Team Executive Team Bill Harris, CFP® Co-Founder and CEO Nate Smith Chief Operating Officer Eric Cramer, CFP®, CFA® Chief Investment Officer Darrick Alford Chief Financial Officer Duncan Meredith Chief Technology Officer Randy Carroll Chairman Personal Wealth Advisors Ashley Arrington, CFP® Personal Wealth Advisor Dennis Booker Personal Wealth Advisor Michael Brocker, CFP® Personal Wealth Advisor Andy Bunch, CFP®, CFA® Personal Wealth Advisor Charles A. Crowley IV, CFP® AIF® Personal Wealth Advisor Xavier Herschberg Personal Wealth Advisor John Hester, CFP® Personal Wealth Advisor Baseball Division Ross Hughes, CFP® Personal Wealth Advisor Tyler Madison Associate Advisor Drew Malone, CFP®, CPA® Associate Advisor Jacob May, CFP® VP of Business Development Baseball Division Marcia Mayoue, CFP®, CFA® Personal Wealth Advisor James Poole, CFP® Personal Wealth Advisor Baseball Division Mason Porritt Personal Wealth Advisor John Ray, J.D. Personal Wealth Advisor Aron Riddle, CFP® Personal Wealth Advisor Forrest Robertson, CFP® Personal Wealth Advisor Kyle Schmidt, CFP® Personal Wealth Advisor Baseball Division J.P. Scott, CFP®, CFA® Personal Wealth Advisor Michael Sorrow Personal Wealth Advisor Kevin Walker Personal Wealth Advisor Taylor Williams, CFP® Personal Wealth Advisor Operations Lizzie Allen Relationship Manager Leonardo Betancourt Full Stack Software Developer Lori Boykin Relationship Manager Jenni Brown Marketing Director Karen Chermark Relationship Manager James Clark III Relationship Manager Michel Cowdery Relationship Manager Thomas Day Jr., CFA® Portfolio Manager Matt Edmiston Relationship Manager Jeffrey Grossman, CFA® Portfolio Manager James Hernandez Director of Software Development Dan McDonald Product Manager Hannah Morris Receptionist Amanda Oakley Operations Associate Mark Parker, CEPA® Vice President, Strategic Growth Mary Pemberton Relationship Manager Taylor Putnam Relationship Manager Jason Shinn Senior Software Developer Andrew Somoza Vice President of Business Development Katie Upchurch Relationship Manager Sydney Warren Relationship Manager
