Brian Abad
Vice President,
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.
Walter E. Abele, CFP®
Financial Advisor
Brandon Aber
Financial Advisor
Aaron Adcock, CWS©
Vice President,
Financial Advisor
Taria Agbelusi, CPFA
Senior Financial Advisor,
Relationship Manager
Earle Allen, CEBS®
Principal
Jeremy Altfeder, CFP®
Senior Financial Advisor
Phillip C. Anderson, AIF®
Principal,
Financial Advisor
Troy W. Anderson, CPFA
Vice President,
Financial Advisor
Jennifer Arps, CFP®
Director,
Tax and Client Advisor
Peter Ashby, CFP®, AWMA®
Vice President,
Financial Advisor
Robert C. Auditore
Vice President,
Financial Advisor
Elina Babadzhanova, AIF®
Senior Financial Advisor
Eric W. Bailey, CFA®
Principal,
Financial Advisor
Beryl Ball, CPFA
Principal,
Financial Advisor
Deanna Bamford, CEBS, CPFA
Senior Financial Advisor,
Relationship Manager
Braxton Barnes
Financial Advisor,
Relationship Manager
Brodie Barnes, ChFC®, CFP®
Principal,
Financial Advisor
Debbie G. Basch, RPA
Senior Financial Advisor,
Relationship Manager
Sean Bayne, QKA®
Financial Advisor
Buck Beam
Senior Vice President,
Financial Advisor
Richmond G. Bernhardt III
Managing Principal,
Financial Advisor
Amanda Bernier, CFP®
Financial Advisor,
Relationship Manager
Keith Biskup, CFP®
Vice President,
Financial Advisor
Michael E. Blair
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
Brent Bradshaw, ARPC
Vice President,
Financial Advisor
Caty S. Bragg, CFP®
Vice President,
Financial Advisor
Lyle Brandt
Financial Advisor
Keaton Brewer
Vice President,
Financial Advisor
Kelly Brothers, CFP®, MBA®
Principal, Financial Advisor
Alex Brown, CPA, CFP®
Principal,
Financial Advisor
John Buckley
Senior Financial Advisor
Lon Burford, CFP®
Principal, Financial Advisor
R. Chase Burkhart, CFP®
Vice President,
Financial Advisor
Christina Burroughs, CFP®
Principal,
Financial Advisor
Chris Butz, ChFC®, CFP®
Principal,
Financial Advisor
Randy Byard
Vice President,
Financial Advisor
David Cacciabeve
Financial Advisor
Kyle Campbell, CFA®, CAIA®
Financial Advisor,
Relationship Manager
Cara Cannon
Senior Associate,
Wealth Investments
Kathleen Carlson, CFA®
Vice President,
Financial Advisor
Karen Casillas, AIF®, CFS®, CPFA
Vice President,
Financial Advisor
Heather Ford Caussade, CFP®
Vice President,
Financial Advisor
Mark W. Chamberlain, AIF®, AWMA®, C(k)P®, CWS®
Principal,
Financial Advisor
Jeremy Chambers, CPFA, QKA, CIMA®
Vice President,
Financial Advisor
Kevin A. Chang, CPA, CFP®, AIF®
Principal, Financial Advisor
Edward A. Cheatham, RICP®
Vice President,
Financial Advisor
Will Chitwood
Vice President,
Financial Advisor
Kyle Clark, CFP®
Vice President,
Financial Advisor
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor,
Wealth Management
Michael Collins, CFA®
Financial Advisor
Joseph Connell
Financial Advisor
Rob Cook, CPA, CFP®
Financial Advisor,
Financial Planning
Beth Cornell, CFP®
Senior Vice President,
Financial Advisor
Kim Cornwell, CFP®
Senior Vice President,
Financial Advisor
Rosanne Costello
Senior Vice President,
Financial Advisor
Andrew Costello, CFP®
Consultant,
Relationship Manager
Stephen L. Crank, CFA®
Senior Vice President,
Financial Advisor
Terence H. Crowgey, CFA®
Principal,
Financial Advisor
Ellen Crowley
Vice President,
Financial Advisor
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
Michael DeLeon, AIF®, C(k)P®, CWS®
Financial Advisor,
Relationship Manager
Dan DiGiacomo
Principal,
Financial Advisor
Peter DiNardo, CFP®
Financial Advisor
Justin Domber, CPFA, CIMA®
Financial Advisor
Matt R. Doyle, CFP®
Principal,
Financial Advisor
Craig Draper
Vice President,
Financial Advisor
Dori Drayton, CPA, CFP®
Senior Vice President,
Financial Advisor
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®, ARPC
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
Vice President,
Financial Advisor
Eric Ensign, CPA
Principal,
Financial Advisor
Phil Epting, CFP®
Financial Advisor
Nathan Erickson, CAIA, CFA®
Principal,
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
Mark Feldman CFP®, CPA, PFS™
Principal,
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
Chris Frain, C(k)P®, CRPS®, CWS®
Financial Advisor,
Relationship Manager
Will Froelich, CFA®, CFP®
Principal,
Financial Advisor
Kirk Futrell, CWS®
Financial Advisor,
Relationship Manager
Will Gabri, CFP®
Vice President,
Financial Advisor
Ken Garrett, CPA
Director,
Tax
Johnny C. Garrett, Jr., ARPS
Principal,
Financial Advisor
Julia Gavrilov, CFA®
Vice President,
Financial Advisor
Michael Genovese, CFP®
Principal, Financial Advisor
Brice Gibson
Vice President,
Financial Advisor
Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA
Senior Vice President,
