Rio Grande Valley, TX

Adam Munoz

Associate Retirement Income Consultant

[email protected]

Alan R. Tipton, RFC^®

Financial Consultant

318.841.1188

318.841.0701

[email protected]

Alan Leffingwell, AIF^®

Wealth Advisor

770.261.5441

[email protected]

Alexis Maloy

Wealth Advisor

[email protected]

Amanda Daugherty

Business Unit Leader & Wealth Advisor

972.284.5485

[email protected]

Amanda Stiff

Wealth Advisor

941.366.7504

[email protected]

Amber Diggs

Advisor Operations Associate - New Accounts

Amy Collins

Client Services Associate

972.284.5484

[email protected]

Amy Handy

Client Services Associate

270.495.6376

[email protected]

Angela Tacco

Wealth Advisor

[email protected]

Arthur Lee Smith, CLU^®, ChFC^®

Wealth Advisor

318.841.1188

318.841.0701

[email protected]

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

Business Unit Leader & Advanced Planning Specialist

765.491.3917

[email protected]

Bob Anderson

Wealth Advisor

(772) 978-0404

[email protected]

Boris Bouiti-Viaudo

Research Analyst

972.284.5454

866.763.9136

[email protected]

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

270.783.3562

[email protected]

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

[email protected]

Brian Clauer

Wealth Advisor

312.780.0501

[email protected]

Brian Kurihara

Wealth Advisor

[email protected]

Brian Thomas

Wealth Advisor

(800)-662-8588

941-925-2783

[email protected]

Bruce Dorman

Advisory Services - LFCM Specialist

972.284.5411

[email protected]

Cameron Neumann

Research Analyst

972.284.5402

866.763.9136

[email protected]

Carly Hulett

Client Services Associate

318.841.1188

318.841.0701

[email protected]

Carolyn Heath

Client Care Specialist

252.649.6114

252.566.9712

[email protected]

Chad Perry

Business Unit Leader & Wealth Advisor

830.214.2783

512.727.2776

[email protected]

Charles R. “Ray” Shimer III, CFA^®

Portfolio Manager

919.988.6220

252.566.9712

[email protected]

Chris Facka

Managing Director

770.261.5476

[email protected]

Chrystal Badillo

Branch Manager, Supervisory Principal

972.284.5408

866.763.9136

[email protected]

Claudia Martin

Managing Director of Advisor Operations

972.284.5450

866.763.9136

[email protected]

Clorissa Nash

Advisory Operations Lead – Billing Team

972.284.5471

866.763.9136

[email protected]

Courtney Willard

Contracting Associate

[email protected]

Craig S. Blake, CPA

Wealth Advisor

405.917.5226

405.917.6398

[email protected]

Crystal Smithers, CPFA

Wealth Advisor

(971) 204-8889

[email protected]

Dana Coulter

Client Services Associate

[email protected]

Daniel Hendricks

Advisor Advocate

972.284.5494

[email protected]

Darren McNeely

Wealth Advisor

(281) 587-8800

[email protected]

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

972.284.5466

866.763.9136

[email protected]

David Neubrander

Wealth Advisor

(330) 342-3800

[email protected]

David Reynolds

Advanced Planning Specialist

713-992-3331

[email protected]

David Mauzey

Chief Information Officer

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

[email protected]

Diane Radcliffe

Client Services Associate

772.283.2356

772.283.6104

[email protected]

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

[email protected]

Dick Dressler

Advisor

[email protected]

Donna Boisfontaine

Client Services Associate – Private Client Services

[email protected]

Doug McDaniels

Insurance Specialist & Wealth Advisor

915.532.8622

[email protected]

Edward K. Leader

Branch Operations Manager

252.649.6116

252.566.9712

[email protected]

Elvia Crossland

Client Services Associate

915.800.4950

915.232.9852

[email protected]

Erica Dennis

Operations New Account Team Lead

972.284.5429

[email protected]

Ernest Tannis

Branch Manager, Supervisory Principal

251.445.4784

[email protected]

Evan Barnard

Advisor Advocate Manager

972.284.5467

[email protected]

Frank Martin, CFP^®, AIF^®

Managing Director & Wealth Advisor

850.563.2850

850.563.2849

[email protected]

Frank Maldonado, FPQP^TM

Wealth Advisor

915.800.4952

915.232.9852

[email protected]

Frederick A. Tulloss, ChFC^®, CLU^®

Wealth Manager

252.649.6107

252.566.9712

[email protected]

