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William Beynon
President & CEO
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Joe Moglia
Chairman
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Lewis Johnson
Chief Investment Officer
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Blaine Ferguson
Partner | Chief Operating Officer
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Kevin Erndl
Partner | Portfolio Manager
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Phil Brody
Partner & President | Carolinas
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Matt Hickey
Partner
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Zev Abraham
Director of Research
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Richard Knepfler
Chief Financial Officer, CPA
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Kimberly Key
Chief Compliance Officer, CRCP®, JD
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Todd Sampson
Managing Director | Wealth Advisory Operations
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Charles Rainbolt
Managing Director | Risk Management
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Jeffrey Galati
Managing Director | Private Wealth Management, CFP®, CLU®
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Roxane Galati
Managing Director | Private Wealth Management, CFP®
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John Walker
Executive Vice President | Private Wealth Management, AEP®, CFP®
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James Love
Executive Vice President | Private Wealth Management, CFP®
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Mike Martin
Executive Vice President | Private Wealth Management
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Deb Minnick
Senior Vice President | Private Wealth Management, CFP®
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Joseph Tornincaso
Senior Vice President | Private Wealth Management
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Jay Folz
Senior Vice President | Private Wealth Management, CFA®
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Lori Taylor
Senior Vice President | Private Wealth Management, CFP®
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Daniel London
Senior Vice President | Private Wealth Management
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Thomas Collins II
Senior Vice President | Private Wealth Management, CFP®, CIMA®
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Shad White
Vice President | Private Wealth Management
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Colleen Murphy
Vice President | Private Wealth Management
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Karen Vilorio Muchnik
Vice President | Private Wealth Management
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Drew Isaacson
Vice President | Private Wealth Management, CFP®
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Jo Anne Keck
Vice President | Private Wealth Management
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Lane McCallum
Associate Advisor | Private Wealth Management
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Daniel Howell
Associate Advisor | Private Wealth Management, CFP®
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Susie Mulry
Director of Human Resources & Operations
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Pattie Imperial
Strategic Talent Acquisition Director
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Vivien Preece
Director of Insurance Services
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Samantha Nalbach
Director of Marketing
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Cassie Bishop
Vice President | Client Services
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Alex Bouton
Associate Portfolio Manager
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Devon Preece
Senior Underwriter | Insurance
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William McClure
Senior Analyst
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Brenda Lawrence
Family Office Manager
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Mikaela Hutton
Client Services Manager
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Grant Matricciani
Client Services Manager
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Brittany Cankar
Client Services Manager
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Tyler Knight
Operations Associate
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Mark Matten
Operations Associate
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Sashane Johnson
Marketing Associate
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Victoria Freemyer
Client Services | Operations
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Joshua Pilling
Information Technology and Facilities Manager