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


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


Tom Powell
CFP®, QPA
Birmingham, AL
Senior Lead Advisor






Dean Niewolny
Southlake, TX
Vice President, Strategic
Engagement