Gary Schmidt

Wealth Advisor

651.583.7290

952.417.6067

[email protected]

Gayla Jenson

Receptionist

972.284.5401

[email protected]

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

972.284.5436

972.381.8222

[email protected]

Gregg Overstake

Director of Supervision

972.284.5459

866.763.9136

[email protected]

Harrison Evans

Wealth Advisor

252.649.6214

252.566.9712

[email protected]

Holly Green

Client Services Associate

252.649.6106

252.477.0330

[email protected]

Hope Hemby-Currie

Client Services Associate

252.566.4890

252.566.9712

[email protected]

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

[email protected]

Jason Inman

Wealth Advisor

225.246.2597

225.302.7730

[email protected]

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

225.892.4183

[email protected]

Javier Castro

Operations Data Specialist

972-284-5463

[email protected]

Jay Peak

LFIA Business Development Manager

[email protected]

Jeff Schlicht, CLTC, CFP^®

Wealth Advisor

651.583.7290

952.417.6067

[email protected]

Jefferey Patterson

LFCM Investment Product Specialist

[email protected]

Jeffrey Brasse

Wealth Advisor & LFCM Specialist

321.242.2512

[email protected]

Jena Blue

Transitions Support Specialist

972.284.5429

[email protected]

Jennifer Evich

Staff Accountant

Jessica Titus

Office Manager/Admin

919.783.7787

919.783.8825

[email protected]

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

972.284.5475

866.763.9136

[email protected]

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

[email protected]

Joe Jones

Marketing Director

[email protected]

John Johnson

Wealth Advisor

850-215-0800

[email protected]

John Hamiter

Wealth Advisor

(256) 543-2655

[email protected]

Jonathan Barlow

[email protected]

Josh Hampton, CFP^®

Business Unit Leader & Wealth Advisor

972.284.5495

866.763.9136

[email protected]

Joy Robinson

Executive Assistant

972.284.5452

866.763.9136

[email protected]

Julie Blalock

Wealth Advisor

(704) 279-7664

[email protected]

Karen Lessard

Branch Manager, Supervisory Principal

972-284-5448

[email protected]

Kari Kirkley

Wealth Advisor

(404) 255-9544

[email protected]

Katherine Nicholas

Advisory Operations Associate – Billing Team

251.445.2431

[email protected]

Kelly Keltner

Client Services Manager

866.806.3562

270.467.5028

[email protected]

Kelly Allen

Executive Assistant

[email protected]

Kevin D. Counts, CPA/PFS, CFP^®

Wealth Advisor

866.806.3562

270.467.5028

[email protected]

Kevin Adkins

Wealth Advisor

(251) 445-2432

[email protected]

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

972.284.5482

[email protected]

Kimberly Miller

Managing Director, Compliance

972-284-5478

[email protected]

Lacey E. Buteyn, CFP^®, CIMA^®

Wealth Advisor

214-580-7977

[email protected]

Lal Echterhoff, CFA^®

Chief Investment Officer

972.284.5462

866.763.9136

[email protected]

Leah Givens

New Business Associate

252.316.4114

252.668.6022

[email protected]

Lee Williams

Wealth Advisor

(919) 348-2232

[email protected]

Leslie Garrett

Wealth Advisor

(407) 891-9007

[email protected]

Lisa Warenda

New Business Manager

252.316.4101

252.566.9712

[email protected]

Louis Bruno

Wealth Advisor

(313) 885-9900

[email protected]

Louise Oglesby

Client Services Manager

252.649.6117

252.566.9712

[email protected]

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

972.284.5481

866.763.9136

[email protected]

Marc Whitehead

Income Partner & Private Client Wealth Advisor

[email protected]

Marcel Garza

Paraplanner

972.284.5434

[email protected]

Margaret Woelffer

Talent Acquisition Associate

[email protected]

Marshall Barclay, MBA, CRPC^®, CFP^®

Business Unit Leader & Wealth Advisor

915.800.4951

915.232.9852

[email protected]

Mary E. Sargent, CLU^®

Wealth Advisor

252.316.4108

252.566.9712

[email protected]

Mary Lou Steib

Wealth Advisor

(605) 334-1070

[email protected]

Matt Scherer, CFP^®

Wealth Advisor

651.583.7290

952.417.6067

[email protected]

Matt Craig

Practice Director - Private Client Services

972.284.5498

[email protected]

Matt Estes

Business Development Manager

972.284.5419

[email protected]

