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Independent Level Four Offices

Conifer, CO Irvine, CA Cody, WY Chicago, IL Naperville, IL
 

Independent Managing Directors

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Daugherty

Amanda Daugherty

Business Unit Leader & Wealth Advisor

Amber Diggs

Amber Diggs

Advisor Operations Associate - New Accounts

Amy Collins

Amy Collins

Client Services Associate

Amy Handy

Amy Handy

Client Services Associate

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

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

Business Unit Leader & Advanced Planning Specialist

Brad  Wheeler

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

Bruce Dorman

Bruce Dorman

Advisory Services - LFCM Specialist

Carly Hulett

Carly Hulett

Client Services Associate

Carolyn Heath

Client Care Specialist

Chad Perry

Chad Perry

Business Unit Leader & Wealth Advisor

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

Clorissa Nash

Clorissa Nash

Advisory Operations Lead – Billing Team

Dana Coulter

Dana Coulter

Client Services Associate

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

David Reynolds

David Reynolds

Advanced Planning Specialist

David  Mauzey

David Mauzey

Chief Information Officer

Deneen Morgia

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

Diane Radcliffe

Diane Radcliffe

Client Services Associate

Diane Sherlock

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

Donna  Boisfontaine

Donna Boisfontaine

Client Services Associate – Private Client Services

Doug McDaniels

Insurance Specialist & Wealth Advisor

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

Greg Anderson

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

Gregg Overstake

Gregg Overstake

Director of Supervision

Holly Green

Client Services Associate

Hope Hemby-Currie

Client Services Associate

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Javier Castro

Javier Castro

Operations Data Specialist

Jay Peak

Jay Peak

LFIA Business Development Manager

Jefferey  Patterson

Jefferey Patterson

LFCM Investment Product Specialist

Jeffrey Brasse

Jeffrey Brasse

Wealth Advisor & LFCM Specialist

Jena Blue

Jena Blue

Transitions Support Specialist

Jennifer  Evich

Jennifer Evich

Staff Accountant

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

Josh Hampton

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Client Services Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Managing Director, Compliance

Leah Givens

New Business Associate

Louise Oglesby

Client Services Manager

Luke Britt

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

Marc Whitehead

Marc Whitehead

Income Partner & Private Client Wealth Advisor

Margaret Woelffer

Margaret Woelffer

Talent Acquisition Associate

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Matt Estes

Matt Estes

Business Development Manager

Michael Sutter

Michael Sutter II

Private Client Wealth Associate

Michelle Young

Michelle Young

Graphic Design & Marketing Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebecca Lasher

Rebecca Lasher

Operations Associate – New Accounts Team

Richard Dressler

Richard Dressler

Wealth Advisor & Retirement Plans Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Shanetta Pledger

Shanetta Pledger

People Operations Generalist

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Stacey Lavender

Stacey Lavender

Chief Compliance Officer, Brokerage

Stephen Rice

Stephen Rice

Revenue & Commissions Associate

Steven Miller

Steven Miller

Transitions Support Specialist

Susan Ellen

Client Services Assistant

Suzanne Durbin

Suzanne Durbin, ChFC®

Wealth Advisor & Business Services Specialist

Terry Thompkins

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

Practice Director - Financial Planning & Wealth Advisor

Thadius Beavers

Thadius Beavers

Branch Manager, Supervisory Principal

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Vannessa Marley

Vannessa Marley

Client Services Associate

Weston Matheson

Weston Matheson

Insurance Practice Assoicate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Alabama

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Daugherty

Amanda Daugherty

Business Unit Leader & Wealth Advisor

Amber Diggs

Amber Diggs

Advisor Operations Associate - New Accounts

Amy Collins

Amy Collins

Client Services Associate

Amy Handy

Amy Handy

Client Services Associate

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

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

Business Unit Leader & Advanced Planning Specialist

Brad  Wheeler

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

Bruce Dorman

Bruce Dorman

Advisory Services - LFCM Specialist

Carly Hulett

Carly Hulett

Client Services Associate

Carolyn Heath

Client Care Specialist

Chad Perry

Chad Perry

Business Unit Leader & Wealth Advisor

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

Clorissa Nash

Clorissa Nash

Advisory Operations Lead – Billing Team

Dana Coulter

Dana Coulter

Client Services Associate

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

David Reynolds

David Reynolds

Advanced Planning Specialist

David  Mauzey

David Mauzey

Chief Information Officer

Deneen Morgia

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

Diane Radcliffe

Diane Radcliffe

Client Services Associate

Diane Sherlock

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

Donna  Boisfontaine

Donna Boisfontaine

Client Services Associate – Private Client Services

Doug McDaniels

Insurance Specialist & Wealth Advisor

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

Greg Anderson

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

Gregg Overstake

Gregg Overstake

Director of Supervision

Holly Green

Client Services Associate

Hope Hemby-Currie

Client Services Associate

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Javier Castro

Javier Castro

Operations Data Specialist

Jay Peak

Jay Peak

LFIA Business Development Manager

Jefferey  Patterson

Jefferey Patterson

LFCM Investment Product Specialist

Jeffrey Brasse

Jeffrey Brasse

Wealth Advisor & LFCM Specialist

Jena Blue

Jena Blue

Transitions Support Specialist

Jennifer  Evich

Jennifer Evich

Staff Accountant

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

Josh Hampton

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Client Services Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Managing Director, Compliance

