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Our Advisors

Birmingham Office

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

Bruce Dorman

Bruce Dorman

Advisory Services - LFCM Specialist

Carly Hulett

Carly Hulett

Client Services Associate

Chad Perry

Chad Perry

Business Unit Leader & Wealth Advisor

Chris Facka

Chris Facka

Business Leader - Private Client Specialist

Chris  Scout

Chris Scout

Business Development Manager

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

David  Mauzey

David Mauzey

Chief Information Officer

Deneen Morgia

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

Diane Sherlock

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

Donna  Boisfontaine

Donna Boisfontaine

Client Services Associate – Private Client Services

Erica Dennis

Erica Dennis

Operations New Account Team Lead

Ernest Tannis

Ernest Tannis

Branch Manager, Supervisory Principal

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

Greg Anderson

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

Jena Blue

Jena Blue

Transitions Support Specialist

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Jimmy  Glover

Jimmy Glover

Business Unit Leader & Retirement Specialist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

John Nash

Capital Management Specialist

Josh Hampton

Josh Hampton, CFP®

Private Client Solutions Specialist

Juliet Jacob

Juliet Jacob

Revenue and Commission Associate

Karen Lessard

Karen Lessard

Branch Manager, Supervisory Principal

Katherine Nicholas

Katherine Nicholas

Advisory Operations Associate – Billing Team

Kevin Welch

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

Luke Britt

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

Marc Whitehead

Marc Whitehead

Income Partner & Private Client Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Matt Estes

Matt Estes

Business Development Manager

Rafael Sosa Matos

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Rebekah Lasher

Rebekah Lasher

Operations Associate – New Accounts Team

Robb Combs

Robb Combs

Business Development Officer National Head of Recruiting

Ryan  Brace

Ryan Brace

Level Four Capital Management Specialist

Sarah Grout

Policy Owner Service Associate

Scott Daniels

Scott Daniels

Business Unit Leader & Executive Benefits Specialist

Sherry Harris

Sherry Harris

Operations Associate – New Accounts Team

Stacey Lavender

Stacey Lavender

Chief Compliance Officer, Brokerage

Steven Miller

Steven Miller

Investment Operations Assistant

Suzanne Durbin

Suzanne Durbin, ChFC®

Wealth Advisor & Business Services Specialist

Terry Thompkins

Terry Thompkins, CFP®, CLU®, AEP®, ADPA®

Practice Director - Financial Planning & Wealth Advisor

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Trina  Noel

Trina Noel

Property & Casualty Commission Associate

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina