Who We Are

Leadership Team

  • Mark Wesson, CFP®, CKA®

    Chief Executive Officer

  • Rhonda F. Hitchcock, CTFA, AEP®

    Chief Operations Officer

  • Daniel Phillips CFA®, CFP®

    Chief Investment Officer

  • Glenn Waddell

    General Counsel and Chief Compliance Officer

  • Todd Kessler, CCP®

    Director, Financial Operations and Compensation Consulting

  • Ed Hart

    Director of Marketing & Business Development

  • Randy Wilson

    Director of Spiritual Integration

  • David Curran

    Chief of Staff

  • Shaun Morgan

    Director of Business Development

EverSource Advisors

  • Trey Andrew

    Tucson, AZ

  • Caleb Bagwell, CFP®, CPFA

    Birmingham, AL

  • John R. Burch, CFP®, CKA®

    Birmingham, AL

  • Abbey Casady, CFP®

    Dallas, TX

  • Rory Collins

    Scottsdale, AZ

  • Samantha Compton

    St. Louis, Missouri

  • Jim Darlington, CFP®, CKA®, CRPS®

    Knoxville, TN

  • Osni Ferreira Filho

    Wisconsin

  • Ben Fox, CKA®

    Rockwall, TX

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

    Spokane, WA

  • Travis Hodge

    Jacksonville, FL

  • Tyler Keuning

    Grand Rapids, MI

  • Tim Lewis, CFP®, CKA®

    Reno, NV

  • Endel Liias

    Washington, DC

  • Brandi Lobato, CFP®

    Boca Raton, FL

  • Tim Macready, CIMA®

    Denver, CO

  • Rachel McDonough, CFP®, CKA®

    Wisconsin

  • James Miller, CFP®

    Birmingham, AL

  • Stephen Miller, CIMA, CRPC

    Birmingham, AL

  • Parker Morris

    Birmingham, AL

  • Zeke Ortiz-Clark, CFP®

    Knoxville, TN

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

    Dallas, TX

  • Eric Reinhold, MBA, CFP®, APMA

    Orlando, FL

  • Paul Rutkowski

    Scottsdale, AZ

  • David Sandhu

    Fort Worth, TX

  • Joseph Schmidt

    Green Valley, AZ

  • Joseph Simpson, CFP®

    Jackson, MS

  • David Sims, JD, PhD, AIF®, CKA®

    Little Rock, AR

  • Tyler Snyder

    Spokane, WA

  • Cole Somers

    Little Rock, AR

  • Bill Stevens Jr., CKA®, AIF®

    Green Valley, AZ

  • Jonathan Tue, CFP®

    Knoxville, TN

  • Dan Twogood, RICP®, CKA®

    Scottsdale, AZ

  • Grant Twogood CFP®

    Scottsdale, AZ

  • Jordan Twogood

    Scottsdale, AZ

  • Jamie Vandenheuvel

    Jacksonville, FL

  • Howard Varnedoe, CFP®

    Franklin, TN

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

    Franklin, TN

  • Shawn White

    Grand Rapids, MI

  • David Young III, CEP®, RFC®, AIF®

    Fairfax, VA

EverSource RIA Client Firms

  • Bare Wealth Advisors

    Gap, PA

  • BMSS Wesson

    Birmingham, AL

  • Christy Capital Management

    Macon, GA

  • Steward Advisors Group

    Clifton Park, NY

  • HarvestWise Wealth Planning

    San Diego, CA