Kelly S. Clary, MBA Partner, Regional Director, Wealth Advisor

Huntsville, AL

256.713.2669

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Joseph R. McNair, CFP®, JD, CPA Partner, Regional Director, Wealth Advisor

Pensacola, FL

850.444.7253

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Melanie Nichols, CFA, CFP® Partner, Regional Director, Wealth Advisor

Birmingham, AL

205.769.3308

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Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham, AL

205.769.3386

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Lee Brill, AAMS®/AWMA® Wealth Advisor

Tampa, FL

813.321.1348

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Sandy Carlson, CFP®, CPA, CDFA®, QKA Partner, Wealth Advisor, Director of Financial Planning

Charlotte, NC

980.585.3362

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Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

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Diana R. Contorno, HDP™ Retirement Planning Specialist

Birmingham, AL

205.314.6220

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Evan B. Crouse, CFP® Wealth Advisor

Huntsville, AL

256.713.2670

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Jeffrey P. Helms, CPA, CFP® Partner, Wealth Advisor

Pensacola, FL

850.444.7272

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Ben Logan, CFP® Wealth Advisor

Atlanta, GA

770.790.3713

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Billy McMahon, CPFA®, CRPC™, QKA® Retirement Services Liaison

Birmingham, AL

205.769.3315

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Glenda Molina, CFP® Senior Financial Planner

Austin, TX

512.774.5344

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Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

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Jonathan R. Osborne, QKA® Partner, Retirement Plan Advisor

Birmingham, AL

205.460.3988

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Kimberly D. Warner Annual Plan Review Specialist

Birmingham, AL

205.769.3207

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James A. Werner, CFP® Partner, Wealth Advisor

Austin, TX

512.774.5341

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