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- Adam Munoz
- Alan R. Tipton, RFC®
- Alan Leffingwell, AIF®
- Alexis Maloy
- Amanda Daugherty
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- Amy Collins
- Amy Handy
- Angela Tacco
- Arthur Lee Smith, CLU®, ChFC®
- Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
- Bob Anderson
- Boris Bouiti-Viaudo
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- G. Brent Morton, MBA
- Brian Clauer
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- Bruce Dorman
- Cameron Neumann
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- Chad Perry
- Charles R. “Ray” Shimer III, CFA®
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- Frank Martin, CFP®, AIF®
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- Frederick A. Tulloss, ChFC®, CLU®
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- Kevin D. Counts, CPA/PFS, CFP®
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- Lacey E. Buteyn, CFP®, CIMA®
- Lal Echterhoff, CFA®
- Leah Givens
- Lee Williams
- Leslie Garrett
- Lisa Warenda
- Louis Bruno
- Louise Oglesby
- Luke Britt, CLU®, RICP®, CEPA®
- Marc Whitehead
- Marcel Garza
- Margaret Woelffer
- Marshall Barclay, MBA, CRPC®, CFP®
- Mary E. Sargent, CLU®
- Mary Lou Steib
- Matt Scherer, CFP®
- Matt Craig
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- Matthew R. Rogers, ChFC®
- Michael Xirinachs
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- Michael Sutter II
- Michelle Young
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- Molly Flynn
- Nancy Ybarra
- Paul Morris
- Paul Sterzinger, CFP®, CIMA®, CLU®, MBA
- Paul V. Yother, CFP®
- Paula Sutton
- Peter Magnuson
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- Ray Panquerne
- Ray Grigsby
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- Rhonda Eltiste
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- Ronnie Chambers, SPHR, SHRM-SCP
- Sally Echterhoff
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- Scott Keiber
- Shanetta Pledger
- Sherry Harris
- Stacey Lavender
- Stefan Lavalee
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- Stephen Rice
- Steven Self
- Steven Miller
- Susan Ellen
- Suzanne Durbin, ChFC®
- Terry Thompkins, CFP®, CLU®, AEP®, ADPA®
- Thadius Beavers
- Thomas Neuner
- Todd M. Bulot
- Todd Parker
- Thomas A Cowen ChFC®, CMFC®, CLU®
- Tony Stephenson
- Vannessa Marley
- Wendy Hosner
- Weston Matheson
- Wilbur S. “Billy” Hemby, CFP®
- William McCloud
Independent Managing Directors
Amber Diggs
Advisor Operations Associate - New Accounts
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
David Mauzey
Chief Information Officer
Jennifer Evich
Staff Accountant
Alabama
Amber Diggs
Advisor Operations Associate - New Accounts
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
David Mauzey
Chief Information Officer
Jennifer Evich
Staff Accountant
Arkansas
Amber Diggs
Advisor Operations Associate - New Accounts
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
David Mauzey
Chief Information Officer
Jennifer Evich
Staff Accountant
California
Amber Diggs
Advisor Operations Associate - New Accounts
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
David Mauzey
Chief Information Officer
Jennifer Evich
Staff Accountant
Colorado
Amber Diggs
Advisor Operations Associate - New Accounts
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
David Mauzey
Chief Information Officer
Jennifer Evich
Staff Accountant