OUR ASSOCIATES
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
- Albert McGee
- Alison Ponder
- Andre Albritton
- Andrew Matthieson
- Austin Ehlinger
- Blake Miller
- Camille Snyder
- Carla Garikes
- Carla Armstrong
- Charles “Mac” Jordan, CLU®, ChFC®, CAP®
- Cheryl Allen
- Chip Busbey, CLU®
- Chris Hudnall
- Christina DiFonzo
- Christopher Johnson, MBA
- Colleen Pollick
- Daijza Miller
- Daniel A. Taylor, CLU®, ChFC®, CFP®
- Danni Barker
- David B. Allen, CLU®, ChFC®
- David Earhart
- Delinda Armant
- Derrick Freeman
- Earl Young
- Edward Inman, ChFC®, CFP®
- Elie E. Engler, ChFC, CFP, RICP
- Emily P. McIntyre, MBA
- Emily Pool
- Eric Reuschling
- Farrah Abernathy
- George H. Moore, ChFC®, CLU®, RICP®
- Graham Pollan
- Harrison Coburn
- Hunt Coleman, MBA
- Jenny Hosch
- John C. Wells, III
- John M. Russell
- John Henson
- John Mark Fisher
- Johnathan Heath
- Johnny Howard
- Jonathan Dewitt
- Jon-Paul Roy
- Josh Ketchie, CFP®, CPA*, ChFC®
- Josh Murphey
- Kayla Miller
- Keersten Davis
- Kelee Wylie
- Kevin Gaines
- Kristen Mantovani
- Laurie Coleman
- Lea Angel Woodham
- Lindsay Lowery
- Lindsay Olson
- Lisa M. Arnold, MBA, ChFC®
- Lynn D. Burke
- Madhu Nemani
- Margaret Burdette
- Mark O. Matia
- Matthew W. Meurer
- Matt Hudnall, MBA, ChFC®, CPWA®
- Matthew G. Lipscomb, CLU®, ChFC®
- Michael J. Ghioto, CFP®, RICP®
- Michael K. Williams
- Michelle Adcox
- Mike Peterson, MBA
- Mitchell King
- Nancy Du, MBA, RICP®, CFP®
- Noah Domangue
- Norman L. Plotkin, JD, CLU®, ChFC®, CLTC
- Orlando McCall
- Palmer Curry
- Patrick Whetstone
- Patty Barris
- Peter Bourg
- Pierce Godwin
- R. Bryant Moore, ChFC®, CLU®
- R. Jim Moore
- Reagan H. Wolfe, ChFC®, CLU®, CExPTM
- Rita Resuggan
- Ronald Laney
- Sam Duffey, CLU®
- Sara Dewitt
- Savannah Rankin
- Shane Stromei
- Shannon Hsu
- Shelby Green
- Skylar Green
- Stephen Horn
- Tegan Ketchie
- Thomas Yung
- Thomas Matia
- Thomas Lannan
- Tim Bell
- Todd Turner
- Tom Purcell, CLU®, ChFC®
- M. Travis Moore
- Tresa Day
- Tuwile Wilson
- Tyler Weyenberg CFP®
- Warren Woodham
- Wendy Adams
- Wesley Rice
- William Francis
- Xiomara Salgado
- Yvonne Miller, FLMI, ACS
- Zach Martin
Representatives

Andrew Matthieson
Vice President, Financial Advisor

Derrick Freeman
Investment Specialist, Jackson Office

Edward Inman, ChFC®, CFP®
Investment Specialist and Financial Advisor

Madhu Nemani
Wealth Management Advisor, Alpharetta Office


Matthew G. Lipscomb, CLU®, ChFC®
Senior Vice President, Atlanta Office

Michael J. Ghioto, CFP®, RICP®
Registered Principal and Financial Advisor

