OUR REPRESENTATIVES
Our team includes over 75 talented professionals throughout Alabama, Arkansas, Georgia, Louisiana, Mississippi, North Carolina, South Carolina and Tennessee, each contributing knowledge in specific areas of finance. We go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized strategies to help meet those needs.
Search by Name
- Abbigale Macho
- Alison Ponder
- Amanda Cloud
- Andrew Matthieson, WMCP®
- Ariana Veal
- Austin Ehlinger
- Blake Miller
- Brandon Fisher
- Brett Godwin
- Briston Reese
- Bryant Moore, CLU®, ChFC®, RICP®
- Cameron Jones
- Camille Snyder
- Carla Armstrong
- Chad Callihan
- Charles “Mac” Jordan, CLU®, ChFC®, CAP®
- Cheryl Allen
- Chip Busbey, CLU®
- Christopher Johnson, MBA
- Christopher Cook
- Danni Barker
- David B. Allen, CLU®, ChFC®
- David Earhart
- Nhut "David" Pham
- Delinda Armant
- Derrick Freeman
- W. Edward Inman, Jr., ChFC®, CFP®, RICP®
- Elie E. Engler, ChFC®, CFP®, RICP®
- Emily P. McIntyre, MBA
- Emily Pool
- Emily Mang
- Eric Reuschling
- Eric Quezada
- Faith Ruchti
- George H. Moore, ChFC®, CLU®, RICP®
- Gracie Guest
- Graham Pollan ChFC®
- Harrison Louden, MBA
- Jake Salkin
- Janon Busby
- Jenny Hosch
- Jeremy Hall
- Jessica Callihan
- Joanne Anderson
- John C. Wells, III
- John Sweeton
- John M. Russell
- John Henson
- John Mark Fisher
- Johnny Howard
- Jonathan Dewitt
- Jon-Paul Roy
- Joseph (Joey) Sanfilippo
- Keersten Davis
- Kelee Wylie
- Kim Morris
- Kimberly Douglas
- Kimberly Kalchgruber
- Laney Hedgeman
- Laurie Coleman
- Lea Angel Woodham
- Lesly Gregory
- Luke Barker, CFSLA
- Lynn D. Burke
- Madhu Nemani, RICP®
- Maggie Neth
- Margaret Burdette
- Mark O. Matia
- Matthew W. Meurer
- Matt Hudnall, MBA, ChFC®, CPWA®
- Michael J. Ghioto, CFP®, RICP®
- Michelle Adcox
- Morgan Kunath, MBA
- Nancy Du, MBA, RICP®, CFP®
- Noah Domangue, MBA
- Norman L. Plotkin, JD, CLU®, ChFC®
- Palmer Curry, WMCP®
- Paul Cheek
- Peter Bourg
- R. Jim Moore
- Rachel Erickson
- Reagan H. Wolfe, ChFC®, CLU®, CExP™
- Rita Resuggan
- Robert Crisler
- Robert E. Hicks, CLTC®
- Ryan Frame
- Ryan O'Leary
- Sam Duffey, CLU®
- Sara Dewitt
- Sarah Cohen
- Shane Stromei
- Shannon Hsu
- Thomas Yung
- Thomas Matia JD
- Tiffany McCallen
- Todd Ray
- Tom Purcell, CLU®, ChFC®
- M. Travis Moore
- Tresa Day
- Trinity Tobin
- Tyler Weyenberg CFP®
- Tyler Graham
- Warren Woodham
- Wendy Adams
- William Brown
- William Francis, CFSLA
- Yvonne Winston
- Zach Martin
Representatives
Amanda Cloud
Financial Representative - Huntsville, AL
Andrew Matthieson, WMCP®
Vice President, Financial Advisor - Atlanta, GA
Brandon Fisher
Associate - Lexington, KY (Jackson, MS Office)
Briston Reese
Financial Representative - Chattanooga, TN
Bryant Moore, CLU®, ChFC®, RICP®
Financial Advisor - Birmingham, AL
Cameron Jones
Financial Representative - Huntsville, AL
Charles “Mac” Jordan, CLU®, ChFC®, CAP®
Financial Advisor, Vidalia GA
Christopher Johnson, MBA
Financial Advisor - Atlanta, GA
Christopher Cook
Registered Representative - Memphis, TN
Derrick Freeman
Investment Specialist - Jackson, MS
W. Edward Inman, Jr., ChFC®, CFP®, RICP®
Investment Specialist, Financial Advisor and Training - Atlanta, GA
Elie E. Engler, ChFC®, CFP®, RICP®
Vice President - Financial Advisor
Eric Reuschling
Financial Representative - Atlanta, GA
George H. Moore, ChFC®, CLU®, RICP®
Managing Partner - Memphis, TN
John Henson
Financial Advisor - Jackson, MS
Jonathan Dewitt
Registered Representative - Financial Advisor - Atlanta, GA
Joseph (Joey) Sanfilippo
Associate - Dunluth, GA (Atlanta, GA office)
Kimberly Douglas
Financial Representative - Memphis, TN
Laney Hedgeman
Associate - Alpharetta, GA
Luke Barker, CFSLA
Financial Representative - Alpharetta, GA
Madhu Nemani, RICP®
Wealth Management Advisor, Alpharetta Office
Matt Hudnall, MBA, ChFC®, CPWA®
Financial Advisor - Hudnall Wealth
Michael J. Ghioto, CFP®, RICP®
Registered Principal and Financial Advisor
Reagan H. Wolfe, ChFC®, CLU®, CExP™
Financial Advisor - Atlanta, GA
Robert Crisler
Financial Representative - Jackson, MS
Ryan Frame
Managing Associate | Registered Representative- Chattanooga, TN
Shane Stromei
Associate Principal Owner - Financial Advisor - Huntsville, AL
Warren Woodham
Financial Advisor - Little Rock, AR
William Brown
Client Relations - Atlanta, GA
William Francis, CFSLA
Financial Advisor - Atlanta, GA