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Advisor

Aaron J. Morris, CFP®

Vice President,
Financial Advisor

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Advisor

Abigail J. C. Russell, ARPS

Vice President,
Financial Advisor

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Advisor

Alan Kleinberg, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Andrew (AJ) Shimp, RPA

Senior Vice President,
Financial Advisor

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Advisor

Barron (Barry) V. Schmitt

Senior Vice President,
Financial Advisor

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Beryl Ball, CPFA

Senior Vice President,
Financial Advisor

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Brian Pollard, CFP®, CLU®, CWS®

Vice President,
Financial Advisor

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Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Bruce Graham, CFA®

Vice President,
Financial Advisor

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Advisor

Casey Pogodzinski

Vice President,
Financial Advisor

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Advisor

Catherine Seeber, CFP®, CeFT®

Vice President,
Financial Advisor

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Advisor

Chad Griffeth, AIF®

Vice President,
Financial Advisor

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Advisor

Charles Land Hite, Jr., CFP®

Senior Vice President,
Financial Advisor

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Advisor

Chris Butz, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Christopher D. Kulick, Jr., CIMA®

Senior Vice President,
Financial Advisor

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Christopher Zavecz, CFP®

Vice President, Financial Advisor

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Advisor

Claude Molosiu, CFA®

Vice President,
Financial Advisor

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Advisor

Dan DiGiacomo

Senior Vice President,
Financial Advisor

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Advisor

Daniel A. Summerlin, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Daniel Esch

Senior Vice President,
Financial Advisor

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Advisor

Dave Fernandez, CFA®, CFP®

Vice President,
Financial Advisor

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Advisor

David B. Haire, CFP®

Senior Vice President,
Financial Advisor

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Advisor

David H. Schwartz, CFP®

Senior Vice President,
Financial Advisor

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Advisor

David J. Hansen

Senior Vice President,
Financial Advisor

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Advisor

David O. Koch, CFA®, CFP®

Principal,
Senior Financial Advisor

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Advisor

David Will, AIF®, CFA®

Vice President,
Financial Advisor

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Advisor

Denise Kowitz, ChFC®, LUTCF®

Vice President,
Operations

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Advisor

Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®

Vice President,
Financial Advisor

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Advisor

Donn A. Johnston, CFP®

Vice President,
Financial Advisor

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Advisor

Donn A. Johnston, Jr., CFP®

Vice President,
Financial Advisor

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Advisor

Eric W. Bailey, CFA®

Principal,
Financial Advisor

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Advisor

Ernest A. Liebre

Senior Vice President,
Financial Advisor

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Advisor

Errol Hau, CTP/CCM

Senior Vice President,
Financial Advisor

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Advisor

Evan Melcher, AIF®, ARPC, CIMA®, CPFA

Vice President,
Financial Advisor

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Advisor

Fred Sloan, CFA®

Senior Vice President,
Financial Advisor

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Advisor

G. Ric Mundorf, CFP®

Vice President,
Financial Advisor

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Advisor

George G. Kroustalis, CRPC®

Senior Vice President,
Financial Advisor

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Advisor

Glen Hahlen, AIF®, CFP®

Vice President,
Financial Advisor

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Advisor

Grant Verhaeghe

Senior Director,
Asset-Liability Practice Leader

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Advisor

Heather Darcy, CPFA

Vice President,
Financial Advisor

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Advisor

Hugh Wilson Cole III (Trae), CFP®

Financial Advisor

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Advisor

Hunter Brackett, CFA®

Senior Manager,
Investment Research

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Advisor

J. Fielding Miller

Chief Executive Officer,
Co-Founder

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Advisor

Jack Flippin, CFP®

Senior Vice President,
Financial Advisor

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Advisor

James F. Stafford, CISSP®

Senior Director,
Integration Team,
Facilities

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Advisor

James R. Talton, III

Senior Vice President,
Financial Advisor

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Advisor

James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

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Advisor

James W. Strodel

Senior Vice President,
Financial Advisor

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Advisor

Jason F. Stanicek, CRPS®

Senior Vice President,
Financial Advisor

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Advisor

Jason Stephens, ARPS, CIMA®, CFS®

Senior Director,
Nonqualified Executive Benefits Practice Leader

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Advisor

Jean Duffy, AIFA®, ARPC

Senior Vice President,
Financial Advisor

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Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Senior Vice President,
Financial Advisor

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Advisor

Jeff Evans, CBFA, CEBS

Vice President,
Financial Advisor

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Advisor

Jeff Loehwing, PRP

Senior Vice President,
Financial Advisor

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Advisor

Jenifer Nesselrodt, AIF®, CEBS, RPA

Financial Advisor

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Advisor

Jennifer Doss, ARPS

Director,
Institutional Solutions

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Advisor

Jennifer Kelly, AWMA®

Client Relationship Manager

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Advisor

Jenny Eller

Principal, Fiduciary Practice Group Co-Head, and Executive Committee Member
Groom Law Group, Chartered

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Advisor

Jeremy Hanson, ARPS

Senior Manager,
Client Services

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Advisor

Jerry B. McQueen

Senior Vice President, Financial Advisor

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Advisor

Jerry Tylman

Partner and Founder,
Greenway Solutions, Inc.

