Our advisors

Don Alderman

Don Alderman

Financial Advisor

Managing Director
Learn more about Don Alderman Visit Don Alderman's website
Jamie O'Brien

Jamie O'Brien

APMA®

Branch Manager

Managing Director
Learn more about Jamie O'Brien Visit Jamie O'Brien's website
Scott Laney

Scott Laney

Financial Advisor

Managing Director
Learn more about Scott Laney Visit Scott Laney's website

Our team

R. Brad Waite

R. Brad Waite

Registered Practice Associate

Qualifications

  • Series 7
  • Series 66
  • Series 63
  • Insurance License: Variable Life & Accident/Health
  • Notary

Roles & Responsibilities

  • Collaborates with NonProfits and Foundations to create, implement, and maintain Investment Policy Statements.
  • Provides clients confidence through financial planning with goal development, strategy implementation, and regular planning discussions.
  • Coordinates events and charitable outreach programs.
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Britt Farr

Britt Farr

Client Service Associate

Qualifications

  • Columbia College, B.S. in Business Administration and Leadership, 1999

Roles & Responsibilities

  • Client Service
  • New Client Intake
  • Account Transfers/Rollovers
  • Money Movement
  • Scheduling
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Nicole V. Schleier

Nicole V. Schleier

Registered Client Service Associate

Qualifications

  • Charleston College, B.S. in Business Administration, 1998
  • Series 7
  • Series 63
  • Insurance License: Variable Life & Accident/Health

Roles & Responsibilities

  • Client Service
  • New Client Intake
  • Account Transfers/Rollovers
  • Money Movement
  • Scheduling
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