
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


Donna Jordan
CFP®, AIF®, CLU®
Pensacola, FL
Senior Lead Advisor








Cole Pearson
Birmingham, AL
President, Investment Solutions

Charlie Watkins
Birmingham, AL
Vice President, Finance

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


Don Ankenbrandt
Birmingham, AL
Director of Stewardship &
Strategic Engagement

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


Jennifer Rogers
Maumee, OH
Director, Advisor Operations


Heather Howell
Birmingham, AL
Operations Manager


Lisa Mathews
Birmingham, AL
Client Relationship Manager

Ashley Alliston
Birmingham, AL
Client Relationship Manager

Lynne Knecht
Birmingham, AL
Client Relationship Manager

Linda West
Birmingham, AL
Client Relationship Manager

Paul Cywinski
Indian Harbour Beach, FL
Client Service Specialist

Kathy Ellerbee
Albany, GA
Client Service Specialist

Edna Jahnke
Pensacola, FL
Client Service Specialist



Philip Johnston
CPA
Birmingham, AL
Tax Specialist




Anne-Thomas
Proctor
Birmingham, AL
Marketing Associate
