Broker Check

Our team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Branch Leader

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.

[Firm name] has been helping our clients plan for their best financial future, using a team approach for over 20 years.

Financial Professionals

You can always depend on the professionalism and experience of our dedicated staff members. Their job is to support you and help you reach your goals.

Kathryn  Benton

Kathryn Benton, PhD

LEAD MANAGER - BRANCH CONTROLS

404-760-2340

404-760-2390

Les Brackett

Les Brackett, ChFC® , CLU®

SENIOR PARTNER AT BLUEWATER WEALTH STRATEGIES, LLC

850-763-0308

Whitney Bryant

Whitney Bryant, CFP®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT PEACH STATE ADVISORS

770-640-7884

Howard Burke

Howard Burke, CFP®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT PEACH STATE ADVISORS RETIREMENT PLANNING SPECIALIST

678-455-4848

Steven Campbell

Steven A. Campbell, CFP®, ChFC®, CLU

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

678-455-4926

404-760-2390

Tom Chapman

Tom Chapman, CFP®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

205-970-5286

James "Jimmy" R. Cook

James "Jimmy" R. Cook

FINANCIAL ADVISOR AT COOK & ASSOCIATES

251-341-0622

251-341-0613

Neil Eggers

Neil Eggers

FINANCIAL ADVISOR AT FAMILY LEGACY WEALTH SOLUTIONS

205-601-6702

Joseph Faxio

Joseph Faxio

FINANCIAL ADVISOR AT FAXIO PRIVATE WEALTH

678-571-3395

Fatima Finley

Fatima Finley

FINANCIAL REPRESENTATIVE AT THE FINLEY GROUP

205-970-5232

Gary Finley

Gary Finley, Sr.

FINANCIAL REPRESENTATIVE AT THE FINLEY GROUP

205-970-5215

Rodney Foster

Rodney Foster, ChFC®, CLU

FINANCIAL ADVISOR RETIREMENT PLANNING SPECIALIST

404-501-9277

404-501-9132

Richard Haberstroh

Richard "Rick" Haberstroh

FINANCIAL ADVISOR AT FINANCIAL LEGACY WEALTH SOLUTIONS

205-447-9710

Thomas Henriques

Thomas "T.J." Henriques, CFP®

SENIOR PARTNER CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT PRIVATE CLIENT GROUP LLC

850-435-3159

850-434-0287

James Henry

James "Russ" Henry, CFP®, ChFC®, RICP

PARTNER CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT POINT NORTH FINANCIAL

478-476-0344

478-477-9673

Rob Herndon

Rob Herndon, CFP®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT 360 PLANNING PARTNERS

205-292-8534

850-895-5423

Steven Howell

Steven M. Howell, CFP®, ChFC®

MANAGING PARTNER CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT PARADIGM WEALTH MANAGEMENT

404-760-2332

404-760-2390

J. Todd Johnson

J. Todd Johnson, CLU®

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

205-970-5201

205-453-1698

Nasha Knowles

Nasha Knowles, CFP®, CRPC

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT FORTRESS WEALTH ADVISORY

770-337-4458

Christopher Lee

Christopher Lee

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

205-970-5238

205-453-1698

Raja Mahtani

Raja Mahtani

FINANCIAL ADVISOR AT MAHTANI FINANCIAL

251-422-3103

Steve McClelland

Steve McClelland, ChFC®, CLU

FINANCIAL ADVISOR AT PEACH STATE ADVISORS

404-760-2349

404-760-2390

Carson McGraw

Carson McGraw

FINANCIAL PROFESSIONAL

251-341-0622

251-341-0613

Bradford "Woody" Merry

Bradford "Woody" Merry

FINANCIAL PROFESSIONAL RETIREMENT PLANNING SPECIALIST

706-733-3190

404-760-2390

Joe Moore

Joe Moore

FINANCIAL PROFESSIONAL AT MOORE WEALTH STRATEGIES, LLC

205-951-0092

844-270-4145

John Morris

John "Johnny" B. Morris, ChFC®, CLU®

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

334-605-1292

334-605-1293

Mark Nall

Mark Nall, CFP®, CLU®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT 360 PLANNING PARTNERS

205-970-5235

205-453-1698

Robert Neale

Robert "Rob" A. Neale

PARTNER AT BLUEWATER WEALTH STRATEGIES, LLC

850-434-0673

850-895-3028

EJ Okuma

EJ Okuma

FINANCIAL ADVISOR AT OKUMA CAPITAL MANAGEMENT

404-760-2371

404-760-2390

Alison Rhodes

Alison Rhodes

FINANCIAL ADVISOR AT BLUEWATER WEALTH STRATEGIES

334-343-0960

Stuart Roberts

Stuart Roberts

FINANCIAL ADVISOR AT LEGACY WEALTH SOLUTIONS

205-527-4552

Miah Schultz

Miah Schultz

FINANCIAL PROFESSIONAL AT FAMILY LEGACY WEALTH SOLUTIONS

404-760-2310

4047602390

Lynda Scribbins

Lynda S. Scribbins

FINANCIAL ADVISOR AT PEACH STATE ADVISORS

404-760-2341

404-760-2390

Jane Shropshire

Jane Shropshire

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

251-633-6993

251-633-3953

Mitchell Sink

Mitchell Sink

MANAGING PARTNER AT POINT NORTH FINANCIAL

478-476-0370

Steven South

Steven South

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

334-605-1292

334-605-1293

Jerry  Sowell

Jerry Sowell, III

ASSOCIATE PARTNER FINANCIAL ADVISOR AT BLUEWATER WEALTH STRATEGIES, LLC

850-763-0308

850-872-8388

Ameina Tressler

Ameina Tressler

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

251-343-4855

251-343-5537

David  Tressler

David Tressler, CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT 360 PLANNING PARTNERS

251-343-4855

251-343-5537

Fred Van Patten

Fred Van Patten, JD, LUTCF

FINANCIAL ADVISOR AT PEACH STATE ADVISORS RETIREMENT PLANNING SPECIALIST

678-273-4059

Brian Verchot

Brian Verchot

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

205-970-5203

205-453-1698

Tony Vitulli

Tony Vitulli, CFP®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT PEACH STATE ADVISORS RETIREMENT PLANNING SPECIALIST

678-569-7780

678-569-7770

Christopher Vucovich

Christopher "Chris" Vucovich

FINANCIAL PROFESSIONAL AT VUCOVICH & ASSOCIATES

334-239-9110

334-239-9185

Bruce Weinstein

Bruce Weinstein, CLU

FINANCIAL ADVISOR AT PARADIGM WEALTH MANAGEMENT

404-760-2286

Jan Williams

Jan J. Williams, MBA

FINANCIAL ADVISOR AT FAMILY LEGACY WEALTH SOLUTIONS RETIREMENT PLANNING SPECIALIST

404-760-2373

404-760-2390

Kimberly  Wyatt

Kimberly Wyatt, CFP®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AT PEACH STATE ADVISORS RETIREMENT PLANNING SPECIALIST

678-569-7780

678-569-7770