Who We Are
Leadership Team
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Mark Wesson, CFP®, CKA®
Chief Executive Officer
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Rhonda F. Hitchcock, CTFA, AEP®
Chief Operations Officer
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Daniel Phillips CFA®, CFP®
Chief Investment Officer
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Glenn Waddell
General Counsel and Chief Compliance Officer
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Todd Kessler, CCP®
Director, Financial Operations and Compensation Consulting
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Ed Hart
Director of Marketing & Business Development
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Randy Wilson
Director of Spiritual Integration
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David Curran
Chief of Staff
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Shaun Morgan
Director of Business Development
EverSource Advisors
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Trey Andrew
Tucson, AZ
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Caleb Bagwell, CFP®, CPFA
Birmingham, AL
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John R. Burch, CFP®, CKA®
Birmingham, AL
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Abbey Casady, CFP®
Dallas, TX
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Rory Collins
Scottsdale, AZ
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Samantha Compton
St. Louis, Missouri
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Jim Darlington, CFP®, CKA®, CRPS®
Knoxville, TN
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Osni Ferreira Filho
Wisconsin
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Brian Folkerts
Englewood, CO
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Ben Fox, CKA®
Rockwall, TX
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Kevin Grady, CFP®, CKA®, CLU, CHFC
Spokane, WA
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Travis Hodge
Jacksonville, FL
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Tyler Keuning
Grand Rapids, MI
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Eric Koeplin
Englewood, CO
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Tim Lewis, CFP®, CKA®
Reno, NV
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Endel Liias
Washington, DC
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Brandi Lobato, CFP®
Boca Raton, FL
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Tim Macready, CIMA®
Denver, CO
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Rachel McDonough, CFP®, CKA®
Wisconsin
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James Miller, CFP®
Birmingham, AL
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Stephen Miller, CIMA, CRPC
Birmingham, AL
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Parker Morris
Birmingham, AL
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Zeke Ortiz-Clark, CFP®
Knoxville, TN
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Micky Reeves, CFP®, CKA®, CLU, RLP®
Dallas, TX
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Eric Reinhold, MBA, CFP®, APMA
Orlando, FL
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Paul Rutkowski
Scottsdale, AZ
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David Sandhu
Fort Worth, TX
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Joseph Schmidt
Green Valley, AZ
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Joseph Simpson, CFP®
Jackson, MS
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David Sims, JD, PhD, AIF®, CKA®
Little Rock, AR
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Tyler Snyder
Spokane, WA
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Cole Somers
Little Rock, AR
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Bill Stevens Jr., CKA®, AIF®
Green Valley, AZ
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Jonathan Tue, CFP®
Knoxville, TN
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Dan Twogood, RICP®, CKA®
Scottsdale, AZ
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Grant Twogood CFP®
Scottsdale, AZ
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Jordan Twogood
Scottsdale, AZ
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Jamie Vandenheuvel
Jacksonville, FL
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Howard Varnedoe, CFP®
Franklin, TN
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Andrew Varnedoe, CFP®, CKA®, CIMA®
Franklin, TN
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Shawn White
Grand Rapids, MI
EverSource RIA Client Firms
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Bare Wealth Advisors
Gap, PA
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BMSS Wesson
Birmingham, AL
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Christy Capital Management
Macon, GA
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Steward Advisors Group
Clifton Park, NY
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HarvestWise Wealth Planning
San Diego, CA