HOMETOWN SERVICE FROM YOUR HOMETOWN TEAM

We are more than experienced financial advisors who have access to powerful resources and are backed by the strength of a solid multinational firm. We are also your neighbors.

Over the years, we’ve helped many individuals, families, business owners and professionals with financial guidance personalized to their own specific needs. From financial planning to wealth management, we’re ready with the guidance and resources necessary to help you, too.


David M. Huffman
Branch Manager, Senior Vice President
Norman “Norm” Allison
Senior Vice President, Investments
Lloyd Archibald
Financial Advisor
Timothy “Tim” Baker
Financial Advisor
Michael Brannam
Senior Vice President, Investments
Patrick Brannam
Senior Vice President, Investments
W. Casey Bulgin, CFP®, CRPC®
Vice President, Investments
Anthony M. Cadieux
Financial Advisor
Adam Campbell
Senior Vice President, Investments
Caleb Cronic
Financial Advisor
John “Camp” Davis, CFP®
Vice President, Investments
Alex Douglas
Financial Advisor
Robert "Rob" Ellis
Financial Advisor
Ivan Gordon
Managing Director, Investments
Justin Hancher
Financial Advisor
Alan R. Joyce, WMS
Senior Vice President, Investments
Addison “Palmer” Knight
Managing Director, Investments
Thompson Lemaistre
Financial Advisor
Lucius "Gartrell" Milam
Financial Advisor
Patricia “Patty” Otterson, CIMA
Senior Vice President, Investments
Jesse A. Peck, JD
Vice President, Investments
James Ray
Senior Vice President, Investments
Richard Reid
First Vice President, Investments
William H. Shepard IV
Financial Advisor
Wilson Studstill
Senior Vice President, Investments
Larry Wildes
Associate Vice President, Investments
Katharyn Woods
Investment Portfolio Associate

CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.