Leadership Team
Mark Wesson, CFP®, CKA®
Founder and CEO
Rhonda F. Hitchcock, CTFA, AEP®
Chief Operations Officer
Daniel Phillips CFA®, CFP®
Chief Investments Officer
Glenn Waddell
General Counsel
Shaun Morgan
Director of Business Development
Todd Kessler, CCP®
Director of Compensation Consulting and Financial Modeling
Ed Hart
Director of Marketing & Business Development
Rhonda Lutzke
CID Chief Strategy Officer
Randy Wilson
Director of Spiritual Integration
David Curran
Chief of Staff
EverSource Wealth Advisors Teams and Partner Firms
Serving Clients Nationally with Advisors Across the United States
Alabama
Caleb Bagwell, CFP®, CPFA
Wealth Advisor, Stewardly Advisors
Birmingham, AL
cbagwell@stewardly.com
John R. Burch, CFP®, CKA®
Wealth Advisor, Stewardly Advisors Birmingham, AL
jburch@stewardly.com
James Miller, CFP®
Senior Financial Advisor, Miller Wealth Management
Birmingham, AL
jmiller@millerwealthmgt.com
Parker Morris, CFP®
Financial Advisor, Miller Wealth Management
Birmingham, AL
pmorris@millerwealthmgt.com
Stephen Miller, CIMA, CRPC
Senior Financial Advisor, Miller Wealth Management
Birmingham, AL
smiller@millerwealthmgt.com
BMSS Wesson Wealth Solutions
Birmingham, AL
bmsswesson.com
BMSS Wesson Wealth Solutions is an independent RIA firm.
Arizona
Dan Twogood, RICP®, CKA®
Managing Partner, Centerpoint Strategies
Scottsdale, AZ
dan@centerpointstrategies.com
Grant Twogood, CFP®
Certified Financial Planner, Centerpoint Strategies
Scottsdale, AZ
grant@centerpointstrategies.com
Jordan Twogood
Portfolio Manager, Centerpoint Strategies
Scottsdale, AZ
jordan@centerpointstrategies.com
Paul Rutkowski
Partner, Centerpoint Strategies
Scottsdale, AZ
paul@centerpointstrategies.com
Rory Collins
Partner, Centerpoint Strategies
Scottsdale, AZ
rory@centerpointstrategies.com
Bill Stevens Jr., CKA®, AIF®
Wealth Advisor, Generous Wealth Advisors
Green Valley, AZ
bill@generouswealthaz.com
Joseph Schmidt
Financial Planner, Generous Wealth Advisors
Green Valley, AZ
joseph@generouswealthaz.com
Trey Andrew
Wealth Advisor, Generous Wealth Advisors
Tucson, AZ
trey@generouswealthaz.com
Arkansas
David Sims, JD, PhD, AIF®, CKA®
Wealth Advisor
EverSource Little Rock
Little Rock, AR
dsims@eversourcewa.com
Cole Somers
Wealth Advisor
EverSource Little Rock
Little Rock, AR
cole@eversourcewa.com
California
HarvestWise Wealth Planning
Escondido, CA
harvestwisewealth.com
HarvestWise Wealth Planning is an independent RIA firm.
Colorado
Tim Macready, CIMA®
Head of Global Multi Asset Investing, Brightlight, an EverSource Wealth Advisors team
Denver, CO
tmacready@brightlightimpact.us
Florida
Brandi Lobato, CFP®
Principal Advisor, Cornerstone 360 Advisors, an EverSource Wealth Advisors team
Boca Raton, FL
brandi@cornerstone360advisors.com
Eric Reinhold, MBA, CFP®, APMA
Senior Wealth Advisor, Reinhold Financial
Orlando, FL
eric@reinholdfinancial.com
Travis Hodge
Financial Advisor, EverSource Jacksonville
Jacksonville, FL
thodge@eversourcewa.com
Jamie Vandenheuvel
Financial Advisor, EverSource Jacksonville
Jacksonville, FL
jvandenheuvel@eversourcewa.com
Georgia
Christy Capital Management
Macon, GA
christycapital.com
Christy Capital Management is an independent RIA firm.
