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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

Brian Abad, CPFA®

Vice President,
Financial Advisor

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Advisor

Aaron Adcock, CWS©

Vice President,
Financial Advisor

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Advisor

R. Ryan Adkerson

Vice President,
Financial Advisor

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Advisor

Taria Agbelusi, CPFA

Senior Financial Advisor,
Relationship Manager

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Advisor

David Akright, CFP®, CHFC®

Vice President,
Financial Advisor

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Advisor

William Altavilla, AIF®

Principal,
Financial Advisor

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Advisor

Jeremy Altfeder, CFP®

Vice President,
Financial Advisor

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Advisor

Michael C. Amberger, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Jared Anderson, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Phillip C. Anderson, AIF®

Principal,
Financial Advisor

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Advisor

Troy W. Anderson, CPFA®, QKA™

Vice President,
Financial Advisor

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Advisor

Jennifer Arps, CFP®

Director,
Tax and Client Advisor

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Advisor

Peter Ashby, CFP®, AWMA®

Vice President,
Financial Advisor

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Advisor

Robert C. Auditore

Vice President,
Financial Advisor

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Advisor

Elina Babadzhanova, AIF®

Senior 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

Braxton Barnes

Financial Advisor,
Relationship Manager

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Advisor

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Buck Beam

Senior Vice President,
Financial Advisor

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Advisor

Anthony Bergstrom, CPFA

Financial Advisor,
Relationship Manager

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Advisor

Richmond G. Bernhardt III

Principal,
Financial Advisor

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Advisor

Amanda Bernier, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Lorice Bianchi

Senior Vice President,
Financial Advisor

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Advisor

M. Alan Bishop, Jr., CFA, CFP®

Vice President,
Financial Advisor

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Advisor

Keith Biskup, CFP®

Vice President,
Financial Advisor

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Advisor

William B. Blair, CFP®

Vice President,
Financial Advisor

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Advisor

Edward Paul Bock II, CFEI, CEBS, QPFC

Financial Advisor,
Advice & Wellness

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Advisor

Caty S. Bragg, CFP®

Vice President,
Financial Advisor

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Advisor

Kelly Brothers, CFP®, MBA

Principal,
Financial Advisor

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Advisor

Alex Brown, CPA, CFP®

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

Chris Butz, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

David Cacciabeve, CIMA®, AIF®

Senior Financial Advisor

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Advisor

Kirkland Caison, CFP®

Vice President,
Financial Advisor

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Advisor

Kyle Campbell, CFA®, CAIA®

Financial Advisor,
Relationship Manager

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Advisor

Al Cannon, CFP®, CRPS®, AIF®

Principal,
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

Ben Christensen

Senior Vice President,
Financial Advisor

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Advisor

Kyle Clark, CFP®

Vice President,
Financial Advisor

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Advisor

Kyle G. Clifford, CAIA

Vice President,
Financial Advisor

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Advisor

Kathaleen M. Coelho, CFP®, CPA

Vice President,
Financial Advisor

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Advisor

Hugh Wilson Cole III (Trae), CFP®

Financial Advisor,
Wealth Management

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Advisor

Harrison M. Collins, CPA, CFP®

Vice President,
Financial Advisor

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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

Janelle Correnti, CPA, PFS, CFP®, CPWA®

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®

Senior Consultant,
Relationship Manager

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Advisor

Annmarie R. Cottage

Senior Consultant,
Family Office

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Advisor

Terence H. Crowgey, CFA®

Principal,
Financial Advisor

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Advisor

Christine Cunningham, CFP®

Principal,
Financial Advisor

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Advisor

Lisa Fox Danford, CFP®

Principal,
Financial Advisor

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Advisor

Heather Darcy, CPFA

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

Michael H. deYoung

Vice President,
Financial Advisor

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Advisor

Peter DiNardo, CFP®

Vice President,
Financial Advisor

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Advisor

Sidni Dohm, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Justin Domber, CPFA, CIMA®

