Leadership Team
Mark Wesson, CFP®, CKA®
Founder and CEO
mwesson@eversourcewa.com
Rhonda F. Hitchcock, CTFA, AEP®
Chief Operations Officer
rhitchcock@eversourcewa.com
Daniel Phillips CFA®, CFP®
Chief Investments Officer
dphillips@eversourcewa.com
Glenn Waddell
General Counsel
gwaddell@eversourcewa.com
Shaun Morgan
Director of Business Development
smorgan@eversourcewa.com
Todd Kessler, CCP®
Director of Compensation Consulting and Financial Modeling
tkessler@eversourcewa.com
Ed Hart
Director of Marketing & Business Development
ehart@eversourcewa.com
Rhonda Lutzke
CID Chief Strategy Officer
rlutzke@eversourcewa.com
Randy Wilson
Director of Spiritual Integration
rwilson@eversourcewa.com
David Curran
Chief of Staff
dcurran@eversourcewa.com
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
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.
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
Howard Varnedoe, CFP® Wealth Advisor, EverSource Wealth Advisors
Franklin, TN
hvarnedoe@eversourcewa.com
Andrew Varnedoe, CFP®, CKA®, CIMA®
Wealth Advisor, EverSource Wealth Advisors
Franklin, TN
avarnedoe@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
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
Benaiah Gorman, CFP®, CPWA®
Wealth Advisor, EverSource Dallas, Dallas, TX
bgorman@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, CEP®, 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