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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.

Our Leadership Team

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.

Our Leadership

Matt Campbell

Matt Campbell

Executive Vice President & Branch Manager

904-596-3485

904-596-3485

Lisa Badder

Lisa Badder

Chief of Controls

904-596-7940

904-596-7940

Reed Ganey

Reed Ganey

Vice President, Southeast Complex | Jacksonville, FL

904-596-9373

Stephen Harrison

Stephen Harrison

Vice President | Jacksonville, FL

904-240-3916

904-240-3916

Alex Guilloux

Alex Guilloux

Financial Advisor | Jacksonville, FL

904-596-3468

904-596-3468

Angela Leuschen

Angela Leuschen

Executive Assistant to EVP

904-596-7913

904-596-7913

Our professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located in Gainesville FL, Ocala FL, Savannah GA and Valdosta GA we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.

Find a Financial Professional

  • Adam Byck
  • Alex Guilloux
  • Alexander Cooper, CFP®
  • Allison Bast
  • Andrew Ayers
  • Angela Leuschen
  • Brittany Wilson Kubala, CFP®CA Ins. Lic. # 4452297
  • Bruno Metes
  • Cameron Slack, CFP®CA Ins. Lic # 4415706
  • Cassidy Giroux
  • Chandler Moeller
  • Danese Tremble
  • David Heykens
  • Edee Strickland
  • Ethan Bohm
  • Grant McMahon
  • Grant Clemons
  • Hugh Saussy
  • Iris Benson
  • James Allred, ChFC, CLU
  • Jean Christie
  • Jeffrey BrooksCA Ins. Lic. # 071858
  • Jeffrey Willard
  • Joel Rotkow
  • Joseph Melhado
  • Joseph OuelletteCA Ins. Lic. # 0472091
  • Judith Garwood, LUTCF
  • Kelsy Levee
  • Kennon "Jake" Tyre
  • Layton Jones
  • Lisa Badder
  • Lisa Day
  • Matt Campbell
  • Paul Broussard
  • Peter Hargitai
  • Preston Turner
  • Reed Ganey
  • Richard Ranick
  • Roberto "Bert" Costa, CFP®, MSFS, RICP, AEP, CAP
  • Ryan Goodwin
  • Sarah E. Miller, CFP®, CDFA
  • Sawyer Hyatt
  • Scott BostickCA Ins. Lic. # 4484414
  • Shawn White
  • Skye Hamilton
  • Stephen Harrison
  • Stuart Poplin
  • Thomas Heed
  • Thomas Schmid
  • Warfield "CJ" Bennett
  • William Lynch

