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Our Advisors and Insurance Specialists

Private Wealth Advisors
Insurance Specialists
Independent Advisors
Alabama
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All Private Wealth Advisors

Edmon "Jake" Tomes

Chief Executive Officer & Private Wealth Advisor

Dallas, Texas

G. Brent Morton

Chief of Staff

Dallas, Texas

Marc Whitehead

Chief Financial Officer

Mobile, Alabama

David Byrnes
AIF®, CPFA®

Practice Director, Corporate Retirement Plans

Dallas, Texas

Luke Britt
CLU®, RICP®, CEPA®

Practice Director, Advanced Planning & Business Solutions

Dallas, Texas

Matt Craig

Practice Director, Private Client Solutions

Dallas, Texas

Terry Thompkins
CFP®, CLU®, AEP®, ADPA®

Practice Director, Financial Planning

Dallas, Texas

Suzanne Durbin
ChFC®, CExP®

Private Wealth Advisor & Business Solutions Manager

Atlanta, Georgia

Frank Maldonado
FPQPtm, CExP®

Private Wealth Advisor, Business Solutions & Financial Planning Specialist

El Paso, Texas

Amanda Mitchum
CSSCS

Business Unit Leader; Business Solutions Specialist

Nacogdoches, Texas

Bonnie O'Quinn
CFP®

Private Wealth Advisor, Business Solutions Specialist

Raleigh, North Carolina

Tiare Larsen

Advanced Planning Associate

Dallas, Texas

Billy Hemby
CFP®

Managing Director; Private Wealth Advisor

Wilson, North Carolina

Brad Wheeler
MBA, CPA, CGMA®

Business Unit Leader; Capital Management Specialist

Bowling Green, Kentucky

Chad Perry

Business Unit Leader; Private Wealth Advisor

New Braunfels, Texas

Chris Facka
CFP®

Business Unit Leader; Private Client Services Specialist

Atlanta, Georgia

Marshall Barclay
MBA, CFP®, CRPC®

Business Unit Leader; Insurance Specialist

El Paso, Texas

Alan Leffingwell
AIF®

Corporate Retirement Plan Specialist

Atlanta, Georgia

Barry Hyman

Referral Specialist

Atlanta, Georgia

Bob Kalaman

Private Wealth Advisor, Capital Management Specialist

Atlanta, Georgia

Carl Linder
JD, LLM

Practice Director, International Wealth Services

Miami, Florida

Chad Choate, III
AAMS®, CEPA®

Business Unit Leader, Private Wealth Advisor, and Insurance Agent

Bradenton, Florida

Damian Saenz
AAMS®

Business Unit Leader

Rio Grande Valley, Texas

Frances Robinson - Bidwell

Private Wealth Advisor, Capital Management Specialist

Albuquerque, New Mexico

Fred Tulloss
ChFC®, CLU®

Annuity, Retirement Income Referral Associate

Wilson, North Carolina

Harrison Evans

Private Wealth Advisor, Corporate Retirement Plan Specialist

Greenville, North Carolina

Jeremy Bisceglia
CFP®,CEPA®

Business Unit Leader & Private Wealth Advisor

Nashville, Tennesse

Josh Hampton
CFP®

Private Wealth Advisor, Private Client Specialist

Dallas, Texas

Marcel Garza
CFP®

Sr. Planning Associate

Dallas, Texas

Mary Sargent
CLU®

Private Wealth Advisor, Insurance Specialist

Wilson, North Carolina

Michael Boatman

Advanced Planning, Insurance Specialist

Palm Beach Gardens, Florida

Randy Moorehead
CEP®

Private Wealth Advisor, Financial Planning Specialist

Raleigh, North Carolina

Ryan Brace

Private Wealth Advisor, Capital Management Specialist

Clearwater, Florida

Scott Proctor

Private Wealth Advisor, Capital Management Specialist

Stuart, Florida

Will Brantley

Private Wealth Advisor, Corporate Retirement Plan Specialist

Nashville, Tennesse

William Blakley (Blake) Woodard
CLU®, ChFc®

Private Wealth Advisor, Insurance Specialist

Fort Worth, Texas

Alabama - Independent Advisors

Louisiana - Private Wealth Advisors

Louisiana - Independent Advisors