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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

Troy W. Anderson, CPFA

Vice President,
Financial Advisor

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Advisor

Phillip C. Anderson, AIF®

Principal,
Financial Advisor

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Advisor

Deanna Bamford, CEBS, CPFA

Senior Financial Advisor,
Relationsip Manager

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Advisor

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Debbie G. Basch, RPA

Senior Financial Advisor,
Relationship Manager

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Advisor

Richmond G. Bernhardt III

Managing Principal,
Financial Advisor

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Advisor

Amanda Bernier, AIF®, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Patricia A. Bills, AIF®

Vice President,
Financial Advisor

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Advisor

William B. Blair, CFP®

Vice President,
Financial Advisor

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Advisor

Nathan Bopp, AIF®, CFP®, RICP®

Senior Vice President,
Financial Advisor

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Advisor

Matthew Brown

Senior Financial Advisor,
Relationship Manager

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Advisor

R. Chase Burkhart, CFP®

Vice President,
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

Hugh Wilson Cole III (Trae), CFP®

Financial Advisor,
Wealth Management

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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

Stephen L. Crank, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Amanda Crowgey Wells

Senior Analyst,
Relationship Manager

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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

Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®

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

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

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

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

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, AIF®, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Joshua S. Haire, CFP®

Vice President,
Financial Advisor

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Advisor

Troy Hammond, AIF®, CFP®, CRPS®, PRP

Senior 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

Michael Henderson, CPA

Vice President,
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

Michael E. Hudson

Senior Director,
Institutional Consulting

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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

Philly Jones, CFA®

Senior Vice President,
Financial Advisor

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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

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

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

Marcus Magyar, BFA™, CFP®

Vice President,
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

Che-Che S. McCrimmon

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

Vice President,
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

Steven H. Morton, CFP®, CPA, CRPC®

Principal,
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

William (Bill) W. Paxton, CFP®

Principal,
Financial Advisor

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Advisor

Bradley Pendzick, CFP®

Financial Advisor,
Financial Planning

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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

Gregory Pietrobon

Senior Financial Advisor,
Financial Planning

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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

Traynor Reitmeier, ARPS

Vice President,
Financial Advisor

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Advisor

Christopher M. Riley, CFP®

Senior Vice President,
Financial Advisor

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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

Michelle Scarver, CPA

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 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

Andrew (AJ) Shimp, RPA

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

Kevin Spray, CFP®

Financial Advisor,
Financial Planning

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Advisor

Kristen Stewart

Senior Vice President,
Financial Advisor

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Advisor

Paul R. Stibich, Jr., CPFA

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

Senior Vice President,
Financial Advisor

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Advisor

Daniel A. Summerlin, CFA®

Senior Vice President,
Financial Advisor

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Advisor

James R. Talton, III

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

Lisa Tobey

Senior Financial Advisor,
Relationship Manager

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Advisor

James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

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Advisor

Allen Weisz, CGMA, CPA

Senior Financial Advisor,
Relationship Manager

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Advisor

Scott A. Wertheim, AIF®, CEBS

Senior Vice President,
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

Christopher Zavecz, CFP®

Vice President,
Financial Advisor

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