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Advisor

Taria Agbelusi, CPFA

Senior Financial Advisor,
Relationship Manager

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Advisor

Alan Bishop, Jr., CFA, CFP®

Vice President,
Financial Advisor

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Advisor

Troy W. Anderson, CPFA

Vice President,
Financial Advisor

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Advisor

Phillip C. Anderson, AIF®

Principal,
Financial Advisor

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Advisor

John Appleby, CIMA®, PMP®

Managing Director,
Operations

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Advisor

Deanna Bamford, CEBS, CPFA

Senior Financial Advisor,
Relationsip Manager

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Advisor

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Debbie G. Basch, RPA

Senior Financial Advisor,
Relationship Manager

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Advisor

Richmond G. Bernhardt III

Managing Principal,
Financial Advisor

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Advisor

Amanda Bernier, AIF®, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Patricia A. Bills, AIF®

Vice President,
Financial Advisor

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Advisor

William B. Blair, CFP®

Vice President,
Financial Advisor

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Advisor

Nathan Bopp, AIF®, CFP®, RICP®

Senior Vice President,
Financial Advisor

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Advisor

Hunter Brackett, CFA®

Senior Manager,
Investment Research

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Advisor

Matthew Brown

Senior Financial Advisor,
Relationship Manager

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Advisor

Denise Buchanan

Senior Director,
Chief Compliance Officer

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Advisor

R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

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Advisor

Kyle Campbell, CFA®, CAIA®

Financial Advisor,
Relationship Manager

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Advisor

Kathleen Carlson, CFA®

Vice President,
Financial Advisor

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Advisor

Karen Casillas, AIF®, CFS®, CPFA

Vice President,
Financial Advisor

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Advisor

Heather Ford Caussade, CFP®

Vice President,
Financial Advisor

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Advisor

Hugh Wilson Cole III (Trae), CFP®

Financial Advisor,
Wealth Management

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Advisor

Kim Cornwell, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Rosanne Costello

Senior Vice President,
Financial Advisor

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Advisor

Andrew Costello, CFP®

Consultant,
Relationship Management

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Advisor

Stephen L. Crank, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Amanda Crowgey Wells

Senior Analyst,
Relationship Manager

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Advisor

John R. Davenport, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Mark A. Davis, QPFC

Senior Vice President,
Financial Advisor

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Advisor

Nick DeCenso, CFP®

Senior Manager,
Wealth Planning & Investments

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Advisor

Kathy Del Corso-Chase, ARPS, CRSP

Senior Director,
Integration Team,
Human Resources

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Advisor

Karen Denise

Senior Director
Head, Wealth Client Service

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Advisor

Lori Dillingham, QKA, QPA

Director,
Retirement Plan Operations

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Advisor

Jennifer Doss, ARPS

Director,
Defined Contribution Practice Leader

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Advisor

Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®

Vice President,
Financial Advisor

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Advisor

Jean Duffy, AIFA®, ARPC

Senior Vice President,
Financial Advisor

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Advisor

Jim Dunn

Chief Executive and Chief Investment Officer,
Verger Capital Management

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Advisor

Jenny Eller

Principal, Fiduciary Practice Group Co-Head, and Executive Committee Member
Groom Law Group, Chartered

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Advisor

Kim M. Elliott, AIF®

Vice President,
Financial Advisor

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Advisor

Tyron K. Estlick, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Mark W. Fearigo, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Dave Fernandez, CFA®, CFP®

Vice President,
Financial Advisor

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Advisor

Terrence M. Fettig, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Jack Flippin, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Johnny C. Garrett, Jr., ARPS

Principal,
Financial Advisor

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Advisor

Julia Gavrilov, CFA®

Vice President,
Financial Advisor

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Advisor

Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Principal,
Financial Advisor

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Advisor

John J. Griffith, Jr., AIF®, CPC

Principal,
Financial Advisor

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Advisor

Glen Hahlen, AIF®, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Joshua S. Haire, CFP®

Vice President,
Financial Advisor

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Advisor

Troy Hammond, AIF®, CFP®, CRPS®, PRP

Senior Vice President,
Financial Advisor

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Advisor

Daniel R. Harsh, CFP®

Financial Advisor,
Financial Planning

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Advisor

Errol Hau, CTP/CCM

Senior Vice President,
Financial Advisor

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Advisor

Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®

Financial Advisor

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Advisor

Michael Henderson, CPA

Vice President,
Financial Advisor

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Advisor

Joshua T. Hill, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Charles Land Hite, Jr., CFP®