Matthew R. Rogers, ChFC^®

Wealth Advisor Assistant

866.772.6669

252.566.9712

[email protected]

Michael Xirinachs

Head Trader

972.284.5487

866.763.9136

[email protected]

Michael Cohen

Wealth Advisor

(941) 922-8588 ext. 101

[email protected]

Michael Hickey

Wealth Advisor

(312) 735-0509

[email protected]

Michael Doll, AAMS^®

Wealth Advisor

941.896.2473

[email protected]

Michael Sutter II

Private Client Wealth Associate

972.284.5438

866.763.9136

[email protected]

Michelle Young

Graphic Design & Marketing Associate

972.284.5473

866.763.9136

[email protected]

Mike McKersie

Wealth Advisor

608.575.7972

[email protected]

Molly Flynn

Compliance Associate

251.445.4787

251.281.2006

[email protected]

Nancy Ybarra

Special Projects Coordinator

972.284.5490

866.763.9136

[email protected]

Paul Morris

Wealth Advisor

(985) 892-6370

[email protected]

Paul Sterzinger, CFP^®, CIMA^®, CLU^®, MBA

Business Unit Leader & Wealth Advisor

(813) 545-1244

[email protected]

Paul V. Yother, CFP^®

Financial Advisor

(256) 543-2655

(256) 543-7601

[email protected]

Paula Sutton

Client Services Associate

252.649.6118

252.566.9712

[email protected]

Peter Magnuson

Wealth Advisor

(941) 923-7489

[email protected]

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

919.988.6112

[email protected]

Ray Panquerne

Wealth Advisor

[email protected]

Ray Grigsby

Wealth Advisor

[email protected]

Rebecca Lasher

Operations Associate – New Accounts Team

251.445.2428

888.206.5230

[email protected]

Rhonda Eltiste

Staff Accountant

[email protected]

Richard McCoy

Wealth Advisor

(256) 543-2655

[email protected]

Richard Dressler

Wealth Advisor & Retirement Plans Specialist

770.329.5469

[email protected]

Rick Sanford

Wealth Advisor

(253) 332-7310

[email protected]

Robert Garza, CRPC^®

Wealth Advisor

972.284.5491

866.763.9136

[email protected]

Ronnie Chambers, SPHR, SHRM-SCP

Human Resources Director

972.284.5497

[email protected]

Sally Echterhoff

Client Services Associate

972.284.5456

866.763.9136

[email protected]

Scott Proctor

Wealth Advisor

772.233.2065

[email protected]

Scott Keiber

Wealth Advisor

(352) 404-5158

[email protected]

Shanetta Pledger

People Operations Generalist

[email protected]

Sherry Harris

Operations Associate – New Accounts Team

251.445.1612

[email protected]

Stacey Lavender

Chief Compliance Officer, Brokerage

251.445.2434

[email protected]

Stefan Lavalee

Wealth Advisor

(808) 369-2840

[email protected]

Stephen Herr

Financial Analyst

972.284.5420

[email protected]

Stephen Rice

Revenue & Commissions Associate

[email protected]

Steven Self

Insurance Specialist

334.300.2478

[email protected]

Steven Miller

Transitions Support Specialist

972.284.5441

866.763.9136

[email protected]

Susan Ellen

Client Services Assistant

866.772.6669

252.566.9712

[email protected]

Suzanne Durbin, ChFC^®

Wealth Advisor & Business Services Specialist

770.261.5428

[email protected]

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

Practice Director - Financial Planning & Wealth Advisor

972.284.5492

866.763.9136

[email protected]

Thadius Beavers

Branch Manager, Supervisory Principal

972.284.5439

[email protected]

Thomas Neuner

Wealth Advisor

(314) 968-2100

[email protected]

Todd M. Bulot

Practice Director - Asset Management

972.284.5488

866.763.9136

[email protected]

Todd Parker

Wealth Advisor

(405) 756-2223

[email protected]

Thomas A Cowen ChFC^®, CMFC^®, CLU^®

Wealth Advisor

908.369.3300

908.450.1308

[email protected]

Tony Stephenson

Operations Manager

919.747.2250

919.783.8825

[email protected]

Vannessa Marley

Client Services Associate

972.284.5442

866.763.9136

[email protected]

Wendy Hosner

Paraplanner

972.284.5403

[email protected]

Wilbur S. “Billy” Hemby, CFP^®

Managing Director & Wealth Advisor - North Carolina

252-649.6111

252.566.9712

[email protected]

William McCloud

Wealth Advisor

850.222.1268

[email protected]m