Morgan Stinchfield is the Co-Founder and Chief Distribution Officer of one of the most dynamic financial firms in the country — a firm designed to equip elite advisors, deliver cutting-edge retirement strategies to families, and scale with purpose.

As CDO, Morgan leads the firm’s advisor development and national distribution strategy. He plays a vital dual role — continuing to serve families as a client-facing advisor, while also mentoring and developing the next generation of high-performing professionals. His hands-on leadership gives him the credibility and insight to guide advisors from real-world experience, not theory.

Morgan is the relational backbone of the firm — trusted by advisors for his presence, mentorship, and steady leadership. He helps drive the firm’s growth through strategic recruiting, systematized training, and a deep commitment to advisor success.

A man of faith and a devoted husband, Morgan leads with humility, conviction, and a clear heart to serve others — building lasting impact in the lives of clients, advisors, and communities across the country.