Senior Vice President,
Financial Advisor

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Advisor

Evan Holmes, CFA®

Senior Financial Advisor,
Relationship Manager

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Advisor

Wilson S. Hoyle, III

Managing Director,
Head of the Advisor Group

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Advisor

Allison Hubbell

Client Relationship Manager,
Wealth Client Service

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Advisor

Michael E. Hudson

Senior Director,
Institutional Consulting

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Advisor

Christopher Jeppson, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Brett Johnson, ChFC®

Financial Advisor,
Relationship Manager

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Advisor

Donn A. Johnston, CFP®

Vice President,
Financial Advisor

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Advisor

Donn A. Johnston, Jr., CFP®

Vice President,
Financial Advisor

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Advisor

Robert A. Jones

Senior Vice President,
Financial Advisor

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Advisor

Todd L. Jones, AIF®, ARPS, CFP®

Principal,
Financial Advisor

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Advisor

Philly Jones, CFA®

Senior Vice President,
Financial Advisor

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Advisor

T. Grey Kennedy, AIF®, CHSA®

Senior Financial Advisor

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Advisor

Clark Kerschner

Financial Advisor,
Relationship Manager

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Advisor

Wat Keys, CFP®, CRPS®

Vice President,
Financial Advisor

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Advisor

Rita Kiesler, ARPS

Senior Manager,
Institutional Client Service and Operations

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Advisor

Sam Kirby, CFA®

Senior Director,
Investment Strategist

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Advisor

Phyllis Klein, CFPA, PRP

Senior Director,
Retirement Services

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Advisor

Earlaine Klingler, CFP®

Senior Financial Advisor,
Financial Planning

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Advisor

David O. Koch, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Denise Kowitz, ChFC®, LUTCF®

Vice President,
Operations

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Advisor

George G. Kroustalis, CRPC®

Senior Vice President,
Financial Advisor

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Advisor

Christopher D. Kulick, Jr., CIMA®

Principal,
Financial Advisor

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Advisor

Lauren Lambert, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Shale W. Latter, CPFA

Vice President,
Financial Advisor

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Advisor

John Leissner, ARPS, CFS®

Senior Director,
Head, Institutional Client Service and Operations

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Advisor

Madelon Yanta Leone, CFA®

Principal,
Financial Advisor

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Advisor

Ernest A. Liebre

Senior Vice President,
Financial Advisor

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Advisor

Jeff Loehwing, PRP

Senior Vice President,
Financial Advisor

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Advisor

R. Scott Lowke, AIF®, CFP®

Principal,
Financial Advisor

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Advisor

Marcus Magyar, BFA™, CFP®

Vice President,
Financial Advisor

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Advisor

Lawrence C. Manning, Jr., CFA®

Principal,
Financial Advisor

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Advisor

Michael Maresh, AIFA®, ARPC

Senior Vice President,
Financial Advisor

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Advisor

Andrew Marino, CFA®

Senior Manager,
Investment Strategist

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Advisor

Patrick Marlatt

Senior Vice President,
Financial Advisor

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Advisor

Scott T. Matheson, CFA, CPA

Managing Director,
Head of Client Solutions

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Advisor

Che-Che S. McCrimmon

Financial Advisor,
Relationship Manager

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Advisor

Bonnie McCullough, CPA

Senior Director,
Business Operations

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Advisor

Jerry B. McQueen, CFP®

Senior Vice President, Financial Advisor

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Advisor

Mark T. Medlin, AIF®, CPA

Principal,
Financial Advisor

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Advisor

Evan Melcher, AIF®, ARPC, CIMA®, CPFA

Vice President,
Financial Advisor

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Advisor

Brian S. Mitchell, CFP®, CPWA®

Principal,
Financial Advisor

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Advisor

Mike Molewski, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Holly Hurlbert Moore, CFP®

