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Managing Directors

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

972.284.5485

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

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

Business Unit Leader & Advanced Planning Specialist

765.491.3917

Bob Kalaman

Bob Kalaman

Capital Management Specialist

770.255.6096

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

Bruce Dorman

Bruce Dorman

Advisory Services - LFCM Specialist

972.284.5411

Carly Hulett

Carly Hulett

Client Services Associate

318.841.1188

318.841.0701

Carolyn Heath

Client Care Specialist

252.649.6114

252.566.9712

Chad Perry

Chad Perry

Business Unit Leader & Wealth Advisor

830.214.2783

512.727.2776

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

770.261.5476

Chris  Scout

Chris Scout

Business Development Manager

972-472-6314

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

972.284.5408

866.763.9136

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

972.284.5450

866.763.9136

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

972.284.5466

866.763.9136

David  Mauzey

David Mauzey

Chief Information Officer

Deneen Morgia

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

Diane Radcliffe

Diane Radcliffe

Client Services Associate

772.283.2356

772.283.6104

Diane Sherlock

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

Donna  Boisfontaine

Donna Boisfontaine

Client Services Associate – Private Client Services

Edward Leader

Edward K. Leader

Branch Operations Manager

252.649.6116

252.566.9712

Elvia Crossland

Elvia Crossland

Client Services Associate

915.800.4950

915.232.9852

Erica Dennis

Erica Dennis

Operations New Account Team Lead

972.284.5429

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

251.445.4784

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

850.563.2850

850.563.2849

Greg Anderson

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

972.284.5436

972.381.8222

Gregg Overstake

Gregg Overstake

Director of Supervision

972.284.5459

866.763.9136

Hope Hemby-Currie

Client Services Associate

252.566.4890

252.566.9712

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

972.284.5417

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

225.892.4183

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

972.284.5429

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

972.284.5475

866.763.9136

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

919.988.6113

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

919.988.6114

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

972.284.5495

866.763.9136

Joy Robinson

Joy Robinson

Executive Assistant

972.284.5452

866.763.9136

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

972-284-5448

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

251.445.2431

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

972.284.5482

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

972-284-5478

Lal E. Echterhoff, CFA

Lal E. Echterhoff, CFA®

Chief Investment Officer

972.284.5462

866.763.9136

Leah Givens

New Business Associate

252.316.4114

252.668.6022

Lisa Warenda

Lisa Warenda

New Business Manager

252.316.4101

252.566.9712

Louise Oglesby

Client Services Manager

252.649.6117

252.566.9712

Luke Britt

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

972.284.5481

866.763.9136

Marc Whitehead

Marc Whitehead

Income Partner & Private Client Wealth Advisor

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

915.800.4951

915.232.9852

Matt Craig

Matt Craig

Practice Director - Private Client Services

972.284.5498

Matthew R. Rogers, ChFC®

Wealth Advisor Assistant

866.772.6669

252.566.9712

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

972.284.5487

866.763.9136

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Molly Flynn

Molly Flynn

Compliance Associate

251.445.4787

251.281.2006

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

972.284.5490

866.763.9136

Paula Sutton

Client Services Associate

252.649.6118

252.566.9712

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

251.445.2428

888.206.5230

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

972.284.5456

866.763.9136

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

251.445.1612

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

972.284.5441

866.763.9136

Susan Ellen

Client Services Assistant

866.772.6669

252.566.9712

Suzanne Durbin

Suzanne Durbin, ChFC®

Wealth Advisor & Business Services Specialist

770.261.5428

Terry Thompkins

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

Practice Director - Financial Planning & Wealth Advisor

972.284.5492

866.763.9136

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

972.284.5488

866.763.9136

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

972-472-6305

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

972.284.5442

866.763.9136

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

252-649.6111

252.566.9712

Birmingham, AL

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Montgomery, AL

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Panama City Beach, FL

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Stuart, FL

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Palm Beach Gardens, FL

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Bowling Green, KY

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Shreveport, LA

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Baton Rouge, LA

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Wilson, NC

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

La Grange, NC

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Raleigh, NC

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Greenville, NC

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Tulsa, OK

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

El Paso, TX

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Harlingen, TX

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Houston, TX

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

Plano, TX

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

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

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Bonnie  O'Quinn

Bonnie O'Quinn

Advanced Planning Specialist

Brad Wheeler, MBA, CPA, CGMA®

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

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

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

Edward Leader

Edward K. Leader

Branch Operations Manager

Elvia Crossland

Elvia Crossland

Client Services Associate

Emily  Jones

Emily Jones

Client Services Associate I

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Evan Barnard

Evan Barnard

Advisor Advocate Manager

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

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

Hope Hemby-Currie

Client Services Associate

Jack Bruno

Jack Bruno

Managing Director – International Wealth Services

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jeff Wagnon

Jeff Wagnon

Practice Director, Insurance Agency

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kelly Keltner

Kelly Keltner

Branch Operations Manager

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Kimberly Miller

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Marcel Garza, CFP

Marcel Garza, CFP

Senior Planning Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Michael Xirinachs

Michael Xirinachs

Head Trader & Portfolio Operations

Michael  Boatman

Michael Boatman

Advanced Planning Associate

Nancy Ybarra

Nancy Ybarra

Special Projects Coordinator

Paula Sutton

Client Services Associate

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Randy Moorehead

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Sarah Grout

Policy Owner Service Associate

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Skyler Hedden

Branch Manager, Supervisory Principal

Steven Miller

Steven Miller

Investment Operations Assistant

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

Tiare Larsen

Tiare Larsen

Advanced Planning Associate

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Vannessa Marley

Vannessa Marley

Client Services Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina