

Wealth Advisor

[email protected]

Juliet Jacob

Revenue and Commission Associate

[email protected]

Karen Lessard

Branch Manager, Supervisory Principal

[email protected]

Karen Sowders

[email protected]

Kari Kirkley

Wealth Advisor

[email protected]

Katherine Nicholas

Advisory Operations Associate – Billing Team

[email protected]

Kelly Keltner

Branch Operations Manager

[email protected]

Kevin Adkins

Wealth Advisor

[email protected]

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

[email protected]

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

[email protected]

Lal E. Echterhoff, CFA^®

Chief Investment Officer

[email protected]

Lauren Chen

[email protected]

Leah Givens

New Business Associate

[email protected]

Lee Williams

Wealth Advisor

[email protected]

Leslie Garrett

Wealth Advisor

[email protected]

Lisa Warenda

New Business Manager

[email protected]

Louis Bruno

Wealth Advisor

[email protected]

Louise Oglesby

Client Services Manager

[email protected]

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

[email protected]

Marc Whitehead

Income Partner & Private Client Wealth Advisor

[email protected]

Marcel Garza, CFP

Senior Planning Specialist

[email protected]

Marshall Barclay, MBA, CRPC^®, CFP^®

Business Unit Leader & Wealth Advisor

[email protected]

Mary E. Sargent, CLU^®

Wealth Advisor

[email protected]

Mary Lou Steib

Wealth Advisor

[email protected]

Matt Scherer, CFP^®

Wealth Advisor

[email protected]

Matt Craig

Practice Director - Private Client Services

[email protected]

Matthew R. Rogers, ChFC^®

Wealth Advisor Assistant

[email protected]

Melina Trevino

Operations Manager

[email protected]

Michael Xirinachs

Head Trader & Portfolio Operations

[email protected]

Michael Cohen

Wealth Advisor

[email protected]

Michael Doll, AAMS^®

Wealth Advisor

[email protected]

Michael Boatman

Advanced Planning Associate

[email protected]

Mike McKersie

Wealth Advisor

[email protected]

Molly Flynn

Compliance Associate

[email protected]

Nancy Ybarra

Special Projects Coordinator

[email protected]

Paul Morris

Wealth Advisor

[email protected]

Paul Sterzinger, CFP^®, CIMA^®, CLU^®, MBA

Business Unit Leader & Wealth Advisor

[email protected]

Paula Sutton

Client Services Associate

[email protected]

Peter Magnuson

Wealth Advisor

[email protected]

Rafael Sosa Matos

Branch Manager, Supervisory Principal

[email protected]

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

[email protected]

Ray Panquerne

Wealth Advisor

[email protected]

Ray Grigsby

Wealth Advisor

[email protected]

Rebekah Lasher

Operations Associate – New Accounts Team

[email protected]

Richard McCoy

Wealth Advisor

[email protected]

Richard Wilcox

Financial Planning Specialist

[email protected]

Rick Sanford

Wealth Advisor

[email protected]

Ryan Brace

Level Four Capital Management Specialist

[email protected]

Sally Echterhoff

Client Services Associate

[email protected]

Sarah Grout

Policy Owner Service Associate

[email protected]

Scott Proctor

Wealth Advisor

[email protected]

Scott Keiber

Wealth Advisor

[email protected]

Sherry Harris

Operations Associate – New Accounts Team

[email protected]

Skyler Hedden

Branch Manager, Supervisory Principal

[email protected]

Stefan Lavalee

Wealth Advisor

[email protected]

Stephen Herr

Financial Analyst

[email protected]

Steven Self

Insurance Specialist

[email protected]

Steven Miller

Investment Operations Assistant

[email protected]

Susan Ellen

Client Services Assistant

[email protected]

Suzanne Durbin, ChFC^®

Wealth Advisor & Business Services Specialist

[email protected]

Terry Thompkins, CFP^®, CLU^®, AEP^®, ADPA^®

Practice Director - Financial Planning & Wealth Advisor

[email protected]

Thomas Neuner

Wealth Advisor

[email protected]

Tiare Larsen

Advanced Planning Associate

[email protected]

Todd M. Bulot

Practice Director - Asset Management

[email protected]

