Walter E. Abele, CFP®
Financial Advisor
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.
Brandon Aber
Financial Advisor
Taria Agbelusi, CPFA
Senior Financial Advisor,
Relationship Manager
Jeremy Altfeder, CFP®
Senior Financial Advisor
Lynn Ames, CPA
Financial Advisor
Troy W. Anderson, CPFA
Vice President,
Financial Advisor
Phillip C. Anderson, AIF®
Principal,
Financial Advisor
Robert C. Auditore
Vice President,
Financial Advisor
Eric W. Bailey, CFA®
Principal,
Financial Advisor
Beryl Ball, CPFA
Principal,
Financial Advisor
Deanna Bamford, CEBS, CPFA
Senior Financial Advisor,
Relationsip Manager
Braxton Barnes
Financial Advisor,
Relationship Manager
Brodie Barnes, ChFC®, CFP®
Principal,
Financial Advisor
Debbie G. Basch, RPA
Senior Financial Advisor,
Relationship Manager
Buck Beam
Senior Vice President,
Financial Advisor
Richmond G. Bernhardt III
Managing Principal,
Financial Advisor
Amanda Bernier, AIF®, CFP®
Financial Advisor,
Relationship Manager
Patricia A. Bills, AIF®
Vice President,
Financial Advisor
Michael E. Blair, CIMA®
Principal,
Financial Advisor
William B. Blair, CFP®
Vice President,
Financial Advisor
Erica Blomgren
Vice President,
Financial Advisor
Nathan Bopp, AIF®, CFP®, RICP®
Senior Vice President,
Financial Advisor
Marcus P. Borel, CFP®
Financial Advisor
Caty S. Bragg, CFP®
Vice President,
Financial Advisor
Lyle Brandt
Financial Advisor
Keaton Brewer
Vice President,
Financial Advisor
Stephanie M. Brown
Vice President,
Financial Advisor
Matthew Brown
Senior Financial Advisor,
Relationship Manager
R. Chase Burkhart, CFP®
Vice President,
Financial Advisor
Chris Butz, ChFC®, CFP®
Principal,
Financial Advisor
David Cacciabeve
Financial Advisor
Kyle Campbell, CFA®, CAIA®
Financial Advisor,
Relationship Manager
Kathleen Carlson, CFA®
Vice President,
Financial Advisor
Karen Casillas, AIF®, CFS®, CPFA
Vice President,
Financial Advisor
Heather Ford Caussade, CFP®
Vice President,
Financial Advisor
Will Chitwood
Vice President,
Financial Advisor
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor,
Wealth Management
Michael Collins, CFA®
Financial Advisor
Scott Cooper
Senior Associate,
Financial Planning
Kim Cornwell, CFP®
Senior Vice President,
Financial Advisor
Rosanne Costello
Senior Vice President,
Financial Advisor
Stephen L. Crank, CFA®
Senior Vice President,
Financial Advisor
Terence H. Crowgey, CFA®
Principal,
Financial Advisor
Amanda Crowgey Wells
Senior Analyst,
Relationship Manager
Ellen Crowley
Vice President,
Financial Advisor
Karen Culver
Financial Advisor,
Financial Planning
Lisa Fox Danford, CFP®
Principal,
Financial Advisor
Heather Darcy, CPFA
Vice President,
Financial Advisor
John R. Davenport, CFA®
Senior Vice President,
Financial Advisor
Mark A. Davis, QPFC
Senior Vice President,
Financial Advisor
Chad Day, CFP®
Financial Advisor
Dan DiGiacomo
Principal,
Financial Advisor
Peter DiNardo, CFP®
Financial Advisor
Matt R. Doyle, CFP®
Principal,
Financial Advisor
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®
Vice President,
Financial Advisor
Jean Duffy, AIFA®, ARPC
Senior Vice President,
Financial Advisor
Bob Eagle, CMFC®, CRPS®
Senior Financial Advisor
Jim Edwards, AIF®
Principal,
Financial Advisor
Kim M. Elliott, AIF®
Vice President,
Financial Advisor
Catherine Ellis, CRPS
Financial Advisor
Daniel Esch