Financial Advisor,
Relationship Manager

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Advisor

Craig Draper, JD

Vice President,
Financial Advisor

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Advisor

Dori Drayton, CPA, CFP®

Principal,
Financial Advisor

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Advisor

Sam Dreibelbis, CPA, CFP®

Vice President,
Financial Advisor

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Advisor

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

Principal,
Financial Advisor

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Advisor

Jean Duffy, AIFA®, CPFA®

Senior Vice President,
Financial Advisor

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Advisor

Scott Duncan, CFP®, CLU®, CHFC®

Senior Vice President,
Financial Advisor

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Advisor

John D. Eadie, CPA, CFA, CFP®, PFS, CLU®, CIMA, CKA®

Principal,
Financial Advisor

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Advisor

Bob Eagle, CMFC®, CRPS®

Senior Financial Advisor

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Advisor

Adam M. Eisenhauer

Vice President,
Financial Advisor

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Advisor

Katie Eldred, AIF®

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

Nathan Erickson, CAIA, CFA®

Principal,
Financial Advisor

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Advisor

Daniel Esch

Senior Vice President,
Financial Advisor

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Advisor

Tyron K. Estlick, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Mark W. Fearigo, CFP®

Principal,
Financial Advisor

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Advisor

Mark Feldman CFP®, CPA, PFS

Principal,
Head of Tax Services

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Advisor

Dave Fernandez, CFA®, CFP®

Vice President,
Financial Advisor

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Advisor

Patrick Flint, PPC®

Vice President,
Financial Advisor

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Advisor

Vinton E. Fountain, III

Principal,
Financial Advisor

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Advisor

Chris Frain, C(k)P®, CRPS®, CWS®

Financial Advisor,
Relationship Manager

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Advisor

Jeffrey Freiser

Financial Advisor,
Advice & Wellness

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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

Will Gabri, CFP®

Vice President,
Financial Advisor

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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

Michael Genovese, CFP®

Principal,
Financial Advisor

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Advisor

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

Principal,
Financial Advisor

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Advisor

Matt Godleski, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Benjamin Goldman, CFP®

Principal,
Financial Advisor

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Advisor

Sheridan B. Grace

Financial Advisor,
Relationship Manager

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Advisor

Bruce Graham, CFA®

Vice President,
Financial Advisor

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Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Principal,
Financial Advisor

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Advisor

Laura Greenbaum

Financial Advisor,
Relationship Manager

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Advisor

Chad Griffeth, AIF®

Vice President,
Financial Advisor

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Advisor

John J. Griffith, Jr.

Principal,
Financial Advisor

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Advisor

Dickson Griswold, CFP®

Senior Vice President,
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

Carter R. Hall, CFP®

Principal,
Financial Advisor

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Advisor

Daniel R. Harsh, CFP®

Financial Advisor,
Financial Planning

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Advisor

Clay Hartman

Senior Vice President,
Financial Advisor

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Advisor

David R. Hartness, AIF®, CFP®, ChFC®, CLU®

Principal,
Financial Advisor

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Advisor

Errol Hau, CTP/CCM, AIF®

Principal,
Financial Advisor

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Advisor

Jeff Heasley, AIF®, PPC®

Vice President,
Financial Advisor

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Advisor

Ronald A. Heath

Financial Advisor,
Advice & Wellness

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Advisor

Blaise Heckman, CFP®, AEP®

Financial Advisor,
Relationship Manager

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Advisor

Odom B. Heebe, Jr.

Vice President,
Financial Advisor

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Advisor

Cory Helmbrecht, CWS®

Financial Advisor,
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

Donna Herndon

Senior Associate,
Relationship Manager

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Advisor

Debra Lyn Hightower, AIF®

Principal,
Financial Advisor

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Advisor

Joshua T. Hill, CFA®

Principal,
Financial Advisor

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Advisor

Charles Land Hite, Jr., CFP®

Principal,
Financial Advisor

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Advisor

Joshua T. Hohlfelder, CPA, CFP®, AEP®

Vice President,
Financial Advisor

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Advisor

Evan Holmes, CFA®

Senior Financial Advisor,
Relationship Manager

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Advisor

Kris Hornyak, CWS®

Financial Advisor,
Relationship Manager

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Advisor

Joseph C. (J.C.) Howard, CFA®, CFP®

Vice President,
Financial Advisor

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Advisor

Mark Howe, CFP®

Financial Advisor,
Relationship Manager

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Advisor

David Hudak, CFA®

Senior 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

Brandy B. Hydrick, CFP®

Principal,
Financial Planning

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Advisor

LeeAnn Iacona, FPQP®

Financial Advisor,
Relationship Manager

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Advisor

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

Senior Financial Advisor

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Advisor

Elisabeth L. Jacobson, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Doug Jenkins, CFP®, CRPC®

