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Our People

Financial Advisors

Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.

Advisor

Taria Agbelusi, CPFA

Senior Financial Advisor,
Relationship Manager

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Advisor

William David Altavilla, AIF®

Principal,
Financial Advisor

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Advisor

Phillip C. Anderson, AIF®

Principal,
Financial Advisor

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Advisor

Troy W. Anderson, CPFA

Vice President,
Financial Advisor

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Advisor

Peter Ashby, CFP®, AWMA®

Vice President,
Financial Advisor

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Advisor

Eric W. Bailey, CFA®

Principal,
Head of Endowments & Foundations

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Advisor

Deanna Bamford, CEBS, CPFA

Senior Financial Advisor,
Relationship Manager

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Advisor

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Amanda Bernier, CFP®

Financial Advisor,
Relationship Manager

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Advisor

William B. Blair, CFP®

Vice President,
Financial Advisor

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Advisor

Edward Paul Bock II, QKA, CEBS, QPFC

Financial Advisor,
Advice & Wellness

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Advisor

Nathan Bopp, AIF®, CFP®, RICP®

Senior Vice President,
Financial Advisor

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Advisor

Kelly Brothers, CFP®, MBA®

Principal,
Financial Advisor

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Advisor

R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

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Advisor

Christina Burroughs, CFP®

Principal,
Financial Advisor

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Advisor

Kyle Campbell, CFA®, CAIA®

Financial Advisor,
Relationship Manager

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Advisor

Kathleen Carlson, CFA®

Vice President,
Financial Advisor

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Advisor

Karen Casillas, AIF®, CFS®, CPFA

Vice President,
Financial Advisor

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Advisor

Heather Ford Caussade, CFP®

Vice President,
Financial Advisor

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Advisor

Mark W. Chamberlain, AIF®, AWMA®, C(k)P®, CWS®

Principal,
Financial Advisor

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Advisor

Jeremy Chambers, CPFA, QKA, CIMA®

Vice President,
Financial Advisor

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Advisor

Kevin A. Chang, CPA, CFP®, AIF®

Principal,
Financial Advisor

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Advisor

Edward A. Cheatham, RICP®, CFP®

Vice President,
Financial Advisor

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Advisor

Hugh Wilson Cole III (Trae), CFP®

Financial Advisor,
Wealth Management

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Advisor

Rob Cook, CPA, CFP®

Financial Advisor,
Financial Planning

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Advisor

Beth Cornell, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Kim Cornwell, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Rosanne Costello

Senior Vice President,
Financial Advisor

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Advisor

Andrew Costello, CFP®

Consultant,
Relationship Manager

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Advisor

Stephen L. Crank, CFA®

Senior Vice President,
Financial Advisor

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Advisor

John R. Davenport, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Mark A. Davis, QPFC

Senior Vice President,
Financial Advisor

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Advisor

Michael DeLeon, AIF®, C(k)P®, CWS®

Financial Advisor,
Relationship Manager

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Advisor

Justin Domber, CPFA, CIMA®

Financial Advisor,
Relationship Manager

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Advisor

Dori Drayton, CPA, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®, NQPA®

Vice President,
Financial Advisor

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Advisor

Jean Duffy, AIFA®, ARPC

Senior Vice President,
Financial Advisor

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Advisor

Kim M. Elliott, AIF®

Vice President,
Financial Advisor

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Advisor

Catherine Ellis, CRPS

Vice President,
Financial Advisor

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Advisor

Phil Epting, CFP®

Senior Specialist,
Financial Advisor

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Advisor

Nathan Erickson, CAIA, CFA®

Principal,
Financial Advisor

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Advisor

Tyron K. Estlick, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Mark W. Fearigo, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Mark Feldman CFP®, CPA, PFS™

Principal,
Financial Advisor

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Advisor

Dave Fernandez, CFA®, CFP®

Vice President,
Financial Advisor

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Advisor

Terrence M. Fettig, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Jack Flippin, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Chris Frain, C(k)P®, CRPS®, CWS®

Financial Advisor,
Relationship Manager

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Advisor

Will Froelich, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Kirk Futrell, CWS®

Financial Advisor,
Relationship Manager

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Advisor

Johnny C. Garrett, Jr., ARPS

Principal,
Financial Advisor

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Advisor

Julia Gavrilov, CFA®

Vice President,
Financial Advisor

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Advisor

Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Danika W. Glauser, CFP®, CPA

Client Relationship Manager,
Wealth Client Service

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Advisor

Matt Godleski, CFA®, CFP®

Vice President,
Financial Advisor

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Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Principal,
Financial Advisor

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Advisor

John J. Griffith, Jr., AIF®, CPC

Principal,
Financial Advisor

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Advisor

Glen Hahlen, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Joshua S. Haire, CFP®

