Find A Financial Advisor (View The Map)
- Adam Munoz
- Alan R. Tipton, RFC®
- Alan Leffingwell, AIF®
- Alexis Maloy
- Amanda Mitchum
- Amanda Stiff
- Amy Collins
- Amy Handy
- Angel Irvine
- Angela Tacco
- Arthur Lee Smith, CLU®, ChFC®
- Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
- Bob Anderson
- Bonnie O'Quinn
- Boris Bouiti-Viaudo
- Brad Wheeler, MBA, CPA, CGMA®
- G. Brent Morton, MBA
- Brian Clauer
- Brian Kurihara
- Brian Thomas
- Bruce Dorman
- Carly Hulett
- Carolyn Heath
- Chad Perry
- Charles R. “Ray” Shimer III, CFA®
- Chris Facka
- Chris Goodrich
- Chrystal Badillo
- Claudia Martin
- Clorissa Nash
- Cory Wagner
- Courtney Willard
- Craig S. Blake, CPA
- Crystal Smithers, CPFA
- Daniel Hendricks
- Darren McNeely
- David Byrnes, AIF®
- David Neubrander
- David Mauzey
- David Zuniga
- Deneen Morgia
- Diane Radcliffe
- Diane Sherlock
- Dick Dressler
- Don Blanton
- Donna Boisfontaine
- Doug McDaniels
- Edward K. Leader
- Elvia Crossland
- Erica Dennis
- Ernest Tannis
- Evan Barnard
- Frances Bidwell
- Frank Martin, CFP®, AIF®
- Frank Maldonado, FPQPTM
- Frederick A. Tulloss, ChFC®, CLU®
- Gary Schmidt
- Gayla Jenson
- Greg Anderson
- Gregg Overstake
- Harrison Evans
- Hope Hemby-Currie
- Ikey Anderson
- Edmon "Jake" Tomes
- Jason Inman
- Jason Doise, LUTCF
- Javier Castro
- Jay Peak
- Jeff Schlicht, CLTC, CFP®
- Jeff Asher
- Jeffrey Brasse
- Jeffrey B. Patterson, CIMA®
- Jena Blue
- Jennifer Evich
- Jessica Titus
- Jill Zacha, JD
- Jo-Ann Palmere
- Joe Jones
- John Johnson
- John Hamiter
- Jonathan Barlow
- Josh Hampton, CFP®
- Joy Robinson
- Julie Blalock
- Juliet Jacob
- Karen Lessard
- Kari Kirkley
- Katherine Nicholas
- Kelly Keltner
- Kelly Allen
- Ken Herring, CFP®, AAMS™, AWMA™, MPAS™
- Kevin Adkins
- Kevin Welch
- Kimberly Miller
- Lal E. Echterhoff, CFA®
- Leah Givens
- Lee Williams
- Leslie Garrett
- Lisa Warenda
- Louis Bruno
- Louise Oglesby
- Luke Britt, CLU®, RICP®, CEPA®
- Marc Whitehead
- Marcel Garza
- Margaret Woelffer
- Marshall Barclay, MBA, CRPC®, CFP®
- Mary E. Sargent, CLU®
- Mary Lou Steib
- Matt Scherer, CFP®
- Matt Craig
- Matt Estes
- Matthew R. Rogers, ChFC®
- Melina Trevino
- Michael Xirinachs
- Michael Cohen
- Michael Hickey
- Michael Doll, AAMS®
- Michael Stratton
- Michael Boatman
- Mike McKersie
- Molly Flynn
- Nancy Ybarra
- Noah Harbison
- Paul Morris
- Paul Sterzinger, CFP®, CIMA®, CLU®, MBA
- Paul V. Yother, CFP®
- Paula Sutton
- Peter Magnuson
- Rafael Sosa Matos
- Randy Moorehead, CEP®
- Ray Panquerne
- Ray Grigsby
- Rebekah Lasher
- Richard McCoy
- Richard Dressler
- Rick Sanford
- Ronnie Chambers, SPHR, SHRM-SCP
- Russell R. Franques, APMA™, AAMS™, CFS®
- Ryan Brace
- Sally Echterhoff
- Scott Proctor
- Scott Keiber
- Scott Daniels
- Shanetta Pledger
- Sherry Harris
- Stacey Lavender
- Stefan Lavalee
- Stephen Herr
- Steve Miano, CPA
- Steven Self
- Steven Miller
- Susan Ellen
- Suzanne Durbin, ChFC®
- Terry Thompkins, CFP®, CLU®, AEP®, ADPA®
- Thadius Beavers
- Thomas Neuner
- Tiare Larsen
- Todd M. Bulot
- Todd Parker
- Thomas A Cowen ChFC®, CMFC®, CLU®
- Tony Stephenson
- Trey Wilburn
- Trina Noel
- Vannessa Marley
- Wendy Hosner
- Weston Matheson
- Wilbur S. “Billy” Hemby, CFP®
- William McCloud
Managing Directors & Business Unit Leaders
Alabama
California
Florida
Georgia
Hawaii
Illinois
Kentucky
Louisiana
Minnesota
New Mexico
New Jersey
North Carolina
Oklahoma
Oregon
Ohio
Missouri
Michigan
Texas
Wisconsin