Vice President,
Financial Advisor

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Advisor

John D. Jenkins

Senior Vice President,
Financial Advisor

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Advisor

Sydney Jennings

Senior Associate,
Relationship Manager

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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

Mark E. Johnson, AIFA®

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

BJ (Betty Jean) Jones, AIF®

Financial Advisor,
Advice & Wellness

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Advisor

Todd L. Jones, AIF®, ARPS, CFP®

Principal,
Financial Advisor

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Advisor

Evan Judge, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Michael Karstens, CFP®, AIFA®

Senior Vice President,
Financial Advisor

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Advisor

John Keeton, CFA

Senior Vice President,
Financial Advisor

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Advisor

Casey Keller, CFA

Senior Vice President,
Financial Advisor

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Advisor

C. Dennis Kemper

Senior Vice President,
Financial Advisor

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Advisor

Troy Kerr

Senior Vice President,
Financial Advisor

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Advisor

Wat Keys, CFP®, CRPS®

Financial Advisor,
Retirement Services

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Advisor

Stan Kimball, CFP®, CPA

Principal,
Financial Advisor

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Advisor

Alan Kleinberg, CFP®

Principal,
Financial Advisor

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Advisor

David O. Koch, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Christopher Krakowski, CFA®, CAIA, FRM®

Principal

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Advisor

George G. Kroustalis, CRPC®

Principal,
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

Edward Landsman

Senior Vice President,
Financial Advisor

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Advisor

Christina Lecholop, CFP®

Principal,
Financial Advisor

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Advisor

Ryan W. Lee, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Madelon Yanta Leone, CFA®

Principal,
Financial Advisor

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Advisor

Bryan T. Lewis

Financial Advisor,
Advice & Wellness

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Advisor

Jason E. Lewis, CFP®

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

Raquel Lopez, CFP®, CPWA®

Vice President,
Financial Advisor

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Advisor

R. Scott Lowke, AIF®, CFP®

Principal,
Financial Advisor

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Advisor

Donald Lutomski, CFA, CMA

Principal,
Financial Advisor

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Advisor

Jamie Lynch, CFP®, CEBS®

Senior Financial Advisor,
Relationship Manager

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Advisor

Marcus Magyar, CFP®

Vice President,
Financial Advisor

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Advisor

Christopher F. Mahoney, CFP®

Principal,
Financial Advisor

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Advisor

Jesse Malik, CFP®, CRPC®

Financial Advisor,
Relationship Manager

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Advisor

Chip Mang, CFP®, CWS®

Principal,
Financial Advisor

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Advisor

Lawrence C. Manning, Jr., CFA®

Principal,
Financial Advisor

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Advisor

Michelle Marchionni

Financial Advisor,
Relationship Manager

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Advisor

Harriet Marmon Helmle, CPA

Senior Financial Advisor,
New Client Relationships

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Advisor

Megan Marshall

Financial Advisor,
Relationship Manager

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Advisor

John S. Martin, AIF®

Principal,
Financial Advisor

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Advisor

Brandon Martineson, NQPA™

Financial Advisor,
Relationship Manager

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Advisor

John Masterson, AIF®, C(k)P®, QPFC®

Vice President,
Financial Advisor

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Advisor

John Matejka, CRPS®

Vice President,
Financial Advisor

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Advisor

Clay Matthews

Financial Advisor,
Advice & Wellness

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Advisor

Kathryn McCall, CFP®

Financial Advisor,
Financial Planning

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Advisor

Drew McCorkle

Senior Vice President,
Financial Advisor

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Advisor

Che-Che S. McCrimmon, CPFA

Financial Advisor,
Relationship Manager

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Advisor

Duncan McNiff, QPFC, TGPC

Senior Vice President,
Financial Advisor

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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

