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 

Amanda Cloud

Amanda Cloud

Financial Representative - Huntsville, AL

256-364-1312

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

Brandon Fisher

Brandon Fisher

Associate - Lexington, KY (Jackson, MS Office)

859-800-5738

Brett Godwin

Brett Godwin

Financial Advisor - Atlanta, GA

404-994-2460

Cameron Jones

Cameron Jones

Financial Representative - Huntsville, AL

256-540-9191

Camille  Snyder

Camille Snyder

Managing Partner - Jackson, MS

601-707-6387

Christopher Cook

Christopher Cook

Registered Representative - Memphis, TN

901-673-8745

901-428-4057

David Earhart

David Earhart

Financial Advisor - Memphis, TN

901-692-5100

Derrick  Freeman

Derrick Freeman

Investment Specialist - Jackson, MS

(601) 956-6656

Edward Inman

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

Investment Specialist, Financial Advisor and Training - Atlanta, GA

404-905-1881

Eli Whalen

Eli Whalen

Intern - Alpharetta, GA

470-740-0388

678-446-4428 (voice only)

Graham Pollan

Graham Pollan ChFC®

Financial Advisor - Memphis, TN

901-425-0804

(901) 692-5101

Harrison  Louden

Harrison Louden, MBA

Financial Representative - Gulf Coast (AL, MS, FL)

251-259-1286

251-313-6966 (voice only)

Jake Salkin

Jake Salkin

Financial Representative - Atlanta, GA

404-626-1776

John Sweeton

John Sweeton

Financial Professional - Chattanooga, TN

423-674-3926

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

Joseph (Joey) Sanfilippo

Joseph (Joey) Sanfilippo

Associate - Dunluth, GA (Atlanta, GA office)

678-929-4262

Kimberly Douglas

Kimberly Douglas

Financial Representative - Memphis, TN

901-582-7744

Luke Barker

Luke Barker, CFSLA

Financial Representative - Alpharetta, GA

770-605-3177

Madhu Nemani

Madhu Nemani - MBA, RICP®

Managing Associate | Wealth Management Advisor, Alpharetta, GA

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 Crisler

Robert Crisler

Financial Representative - Jackson, MS

601-640-4282

Ryan Frame

Ryan Frame

Managing Associate | Registered Representative- Chattanooga, TN

256-683-6967

Sara Dewitt

Sara Dewitt

Financial Representative - Atlanta, GA

(404) 445-2263

Sarah Cohen

Sarah Cohen

Financial Representative - Alpharetta, GA

678-944-8915

Shane Stromei

Shane Stromei

Associate Principal Owner - Financial Advisor - Huntsville, AL

256-685-5999

Stephen Shaw

Stephen Shaw

Business Development Manager- Shane Stromei Team

256-870-2265

256-617-7711

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

Tyler  Graham

Tyler Graham

Financial Representative - Jackson, MS

601-706-7766

Warren  Woodham

Warren Woodham

Financial Advisor - Little Rock, AR

(501) 687-2929

Zach  Martin

Zach Martin

Financial Advisor - Little Rock, AR

(501) 687-2929