Leah Givens

New Business Associate

Louise Oglesby

Client Services Manager

Luke Britt

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

Marc Whitehead

Marc Whitehead

Income Partner & Private Client Wealth Advisor

Margaret Woelffer

Margaret Woelffer

Talent Acquisition Associate

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Matt Estes

Matt Estes

Business Development Manager

Michael Sutter

Michael Sutter II

Private Client Wealth Associate

Michelle Young

Michelle Young

Graphic Design & Marketing Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebecca Lasher

Rebecca Lasher

Operations Associate – New Accounts Team

Richard Dressler

Richard Dressler

Wealth Advisor & Retirement Plans Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Shanetta Pledger

Shanetta Pledger

People Operations Generalist

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Stacey Lavender

Stacey Lavender

Chief Compliance Officer, Brokerage

Stephen Rice

Stephen Rice

Revenue & Commissions Associate

Steven Miller

Steven Miller

Transitions Support Specialist

Susan Ellen

Client Services Assistant

Suzanne Durbin

Suzanne Durbin, ChFC®

Wealth Advisor & Business Services Specialist

Terry Thompkins

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

Practice Director - Financial Planning & Wealth Advisor

Thadius Beavers

Thadius Beavers

Branch Manager, Supervisory Principal

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Vannessa Marley

Vannessa Marley

Client Services Associate

Weston Matheson

Weston Matheson

Insurance Practice Assoicate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Arkansas

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Daugherty

Amanda Daugherty

Business Unit Leader & Wealth Advisor

Amber Diggs

Amber Diggs

Advisor Operations Associate - New Accounts

Amy Collins

Amy Collins

Client Services Associate

Amy Handy

Amy Handy

Client Services Associate

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

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

Business Unit Leader & Advanced Planning Specialist

Brad  Wheeler

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

Bruce Dorman

Bruce Dorman

Advisory Services - LFCM Specialist

Carly Hulett

Carly Hulett

Client Services Associate

Carolyn Heath

Client Care Specialist

Chad Perry

Chad Perry

Business Unit Leader & Wealth Advisor

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

Clorissa Nash

Clorissa Nash

Advisory Operations Lead – Billing Team

Dana Coulter

Dana Coulter

Client Services Associate

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

David Reynolds

David Reynolds

Advanced Planning Specialist

David  Mauzey

David Mauzey

Chief Information Officer

Deneen Morgia

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

Diane Radcliffe

Diane Radcliffe

Client Services Associate

Diane Sherlock

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

Donna  Boisfontaine

Donna Boisfontaine

Client Services Associate – Private Client Services

Doug McDaniels

Insurance Specialist & Wealth Advisor

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

Greg Anderson

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

Gregg Overstake

Gregg Overstake

Director of Supervision

Holly Green

Client Services Associate

Hope Hemby-Currie

Client Services Associate

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Javier Castro

Javier Castro

Operations Data Specialist

Jay Peak

Jay Peak

LFIA Business Development Manager

Jefferey  Patterson

Jefferey Patterson

LFCM Investment Product Specialist

Jeffrey Brasse

Jeffrey Brasse

Wealth Advisor & LFCM Specialist

Jena Blue

Jena Blue

Transitions Support Specialist

Jennifer  Evich

Jennifer Evich

Staff Accountant

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

Josh Hampton

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Client Services Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Managing Director, Compliance

Leah Givens

New Business Associate

Louise Oglesby

Client Services Manager

Luke Britt

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

Marc Whitehead

Marc Whitehead

Income Partner & Private Client Wealth Advisor

Margaret Woelffer

Margaret Woelffer

Talent Acquisition Associate

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Matt Estes

Matt Estes

Business Development Manager

Michael Sutter

Michael Sutter II

Private Client Wealth Associate

Michelle Young

Michelle Young

Graphic Design & Marketing Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebecca Lasher

Rebecca Lasher

Operations Associate – New Accounts Team

Richard Dressler

Richard Dressler

Wealth Advisor & Retirement Plans Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Shanetta Pledger

Shanetta Pledger

People Operations Generalist

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Stacey Lavender

Stacey Lavender

Chief Compliance Officer, Brokerage

Stephen Rice

Stephen Rice

Revenue & Commissions Associate

Steven Miller

Steven Miller

Transitions Support Specialist

Susan Ellen

Client Services Assistant

Suzanne Durbin

Suzanne Durbin, ChFC®

Wealth Advisor & Business Services Specialist

Terry Thompkins

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

Practice Director - Financial Planning & Wealth Advisor

Thadius Beavers

Thadius Beavers

Branch Manager, Supervisory Principal

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Vannessa Marley

Vannessa Marley

Client Services Associate

Weston Matheson

Weston Matheson

Insurance Practice Assoicate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

