
Josh DeForest, CFA, CFP®
Executive Managing Director

David P. Reynolds, CFP®, ChFC®, AAMS®
Sr. Director, Market Leader

Carl Larimore, MS, MBA, AEP, CFP®
Sr. Wealth Advisor, Sr. Director

David Stanley, CTFA®
Sr. Wealth Advisor

Hunter Brown, CFP®
Wealth Advisor

Jesse Schenck, CFP®
Wealth Advisor

Jordan Dean, CTFA
Wealth Advisor

Julie Brown, CRPC®, FPQP®
Wealth Advisor

Kyle Ray
Sr. Wealth Advisor

Max Rhodes, JD
Sr. Wealth Advisor

Nicole Mosley, CFP®, CDFA®, CSLA
Wealth Advisor

Scott Cravens, JD
Sr. Wealth Advisor, Director

Tyler Grubbs, AIF®
Sr. Wealth Advisor

William S. “Stan” Bivin, CFP®
Sr. Wealth Advisor

Zac Reynolds, CFA®
Sr. Wealth Advisor

Laura Thompson
Director, Regional Client Development

George Bruneau
Regional Vice President

John Mazzei, CFP®
Regional Vice President

Todd LaLuzerne, AAMS
Regional Vice President

Austin Burks, CFA®
Sr. Portfolio Manager