Lisa Ivie Miller, AIF®

Principal,
Financial Advisor

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Advisor

Michelle Miller, CIPM

Senior Consultant,
Relationship Manager

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Advisor

Russell Miller, CFP®

Principal,
Financial Advisor

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Advisor

Brian S. Mitchell, CFP®, CPWA®

Principal,
Financial Advisor

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Advisor

Bridget E. Mitchell, RP®, CFP®

Senior Financial Advisor

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Advisor

Deann Mitchell, CFP®, CDFA

Vice President,
Financial Advisor

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Advisor

David W. Mize, CFP®

Vice President,
Financial Advisor

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Advisor

Mike Molewski, ChFC®, 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

Shawn T.H. Morris, CFP®, AAMS®

Vice President,
Financial Advisor

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Advisor

Christine Quichocho Morrison, CFP®

Financial Advisor,
Relationship Manager

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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

Scott Mulvaney, AIF®, CFP®, CPFA, CRPS®

Vice President,
Financial Advisor

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Advisor

David K. Neal

Senior Vice President,
Financial Advisor

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Advisor

Jenifer Nesselrodt, AIF®, CEBS, RPA

Senior Financial Advisor,
Relationship Manager

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Advisor

Mark Nokyos, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Oliver Norman, CFP®, CHFC®, CLU®, CDFA®

Vice President,
Financial Advisor

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Advisor

Steve Olafson, CFP®

Vice President,
Financial Advisor

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Advisor

Thomas Oliphint

Senior Vice President,
Financial Advisor

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Advisor

Paul Owen, AIF®, APR®, MBA

Principal,
Financial Advisor

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Advisor

Teri Parker, CFP®

Vice President,
Financial Advisor

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Advisor

Michael Passalinqua, CFP®

Vice President,
Financial Advisor

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Advisor

Shalethia Patton

Financial Advisor,
Advice & Wellness

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Advisor

Bruce Paulson, CPA, JD, CFP

Senior Financial Advisor

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Advisor

Justin Pawl, CFA, CAIA, CFP®

Principal,
Financial Advisor

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Advisor

William (Bill) W. Paxton, CFP®

Principal,
Financial Advisor

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Advisor

Samuel (Bo) Perry, Jr.

Principal,
Financial Advisor

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Advisor

Joseph Pesnell, CFA®

Senior Vice President,
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®

Principal,
Financial Advisor

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Advisor

Casey Pogodzinski

Vice President,
Financial Advisor

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Advisor

Brian Pollard, CFP®, CLU®, CWS®

Vice President,
Financial Advisor

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Advisor

Rebecca Pouliot, CPA, CFP®, AEP®

Principal,
Financial Advisor

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Advisor

Ashley Preston, CFP®

Specialist,
Relationship Manager

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Advisor

Tyler Pugh, CFA®, CMT

Vice President,
Financial Advisor

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Advisor

Charles B. Pyke, Jr., JD

Principal,
Financial Advisor

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Advisor

Beth Raymond, CFP®

Vice President,
Financial Advisor

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Advisor

Brett Reardon, CPFA, CIMA®

Financial Advisor,
Relationship Manager

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Advisor

Mindy Reineke, RICP®

Senior Consultant,
Relationship Manager

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Advisor

Traynor Reitmeier, ARPS

Vice President,
Financial Advisor

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Advisor

Amanda Rhoades

Financial Advisor,
Advice & Wellness

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Advisor

Timothy D. Rice, AIF®, C(k)P®, CWS®

Principal,
Financial Advisor

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Advisor

Rob Richardson

Senior Vice President,
Financial Advisor

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Advisor

Christopher M. Riley, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Jeremy Rinehart, ChFC®

Vice President,
Financial Advisor

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Advisor

Brian Rivotto, CPA, PFS

Managing Principal,
Financial Advisor

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Advisor

Chris Roberts, CFEI

Financial Advisor,
Advice & Wellness

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Advisor

Brittany Robertson, CFP®, CES™

Financial Advisor,
Relationship Manager

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Advisor

Edwin “Rod” Rodriguez, Jr.

