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A

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Steve Albright

Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Susan Alexander

Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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George Andrews

Managing Director

Orange County, CA

loc:CA

tax:False

estate:False

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Nancy Anglyn

Financial Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Keith Atneosen

Financial Planner

Seattle, WA

loc:WA

tax:False

estate:False

B

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Bob Baker

Sr. Private Wealth Advisor

Orlando, FL

loc:FL

tax:False

estate:False

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Sarah Baker

Private Wealth Advisor

Charlotte, NC

loc:NC

tax:False

estate:False

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Dean Baretela

Partner

Atlanta, GA

loc:GA

tax:True

estate:False

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Gary Bell, II

Sr. Private Wealth Advisor

Nashville, TN

loc:TN

tax:False

estate:False

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Ryan Blackburn

Financial Advisor

Holland, MI

loc:MI

tax:False

estate:False

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Mike Bleck

Sr. Estate Plng Spec

Atlanta, GA

loc:GA

tax:False

estate:True

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Barry Borduin

Partner

Atlanta, GA

loc:GA

tax:True

estate:False

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Lantz Bowman

Financial Advisor

Houston, TX

loc:TX

tax:False

estate:False

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Anthony Brown

Sr. Private Wealth Advisor

Montgomery, AL

loc:AL

tax:False

estate:False

C

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Scott Calhoun

Sr. Family Strategist

Atlanta, GA

loc:GA

tax:False

estate:False

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David Campaigne

Sr. Private Wealth Advisor

Baltimore, MD

loc:MD

tax:False

estate:False

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Brian Cannon

Financial Advisor

Holland, MI

loc:MI

tax:False

estate:False

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Marsha Caradonna

Partner

Orange County, CA

loc:CA

tax:True

estate:False

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Morgan Chalk

Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Bryan Chapman

Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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Jeff Chinery

Managing Director

Atlanta, GA

loc:GA

tax:False

estate:False

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Don Christensen

Executive Vice President

Phoenix, AZ

loc:AZ

tax:False

estate:False

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Ken Cottingham

Sr. Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Alan Cox

Dir. Estate Planning

Atlanta, GA

loc:GA

tax:False

estate:True

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Michael Cranford

Private Wealth Advisor

Charlotte, NC

loc:NC

tax:False

estate:False

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Jill Crawford

Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

D

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Saxon Dasher

Sr. Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Lori Davis

Partner

Orange County, CA

loc:CA

tax:True

estate:False

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Bruce Denning

Estate + Trust Plng Mgr

Atlanta, GA

loc:GA

tax:False

estate:True

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Ken Desmarchais

Private Wealth Advisor

Phoenix, AZ

loc:AZ

tax:False

estate:False

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Beverly DeStefano

Sr. Private Wealth Advisor - Ops. Mgr.

Phoenix, AZ

loc:AZ

tax:False

estate:False

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John Dodd

Sr. Private Wealth Advisor

Nashville, TN

loc:TN

tax:False

estate:False

E

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Sam Erdman

Sr. Financial Planner - DFA

Baltimore, MD

loc:MD

tax:False

estate:False

F

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John Faber

Sr. Private Wealth Advisor

Holland, MI

loc:MI

tax:False

estate:False

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Melanie Fitzgerald

Financial Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Phil Fox

Sr. Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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Bob Fox

Financial Planner

Indianapolis, IN

loc:IN

tax:False

estate:False

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Zack Fulmer

Sr. Private Wealth Advisor

Orlando, FL

loc:FL

tax:False

estate:False

G

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Jason Gehl

Sr. Private Wealth Advisor

Phoenix, AZ

loc:AZ

tax:False

estate:False

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Charlie Germany

Sr. Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Jamey Gibson

Financial Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Greg Gilbert

Managing Director

Atlanta, GA

loc:GA

tax:False

estate:False

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Scott Goldsmith

Sr. Financial Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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Michael Graber

Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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Jeff Gray

Audit Partner

Orange County, CA

loc:CA

tax:True

estate:False

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Drew Greep

Private Wealth Advisor

Orlando, FL

loc:FL

tax:False

estate:False

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Jeff Greer

Tax Partner

Orange County, CA

loc:CA

tax:True

estate:False

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Dan Grover

Sr. Private Wealth Advisor

Charlotte, NC

loc:NC

tax:False

estate:False

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Roger Gum, III

Sr. Private Wealth Advisor

Charlotte, NC

loc:NC

tax:False

estate:False

H

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Mike Haddad

Sr. Private Wealth Advisor

Orange County, CA

loc:CA

tax:False

estate:False

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Corey Harper

Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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Joe Helms

Managing Director

Seattle, WA

loc:WA

tax:False

estate:False

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Layne Hoekema

Sr. Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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David Hogan

Managing Director, Partner

Atlanta, GA

loc:GA

tax:True

estate:False

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Lisa Hopcroft

Financial Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Jeff Huitsing

Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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Stan Huneycutt

Sr. Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

I

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Derek Irish

Sr. Private Wealth Advisor

Houston, TX

loc:TX

tax:False

estate:False

J

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Carol Jackovich

Financial Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

K

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George Kawasaki

Managing Director

Chicago, IL

loc:IL

tax:False

estate:False

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Scott Kiesel

Sr. Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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Kevin Klok

Managing Director

Holland, MI

loc:MI

tax:False

estate:False

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Aaron Klopfenstein

Managing Director

Indianapolis, IN

loc:IN

tax:False

estate:False

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Roby Kotcamp

Sr. Private Wealth Advisor

Phoenix, AZ

loc:AZ

tax:False

estate:False

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Paul Kraus

Sr. Partner/Sr. Private Wealth Advisor

Orlando, FL

loc:FL

tax:False

estate:False

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Keith Kreb

Private Wealth Advisor

Chicago, IL

loc:IL

tax:False

estate:False

L

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Andy Lubben

Sr. Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Ellen Lucciola

Tax Manager

Atlanta, GA

loc:GA

tax:True

estate:False

M

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Kerry Mallory

Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Sean Mansell

Manager, Branch Operations

Indianapolis, IN

loc:IN

tax:False

estate:False

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Scott Martin

Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Ed McCahill

Private Wealth Advisor

Seattle, WA

loc:WA

tax:False

estate:False

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Mike McLaren

Tax Partner

Orange County, CA

loc:CA

tax:True

estate:False

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John Miley

Sr. Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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Susie Miller

Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

N

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Byron Nelson

Sr. Private Wealth Advisor

Orange County, CA

loc:CA

tax:False

estate:False

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Mark Novotny

Sr. Partner/Sr. Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

P

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David Park

Partner

Orange County, CA

loc:CA

tax:True

estate:False

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Neil Paur

Sr. Private Wealth Advisor

Orange County, CA

loc:CA

tax:False

estate:False

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Skip Perkins

Sr. Family Strategist

Atlanta, GA

loc:GA

tax:False

estate:False

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John Perry

Private Wealth Advisor

Nashville, TN

loc:TN

tax:False

estate:False

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Mike Peters

Managing Partner

Orange County, CA

loc:CA

tax:True

estate:False

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Marshall Potter

Sr. Financial Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Hunter Pugh

Managing Director

Charlotte, NC

loc:NC

tax:False

estate:False

R

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Kate Redden

Financial Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

S

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Brad Schall

Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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Randy Schroeder

Managing Director

Houston, TX

loc:TX

tax:False

estate:False

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Chris Scotchler

Sr. Private Wealth Advisor

Seattle, WA

loc:WA

tax:False

estate:False

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Mike Searcy

Managing Director

Phoenix, AZ

loc:AZ

tax:False

estate:False

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Barb Senum

Sr. Private Wealth Advisor

Phoenix, AZ

loc:AZ

tax:False

estate:False

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David Souders

Private Wealth Advisor

Orlando, FL

loc:FL

tax:False

estate:False

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Bob Stoddard

Managing Director

Montgomery, AL

loc:AL

tax:False

estate:False

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Jim Summers

Tax Partner

Orange County, CA

loc:CA

tax:True

estate:False

T

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Sherry Teat

Private Wealth Advisor

Charlotte, NC

loc:NC

tax:False

estate:False

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Charles Terry

Financial Advisor

Charlotte, NC

loc:NC

tax:False

estate:False

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Greg Tutino

Managing Director

Baltimore, MD

loc:MD

tax:False

estate:False

V

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Don Vanden Brink

Private Wealth Advisor

Holland, MI

loc:MI

tax:False

estate:False

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Howard Varnedoe

Private Wealth Advisor

Nashville, TN

loc:TN

tax:False

estate:False

W

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Alan Wallace

Sr. Private Wealth Advisor

Montgomery, AL

loc:AL

tax:False

estate:False

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David Ward

Sr. Family Strategist

Atlanta, GA

loc:GA

tax:False

estate:False

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Jeff Wernick

Business Consulting Services Specialist

Atlanta, GA

loc:GA

tax:False

estate:False

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Brad West

Tax Manager

Atlanta, GA

loc:GA

tax:True

estate:False

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Craig Westrick

Sr. Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False

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Bruce Whaley

Tax Manager

Atlanta, GA

loc:GA

tax:True

estate:False

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Brett Whitley

Private Wealth Advisor

Nashville, TN

loc:TN

tax:False

estate:False

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Kirk Wilkerson

Sr. Private Wealth Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

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Bruce Williams

Managing Director

Nashville, TN

loc:TN

tax:False

estate:False

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Jim Wise

Managing Director

Orlando, FL

loc:FL

tax:False

estate:False

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Dan Wolthuis

Sr. Financial Advisor

Atlanta, GA

loc:GA

tax:False

estate:False

Y

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John Yukawa

Sr. Private Wealth Advisor

Chicago, IL

loc:IL

tax:False

estate:False

Z

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Janine Zeltwanger

Sr. Private Wealth Advisor

Indianapolis, IN

loc:IN

tax:False

estate:False