Senior Vice President,
Financial Advisor
Shaun Eskamani
Principal,
Financial Advisor
Tyron K. Estlick, CFA®, CFP®
Principal,
Financial Advisor
Jeff Evans, CBFA, CEBS
Senior Financial Advisor
Keith E. Faulkner
Principal,
Financial Advisor
Mark W. Fearigo, CFP®
Senior Vice President,
Financial Advisor
Dave Fernandez, CFA®, CFP®
Vice President,
Financial Advisor
Terrence M. Fettig, CFA®
Senior Vice President,
Financial Advisor
Patrick Flint, PPC®
Vice President,
Financial Advisor
Jack Flippin, CFP®
Senior Vice President,
Financial Advisor
Vinton E. Fountain, III
Principal,
Financial Advisor
Johnny C. Garrett, Jr., ARPS
Principal,
Financial Advisor
Julia Gavrilov, CFA®
Vice President,
Financial Advisor
Brice Gibson
Vice President,
Financial Advisor
Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA
Senior Vice President,
Financial Advisor
David E. Goldberger
Financial Advisor
Lisa Gostkowski
Financial Advisor
Bruce Graham, CFA®
Vice President,
Financial Advisor
Jeb Graham, CEBS, CIMA®, CPFA
Principal,
Financial Advisor
R. Michael Gray
Principal,
Financial Advisor
Jack Gray
Financial Advisor
Chad Griffeth, AIF®
Vice President,
Financial Advisor
John J. Griffith, Jr., AIF®, CPC
Principal,
Financial Advisor
Glen Hahlen, AIF®, CFP®
Senior Vice President,
Financial Advisor
Joshua S. Haire, CFP®
Vice President,
Financial Advisor
Troy Hammond, AIF®, CFP®, CRPS®, PRP
Senior Vice President,
Financial Advisor
David J. Hansen
Principal,
Financial Advisor
Daniel R. Harsh, CFP®
Financial Advisor,
Financial Planning
Errol Hau, CTP/CCM
Senior Vice President,
Financial Advisor
Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®
Financial Advisor
Oliver L. Haynes III
Principal,
Financial Advisor
Michael Henderson, CPA
Vice President,
Financial Advisor
Joshua T. Hill, CFA®
Senior Vice President,
Financial Advisor
Mary Hartman Hime
Principal,
Financial Advisor
Charles Land Hite, Jr., CFP®
Senior Vice President,
Financial Advisor
Evan Holmes, CFA®
Senior Financial Advisor,
Relationship Manager
John Hopkins, CPC
Vice President,
Financial Advisor
Michael E. Hudson
Senior Director,
Institutional Consulting
Brandy B. Hydrick, CFP®
Principal,
Financial Planning
LeeAnn Iacona
Financial Advisor,
Relationship Manager
Jay Irons
Principal,
Financial Advisor
Sydney Jennings
Associate,
New Client Relationships
Christopher Jeppson, CFP®
Financial Advisor,
Relationship Manager
Brett Johnson, ChFC®
Financial Advisor,
Relationship Manager
Donn A. Johnston, CFP®
Vice President,
Financial Advisor
Katherine F. Johnston
Senior Financial Advisor
Donn A. Johnston, Jr., CFP®
Vice President,
Financial Advisor
Robert A. Jones
Senior Vice President,
Financial Advisor
Todd L. Jones, AIF®, ARPS, CFP®
Principal,
Financial Advisor
Philly Jones, CFA®
Senior Vice President,
Financial Advisor
Veronica Karas, CFP®
Senior Financial Advisor
Jennifer Kelly, AWMA®
Client Relationship Manager
T. Grey Kennedy, AIF®, CHSA®
Senior Financial Advisor
Clark Kerschner
Financial Advisor,
Relationship Manager
Wat Keys, CFP®, CRPS®
Vice President,
Financial Advisor
Stan Kimball, CFP®, CPA
Principal,
Financial Advisor
Alan Kleinberg, CFP®
Principal,
Financial Advisor
Earlaine Klingler, CFP®
Senior Financial Advisor,
Financial Planning
David O. Koch, CFA®, CFP®
Principal,
Financial Advisor
George G. Kroustalis, CRPC®