Principal,
Financial Advisor

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Advisor

Pamela Rodriguez, CFP®

Vice President,
Financial Advisor

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Advisor

Richard Rodriguez

Vice President,
Financial Advisor

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Advisor

Jill A. Rogers, CFP®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Kenneth J. Rogers, AIF®, CEBS, CFP®

Principal,
Financial Advisor

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Advisor

Richard Rogers, CPA

Senior Vice President,
Financial Advisor

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Advisor

Scott Rubin, CFA®

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®

Principal,
Financial Advisor

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Advisor

Gary Savage, CFP®, CPA

Principal,
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

Barron (Barry) V. Schmitt

Principal,
Financial Advisor

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Advisor

Greg Schott, CFP®, CIMA®, CPWA®

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

David H. Schwartz, CFP®

Principal,
Financial Advisor

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Advisor

Catherine Seeber, CFP®, CeFT®

Vice President,
Financial Advisor

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Advisor

Kelly Shikany, CFP®, CDFA™

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

Principal,
Financial Advisor

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Stacey R. Siegel, MBA

Financial Specialist,
Relationship Manager

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Brent Simpson, CIMA®, AIF®, CRPS®

Financial Advisor,
Relationship Manager

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Francetta (Fran) Slacum

Senior Financial Advisor,
Relationship Manager

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Heidi Spencer

Senior Financial Advisor,
Relationship Manager

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Jason F. Stanicek, CRPS®

Principal,
Financial Advisor

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Miranda Stefan

Financial Advisor,
Relationship Manager

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Kristen Stewart

Senior Vice President,
Financial Advisor

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Paul R. Stibich, Jr., CPFA

Senior Financial Advisor

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David Stix, CFA®

Senior Vice President,
Financial Advisor

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Jonathan Stoller, CFP®

Vice President,
Financial Advisor

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Jon E. Strickland, AIF®

Principal,
Financial Advisor

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James W. Strodel, CEBS

Principal,
Financial Advisor

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Daniel A. Summerlin, CFA®

Principal,
Financial Advisor

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Matthew C. Taylor

Senior Vice President,
Financial Advisor

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Sean E. Teesdale, CFA®

Vice President,
Financial Advisor

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Sherry Thiltgen, CDFA®

Vice President,
Financial Advisor

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Scott C. Thomas, CFP®, MBA

Principal,
Financial Advisor

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Molly Thompson

Senior Financial Advisor,
Relationship Manager

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Lisa Tobey

Senior Financial Advisor,
Relationship Manager

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Jeremy Tollas, CPFA, CIMA®

Vice President,
Financial Advisor

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Kaylie Tomadakis, CFP®

Financial Advisor,
Relationship Manager

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Michelle Trouvé, CFA®

Principal,
Financial Advisor

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Yen Truong, CFP®

Senior Associate,
Financial Planning

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Kyle L. Tucker, CFP®

Principal,
Financial Advisor

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Liz Ulrichson, CFP®, APMA®, CPFA

Financial Advisor,
Relationship Manager

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James Underwood, CFA

Senior Director,
Portfolio Management

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Daniel Urban, QPFC, TGPC

Senior Vice President,
Financial Advisor

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James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

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Mike Valone, CAIA®, CFA®

Vice President,
Financial Advisor

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J.T. Vandegriff, CAIA, CFA®, CFP®

Principal,
Financial Advisor

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Peter Vander Ploeg, CFP®

Vice President,
Financial Advisor

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

Principal,
Financial Advisor

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Ona Vredenburg

Senior Associate,
Relationship Manager

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Tiffany L. Walker, CFP®, ChFC®

Financial Advisor

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David Wallace, CFA

Senior Vice President,
Financial Advisor

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Rod Waterbury, JD, CFP®

Principal,
Financial Advisor

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Nathan Webel, CFP®

Financial Advisor,
Wealth Client Service

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Scott A. Wertheim, AIF®, CEBS

Principal,
Financial Advisor

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David Westra, AIF®, CFP®, CPFA

Principal,
Financial Advisor

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Kathleen Whitmore

Financial Advisor,
Advice & Wellness

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Peggy A. Whitmore, AIF®, CRPS®, PRP

Vice President,
Financial Advisor

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Travis Whitten, CFP®

Senior Vice President,
Financial Advisor

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Susan S. Willett, CFP®, CTFA

Vice President,
Financial Advisor

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Judy Williamson

Financial Advisor,
Advice & Wellness

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Chris Ylo, AIF®, C(k)P®

Financial Advisor,
Relationship Manager

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John Young

Senior Vice President,
Financial Advisor

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Christopher Zavecz, CFP®

Vice President,
Financial Advisor

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Luis C. Zervigon, CFP®

Principal,
Financial Advisor

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Advisor

John Zick, AIF®, CPFA

Vice President,
Financial Advisor

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