Our Professionals

James Allred

James Allred, ChFC, CLU

Financial Consultant | Valdosta, GA

229-247-1010

229-333-0200

Allison Bast

Allison Bast

Financial Advisor | Jacksonville, FL

904-596-7908

904-596-7908

Paul Broussard

Paul Broussard

Financial Professional | Fernandina Beach, FL

904-753-2839

Jean Christie

Jean Christie

Financial Professional | Valdosta, GA

229-247-1010

229-236-1266

Alexander Cooper

Alexander Cooper, CFP®

Financial Consultant | Jacksonville Beach, FL

904-596-7922

904-596-7922

Roberto

Roberto "Bert" Costa, CFP®, MSFS, RICP, AEP, CAP

CERTIFIED FINANCIAL PLANNER ™ professional | Jacksonville, FL

904-596-7925

904-596-7925

Lisa Day

Lisa Day

Financial Consultant/Retirement Planning Specialist | Valdosta, GA

229-247-1010

229 333-0200

Reed Ganey

Reed Ganey

Vice President, Southeast Complex | Jacksonville, FL

904-596-9373

Judith Garwood

Judith Garwood, LUTCF

Financial Professional | Jacksonville, Fl

904-419-1211

904 419-1215

Cassidy Giroux

Cassidy Giroux

Financial Advisor | Savannah, GA

904-596-7910

904-596-7910

Ryan Goodwin

Ryan Goodwin

Financial Advisor | Jacksonville Beach, FL

904-596-7912

904-596-7912

Alex Guilloux

Alex Guilloux

Financial Advisor | Jacksonville, FL

904-596-3468

904-596-3468

Skye Hamilton

Skye Hamilton

Financial Professional | Jacksonville, FL

904-596-3483

904-596-3483

Stephen Harrison

Stephen Harrison

Vice President | Jacksonville, FL

904-240-3916

904-240-3916

William Lynch

William Lynch

Financial Professional | Savannah, GA

912-921-1370

912-921-3228

Grant McMahon

Grant McMahon

Retirement Planning Specialist | Ocala, FL

352-547-5266

352-547-5281

Bruno Metes

Bruno Metes

Financial Professional | Tallahassee, FL

904-240-3913

904-240-3913

Sarah E. Miller

Sarah E. Miller, CFP®, CDFA

Certified Financial Planner professional™ | Jacksonville, FL

904-596-7929

904-596-7929

Joseph Ouellette

Joseph Ouellette

CA Ins. Lic. # 0472091

Financial Professional | Jacksonville, FL

904-240-3918

904-240-3918

Richard Ranick

Richard Ranick

Financial Professional | Jacksonville, FL

904-596-3469

904-596-3469

Joel Rotkow

Joel Rotkow

Financial Consultant | Savannah, GA

912-921-1370

912-921-3228

Cameron Slack

Cameron Slack, CFP®

CA Ins. Lic # 4415706

Financial Advisor | Jacksonville, FL

904-596-7932

904-596-7932

Danese Tremble

Danese Tremble

Financial Professional | Jacksonville, FL

904-999-6996

904-353-7194

Shawn White

Shawn White

Financial Advisor | Ocala, FL

352-547-5266

352-204-9792

Jeffrey Willard

Jeffrey Willard

Financial Professional | St. Augustine, FL

904-524-1832

Brittany Wilson Kubala

Brittany Wilson Kubala, CFP®

CA Ins. Lic. # 4452297

CERTIFIED FINANCIAL PLANNER ™ professional | Jacksonville, FL

904-596-7928

904-596-7928

Adam Byck

Adam Byck

Financial Advisor | Savannah, GA

912-225-6372

912-225-6372

Andrew Ayers

Andrew Ayers

Financial Advisor | Jacksonville, FL

904-596-3481

904-596-3481

Chandler Moeller

Chandler Moeller

Financial Advisor

904-596-3475

904-596-3475

Edee Strickland

Edee Strickland

Financial Advisor | Valdosta, GA

904-596-7918

904-596-7918

Ethan Bohm

Ethan Bohm

Financial Advisor | Jacksonville, FL

904-596-3477

904-596-3477

Grant Clemons

Grant Clemons

Financial Advisor | Jacksonville, FL

904-596-3476

904-596-3476

Jeffrey Brooks

CA Ins. Lic. # 071858

Financial Professional

757-306-8112

Joseph Melhado

Joseph Melhado

Financial Advisor | Jacksonville, FL

904-596-7906

904-596-7906

Kelsy Levee

Kelsy Levee

Financial Advisor | Ocala, FL

352-547-5266

352-204-9792

Kennon

Kennon "Jake" Tyre

Financial Advisor | Jacksonville, FL

(904) 596-7935

(904) 596-7935

Matt Campbell

Matt Campbell

Executive Vice President & Branch Manager

904-596-3485

904-596-3485

Peter Hargitai

Peter Hargitai

Financial Advisor | Jacksonville, FL

904-596-7902

904-596-7902

Preston Turner

Preston Turner

Financial Advisor | Jacksonville, FL

904-240-3917

904-240-3917

Sawyer Hyatt

Sawyer Hyatt

Financial Professional | Jacksonville, FL

904-240-3919

904-240-3919

Scott Bostick

Scott Bostick

CA Ins. Lic. # 4484414

Financial Advisor | Jacksonville, FL

904-240-3915

904-240-3915

Stuart Poplin

Stuart Poplin

Financial Advisor / Jacksonville, FL

904-240-3914

904-240-3914

Thomas Heed

Thomas Heed

Financial Advisor | Jacksonville, FL

904-596-7916

904-596-7916

Thomas Schmid

Thomas Schmid

Financial Advisor | Jacksonville, FL

904-596-7917

904-596-7917

Warfield

Warfield "CJ" Bennett

Financial Professional | Jacksonville, FL

904-596-7909