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.
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- Abbigale Macho
- Alison Ponder
- Amanda Cloud
- Andrew Matthieson, WMCP®
- Ariana Veal
- Austin Ehlinger
- Blake Miller
- Brandon Fisher
- Brett Godwin
- Briston Reese
- R. Bryant Moore, ChFC®, CLU®
- Cameron Jones
- Camille Snyder
- Carla Armstrong
- Charles “Mac” Jordan, CLU®, ChFC®, CAP®
- Cheryl Allen
- Chip Busbey, CLU®
- Christopher Johnson, MBA
- Danni Barker
- David B. Allen, CLU®, ChFC®
- David Earhart
- Nhut "David" Pham
- Delinda Armant
- Derrick Freeman
- Donnie Simoneaux
- W. Edward Inman, Jr., ChFC®, CFP®, RICP®
- Elie E. Engler, ChFC®, CFP®, RICP®
- Emily P. McIntyre, MBA
- Emily Pool
- Eric Reuschling
- Eric Quezada
- Faith Ruchti
- George H. Moore, ChFC®, CLU®, RICP®
- Graham Pollan
- Jake Salkin
- 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
- Kayla Miller
- Keersten Davis
- Kelee Wylie
- Kevin Dingle
- Kimberly Douglas
- Kimberly Kalchgruber
- Kristen Holifield
- Laurie Coleman
- Lea Angel Woodham
- Lesly Gregory
- Lindsay Lowery
- Luke Barker, CFSLA
- Lynn D. Burke
- Madhu Nemani, RICP®
- Maggie Neth
- Margaret Burdette
- Mark O. Matia
- Mary Armstrong
- Matthew W. Meurer
- Matt Hudnall, MBA, ChFC®, CPWA®
- Michael J. Ghioto, CFP®, RICP®
- Michelle Adcox
- Nancy Du, MBA, RICP®, CFP®
- Noah Domangue, MBA
- Norman L. Plotkin, JD, CLU®, ChFC®
- Palmer Curry, WMCP®
- Paul Cheek
- Peter Bourg
- R. Jim Moore
- Reagan H. Wolfe, ChFC®, CLU®, CExP™
- Rita Resuggan
- Robert Sheats
- Robert Crisler
- Robert E. Hicks, CLTC®
- Ryan Frame
- Ryder Winsett
- Sam Duffey, CLU®
- Sara Dewitt
- Sarah Cohen
- Shane Stromei
- Shannon Hsu
- Stephen Shaw
- Thomas Yung
- Thomas Matia JD
- Thomas Lannan
- Tiffany McCallen
- Todd Ray
- Tom Purcell, CLU®, ChFC®
- M. Travis Moore
- Tresa Day
- Tyler Weyenberg CFP®
- Tyler Graham
- Warren Woodham
- Wendy Adams
- William Francis, CFSLA
- Yvonne Winston
- Zach Martin
Representatives
Andrew Matthieson, WMCP®
Vice President, Financial Advisor - Atlanta, GA
Charles “Mac” Jordan, CLU®, ChFC®, CAP®
Financial Advisor, Vidalia GA
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
Jonathan Dewitt
Registered Representative - Financial Advisor - Atlanta, GA
Joseph (Joey) Sanfilippo
Associate - Dunluth, GA (Atlanta, GA office)
Michael J. Ghioto, CFP®, RICP®
Registered Principal and Financial Advisor
Reagan H. Wolfe, ChFC®, CLU®, CExP™
Financial Advisor - Atlanta, GA
Ryan Frame
Managing Associate | Registered Representative- Chattanooga, TN
Shane Stromei
Associate Principal Owner - Financial Advisor - Huntsville, AL