Senior Vice President,
Financial Advisor
Christopher D. Kulick, Jr., CIMA®
Principal,
Financial Advisor
Lance Lahourcade
Principal,
Financial Advisor
Lauren Lambert, CFA®
Senior Vice President,
Financial Advisor
Shale W. Latter, CPFA
Vice President,
Financial Advisor
Ryan Leach
Vice President,
Financial Advisor
Christina Lecholop, CFP®
Principal,
Financial Advisor
Ryan W. Lee, CFP®
Vice President,
Financial Advisor
Michael Lenzo
Financial Advisor
Madelon Yanta Leone, CFA®
Principal,
Financial Advisor
Ted Lew, CFP®
Vice President,
Financial Advisor
Ernest A. Liebre
Senior Vice President,
Financial Advisor
Jeff Loehwing, PRP
Senior Vice President,
Financial Advisor
Daniel M. Lowe
Senior Financial Advisor
R. Scott Lowke, AIF®, CFP®
Principal,
Financial Advisor
Christopher D. Madden
Associate,
Investments
Marcus Magyar, BFA™, CFP®
Vice President,
Financial Advisor
John P. Maloney, CFA
Principal,
Financial Advisor
John Mangum
Principal,
Financial Advisor
Lawrence C. Manning, Jr., CFA®
Principal,
Financial Advisor
Michael Maresh, AIFA®, ARPC
Senior Vice President,
Financial Advisor
Patrick Marlatt
Senior Vice President,
Financial Advisor
John S. Martin, AIF®
Principal,
Financial Advisor
John Matejka, CRPS®
Vice President,
Financial Advisor
Drew McCorkle
Senior Vice President,
Financial Advisor
Che-Che S. McCrimmon
Financial Advisor,
Relationship Manager
Jerry B. McQueen, CFP®
Senior Vice President, Financial Advisor
Mark T. Medlin, AIF®, CPA
Principal,
Financial Advisor
Evan Melcher, AIF®, ARPC, CIMA®, CPFA
Vice President,
Financial Advisor
Jared A. Milhoan
Senior Associate,
Financial Planning
Mark Miller
Principal,
Financial Advisor
Lisa Ivie Miller, AIF®
Principal,
Financial Advisor
Bridget E. Mitchell, RP®, CFP®
Financial Advisor
David W. Mize, CFP®
Vice President,
Financial Advisor
Mike Molewski, ChFC®, CFP®
Principal,
Financial Advisor
Claude Molosiu, CFA®
Senior Financial Advisor
Kevin Monroe
Senior Financial Advisor
Holly Hurlbert Moore, CFP®
Principal,
Financial Advisor
AJ Morris, CFP®
Vice President,
Financial Advisor
Lori Morse
Specialist,
Financial Planning
Steven H. Morton, CFP®, CPA, CRPC®
Principal,
Financial Advisor
G. Ric Mundorf, CFP®
Vice President,
Financial Advisor
Mark Muntean, AIF®, CFA®, CFP®
Financial Advisor
Jenifer Nesselrodt, AIF®, CEBS, RPA
Senior Financial Advisor,
Relationship Manager
Brendan Nosovitch
Financial Advisor
Taylor Nowell
Financial Advisor
Paul Owen, AIF®, APR®, MBA
Principal,
Financial Advisor
Teri Parker, CFP®
Vice President,
Financial Advisor
Donna Patterson
Vice President,
Financial Advisor
William (Bill) W. Paxton, CFP®
Principal,
Financial Advisor
Bradley Pendzick, CFP®
Financial Advisor,
Financial Planning
Samuel (Bo) Perry, Jr., CFP®
Principal,
Financial Advisor
Michael J. Peters CFP®, CPA
Vice President,
Financial Advisor
John H. Peterson
Senior Vice President,
Financial Advisor
Elaine Phillips, CFP®
Financial Advisor
Robert F. Piccirilli, CAIA®, CIMA®
Principal,
Financial Advisor
John A. Pickett, CIMA®
Senior Vice President,
Financial Advisor
Jim Pierce, CEBS
Senior Vice President,
Financial Advisor
Gregory Pietrobon
Senior Financial Advisor,
Financial Planning
Casey Pogodzinski
Vice President,
Financial Advisor
Brian Pollard, CFP®, CLU®, CWS®
Vice President,
Financial Advisor
Michael S. Pratico
