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
- Aaron Edwards
- Abbigale Macho
- Alison Ponder
- Andrew Matthieson, WMCP®
- Andrew Cargill
- Austin Ehlinger
- Blake Miller
- Briston Reese
- Bryan Pike
- R. Bryant Moore, ChFC®, CLU®
- Cameron Jones
- Camille Snyder
- Carla Armstrong
- Carlos Rivera
- Charles “Mac” Jordan, CLU®, ChFC®, CAP®
- Charles (Chuck) Prince
- Chelsey LaFramboise
- Cheryl Allen
- Chintan M. Mehta, MBA
- Chip Busbey, CLU®
- Christopher Johnson, MBA
- Cici (Xiaozhou) He, MBA
- Colleen Pollick
- Dakota Rhoden
- Daniel A. Taylor, CLU®, ChFC®, CFP®
- Daniel Mahlke
- Danni Barker
- David B. Allen, CLU®, ChFC®
- David Earhart
- 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
- George H. Moore, ChFC®, CLU®, RICP®
- Graham Pollan, ChFC®
- Jackson Beckman
- Jake Salkin
- Jenny Hosch
- Jessica Callihan
- John C. Wells, III
- John M. Russell
- John Henson
- John Mark Fisher
- Johnny Howard
- Jonathan Dewitt
- Jon-Paul Roy
- Josh Ketchie, CFP®, CPA*, ChFC®
- Katelyn Fox
- Kathryn Green
- Kayla Miller
- Keersten Davis
- Kelee Wylie
- Kevin Dingle
- Kimberly Smith
- Kimberly Douglas
- Kimberly Kalchgruber
- Kimmon Morris
- Kristen Mantovani
- Kristen Holifield
- Laurie Coleman
- Lea Angel Woodham
- Leigha Malone
- Lindsay Lowery
- Lisa M. Arnold, MBA, ChFC®, CFP®
- Lori Avant
- Luke Barker, CFSLA
- Lynn D. Burke
- Madhu Nemani
- 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 Sheats
- Robert Crisler
- Robert C. O'Kelley, Jr.
- Robert E. Hicks, CLTC®
- Ryan Frame
- Sam Duffey, CLU®
- Sara Dewitt
- Shane Stromei
- Shannon Hsu
- Shelley Mort
- Shyam Ramachandran
- Stephen Shaw
- Tegan Ketchie
- Thomas Yung
- Thomas Matia JD
- Thomas Lannan
- Todd Ray
- Tom Purcell, CLU®, ChFC®
- M. Travis Moore
- Tresa Day
- Tyler Weyenberg CFP®
- Warren Woodham
- Wendy Adams
- Wesley Rice
- William Francis, CFSLA
- Yvonne Miller, FLMI, ACS
- 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
