All Team Members
- Autumn Alston
Associate - Franklin F. Benton
Principal - Andrew D. Berg, CFA
Principal - Gay Boyd
Senior Associate - Andrew L. Brooks
Vice President - Larry H. Bryan
Founder and Principal - Joanna M. Burt
Vice President - Jennifer L. Callaway
Senior Vice President - Mary Frances Callis, J.D., CFP®
Senior Vice President - Tucker Carr, CFP®
Senior Associate - Jeffrey L. Carson, J.D., LL.M., CPWA®
Principal and Senior Fiduciary Officer - Carol Casey
Vice President - Jo Len Clark
Principal - Cindy P. Cleveland
Principal and Chief Talent Officer - Sue W. Cole
Director - R. Thomas Cox, III
Principal - William P. Crawford, Jr.
Director - Bradley W. Crawford, CFP®
Principal - Meg T. Crosby
Director - Kelly Dallas
Senior Associate - Carter F. Davenport, CFP®
Senior Vice President - James C. Davis
Senior Vice President - Brittany Dodds
Senior Associate - Adam B. Dretler
Principal - Miller Durham
Senior Associate - Michael J. Fisher, CPA/PFS, CAP®, CFP®
Principal - R. Sam Fraundorf, CFA, CPA
Principal and Chief Investment Officer - Zachary Fuqua, CFA®
Principal - F. Kneeland Gammill, CFA
Principal - Kim D. Garcia, CPA/PFS
Principal and Director of Client Experience - Patti D. Garcia
Senior Associate - T. Lee Gibson
President and Chief Operating Officer - Lindsey M. Gill
Senior Vice President - James S. Gilliland, Jr.
Principal - Michael A. Gragnani, CFP®
Managing Principal - Samuel N. Graham
Chief Executive Officer - Mark J. Green, CFP®, CIMA®
Principal - David Hallum
Senior Vice President - Robyn A. Hari, CPA/PFS, CFP®
Managing Principal - Alison Henneberger
Senior Vice President - Carolyn D. Hicks
Vice President - Jeffrey S. Howard, CFA, CFP®
Principal - Thomas H. Hussey
Principal - Sumner Jefferson
Vice President - Wallace R. Johnson, III, CPA/PFS, CFP®
Managing Principal - Glynis P. Kamrath
Senior Associate - Hale P. Kelleher
Senior Vice President - Lauren Kenny
Senior Associate - Stewart D. Koch
Senior Vice President - Laurel S. Lawrence, CFP®
Principal - Cynthia M. Legette
Principal - Brook H. Lester, CPA
Managing Principal and Chief Wealth Strategist - James R. Lientz, Jr.
Chairman - Robert E. W. Lineberger
General Counsel - Jason P. Lioon, CFA
Principal and Deputy Chief Investment Officer - C. Ryan Love
Vice President - Yana Lunger
Senior Associate - Eric A. Main
Principal - Megan Mayhew
Senior Vice President - Hunter Meriwether, CPA, CFP®
Vice President - Hadley Miller, CFP®
Principal - Jingwun (Grace) Moore, CFA
Vice President of Manager Research - Lynanne Newman
Senior Vice President - Emma Neyland, CFP®
Senior Associate - Lisa A. O'Connell, CTFA, CFP®
Principal - Kaylin Oster
Associate - Marta E. Parker, CPA
Senior Vice President - Andy Pulliam, CFA®
Senior Vice President - James G. Ramsey
Principal - Mary L. Raymond, CFA, CFP®
Principal - Sarah Mayhew Reece
Associate - Carol Reed
Associate - Bart Reid
Senior Vice President - Ashley Moore Remmers
Principal - Tom Rogowski, CFP®
Principal - Ashley A. Rothel
Senior Associate - Amy Shehan
Senior Associate - Robert Smithwick, III
Principal and Director of Client Development - Alejandro Sotolongo, CFA
Vice President - William T. Spitz, CFA
Founder and Principal - Terry M. Stanford
Principal and Chief Compliance Officer - Trey Tally, CTFA
Principal - W. Ashley Thiem, CPA/PFS
Principal - Wynter Torres
Senior Associate - Douglas S. Turner
Principal and Director of Operations - Tammy B. Underwood
Senior Vice President - Kim M. van Zee
Senior Vice President - JT VanMeter
Senior Associate - B. Cheri Wells
Senior Associate - Sydney Westberg
Associate - Jason R. Wheat, CFA
Senior Vice President - Suzanne C. Wilcox, CPA, CFP®
Principal - Betsy M. Wills
Principal and Director of Marketing - Charles Wilson
Senior Vice President - Michael L. Winter, CFA
Principal - Carol B. Womack
Principal - Dana Wood
Senior Associate - Jon C. Wright
Principal and Chief Financial Officer - Brittany P. Wyrick
Senior Vice President