Principal,
Financial Advisor

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Advisor

Christine Q. Morrison, CFP®

Manager,
Investment Research

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Advisor

Steven H. Morton, CFP®, CPA, CRPC®

Principal,
Financial Advisor

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Advisor

G. Ric Mundorf, CFP®

Vice President,
Financial Advisor

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Advisor

Jenifer Nesselrodt, AIF®, CEBS, RPA

Senior Financial Advisor,
Relationship Manager

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Advisor

Paul Owen, AIF®, APR®, MBA

Principal,
Financial Advisor

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Advisor

Nick Paleocrassas, CLU®

Senior Manager,
Nonqualified Executive Benefits

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Advisor

William (Bill) W. Paxton, CFP®

Principal,
Financial Advisor

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Advisor

Bradley Pendzick, CFP®

Financial Advisor,
Financial Planning

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Advisor

Samuel (Bo) Perry, Jr., CFP®

Principal,
Financial Advisor

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Advisor

Michael J. Peters CFP®, CPA

Vice President,
Financial Advisor

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Advisor

John H. Peterson

Senior Vice President,
Financial Advisor

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Advisor

Robert F. Piccirilli, CAIA®, CIMA®

Principal,
Financial Advisor

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Advisor

John A. Pickett, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Jim Pierce, CEBS

Senior Vice President,
Financial Advisor

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Advisor

Gregory Pietrobon

Senior Financial Advisor,
Financial Planning

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Advisor

Brian Pollard, CFP®, CLU®, CWS®

Vice President,
Financial Advisor

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Advisor

Michael S. Pratico

Senior Vice President,
Financial Advisor

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Advisor

Tyler Pugh, CFA®, CMT

Vice President,
Financial Advisor

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Advisor

Traynor Reitmeier, ARPS

Vice President,
Financial Advisor

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Advisor

Christopher M. Riley, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Kenneth J. Rogers, AIF®, CEBS, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Abigail J. C. Russell, ARPS

Vice President,
Financial Advisor

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Advisor

Michelle Scarver, CPA

Vice President,
Financial Advisor

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Advisor

Paul H. Schaffer, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Stephen H. Schott

Principal and Director,
Institutional Religious Retirement and Foundation Services

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Advisor

William J. Schultz

Senior Vice President, Financial Advisor

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Advisor

Catherine Seeber, CFP®, CeFT®

Vice President,
Financial Advisor

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Advisor

Andrew (AJ) Shimp, RPA

Senior Vice President,
Financial Advisor

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Advisor

Rick Shoff, AIF®, CM&AA®

Managing Director,
Advisor Group

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Advisor

Francetta (Fran) Slacum

Senior Financial Advisor,
Relationship Manager

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Advisor

Rob Solomon

Founder and Chief Strategist,
Bulldog Solutions, Inc.

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Advisor

Heidi Spencer

Senior Financial Advisor,
Relationship Manager

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Advisor

Kevin Spray, CFP®

Financial Advisor,
Financial Planning

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Advisor

James F. Stafford, CISSP®

Senior Director,
Integration Team,
Facilities

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Advisor

Jason Stephens, ARPS, CIMA®, CFS®

Senior Director,
Nonqualified Executive Benefits Practice Lead

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Advisor

Kristen Stewart

Senior Vice President,
Financial Advisor

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Advisor

Paul R. Stibich, Jr., CPFA

Vice President,
Financial Advisor

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Advisor

David Stix, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Jonathan Stoller, CFP®

Vice President,
Financial Advisor

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Advisor

James W. Strodel

Senior Vice President,
Financial Advisor

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Advisor

Daniel A. Summerlin, CFA®

Senior Vice President,
Financial Advisor

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Advisor

James R. Talton, III

Senior Vice President,
Financial Advisor

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Advisor

Sean E. Teesdale, CFA®

Vice President,
Financial Advisor

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Advisor

Sherry Thiltgen, CDFA®

Vice President,
Financial Advisor

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Advisor

Lisa Tobey

Senior Financial Advisor,
Relationship Manager

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Advisor

Jerry Tylman

Partner and Founder,
Greenway Solutions, Inc.

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Advisor

James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

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Advisor

Grant Verhaeghe

Senior Director,
Asset/Liability Practice Leader

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Advisor

Michael J. Vogelzang, CFA®

Principal, and
Chief Investment Strategist

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Advisor

David Wahlen

Senior Associate,
Recruiting & Acquisitions

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Advisor

Allen Weisz, CGMA, CPA

Senior Financial Advisor,
Relationship Manager

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Advisor

Scott A. Wertheim, AIF®, CEBS

Senior Vice President,
Financial Advisor

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Advisor

Peggy A. Whitmore, AIF®, CRPS®, PRP

Vice President,
Financial Advisor

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Advisor

Travis Whitten, CFP®

Senior Vice President,
Financial Advisor

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Advisor

David Will, AIF®, CFA®

Vice President,
Financial Advisor

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Advisor

Veronica Willoughby

Manager,
Administrative Professionals

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Advisor

Christopher Zavecz, CFP®

Vice President,
Financial Advisor

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