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Our primary regulator, FINRA, provides numerous investor education materials. One
resource is BrokerCheck, which provides information about firms and financial advisors.

Our Team

Rebecca S. Gaylor

CEO
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Matt Gaylor

Business Services Manager
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Gay Jones

Staff Accountant
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Cody Gaylor

Relationship Manager & Technical Support

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Phyllis J. Bregin

Registered Assistant & Relationship Manager
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Bonnie Isom

Senior Tax and
Business Consultant
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Lisa Dulara

Office Manager, Notary Public
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Janet L. Wickliffe

Insurance Specialist
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Tina Souza

Business Partners Specialist
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Debra Hawkins

Relationship Manager
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Faye Benner

Administrative Assistant
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Angie

Administrative Assistant
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