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®
- Andrew Cargill, MBA
- Ariana Veal
- Austin Ehlinger
- Blake Miller
- Brett Godwin
- Dr. Brian Marcantel
- Briston Reese
- Bryan Pike
- 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
- Colleen Pollick
- Dakota Rhoden
- Daniel Mahlke
- Danni Barker
- David B. Allen, CLU®, ChFC®
- David Earhart
- Nhut "David" Pham
- Delinda Armant
- Derrick Freeman
- Earl T. Young Jr.
- 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
- Katelyn Fox
- Kathryn Green
- Kayla Miller
- Keersten Davis
- Kelee Wylie
- Kevin Dingle
- Kimberly Douglas
- Kimberly Kalchgruber
- Kristen Holifield
- Laurie Coleman
- Lea Angel Woodham
- Leigha Malone
- Lindsay Lowery
- Luke Barker, CFSLA
- Lynn D. Burke
- Madhu Nemani
- Maggie Neth
- Margaret Burdette
- Mark O. Matia
- Mark Catapano
- Mary Armstrong
- Matthew W. Meurer
- Matt Hudnall, MBA, ChFC®, CPWA®
- Michael J. Ghioto, CFP®, RICP®
- Michelle Adcox
- Nancy Du, MBA, RICP®, CFP®
- Nathan J. Collier
- 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™
- Richard "Smythe" Kuebler III
- Rita Resuggan
- Robert Sheats
- Robert Crisler
- Robert E. Hicks, CLTC®
- Ryan Frame
- Ryder Winsett
- Sam Duffey, CLU®
- Sara Dewitt
- Shane Stromei
- Shannon Hsu
- Shelley Mort
- Shyam Ramachandran, MS, EMBA
- Stephen Shaw
- Tasha Mattice
- 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
Michael J. Ghioto, CFP®, RICP®
Registered Principal and Financial Advisor
Reagan H. Wolfe, ChFC®, CLU®, CExP™
Financial Advisor - Atlanta, GA