Alex Moore, CFA, CPA
Vice President, M&A Partner Development
Alex Murphy
Sr. Client Service Specialist
Alexa Willis, CFP®
Wealth Advisor
Alexandra Mendoza
Financial Planner
Alexis Dudley, CFP®, CAP®
Wealth Advisor
Alexis Ragus-Wines
Sr. Tax Manager
Alexis Wilkinson
Financial Planner
Alice McDermott, CFP®
Sr. Wealth Advisor
Alicia Carinalli, CFP®
Wealth Advisor
Ally Keasler
Sr. Client Service Specialist
Alyssa Calhoun, MBA, CFP®
Wealth Advisor
Amanda Caster, CFP®, CDFA®
Financial Planner
Amanda Coffey
Client Service Specialist
Amanda James
Client Service Specialist, Broker Dealer
Amanda O’Sullivan
Client Development Associate
Amanda Reed
Sr. Manager, Client Service
Amber Adams
Manager, Client Service
Amber Murphy
Senior Investment Strategist
Amber Perez
Tax Operations Specialist
Amber Strength
Sr. Client Service Specialist

