Who We Are

Leadership Team

  • Mark Wesson, CFP®, CKA®, Chief Executive Officer

    Mark Wesson, CFP®, CKA®

    Chief Executive Officer

  • Rhonda F. Hitchcock, CTFA, AEP®, Chief Operations Officer

    Rhonda F. Hitchcock, CTFA, AEP®

    Chief Operations Officer

  • Daniel Phillips CFA®, CFP®, Chief Investment Officer

    Daniel Phillips CFA®, CFP®

    Chief Investment Officer

  • Glenn Waddell, General Counsel and Chief Compliance Officer

    Glenn Waddell

    General Counsel and Chief Compliance Officer

  • Todd Kessler, CCP®, Director, Financial Operations and Compensation Consulting

    Todd Kessler, CCP®

    Director, Financial Operations and Compensation Consulting

  • Ed Hart, MBA, Director of Marketing & Business Development

    Ed Hart

    Director of Marketing & Business Development

  • Randy Wilson, Director of Spiritual Integration

    Randy Wilson

    Director of Spiritual Integration

  • David Curran, Director of Advisor Experience

    David Curran

    Chief of Staff

  • Black and white portrait of a man in a dark suit and white shirt, smiling and looking at the camera.

    Shaun Morgan

    Director of Business Development

EverSource Advisors

  • Trey Andrew Tucson, AZ

    Trey Andrew

    Tucson, AZ

  • Caleb Bagwell, CFP®, CPFA Birmingham, AL

    Caleb Bagwell, CFP®, CPFA

    Birmingham, AL

  • John R. Burch, CFP®, CKA® Birmingham, AL

    John R. Burch, CFP®, CKA®

    Birmingham, AL

  • Abbey Casady, CFP® Dallas, TX

    Abbey Casady, CFP®

    Dallas, TX

  • Rory Collins Scottsdale, AZ

    Rory Collins

    Scottsdale, AZ

  • Samantha Compton St. Louis, Missouri

    Samantha Compton

    St. Louis, Missouri

  • Jim Darlington, CFP®, CKA®, CRPS® Knoxville, TN

    Jim Darlington, CFP®, CKA®, CRPS®

    Knoxville, TN

  • Osni Ferreira Filho Wisconsin

    Osni Ferreira Filho

    Wisconsin

  • Brian Folkerts Englewood, CO

    Brian Folkerts

    Englewood, CO

  • Ben Fox, CKA® Rockwall, TX

    Ben Fox, CKA®

    Rockwall, TX

  • Kevin Grady, CFP®, CKA®, CLU, CHFC Spokane, WA

    Kevin Grady, CFP®, CKA®, CLU, CHFC

    Spokane, WA

  • Travis Hodge Tyler Keuning Grand Rapids, MI

    Travis Hodge

    Jacksonville, FL

  • Tyler Keuning Grand Rapids, MI

    Tyler Keuning

    Grand Rapids, MI

  • Eric Koeplin Englewood, CO

    Eric Koeplin

    Englewood, CO

  • Tim Lewis, CFP®, CKA® Reno, NV

    Tim Lewis, CFP®, CKA®

    Reno, NV

  • Endel Liias Washington, DC

    Endel Liias

    Washington, DC

  • Brandi Lobato, CFP® Boca Raton, FL

    Brandi Lobato, CFP®

    Boca Raton, FL

  • Tim Macready, CIMA® Denver, CO

    Tim Macready, CIMA®

    Denver, CO

  • Rachel McDonough, CFP®, CKA® Wisconsin

    Rachel McDonough, CFP®, CKA®

    Wisconsin

  • James Miller, CFP® Birmingham, AL

    James Miller, CFP®

    Birmingham, AL

  • Stephen Miller, CIMA, CRPC Birmingham, AL

    Stephen Miller, CIMA, CRPC

    Birmingham, AL

  • Parker Morris Birmingham, AL

    Parker Morris

    Birmingham, AL

  • Zeke Ortiz-Clark, CFP® Knoxville, TN

    Zeke Ortiz-Clark, CFP®

    Knoxville, TN

  • Micky Reeves, CFP®, CKA®, CLU, RLP® Dallas, TX

    Micky Reeves, CFP®, CKA®, CLU, RLP®

    Dallas, TX

  • Eric Reinhold, MBA, CFP®, APMA Orlando, FL

    Eric Reinhold, MBA, CFP®, APMA

    Orlando, FL

  • Paul Rutkowski Scottsdale, AZ

    Paul Rutkowski

    Scottsdale, AZ

  • David Sandhu Fort Worth, TX

    David Sandhu

    Fort Worth, TX

  • Joseph Schmidt Green Valley, AZ

    Joseph Schmidt

    Green Valley, AZ

  • Joseph Simpson, CFP® Jackson, MS

    Joseph Simpson, CFP®

    Jackson, MS

  • David Sims, JD, PhD, AIF®, CKA® Little Rock, AR

    David Sims, JD, PhD, AIF®, CKA®

    Little Rock, AR

  • Tyler Snyder Spokane, WA

    Tyler Snyder

    Spokane, WA

  • Cole Somers Little Rock, AR

    Cole Somers

    Little Rock, AR

  • Bill Stevens Jr., CKA®, AIF® Green Valley, AZ

    Bill Stevens Jr., CKA®, AIF®

    Green Valley, AZ

  • Jonathan Tue, CFP® Knoxville, TN

    Jonathan Tue, CFP®

    Knoxville, TN

  • Dan Twogood, RICP®, CKA® Scottsdale, AZ

    Dan Twogood, RICP®, CKA®

    Scottsdale, AZ

  • Grant Twogood CFP® Scottsdale, AZ

    Grant Twogood CFP®

    Scottsdale, AZ

  • Jordan Twogood Scottsdale, AZ

    Jordan Twogood

    Scottsdale, AZ

  • Jamie Vandenheuvel Jacksonville, FL

    Jamie Vandenheuvel

    Jacksonville, FL

  • Howard Varnedoe, CFP® Franklin, TN

    Howard Varnedoe, CFP®

    Franklin, TN

  • Andrew Varnedoe, CFP®, CKA®, CIMA® Franklin, TN

    Andrew Varnedoe, CFP®, CKA®, CIMA®

    Franklin, TN

  • Shawn White Grand Rapids, MI

    Shawn White

    Grand Rapids, MI

EverSource RIA Client Firms

  • Logo for Bare Wealth Advisors

    Bare Wealth Advisors

    Gap, PA

  • Logo for BMSS Wesson Wealth Solutions

    BMSS Wesson

    Birmingham, AL

  • Logo for Cam Christy Capital Management Inc.

    Christy Capital Management

    Macon, GA

  • Logo for Steward Advisors Group

    Steward Advisors Group

    Clifton Park, NY

  • Logo for HarvestWise Wealth Planning

    HarvestWise Wealth Planning

    San Diego, CA