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Advisor

Jim Dunn

Chief Executive and Chief Investment Officer,
Verger Capital Management

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Advisor

Jim Pierce, CEBS

Senior Vice President,
Financial Advisor

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Advisor

John A. Pickett, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

John Appleby, CIMA®, PMP®

Managing Director,
Project Management & Acquisitions

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Advisor

John Halk, Jr.

Manager,
Participant Advice Services

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Advisor

John Hopkins, CPC

Vice President,
Financial Advisor

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Advisor

John J. Griffith, Jr., AIF®, CPC

Senior Vice President,
Financial Advisor

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Advisor

John Leissner, ARPS, CFS®

Director,
Defined Contribution Services

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Advisor

John Mangum

Senior Vice President,
Financial Advisor

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Advisor

John Matejka, CRPS®

Vice President,
Financial Advisor

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Advisor

John R. Davenport, CFA®

Senior Vice President,
Financial Advisor

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Advisor

John S. Martin, AIF®

Senior Vice President,
Financial Advisor

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Advisor

John Young

Senior Vice President,
Financial Advisor

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Advisor

Johnny C. Garrett, Jr.

Senior Vice President,
Financial Advisor

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Advisor

Jon E. Strickland, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Joshua S. Haire, CFP®

Vice President,
Financial Advisor

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Advisor

Joshua T. Hill, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Karen Casillas, AIF®, CFS®, CPFA

Vice President,
Financial Advisor

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Advisor

Karen Denise

Senior Director,
Wealth Client Services

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Advisor

Kathleen Carlson, CFA®

Vice President,
Financial Advisor

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Advisor

Kathy Del Corso-Chase, ARPS, CRSP

Senior Director,
Integration Team,
Human Resources

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Kenneth J. Rogers, AIF®, CEBS, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Kevin Barry, CFA®, PRM™

Chief Investment Officer

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Advisor

Kipp G. Small, CRSP

Vice President,
Financial Advisor

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Advisor

Kyle Campbell, CFA®

Vice President,
Financial Advisor

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Advisor

Kyle L. Tucker, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Kyle Shoemaker

Manager,
Client Services,
Strategic Wealth

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Advisor

Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®

Financial Advisor

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Advisor

Lori Dillingham, QKA, QPA

Director,
Retirement Plan Operations

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Advisor

Margaret Landis, IACCP®

Senior Manager,
Compliance

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Advisor

Mario C. Giganti, AIFA®, CEPA®,CFP®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Mark A. Davis, QPFC

Senior Vice President,
Financial Advisor

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Advisor

Mark Miller

Senior Vice President,
Financial Advisor

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Advisor

Mark Muntean, AIF®, CFA®, CFP®

Financial Advisor

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Advisor

Mark T. Medlin, AIF®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Mark W. Fearigo, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Matt R. Doyle, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Michael E. Blair, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Michael E. Hudson

Senior Director,
Institutional Consulting

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Advisor

Michael Henderson, CPA

Vice President,
Financial Advisor

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Advisor

Michael J. Peters CFP®, CPA

Vice President,
Financial Advisor

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Advisor

Michael Maresh, AIFA®, ARPC

Senior Vice President,
Financial Advisor

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Advisor

Michael S. Pratico

Senior Vice President,
Financial Advisor

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Advisor

Mike Molewski, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Mike Valone, CFA®

Vice President,
Financial Advisor

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Advisor

Mike Woods

Senior Vice President,
Financial Advisor

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Advisor

Nathan Bopp, AIF®, CFP®, RICP®

Senior Vice President,
Financial Advisor

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Advisor

Nick DeCenso, CFP®

Senior Manager,
Wealth Solutions

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Nick Paleocrassas, CLU®

Senior Manager,
Nonqualified Executive Benefits

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Advisor

Patricia A. Bills, AIF®

Vice President,
Financial Advisor

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Advisor

Patrick Flint, PPC®

Vice President,
Financial Advisor

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Advisor

Paul H. Schaffer, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Paul Owen, AIF®, APR

