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