Senior Vice President,
Financial Advisor
Tyler Pugh, CFA®, CMT
Vice President,
Financial Advisor
Anne H. Reed, CFP®
Financial Advisor
Traynor Reitmeier, ARPS
Vice President,
Financial Advisor
Christopher M. Riley, CFP®
Senior Vice President,
Financial Advisor
Cathy Ritter
Principal,
Financial Advisor
Kenneth J. Rogers, AIF®, CEBS, CFP®
Senior Vice President,
Financial Advisor
Tanya Runyon
Financial Advisor
Abigail J. C. Russell, ARPS
Vice President,
Financial Advisor
Zack Sadler, CFA®
Financial Advisor
Thomas Saunders, CFP®
Financial Advisor
Michelle Scarver, CPA
Vice President,
Financial Advisor
Paul H. Schaffer, AIF®
Senior Vice President,
Financial Advisor
Marilyn Schaja
Senior Financial Advisor
Wes Schantz, ChFC®
Principal,
Financial Advisor
Barron (Barry) V. Schmitt
Principal,
Financial Advisor
Stephen H. Schott
Principal and Director,
Institutional Religious Retirement and Foundation Services
William J. Schultz
Senior Vice President, Financial Advisor
Brett Schwartz, CFP®
Senior Financial Advisor
David H. Schwartz, CFP®
Principal,
Financial Advisor
Catherine Seeber, CFP®, CeFT®
Vice President,
Financial Advisor
Andrew (AJ) Shimp, RPA
Senior Vice President,
Financial Advisor
Francetta (Fran) Slacum
Senior Financial Advisor,
Relationship Manager
Fred Sloan, CFA®
Principal,
Financial Advisor
Kipp G. Small, CRSP
Senior Financial Advisor
Heidi Spencer
Senior Financial Advisor,
Relationship Manager
Kevin Spray, CFP®
Financial Advisor,
Financial Planning
Jason F. Stanicek, CRPS®
Principal,
Financial Advisor
Kristen Stewart
Senior Vice President,
Financial Advisor
Paul R. Stibich, Jr., CPFA
Vice President,
Financial Advisor
David Stix, CFA®
Senior Vice President,
Financial Advisor
Jonathan Stoller, CFP®
Vice President,
Financial Advisor
Jon E. Strickland, AIF®
Principal,
Financial Advisor
James W. Strodel
Senior Vice President,
Financial Advisor
Daniel A. Summerlin, CFA®
Senior Vice President,
Financial Advisor
Alana Tallarico
Financial Advisor,
Financial Planning
Jamie Taloumis, CFA®
Analyst,
Investments
James R. Talton, III
Senior Vice President,
Financial Advisor
Sean E. Teesdale, CFA®
Vice President,
Financial Advisor
Sherry Thiltgen, CDFA®
Vice President,
Financial Advisor
Lewis Thomas, II
Financial Advisor
Lisa Tobey
Senior Financial Advisor,
Relationship Manager
Kyle L. Tucker, CFP®
Principal,
Financial Advisor
James Underwood, CFA
Principal,
Portfolio Strategist
James Valmonte, AIF®, CFP®
Vice President,
Financial Advisor
Mike Valone, CFA®
Financial Advisor
Tiffany L. Walker, CFP®, ChFC®
Financial Advisor
Robert F. Warwick, CPA
Financial Advisor
Kathy Waters
Senior Financial Advisor
John Weber
Vice President,
Financial Advisor
Allen Weisz, CGMA, CPA
Senior Financial Advisor,
Relationship Manager
Scott A. Wertheim, AIF®, CEBS
Senior Vice President,
Financial Advisor
Peggy A. Whitmore, AIF®, CRPS®, PRP
Vice President,
Financial Advisor
Travis Whitten, CFP®
Senior Vice President,
Financial Advisor
David Will, AIF®, CFA®
Vice President,
Financial Advisor
Beau K. Williams, CFA
Principal,
Portfolio Management
Steve Wilt, CIMA®
Principal,
Financial Advisor
Mike Woods
Senior Vice President,
Financial Advisor
John Young
Senior Vice President,
Financial Advisor
Christopher Zavecz, CFP®
Vice President,
Financial Advisor
Oleg Zviagin
Financial Advisor