Michigan
Shawn White
Senior Wealth Advisor EverSource Michigan
Grand Rapids, MI
swhite@eversourcewa.com
Tyler Keuning
Wealth Advisor EverSource Michigan
Grand Rapids, MI
tkeuning@eversourcewa.com
Mississippi
Joseph Simpson, CFP®
Financial Advisor EverSource Jackson
Jackson, MS
jsimpson@eversourcewa.com
Missouri
Samantha Compton
Senior Financial Advisor Insight Wealth, an EverSource Wealth Advisors team
Kansas City, MO
info@insightwealthkc.com
Nevada
Tim Lewis, CFP®, CKA®
Wealth Impact Advisor, Stewardly Advisors, an EverSource Wealth Advisors team
Reno, NV
tlewis@stewardly.com
New York
Steward Advisors Group
Clifton Park, NY
info@stewardadvisorsgroup.com
Steward Advisors Group is an independent RIA firm.
Pennsylvania
Bare Wealth Advisors
Gap, PA
info@barewealthadvisors.com
Bare Wealth Advisor is an independent RIA firm.
Tennessee
Andrew Varnedoe, CFP®, CKA®, CIMA®
Wealth Advisor, EverSource Wealth Advisors
Franklin, TN
avarnedoe@eversourcewa.com
Howard Varnedoe, CFP® Wealth Advisor, EverSource Wealth Advisors
Franklin, TN
hvarnedoe@eversourcewa.com
Jim Darlington, CFP®, CKA®, CRPS®, Senior Financial Advisor, EverSource Knoxville
Knoxville, TN
jdarlington@eversourcewa.com
Jonathan Tue, CFP®
EverSource Financial Advisor, EverSource Knoxville
Knoxville, TN
jtue@eversourcewa.com
Zeke Ortiz-Clark, CFP®
Associate Financial Advisor, EverSource Knoxville
Knoxville, TN
zortizclark@eversourcewa.com
Micah Darlington
Associate Planner,
EverSource Knoxville
Knoxville, TN
mdarlington@eversourcewa.com
Texas
Micky Reeves, CFP®, CKA®, CLU, RLP®
Senior Wealth Advisor, EverSource Dallas, Dallas, TX
mreeves@eversourcewa.com
Abbey Casady, CFP®
Wealth Advisor EverSource Dallas
Dallas, TX
acasady@eversourcewa.com
David Sandhu
Financial Advisor EverSource Fort Worth
Fort Worth, TX
dsandhu@eversourcewa.com
W. Ben Fox, CKA®
Financial Advisor EverSource Rockwall
Rockwall, TX
bfox@eversourcewa.com
Virginia/Washington, DC
David Young III, CFP®, RFC®, AIF®
Founder and Wealth Advisor
Clarion Wealth Management Partners, an EverSource Wealth Advisors team
Fairfax, VA
dyoung@clarionwealth.com
Endel Liias
Financial Advisor, Nexus Impact Advisors, an EverSource Wealth Advisors Team
Arlington, VA
endel.liias@nexusimpactadvisors.com
Washington State
Kevin Grady, CFP®, CLU, CHFC, CRC
Wealth Advisor, Grady Financial, an EverSource Wealth Advisors team
Spokane, WA
kevin@gradyfn.com
Wisconsin
Rachel McDonough, CFP®, CKA®
Wealth Advisor
Wealth Squared, an EverSource Wealth Advisors team
River Falls, WI
rmcdonough@wealthsq.com
Osni Ferreira Filho, MBA, BFA, CFP®
Wealth Advisor
Wealth Squared, an EverSource Wealth Advisors team
River Falls, WI
osni@wealthsq.com