Find A Financial Advisor (View The Map)
- Adam Munoz
- Alan R. Tipton, RFC®
- Alan Leffingwell, AIF®
- Alexis Maloy
- Amanda Daugherty
- Amanda Stiff
- Amber Diggs
- Amy Collins
- Amy Handy
- Angela Tacco
- Arthur Lee Smith, CLU®, ChFC®
- Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
- Bob Anderson
- Boris Bouiti-Viaudo
- Brad Wheeler, MBA, CPA, CGMA®
- G. Brent Morton, MBA
- Brent White
- Brian Clauer
- Brian Kurihara
- Brian Thomas
- Bruce Dorman
- Cameron Neumann
- Carly Hulett
- Carolyn Heath
- Chad Perry
- Charles R. “Ray” Shimer III, CFA®
- Chris Facka
- Chris Goodrich
- Chrystal Badillo
- Claudia Martin
- Clorissa Nash
- Courtney Willard
- Craig S. Blake, CPA
- Crystal Smithers, CPFA
- Dana Coulter
- Daniel Hendricks
- Darren McNeely
- David Byrnes, AIF®
- David Neubrander
- David Reynolds
- David Mauzey
- Deneen Morgia
- Diane Radcliffe
- Diane Sherlock
- Dick Dressler
- Donna Boisfontaine
- Doug McDaniels
- Edward K. Leader
- Elvia Crossland
- Erica Dennis
- Ernest Tannis
- Evan Barnard
- Frank Martin, CFP®, AIF®
- Frank Maldonado, FPQPTM
- Frederick A. Tulloss, ChFC®, CLU®
- Gary Schmidt
- Gayla Jenson
- Greg Anderson
- Gregg Overstake
- Harrison Evans
- Holly Green
- Hope Hemby-Currie
- Ikey Anderson
- Edmon "Jake" Tomes
- Jason Inman
- Jason Doise, LUTCF
- Javier Castro
- Jay Peak
- Jeff Schlicht, CLTC, CFP®
- Jeff Asher
- Jefferey Patterson
- Jeffrey Brasse
- 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
- Karen Lessard
- Kari Kirkley
- Katherine Nicholas
- Kelly Keltner
- Kelly Allen
- Kevin D. Counts, CPA/PFS, CFP®
- Kevin Adkins
- Kevin Welch
- Kimberly Miller
- Lacey E. Buteyn, CFP®, CIMA®
- Lal Echterhoff, CFA®
- Leah Givens
- Lee Williams
- Leslie Garrett
- Lisa Warenda
- Louis Bruno
- Louise Oglesby
- Luke Britt, CLU®, RICP®, CEPA®
- Marc Whitehead
- Marcel Garza
- Margaret Woelffer
- Marshall Barclay, MBA, CRPC®, CFP®
- Mary E. Sargent, CLU®
- Mary Lou Steib
- Matt Scherer, CFP®
- Matt Craig
- Matt Estes
- Matthew R. Rogers, ChFC®
- Melina Trevino
- Michael Xirinachs
- Michael Cohen
- Michael Hickey
- Michael Doll, AAMS®
- Michael Sutter II
- Michael Boatman
- Michelle Young
- Mike McKersie
- Molly Flynn
- Nancy Ybarra
- 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
- Rhonda Eltiste
- Richard McCoy
- Richard Dressler
- Rick Sanford
- Robert Garza, CRPC®
- Ronnie Chambers, SPHR, SHRM-SCP
- Sally Echterhoff
- Scott Proctor
- Scott Keiber
- Shanetta Pledger
- Sherry Harris
- Stacey Lavender
- Stefan Lavalee
- Stephen Herr
- 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
- Trina Noel
- Vannessa Marley
- Wendy Hosner
- Weston Matheson
- Wilbur S. “Billy” Hemby, CFP®
- William McCloud
Managing Directors & Business Unit Leaders
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
Paul Sterzinger, CFP®, CIMA®, CLU®, MBA
Business Unit Leader & Wealth Advisor
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