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