Todd Parker

Wealth Advisor

[email protected]

Tony Stephenson

Operations Manager

[email protected]

Trey Wilburn

Business Unit Leader & Capital Management Specialist

[email protected]

Trina Noel

Property & Casualty Commission Associate

[email protected]

Tywana Dunlop

[email protected]

Vannessa Marley

Client Services Associate

[email protected]

Wendy Hosner

Paraplanner

[email protected]

Wilbur S. “Billy” Hemby, CFP^®

Managing Director & Wealth Advisor - North Carolina

[email protected]

Will Brantley

Financial Advisor

[email protected]

William McCloud

Wealth Advisor

[email protected]

William Blakley (Blake) Woodard

Insurance Specialist

[email protected]

Yvette Mireles

[email protected]

Adam Munoz

Associate Retirement Income Consultant

[email protected]

Alan R. Tipton, RFC^®

Financial Consultant

[email protected]

Alan Leffingwell, AIF^®

Wealth Advisor

[email protected]

Alexis Maloy

Wealth Advisor

[email protected]

Amanda Mitchum

Business Unit Leader & Wealth Advisor

[email protected]

Amy Collins

Client Services Associate

[email protected]

Amy Handy

Client Services Associate

[email protected]

Angela Tacco

Wealth Advisor

[email protected]

Arthur Lee Smith, CLU^®, ChFC^®

Wealth Advisor

[email protected]

Barry Hyman

Referral Specialist

[email protected]

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®

Business Unit Leader & Advanced Planning Specialist

[email protected]

Bob Kalaman

Capital Management Specialist

[email protected]

Bonnie O'Quinn

Advanced Planning Specialist

[email protected]

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

[email protected]

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

[email protected]

Brian Clauer

Wealth Advisor

[email protected]

Brian Kurihara

Wealth Advisor

[email protected]

Brian Thomas

Wealth Advisor

[email protected]

Bruce Dorman

Advisory Services - LFCM Specialist

[email protected]

Carly Hulett

Client Services Associate

[email protected]

Carolyn Heath

Client Care Specialist

[email protected]

Chad Perry

Business Unit Leader & Wealth Advisor

[email protected]

Charles R. “Ray” Shimer III, CFA^®

Senior Portfolio Manager

[email protected]

Chris Facka

Business Leader - Private Client Specialist

[email protected]

Chris Goodrich

Controller

[email protected]

Chris Scout

Business Development Manager

[email protected]

Chrystal Badillo

Branch Manager, Supervisory Principal

[email protected]

Claudia Martin

Managing Director of Advisor Operations

[email protected]

Craig S. Blake, CPA

Wealth Advisor

[email protected]

Crystal Smithers, CPFA

Wealth Advisor

[email protected]

Daniel Hendricks

Advisor Advocate

[email protected]

Darren McNeely

Wealth Advisor

[email protected]

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

[email protected]

David Neubrander

Wealth Advisor

[email protected]

David Mauzey

Chief Information Officer

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

[email protected]

Diane Radcliffe

Client Services Associate

[email protected]

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

[email protected]

Donna Boisfontaine

Client Services Associate – Private Client Services

[email protected]

Edward K. Leader

Branch Operations Manager

[email protected]

Elvia Crossland

Client Services Associate

[email protected]

Emily Jones

Client Services Associate I

[email protected]

Erica Dennis

Operations New Account Team Lead

[email protected]

Ernest Tannis

Branch Manager, Supervisory Principal

[email protected]

Evan Barnard

Advisor Advocate Manager

[email protected]

Frances Bidwell

Level Four Capital Management Specialist

[email protected]

Frank Martin, CFP^®, AIF^®

Managing Director & Wealth Advisor

[email protected]

Frank Maldonado, FPQP^TM

Wealth Advisor

[email protected]

Frank Cochran

Insurance Specialist

[email protected]

Frederick A. Tulloss, ChFC^®, CLU^®

Wealth Manager

[email protected]

Gary Schmidt

Wealth Advisor

[email protected]

Gayla Jenson

Receptionist

[email protected]

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

[email protected]

Gregg Overstake

Director of Supervision

[email protected]

Harrison Evans

Wealth Advisor

[email protected]

