Investment Services Officers

Michael Abney, CRC®
Financial Advisor
256-835-5251 (Office)

Wade Arnold, CFP®
Financial Advisor
972-705-8680 (Office)

Abraham Barrera, CWS®, CRC®
Financial Advisor
281-796-8703 (Office)

Angela Cardenas, CWS®
Financial Advisor
210-612-2250 (Office)

Alejandro Carrasquel, CFP®
Financial Advisor
(407) 541-3438 (Office)

Richard Coronel, CWS®
Financial Advisor
760-408-8244 (Office)

William Cummings, CRC®
Financial Advisor
205-965-5559(Office)

Francis Cusick, CWS®
Financial Advisor
956-547-3921 (Office)

Justin Davis, CRC®, CWS®
Financial Advisor
972-705-8684 (Office)

Sam Doria
Associate Financial Advisor
830-249-4254 (Office)

Arthur Dumm, CFP®
Financial Advisor
214-890-8607 (Office)

Lucy Edwards, CRC®
Financial Advisor
256-549-2446 (Office)

Callie Elrod, CWS®, CRC®
Financial Advisor
205-297-5484 (Office)

Meghan Falduto, CRC®
Financial Advisor
850-218-9521 (Office)

Suzette Fenton, CRC®, CWS®
Financial Advisor
972-705-4446 (Office)

Reid Fields
Financial Advisor
334-324-8324 (Office)

Marcus Ford
Financial Advisor
352-213-2695 (Office)

Brian Fulton, CRC®, CWS®
Financial Advisor
904-540-9761 (Office)

Angelica Garrido, CWS®, CRC®
Financial Advisor
956-365-6574(Office)

Jeffrey Glenn, CRC®
Financial Advisor
210-273-6041(Office)

Gabriel Gulotta, CWS®, CRC®
Financial Advisor
409-370-5867 (Office)

Jessica Hall, CRC®
Financial Advisor
205-524-7125 (Office)

Grace Henderson
Financial Advisor
209-241-5386 (Office)

Caleb Johnson
Associate Financial Advisor
512-591-6174 (Office)

Stephen Johnson CRC®, CWS®
Associate Financial Advisor
480-783-6871 (Office)

Stephanie Jones, CRC®
Financial Advisor
850-315-1535 (Office)

Michael Loerch, CWS®
Financial Advisor
512-868-4718 (Office)

Omar Lozano, CRC®
Financial Advisor
210-592-5706 (Office)

Heather Lunsford
Financial Advisor
713-497-6462 (Office)

William Lyness, CWS®
Financial Advisor
480-249-2010 (Office)

Mike Marshall
Financial Advisor
352-209-4215 (Office)

Jared Miller
Associate Financial Advisor
205-482-8305 (Office)

Tyler Miller
Financial Advisor
(903)-594-4566 (Office)

Morgan Pace
Financial Advisor
682-277-5574 (Office)

Oliver Puhr
Associate Financial Advisor
254-523-9379 (Office)

Scott Rains
Financial Advisor
904-564-8405(Office)

Aaron Rice
Financial Advisor
916-494-8913 (Office)

Matt Rigoli, CWS®, CRC®
Financial Advisor
760-895-8656 (Office)

Dave Roche
Financial Advisor
480-893-5821(Office)

Amy Rowe-Stahl, CWS®, CRC®
Financial Advisor
832-904-1825 (Office)

Keith Sandefer, CRC®, CWS®
Financial Advisor
972-705-4393 (Office)

Nicholas Seybold
Financial Advisor
512-421-5871 (Office)

Avinesh Shankar
Associate Financial Advisor
209-371-0237 (Office)

Erin Smith, CRC®
Associate Financial Advisor
817-228-5909 (Office)

Gabriel Spano, CWS® CRC®
Financial Advisor
623-584-6269 (Office)

Jake Spruiell, MBA, CWS® CRC®
Financial Advisor
956-794-1388 (Office)

Jennifer Sturm, CRC®, CWS®
Financial Advisor
904-564-8059 (Office)

Yvonne Thomas, CWS® CRC®
Financial Advisor
650-743-0358 (Office)

Bryan Turnbull, CRC®
Financial Advisor
209-483-4516 (Office)

Robert Van Erem
Financial Advisor
346-213-0425 (Office)

David Walker, CFP®
Financial Advisor
251-470-7320 (Office)

Debbie Wasiak, CRC®
Associate Financial Advisor
251-470-7365 (Office)

Kevin Witowich
Financial Advisor
760-704-0591 (Office)

Lulu Ye, CRC®
Financial Advisor
469-315-0208 (Office)