Broker Check
 

Find A Financial Advisor (View The Map)


Managing Directors & Business Unit Leaders

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

850.563.2850

850.563.2849

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

225.892.4183

Josh Hampton

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

972.284.5495

866.763.9136

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

915.800.4951

915.232.9852

Steven Wheeler

Steven A. Wheeler, CPA/PFS, CFP®

Managing Director & Wealth Advisor - Bowling Green

866.806.3562

270.467.5028

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

252-649.6111

252.566.9712

Arkansas

Colorado

Georgia

Illinois

Charles Baier

 Charles Baier, CFP®, ChFC

Financial Planner | Professional Wealth Advisor

Don Sakamoto CFP®, ChFEBC℠

Don Sakamoto CFP®, ChFEBC℠

Wealth Advisor, Chartered Federal Employee Benefit Consultant℠

Jeffery Harper

Jeffery Harper, CFP®, CASL, ChFC

Financial Planner | Professional Wealth Advisor

Jeffrey Grecu

Jeffery Grecu, CASL, LUTCF

Financial Planner | Professional Wealth Advisor

Kyle Harper

 
Kyle Harper, ChFC, CASL, RICP, CLU

Financial Planner | Professional Wealth Advisor

William Maxwell

William Maxwell, CLU, MBA

Financial Planner | Professional Wealth Advisor