Broker Check

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.

Representatives 

Andrew Matthieson

Andrew Matthieson, WMCP®

Vice President, Financial Advisor - Atlanta, GA

(678) 771-6549

Blake Miller

Blake Miller

Financial Advisor - Atlanta, GA

(770) 390-2632

Bryan Pike

Bryan Pike

Financial Advisor - Alpharetta, GA

404-882-5786

Cameron Jones

Cameron Jones

Financial Representative - Huntsville, AL

256-540-9191

Chelsey LaFramboise

Chelsey LaFramboise

Associate - Gulfport / Jackson, MS

228-400-9465

Dakota Rhoden

Dakota Rhoden

Financial Representative - Chattanooga, TN

(423) 497-0720

Daniel Mahlke

Daniel Mahlke

Brokerage Manager. - Alpharetta, GA

470-719-1477

David Earhart

David Earhart

Financial Advisor - Memphis, TN

(901) 692-5564

Derrick  Freeman

Derrick Freeman

Investment Specialist - Jackson, MS

(601) 956-6656

Earl T. Young Jr.

Earl T. Young Jr.

Registered Representative - Memphis, TN

(901) 571-8989

Edward Inman

W. Edward Inman, Jr., ChFC®, CFP®, RICP®

Investment Specialist, Financial Advisor and Training - Atlanta, GA

404-905-1881

Eric Reuschling

Eric Reuschling

Financial Representative - Atlanta, GA

912-420-4050

Graham Pollan

Graham Pollan,  ChFC®

Financial Advisor - Memphis, TN

901-425-0804

(901) 692-5101

Jackson Beckman

Jackson Beckman

Financial Representative - Hudnall Wealth

318-349-7774

John  Henson

John Henson

Financial Advisor - Jackson, MS

662-503-2418

Jonathan Dewitt

Jonathan Dewitt

Registered Representative - Financial Advisor - Atlanta, GA

404-737-0099

Jon-Paul Roy

Jon-Paul Roy

Financial Advisor - Atlanta, GA

770-230-6711

770-390-2610

Kathryn Green

Kathryn Green

Financial Representative - North Atlanta

470-873-8046

Kevin Dingle

Kevin Dingle

Associate - Charlotte NC/Memphis, TN

704-770-7371

Kimberly Douglas

Kimberly Douglas

Financial Representative - Memphis, TN

901-582-7744

Kimmon Morris

Kimmon Morris

Associate - North Atlanta, GA

470-934-4257

Kristen Holifield

Kristen Holifield

Financial Representative - Jackson, MS

662-229-8109

Leigha Malone

Leigha Malone

Associate - Jackson, MS (Coastal Region)

228-432-4146

Lori Avant

Lori Avant

Financial Representative - Little Rock, AR

770-957-0370

Luke Barker

Luke Barker, CFSLA

Financial Representative - Alpharetta, GA

770-605-3177

Madhu Nemani

Madhu Nemani

Wealth Management Advisor, Alpharetta Office

770-407-7372

Noah Domangue

Noah Domangue, MBA

Financial Advisor - Hudnall Wealth

985-855-8688

Norman Plotkin

Norman L. Plotkin, JD, CLU®, ChFC®

Financial Advisor - Atlanta, GA

770-373-5690

770-390-2610

Peter Bourg

Peter Bourg

Financial Advisor - Atlanta, GA

404-948-5140

Robert Sheats

Financial Representative - Atlanta, GA

678-662-0798

Robert Crisler

Robert Crisler

Financial Representative - Jackson, MS

601-640-4282

Robert C. O'Kelley, Jr.

Robert C. O'Kelley, Jr.

Financial Representative - Memphis, TN

901-657-6022

Sara Dewitt

Sara Dewitt

Financial Representative - Atlanta, GA

(404) 445-2263

Stephen Shaw

Stephen Shaw

Financial Advisor - Huntsville, AL

256-870-2265

Thomas Matia JD

Thomas Matia JD

Financial Representative - Atlanta, GA

404-383-4658

Todd Ray

Todd Ray

Financial Advisor - Huntsville, AL

256-510-7546

Travis Moore

M. Travis Moore

Financial Advisor - Atlanta, GA

404-374-2944

Tyler  Weyenberg

Tyler Weyenberg CFP®

Financial Advisor - Alpharetta, GA

(770) 265-6669

(770) 390-2610

Warren  Woodham

Warren Woodham

Financial Advisor - Little Rock, AR

(501) 687-2929

Zach  Martin

Zach Martin

Financial Advisor - Little Rock, AR

(501) 687-2929