Vice President,
Financial Advisor

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Advisor

Daniel R. Harsh, CFP®

Financial Advisor,
Financial Planning

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Advisor

Errol Hau, CTP/CCM

Senior Vice President,
Financial Advisor

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Advisor

Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®

Financial Advisor

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Advisor

Jeff Heasley, AIF®, PPC®

Vice President,
Financial Advisor

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Advisor

Cory Helmbrecht, CWS®

Consultant,
Relationship Manager

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Advisor

Michael Henderson, CPA

Vice President,
Financial Advisor

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Advisor

Mary Ann Hennelly-Favata, CFP®

Senior Financial Advisor

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Advisor

Debra Lyn Hightower, AIF®

Principal,
Financial Advisor

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Advisor

Joshua T. Hill, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Charles Land Hite, Jr., CFP®

Senior Vice President,
Financial Advisor

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Advisor

Evan Holmes, CFA®

Senior Financial Advisor,
Relationship Manager

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Advisor

Joseph C. (J.C.) Howard, CFA®

Vice President,
Financial Advisor

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Advisor

Michael E. Hudson, AIF®

Principal,
Head of Retirement Plan Consulting

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Advisor

Mark Huffman, JD, CFP®

Vice President,
Financial Advisor

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Advisor

Kim Huppertz, QKA

Financial Advisor,
Retirement Services

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Advisor

Timothy Irvin, CFP®, CPFA®, AIF®, CHSA®

Senior Financial Advisor

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Advisor

Elisabeth L. Jacobson, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Christopher Jeppson, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Brett Johnson, ChFC®

Financial Advisor,
Relationship Manager

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Advisor

Donn A. Johnston, CFP®

Vice President,
Financial Advisor

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Advisor

Donn A. Johnston, Jr., CFP®

Vice President,
Financial Advisor

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Advisor

Robert A. Jones

Senior Vice President,
Financial Advisor

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Advisor

Todd L. Jones, AIF®, ARPS, CFP®

Principal,
Financial Advisor

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Advisor

BJ (Betty Jean) Jones, AIF®

Financial Advisor,
Advice & Wellness

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Advisor

T. Grey Kennedy, AIF®, CHSA®

Senior Financial Advisor

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Advisor

Clark Kerschner

Financial Advisor,
Relationship Manager

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Advisor

Wat Keys, CFP®, CRPS®

Vice President,
Financial Advisor

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Advisor

Cameron Kleinheksel, CFP®, CIMA®

Financial Advisor,
Relationship Manager

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Advisor

Earlaine Klingler, CFP®

Senior Financial Advisor,
Financial Planning

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Advisor

David O. Koch, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

George G. Kroustalis, CRPC®

Senior Vice President,
Financial Advisor

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Advisor

Christopher D. Kulick, Jr., CIMA®

Principal,
Financial Advisor

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Advisor

Lauren Lambert, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Shale W. Latter, CPFA

Vice President,
Financial Advisor

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Advisor

Madelon Yanta Leone, CFA®

Principal,
Financial Advisor

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Advisor

Ernest A. Liebre

Senior Vice President,
Financial Advisor

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Advisor

John Lockwood, CFP®, CLU®

Principal,
Financial Advisor

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Advisor

Jeff Loehwing, PRP

Senior Vice President,
Financial Advisor

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Advisor

R. Scott Lowke, AIF®, CFP®

Principal,
Financial Advisor

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Advisor

Lawrence C. Manning, Jr., CFA®

Principal,
Financial Advisor

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Advisor

Michael Maresh, AIFA®, ARPC

Senior Vice President,
Financial Advisor

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Advisor

Patrick Marlatt

Senior Vice President,
Financial Advisor

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Advisor

John Masterson, AIF®, C(k)P®, QPFC®

Vice President,
Financial Advisor

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Advisor

Kathryn McCall, CFP®

Financial Advisor,
Financial Planning

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Advisor

Che-Che S. McCrimmon, CPFA

Financial Advisor,
Relationship Manager

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Advisor

Jerry B. McQueen, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Mark T. Medlin, AIF®, CPA

Principal,
Financial Advisor

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Advisor

Evan Melcher, AIF®, ARPC, CIMA®, CPFA

Principal,
Financial Advisor

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Advisor

Jared A. Milhoan, CFP®

Senior Associate,
Financial Planning

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Advisor

Bridget E. Mitchell, RP®, CFP®

Senior Financial Advisor

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Advisor

Brian S. Mitchell, CFP®, CPWA®

Principal,
Financial Advisor

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Advisor

Mike Molewski, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Holly Hurlbert Moore, CFP®

Principal,
Financial Advisor

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Advisor

AJ Morris, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Jesse Morris, AIF®, CPFA®, NQPA®