Hope Hemby-Currie

Client Services Associate

[email protected]

Jack Bruno

Managing Director – International Wealth Services

[email protected]

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

[email protected]

Jake King

Case Manager

[email protected]

Jason Inman

Wealth Advisor

[email protected]

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

[email protected]

Jeff Schlicht, CLTC, CFP^®

Wealth Advisor

[email protected]

Jeff Wagnon

Practice Director, Insurance Agency

[email protected]

Jena Blue

Transitions Support Specialist

[email protected]

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

[email protected]

Jimmy Glover

Business Unit Leader & Retirement Specialist

[email protected]

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

[email protected]

Joe Jones

Marketing Director

[email protected]

John Johnson

Wealth Advisor

[email protected]

John Hamiter

Wealth Advisor

[email protected]

John Nash

Capital Management Specialist

[email protected]

Josh Hampton, CFP^®

Private Client Solutions Specialist

[email protected]

Joy Robinson

Executive Assistant

[email protected]

Julie Blalock

Wealth Advisor

[email protected]

Juliet Jacob

Revenue and Commission Associate

[email protected]

Karen Lessard

Branch Manager, Supervisory Principal

[email protected]

Karen Sowders

[email protected]

Kari Kirkley

Wealth Advisor

[email protected]

Katherine Nicholas

Advisory Operations Associate – Billing Team

[email protected]

Kelly Keltner

Branch Operations Manager

[email protected]

Kevin Adkins

Wealth Advisor

[email protected]

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

[email protected]

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

[email protected]

Lal E. Echterhoff, CFA^®

Chief Investment Officer

[email protected]

Lauren Chen

[email protected]

Leah Givens

New Business Associate

[email protected]

Lee Williams

Wealth Advisor

[email protected]

Leslie Garrett

Wealth Advisor

[email protected]

Lisa Warenda

New Business Manager

[email protected]

Louis Bruno

Wealth Advisor

[email protected]

Louise Oglesby

Client Services Manager

[email protected]

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

[email protected]

Marc Whitehead

Income Partner & Private Client Wealth Advisor

[email protected]

Marcel Garza, CFP

Senior Planning Specialist

[email protected]

Marshall Barclay, MBA, CRPC^®, CFP^®

Business Unit Leader & Wealth Advisor

[email protected]

Mary E. Sargent, CLU^®

Wealth Advisor

[email protected]

Mary Lou Steib

Wealth Advisor

[email protected]

Matt Scherer, CFP^®

Wealth Advisor

[email protected]

Matt Craig

Practice Director - Private Client Services

[email protected]

Matthew R. Rogers, ChFC^®

Wealth Advisor Assistant

[email protected]

Melina Trevino

Operations Manager

[email protected]

Michael Xirinachs

Head Trader & Portfolio Operations

[email protected]

Michael Cohen

Wealth Advisor

[email protected]

Michael Doll, AAMS^®

Wealth Advisor

[email protected]

Michael Boatman

Advanced Planning Associate

[email protected]

Mike McKersie

Wealth Advisor

[email protected]

Molly Flynn

Compliance Associate

[email protected]

Nancy Ybarra

Special Projects Coordinator

[email protected]

Paul Morris

Wealth Advisor

[email protected]

Paul Sterzinger, CFP^®, CIMA^®, CLU^®, MBA

Business Unit Leader & Wealth Advisor

[email protected]

Paula Sutton

Client Services Associate

[email protected]

Peter Magnuson

Wealth Advisor

[email protected]

Rafael Sosa Matos

Branch Manager, Supervisory Principal

[email protected]

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

[email protected]

Ray Panquerne

Wealth Advisor

[email protected]

Ray Grigsby

Wealth Advisor

[email protected]

Rebekah Lasher

Operations Associate – New Accounts Team

[email protected]

Richard McCoy

Wealth Advisor

[email protected]

Richard Wilcox

Financial Planning Specialist

[email protected]

Rick Sanford

Wealth Advisor

[email protected]

Ryan Brace

Level Four Capital Management Specialist

[email protected]

Sally Echterhoff

Client Services Associate

[email protected]

Sarah Grout

Policy Owner Service Associate

[email protected]