Senior Vice President,
Financial Advisor

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Advisor

Paul R. Stibich, Jr., CPFA

Vice President,
Financial Advisor

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Peggy A. Whitmore, AIF®, CRPS®, PRP

Vice President,
Financial Advisor

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Philly Jones, CFA®

Senior Vice President,
Financial Advisor

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Phyllis Klein, CFPA, PRP

Senior Director,
Consulting Research Group

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Advisor

R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

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Advisor

R. Michael Gray

Senior Vice President,
Financial Advisor

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R. Scott Lowke, AIF®, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Richmond G. Bernhardt III

Managing Principal,
Financial Advisor

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Rick Shoff, AIF®, CM&AA®

Managing Director,
Advisor Group

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Rita Kiesler, ARPS

Senior Manager,
Retirement Plan Services

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Advisor

Rob Solomon

Founder and Chief Strategist,
Bulldog Solutions, Inc.

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Advisor

Robert A. Jones

Senior Vice President,
Financial Advisor

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Advisor

Robert C. Auditore

Vice President,
Financial Advisor

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Advisor

Robert F. Piccirilli, CAIA®, CIMA®

Senior Vice President,
Financial Advisor

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Roberta Angelo, QKA, QPA

Director,
Client Services

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Advisor

Romaric Dautun

Senior Manager,
Centralized Trading

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Advisor

Rosanne Costello

Senior Vice President,
Financial Advisor

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Advisor

Rush Benton, CFA®

Senior Director,
Strategic Wealth

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Ryan W. Lee, CFP®

Vice President,
Financial Advisor

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Sam Kirby, CFA®

Senior Director,
Investment Strategist

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Samuel L. (“Bo”) Perry, Jr., CFP®

Senior Vice President,
Financial Advisor

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Scott A. Wertheim, AIF®, CEBS

Senior Vice President,
Financial Advisor

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Scott T. Matheson, CFA®, CPA

Managing Director,
Defined Contribution Practice Leader

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Sean E. Teesdale, CFA®

Vice President,
Financial Advisor

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Sean Powers, ARPS

Manager,
Institutional Operations

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Shale W. Latter, CPFA

Vice President,
Financial Advisor

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Advisor

Shaun Eskamani

Senior Vice President,
Financial Advisor

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Advisor

Stan Kimball, CFP®, CPA

Principal,
Financial Advisor

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Stella Udofa

Senior Manager,
Performance Reporting and Portfolio Accounting

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Advisor

Stephanie M. Brown

Vice President,
Financial Advisor

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Advisor

Stephen H. Schott

Principal and Director,
Institutional Religious Retirement and Foundation Services

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Advisor

Stephen L. Crank, CFA®

Senior Vice President,
Financial Advisor

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Steve Wilt, CIMA®

Senior Vice President,
Financial Advisor

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Steven H. Morton, CFP®, CPA, CRPC®

Principal,
Financial Advisor

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Terence H. Crowgey, CFA®

Principal,
Financial Advisor

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Teri Parker, CFP®

Vice President,
Financial Advisor

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Advisor

Terrence M. Fettig, CFA®

Senior Vice President,
Financial Advisor

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Tiffany L. Walker, CFP®, ChFC®

Financial Advisor

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Tim Martin

Senior Manager,
Integrations Team
Finance

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Todd Fungard, CFA®

Vice President,
Financial Advisor

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Todd L. Jones, AIF®, ARPS, CFP®

Senior Vice President,
Financial Advisor

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Travis Whitten, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Traynor Reitmeier, ARPS

Vice President,
Financial Advisor

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Troy Hammond, AIF®, CFP®, CRPS®, PRP

Senior Vice President,
Financial Advisor

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Advisor

Troy W. Anderson

Vice President,
Financial Advisor

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Tyron K. Estlick, CFA®, CFP®

Principal,
Financial Advisor

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Veronica Karas, CFP®

Vice President,
Financial Advisor

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Advisor

Veronica Willoughby

Manager,
Client Service and Administration

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Advisor

Wat Keys, CFP®, CRPS®

Vice President,
Financial Advisor

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Advisor

Wes Collins

Senior Manager,
Participant Advice Services

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Advisor

William (Bill) W. Paxton, CFP®

Senior Vice President,
Financial Advisor

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Advisor

William J. Schultz

Senior Vice President, Financial Advisor

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Advisor

Wilson S. Hoyle, III

Managing Director,
Head of the Advisor Group

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