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900 Ashwood Parkway, Suite 400, Atlanta, GA 30338

(770) 390-2600
[email protected]
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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
  • 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
  • W. Edward Inman, Jr., ChFC®, CFP®, RICP®
  • Elie E. Engler, ChFC®, CFP®, RICP®
  • Emily P. McIntyre, MBA
  • Emily Pool
  • Emily Mang
  • Eric Reuschling
  • Eric Quezada
  • Faith Ruchti
  • George H. Moore, ChFC®, CLU®, RICP®
  • Gracie Guest
  • Graham Pollan ChFC®
  • 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
  • Keersten Davis
  • Kelee Wylie
  • Kevin Dingle
  • Kim Morris
  • Kimberly Douglas
  • Kimberly Kalchgruber
  • Laurie Coleman
  • Lea Angel Woodham
  • Lesly Gregory
  • Luke Barker, CFSLA
  • Lynn D. Burke
  • Madhu Nemani, RICP®
  • Maggie Neth
  • Margaret Burdette
  • Mark O. Matia
  • 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 Crisler
  • Robert E. Hicks, CLTC®
  • Ryan Frame
  • Ryan O'Leary
  • Sam Duffey, CLU®
  • Sara Dewitt
  • Sarah Cohen
  • Shane Stromei
  • Shannon Hsu
  • Thomas Yung
  • Thomas Matia JD
  • Tiffany McCallen
  • Todd Ray
  • Tom Purcell, CLU®, ChFC®
  • M. Travis Moore
  • Tresa Day
  • Trinity Tobin
  • Tyler Weyenberg CFP®
  • Tyler Graham
  • Warren Woodham
  • Wendy Adams
  • William Francis, CFSLA
  • Yvonne Winston
  • Zach Martin

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

Austin Ehlinger

Austin Ehlinger

Financial Advisor - Atlanta, GA

(678) 910-8868

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

Briston Reese

Briston Reese

Financial Representative - Chattanooga, TN

423-872-2058

Bryant Moore

Bryant Moore, CLU®, ChFC®, RICP®

Financial Advisor - Birmingham, AL

(205) 623-2111

Cameron Jones

Cameron Jones

Financial Representative - Huntsville, AL

256-540-9191

Camille Snyder

Camille Snyder

Managing Partner - Jackson, MS

601-707-6387

Charles Jordan

Charles “Mac” Jordan, CLU®, ChFC®, CAP®

Financial Advisor, Vidalia GA

(912) 537-8669

Chip Busbey

Chip Busbey, CLU®

Financial Advisor - Atlanta, GA

(770) 390-2615

Christopher Johnson

Christopher Johnson, MBA

Financial Advisor - Atlanta, GA

770-626-5612

David Allen

David B. Allen, CLU®, ChFC®

Advanced Sales Director

(601) 956-6656

David Earhart

David Earhart

Financial Advisor - Memphis, TN

901-692-5100

David Pham

Nhut "David" Pham

Associate - Atlanta, GA

770-691-6245

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

Elie Engler

Elie E. Engler, ChFC®, CFP®, RICP®

Vice President - Financial Advisor

(770) 390-2658

Eric Reuschling

Eric Reuschling

Financial Representative - Atlanta, GA

912-420-4050

Eric Quezada

Eric Quezada

Financial Representative - Memphis, TN

901-403-6543

George Moore

George H. Moore, ChFC®, CLU®, RICP®

Managing Partner - Memphis, TN

(901) 446-1275

Graham Pollan

Graham Pollan ChFC®

Financial Advisor - Memphis, TN

901-425-0804

(901) 692-5101

Jake Salkin

Jake Salkin

Financial Representative - Atlanta, GA

404-626-1776

Jeremy Hall

Jeremy Hall

Financial Representative

256-403-0027

John Wells

John C. Wells, III

Financial Advisor - Atlanta, GA

(678) 281-9101

John Sweeton

John Sweeton

Financial Professional - Chattanooga, TN

423-674-3926

John Russell

John M. Russell

Owner, Oxford Financial Group

(662) 832-3839

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

Joseph (Joey) Sanfilippo

Joseph (Joey) Sanfilippo

Associate - Dunluth, GA (Atlanta, GA office)

678-929-4262

Kevin Dingle

Kevin Dingle

Registered Representative - Charlotte NC/Memphis, TN

704-770-7371

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, RICP®

Wealth Management Advisor, Alpharetta Office

770-407-7372

Mark Matia

Mark O. Matia

Atlanta, GA

(770) 330-3306

Matt Hudnall

Matt Hudnall, MBA, ChFC®, CPWA®

Financial Advisor - Hudnall Wealth

318-674-4490

Michael Ghioto

Michael J. Ghioto, CFP®, RICP®

Registered Principal and Financial Advisor

(404) 341-4401

Nancy Du

Nancy Du, MBA, RICP®, CFP®

Financial Advisor - Atlanta, GA

770-501-3886

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

Palmer Curry

Palmer Curry, WMCP®

Financial Advisor - Atlanta, GA

(404) 383-6294

Peter Bourg

Peter Bourg

Financial Advisor - Atlanta, GA

404-948-5140

Reagan Wolfe

Reagan H. Wolfe, ChFC®, CLU®, CExP™

Financial Advisor - Atlanta, GA

(770) 390-2682

Robert Crisler

Robert Crisler

Financial Representative - Jackson, MS

601-640-4282

Robert E. Hicks

Robert E. Hicks, CLTC®

Financial Advisor

901-660-7557

Ryan Frame

Ryan Frame

Managing Associate | Registered Representative- Chattanooga, TN

256-683-6967

Ryan O'Leary

Ryan O'Leary

Associate - Chattanooga, TN

615-278-6068

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

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

William Francis, CFSLA

William Francis, CFSLA

Financial Advisor - Atlanta, GA

404-795-4159

Zach Martin

Zach Martin

Financial Advisor - Little Rock, AR

(501) 687-2929