Scott Proctor

Wealth Advisor

[email protected]

Scott Keiber

Wealth Advisor

[email protected]

Sherry Harris

Operations Associate – New Accounts Team

[email protected]

Skyler Hedden

Branch Manager, Supervisory Principal

[email protected]

Stefan Lavalee

Wealth Advisor

[email protected]

Stephen Herr

Financial Analyst

[email protected]

Steven Self

Insurance Specialist

[email protected]

Steven Miller

Investment Operations Assistant

[email protected]

Susan Ellen

Client Services Assistant

[email protected]

Suzanne Durbin, ChFC^®

Wealth Advisor & Business Services Specialist

[email protected]

Terry Thompkins, CFP^®, CLU^®, AEP^®, ADPA^®

Practice Director - Financial Planning & Wealth Advisor

[email protected]

Thomas Neuner

Wealth Advisor

[email protected]

Tiare Larsen

Advanced Planning Associate

[email protected]

Todd M. Bulot

Practice Director - Asset Management

[email protected]

Todd Parker

Wealth Advisor

[email protected]

Tony Stephenson

Operations Manager

[email protected]

Trey Wilburn

Business Unit Leader & Capital Management Specialist

[email protected]

Trina Noel

Property & Casualty Commission Associate

[email protected]

Tywana Dunlop

[email protected]

Vannessa Marley

Client Services Associate

[email protected]

Wendy Hosner

Paraplanner

[email protected]

Wilbur S. “Billy” Hemby, CFP^®

Managing Director & Wealth Advisor - North Carolina

[email protected]

Will Brantley

Financial Advisor

[email protected]

William McCloud

Wealth Advisor

[email protected]

William Blakley (Blake) Woodard

Insurance Specialist

[email protected]

Yvette Mireles

[email protected]

Adam Munoz

Associate Retirement Income Consultant

[email protected]

Alan R. Tipton, RFC^®

Financial Consultant

[email protected]

Alan Leffingwell, AIF^®

Wealth Advisor

[email protected]

Alexis Maloy

Wealth Advisor

[email protected]

Amanda Mitchum

Business Unit Leader & Wealth Advisor

[email protected]

Amy Collins

Client Services Associate

[email protected]

Amy Handy

Client Services Associate

[email protected]

Angela Tacco

Wealth Advisor

[email protected]

Arthur Lee Smith, CLU^®, ChFC^®

Wealth Advisor

[email protected]

Barry Hyman

Referral Specialist

[email protected]

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®

Business Unit Leader & Advanced Planning Specialist

[email protected]

Bob Kalaman

Capital Management Specialist

[email protected]

Bonnie O'Quinn

Advanced Planning Specialist

[email protected]

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

[email protected]

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

[email protected]

Brian Clauer

Wealth Advisor

[email protected]

Brian Kurihara

Wealth Advisor

[email protected]

Brian Thomas

Wealth Advisor

[email protected]

Bruce Dorman

Advisory Services - LFCM Specialist

[email protected]

Carly Hulett

Client Services Associate

[email protected]

Carolyn Heath

Client Care Specialist

[email protected]

Chad Perry

Business Unit Leader & Wealth Advisor

[email protected]

Charles R. “Ray” Shimer III, CFA^®

Senior Portfolio Manager

[email protected]

Chris Facka

Business Leader - Private Client Specialist

[email protected]

Chris Goodrich

Controller

[email protected]

Chris Scout

Business Development Manager

[email protected]

Chrystal Badillo

Branch Manager, Supervisory Principal

[email protected]

Claudia Martin

Managing Director of Advisor Operations

[email protected]

Craig S. Blake, CPA

Wealth Advisor

[email protected]

Crystal Smithers, CPFA

Wealth Advisor

[email protected]

Daniel Hendricks

Advisor Advocate

[email protected]

Darren McNeely

Wealth Advisor

[email protected]

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

[email protected]

David Neubrander

Wealth Advisor

[email protected]

David Mauzey

Chief Information Officer

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

[email protected]

Diane Radcliffe

Client Services Associate

[email protected]

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

[email protected]

Donna Boisfontaine

Client Services Associate – Private Client Services

[email protected]