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
- Christopher Green
- Conner Hawkins
- David B. Allen, CLU®, ChFC®
- David Earhart
- Nhut "David" Pham
- Delinda Armant
- Derrick Freeman
- Dylan Estes
- W. Edward Inman, Jr., ChFC®, CFP®, RICP®
- Eli Whalen
- Elie E. Engler, ChFC®, CFP®, RICP®
- Emily P. McIntyre, MBA
- Emily Pool
- Emily Mang
- Eric Reuschling
- 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 - MBA, RICP®
- Maggie Neth
- Margaret Burdette
- Mark O. Matia
- Matthew W. Meurer
- Matt Hudnall, MBA, CExP™, 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®
- Peter Bourg
- Peyton Young
- 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
- Stephen Shaw
- Thomas Yung
- Thomas Matia JD
- Tiffany McCallen
- Todd Ray
- Tom Purcell, CLU®, ChFC®
- M. Travis Moore
- Tresa Day
- Trinity Tobin
- Tulani Mwapasa
- Tyler Weyenberg CFP®
- Tyler Graham
- Warren Woodham
- Wendy Adams
- William Brown
- William Evans
- William Tharp
- William Francis, CFSLA
- Yvonne Winston
- Zach Martin
Representatives
Andrew Matthieson, WMCP®
Vice President, Financial Advisor - Atlanta, GA
Bryant Moore, CLU®, ChFC®, RICP®
Financial Advisor - Birmingham, AL
Charles “Mac” Jordan, CLU®, ChFC®, CAP®
Financial Advisor, Vidalia GA
Christopher Cook
Registered Representative - Memphis, TN
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)
Madhu Nemani - MBA, RICP®
Managing Associate | Wealth Management Advisor, Alpharetta, GA
Matt Hudnall, MBA, CExP™, 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
Ryan Frame
Managing Associate | Registered Representative- Chattanooga, TN
Shane Stromei
Associate Principal Owner - Financial Advisor - Huntsville, AL
Stephen Shaw
Business Development Manager- Shane Stromei Team