Senior Financial Advisor

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Advisor

Steven H. Morton, CFP®, CPA

Principal,
Financial Advisor

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Advisor

Tom Muldowney, C(k)P©

Vice President,
Financial Advisor

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Advisor

G. Ric Mundorf, CFP®

Vice President,
Financial Advisor

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Advisor

Jenifer Nesselrodt, AIF®, CEBS, RPA

Senior Financial Advisor,
Relationship Manager

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Advisor

Paul Owen, AIF®, APR®, MBA

Principal,
Financial Advisor

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Advisor

Michael Passalinqua, CFP®

Vice President,
Financial Advisor

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Advisor

William (Bill) W. Paxton, CFP®

Principal,
Financial Advisor

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Advisor

Samuel (Bo) Perry, Jr., CFP®

Principal,
Financial Advisor

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Advisor

Michael J. Peters CFP®, CPA

Vice President,
Financial Advisor

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Advisor

John H. Peterson

Senior Vice President,
Financial Advisor

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Advisor

Robert F. Piccirilli, CAIA®, CIMA®

Principal,
Financial Advisor

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Advisor

John A. Pickett, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Jim Pierce, CEBS

Senior Vice President,
Financial Advisor

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Advisor

Patrick Plunkett, CFP®

Vice President,
Financial Advisor

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Advisor

Brian Pollard, CFP®, CLU®, CWS®

Vice President,
Financial Advisor

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Advisor

Michael S. Pratico

Senior Vice President,
Financial Advisor

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Advisor

Tyler Pugh, CFA®, CMT

Vice President,
Financial Advisor

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Advisor

Frank Pyles, CFP®, CIMA®

Vice President,
Financial Advisor

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Advisor

Brett Reardon, CPFA, CIMA®

Financial Advisor,
Relationship Manager

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Advisor

Traynor Reitmeier, ARPS

Vice President,
Financial Advisor

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Advisor

Timothy D. Rice, AIF®, C(k)P®, CWS®

Principal,
Financial Advisor

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Advisor

Christopher M. Riley, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Chris Roberts, CFEI

Financial Advisor,
Advice & Wellness

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Advisor

Kenneth J. Rogers, AIF®, CEBS, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Abigail J. C. Russell, ARPS

Vice President,
Financial Advisor

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Advisor

Karen K. Salvatore, CFA, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Michelle Scarver, CPA/PFS

Vice President,
Financial Advisor

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Advisor

Paul H. Schaffer, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Stephen H. Schott

Principal and Senior Director,
Institutional Religious Retirement and Foundation Services

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Advisor

William J. Schultz

Senior Vice President,
Financial Advisor

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Advisor

Catherine Seeber, CFP®, CeFT®

Vice President,
Financial Advisor

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Advisor

Kelly Shikany, CFP®, CDFA™, CWS®

Vice President,
Financial Advisor

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Advisor

Andrew (AJ) Shimp, RPA

Senior Vice President,
Financial Advisor

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Advisor

Judith A. Shine, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Susan Shoemaker, CFP®, AIFA

Senior Vice President,
Financial Advisor

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Advisor

Francetta (Fran) Slacum

Senior Financial Advisor,
Relationship Manager

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Advisor

Heidi Spencer

Senior Financial Advisor,
Relationship Manager

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Advisor

Kristen Stewart

Senior Vice President,
Financial Advisor

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Advisor

David Stix, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Jonathan Stoller, CFP®

Vice President,
Financial Advisor

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Advisor

James W. Strodel, CEBS

Senior Vice President,
Financial Advisor

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Advisor

Daniel A. Summerlin, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Sean E. Teesdale, CFA®

Vice President,
Financial Advisor

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Advisor

Sherry Thiltgen, CDFA®

Vice President,
Financial Advisor

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Advisor

Scott C. Thomas, CFP®, MBA®

Principal,
Financial Advisor

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Advisor

Molly Thompson

Senior Financial Advisor,
Relationship Manager

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Advisor

Lisa Tobey

Senior Financial Advisor,
Relationship Manager

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Advisor

Jeremy Tollas, CPFA, CIMA®

Vice President,
Financial Advisor

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Advisor

Kaylie Tomadakis, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Liz Ulrichson, CFP®, APMA®, CPFA

Financial Advisor,
Relationship Manager

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Advisor

James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

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Advisor

J.T. Vandegriff, CAIA, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Peter Vander Ploeg, CFP®

Vice President,
Financial Advisor

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Advisor

Timothy J. VerSchure, AIF©, C(k)P©, CWS©

Principal,
Financial Advisor

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Advisor

Nathan Webel, CFP®

Financial Advisor,
Wealth Client Service

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Advisor

Edward V. Welch, Jr.

Managing Director,
Head of Wealth Management

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Advisor

Scott A. Wertheim, AIF®, CEBS

Senior Vice President,
Financial Advisor

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Advisor

David Westra, AIF®, CFP®, CPFA

Principal,
Financial Advisor

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Advisor

Peggy A. Whitmore, AIF®, CRPS®, PRP

Vice President,
Financial Advisor

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Advisor

Travis Whitten, CFP®

Senior Vice President,
Financial Advisor

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Advisor

David Will, AIF®, CFA®

Vice President,
Financial Advisor

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Advisor

Chris Ylo, AIF®, C(k)P®

Financial Advisor,
Relationship Manager

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Advisor

Christopher Zavecz, CFP®

Vice President,
Financial Advisor

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Advisor

John Zick, AIF®, CPFA

Vice President,
Financial Advisor

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