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- Adam Munoz
- Alan R. Tipton, RFC®
- Alan Leffingwell, AIF®
- Alexis Maloy
- Amanda Mitchum
- Amy Collins
- Amy Handy
- Angela Tacco
- Arthur Lee Smith, CLU®, ChFC®
- Barry Hyman
- Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
- Bob Kalaman
- Bonnie O'Quinn
- Brad Wheeler, MBA, CPA, CGMA®
- G. Brent Morton, MBA
- Brian Clauer
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- Daniel Hendricks
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- Marc Whitehead
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- Marshall Barclay, MBA, CRPC®, CFP®
- Mary E. Sargent, CLU®
- Mary Lou Steib
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- Matthew R. Rogers, ChFC®
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- Michael Boatman
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- Paula Sutton
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- Ray Panquerne
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- Vannessa Marley
- Wendy Hosner
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- Will Brantley
- William McCloud
- William Blakley (Blake) Woodard
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Independent Managing Directors

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Alabama

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Arkansas

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


California

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Colorado

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Georgia

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Illinois

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Indiana

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Louisiana

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Minnesota

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


New Jersey

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Oklahoma

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


South Carolina

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Texas

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Virginia

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Wisconsin

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Wyoming

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer

