
Harry Pearson
CFP®, CRPC®, CKA®
Birmingham, AL
CEO
Senior Lead Advisor

Hays Latimer
CFP®, CRPC®, CKA®
Birmingham, AL
Senior Lead Advisor



Mark Tevebaugh
Indian Harbour Beach, FL
Senior Lead Advisor


David Hinshaw
CFP®, WMCP®
Birmingham, AL
Lead Advisor









Matthew Moses
CAP®
Maumee, OH
Vice President, Operational
Consulting

Dean Niewolny
Southlake, TX
Vice President, Strategic
Engagement


John Siverling
Matthews, NC
Director of Private Markets &
Impact Advocacy

Nathan Willis
CFA®, CAIA
Birmingham, AL
Director of Portfolio Strategy,
Senior Portfolio Manager

Peter Klingelhofer
CFA®, CKA®
Columbus, OH
Director of Research,
Senior Portfolio Manager

Tom Mueth
CIMA®, CIMC®
St. Louis, MO
Director of Advisor Engagement



Jennifer Rogers
Maumee, OH
Director, Advisor Operations



Ashley Alliston
Birmingham, AL
Client Relationship Manager

Martin Smith
Birmingham, AL
Client Relationship Manager

Linda West
Birmingham, AL
Client Relationship Manager

Edna Jahnke
Pensacola, FL
Client Relationship Manager

Paul Cywinski
Indian Harbour Beach, FL
Client Service Specialist


Kelly Mooney
Birmingham, AL
Client Service Associate


Savannah Stewart
Birmingham, AL
Senior Marketing Associate