California 

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Daugherty

Amanda Daugherty

Business Unit Leader & Wealth Advisor

Amber Diggs

Amber Diggs

Advisor Operations Associate - New Accounts

Amy Collins

Amy Collins

Client Services Associate

Amy Handy

Amy Handy

Client Services Associate

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

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

Business Unit Leader & Advanced Planning Specialist

Brad  Wheeler

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

Bruce Dorman

Bruce Dorman

Advisory Services - LFCM Specialist

Carly Hulett

Carly Hulett

Client Services Associate

Carolyn Heath

Client Care Specialist

Chad Perry

Chad Perry

Business Unit Leader & Wealth Advisor

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

Clorissa Nash

Clorissa Nash

Advisory Operations Lead – Billing Team

Dana Coulter

Dana Coulter

Client Services Associate

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

David Reynolds

David Reynolds

Advanced Planning Specialist

David  Mauzey

David Mauzey

Chief Information Officer

Deneen Morgia

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

Diane Radcliffe

Diane Radcliffe

Client Services Associate

Diane Sherlock

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

Donna  Boisfontaine

Donna Boisfontaine

Client Services Associate – Private Client Services

Doug McDaniels

Insurance Specialist & Wealth Advisor

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

Greg Anderson

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

Gregg Overstake

Gregg Overstake

Director of Supervision

Holly Green

Client Services Associate

Hope Hemby-Currie

Client Services Associate

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Javier Castro

Javier Castro

Operations Data Specialist

Jay Peak

Jay Peak

LFIA Business Development Manager

Jefferey  Patterson

Jefferey Patterson

LFCM Investment Product Specialist

Jeffrey Brasse

Jeffrey Brasse

Wealth Advisor & LFCM Specialist

Jena Blue

Jena Blue

Transitions Support Specialist

Jennifer  Evich

Jennifer Evich

Staff Accountant

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

Josh Hampton

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Client Services Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Managing Director, Compliance

Leah Givens

New Business Associate

Louise Oglesby

Client Services Manager

Luke Britt

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

Marc Whitehead

Marc Whitehead

Income Partner & Private Client Wealth Advisor

Margaret Woelffer

Margaret Woelffer

Talent Acquisition Associate

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Matt Estes

Matt Estes

Business Development Manager

Michael Sutter

Michael Sutter II

Private Client Wealth Associate

Michelle Young

Michelle Young

Graphic Design & Marketing Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebecca Lasher

Rebecca Lasher

Operations Associate – New Accounts Team

Richard Dressler

Richard Dressler

Wealth Advisor & Retirement Plans Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Shanetta Pledger

Shanetta Pledger

People Operations Generalist

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Stacey Lavender

Stacey Lavender

Chief Compliance Officer, Brokerage

Stephen Rice

Stephen Rice

Revenue & Commissions Associate

Steven Miller

Steven Miller

Transitions Support Specialist

Susan Ellen

Client Services Assistant

Suzanne Durbin

Suzanne Durbin, ChFC®

Wealth Advisor & Business Services Specialist

Terry Thompkins

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

Practice Director - Financial Planning & Wealth Advisor

Thadius Beavers

Thadius Beavers

Branch Manager, Supervisory Principal

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Vannessa Marley

Vannessa Marley

Client Services Associate

Weston Matheson

Weston Matheson

Insurance Practice Assoicate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Colorado

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Daugherty

Amanda Daugherty

Business Unit Leader & Wealth Advisor

Amber Diggs

Amber Diggs

Advisor Operations Associate - New Accounts

Amy Collins

Amy Collins

Client Services Associate

Amy Handy

Amy Handy

Client Services Associate

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

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

Business Unit Leader & Advanced Planning Specialist

Brad  Wheeler

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

Bruce Dorman

Bruce Dorman

Advisory Services - LFCM Specialist

Carly Hulett

Carly Hulett

Client Services Associate

Carolyn Heath

Client Care Specialist

Chad Perry

Chad Perry

Business Unit Leader & Wealth Advisor

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

Clorissa Nash

Clorissa Nash

Advisory Operations Lead – Billing Team

Dana Coulter

Dana Coulter

Client Services Associate

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

David Reynolds

David Reynolds

Advanced Planning Specialist

David  Mauzey

David Mauzey

Chief Information Officer

Deneen Morgia

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

Diane Radcliffe

Diane Radcliffe

Client Services Associate

Diane Sherlock

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

Donna  Boisfontaine

Donna Boisfontaine

Client Services Associate – Private Client Services

Doug McDaniels

Insurance Specialist & Wealth Advisor

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

Greg Anderson

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

Gregg Overstake

Gregg Overstake

Director of Supervision

Holly Green

Client Services Associate

Hope Hemby-Currie

Client Services Associate

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Javier Castro

Javier Castro

Operations Data Specialist

Jay Peak

Jay Peak

LFIA Business Development Manager

Jefferey  Patterson

Jefferey Patterson

LFCM Investment Product Specialist

Jeffrey Brasse

Jeffrey Brasse

Wealth Advisor & LFCM Specialist

Jena Blue

Jena Blue

Transitions Support Specialist

Jennifer  Evich

Jennifer Evich

Staff Accountant