Financial Advisor
Rob A. Godwin, CPA
Principal,
Financial Advisor
David E. Goldberger, CFP®
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, 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
Jeff Heasley, AIF®, PPC®
Vice President,
Financial Advisor
Cory Helmbrecht, CWS®
Consultant,
Relationship Manager
Michael Henderson, CPA
Vice President,
Financial Advisor
Mary Ann Hennelly-Favata, CFP®
Senior Financial Advisor
Kyle Heppner
Financial Advisor,
Advice & Wellness
Joshua T. Hill, CFA®
Senior Vice President,
Financial Advisor
Mary Hartman Hime
Principal,
Financial Advisor
Mike Hirte, CPA
Principal,
Tax
Charles Land Hite, Jr., CFP®
Senior Vice President,
Financial Advisor
Evan Holmes, CFA®
Senior Financial Advisor,
Relationship Manager
Ron Homer, AIF®
Vice President,
Financial Advisor
John Hopkins, CPC
Vice President,
Financial Advisor
Kris Hornyak, CWS®
Consultant,
Relationship Manager
Joseph C. (J.C.) Howard, CFA®
Vice President,
Financial Advisor
Christopher Huber, CPA
Financial Advisor
Michael E. Hudson
Senior Director,
Institutional Consulting
Mark Huffman, JD, CFP®
Vice President,
Financial Advisor
Brandy B. Hydrick, CFP®
Principal
LeeAnn Iacona
Financial Advisor,
Relationship Manager
Jay Irons
Principal,
Financial Advisor
Timothy Irvin, CFP®, CPFA®, AIF®, CHSA®
Senior Financial Advisor
Elisabeth L. Jacobson, CFP®
Senior Vice President,
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®
Principal,
Financial Advisor
Evan Judge, CFA®, CFP®
Principal,
Financial Advisor
Veronica Karas, CFP®
Senior Financial Advisor
Jennifer Kelly, AWMA®
Client Relationship Manager
T. Grey Kennedy, AIF®, CHSA®
Senior Financial Advisor
Jack Kenney
Financial Advisor,
Advice & Wellness
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
Cameron Kleinheksel, CFP®, CIMA®
Financial Advisor,
Relationship Manager
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
Brad Lemon
Principal,
Financial Advisor
Michael Lenzo, CFP®
Financial Advisor
Madelon Yanta Leone, CFA®
Principal,
Financial Advisor
Jeffrey A. Levy, MAAA, EA
Principal
Ted Lew, CFP®
Vice President,
Financial Advisor
Bryan T. Lewis
Financial Advisor,
Advice & Wellness
Ernest A. Liebre
Senior Vice President,
Financial Advisor
John Lockwood, CFP®, CLU®
Principal, Financial Advisor
Jeff Loehwing, PRP
Senior Vice President,
Financial Advisor
Daniel M. Lowe
Senior Financial Advisor
R. Scott Lowke, AIF®, CFP®
Principal,
Financial Advisor
Donald Lutomski, CFA, CMA
Principal,
Financial Advisor
Christopher D. Madden
Associate,
Investments
Marcus Magyar, BFA™, CFP®
Vice President,
Financial Advisor
John P. Maloney, CFA
Principal,
Financial Advisor
Chip Mang, CFP®, C(k)P®, CWS®
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
Megan Marshall
Consultant,
Relationship Manager
John S. Martin, AIF®
Principal,
Financial Advisor
John Masterson, AIF®, C(k)P®, QPFC®
Vice President,
Financial Advisor
John Matejka, CRPS®
Vice President,
Financial Advisor
Kathryn McCall, CFP®
Financial Advisor,
Financial Planning
Drew McCorkle
Senior Vice President,
Financial Advisor
Che-Che S. McCrimmon, CPFA
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
Lisa Ivie Miller, AIF®
Principal,
Financial Advisor
Mark Miller
Principal,
Financial Advisor
Alex Misajlovic
Financial Advisor
Bridget E. Mitchell, RP®, CFP®
Senior Financial Advisor
Brian S. Mitchell, CFP®, CPWA®
Principal,
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
Jesse Morris, AIF®
Senior Financial Advisor
Lori Morse
Specialist,
Financial Planning
Steven H. Morton, CFP®, CPA, CRPC®
Principal,
Financial Advisor
Tom Muldowney, C(k)P©
Vice President,
Financial Advisor
G. Ric Mundorf, CFP®
Vice President,
Financial Advisor
Mark Muntean, AIF®, CFA®, CFP®
Financial Advisor
Kevin Murray, CEBS, CLU®
Senior 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
Michael Passalinqua, CFP®
Vice President,
Financial Advisor
Donna Patterson
Vice President,
Financial Advisor
Shalethia Patton
Financial Advisor,
Advice & Wellness
Edward Paul Bock II, QKA, CEBS, QPFC
Financial Advisor,
Advice & Wellness
Bruce Paulson, CPA, JD, CFP
Senior Financial Advisor
William (Bill) W. Paxton, CFP®
Principal,
Financial Advisor
Joey Payne
Senior Financial Advisor
Robert Peel
Financial Advisor
Bradley Pendzick, CFP®
Financial Advisor
Ryan Penniman, CPA
Principal,
Financial Advisor
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
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
Adam Powell
Financial Advisor
Michael S. Pratico
Senior Vice President,
Financial Advisor
Tyler Pugh, CFA®, CMT
Vice President,
Financial Advisor
Frank Pyles, CFP®, CIMA®
Vice President,
Financial Advisor
Brett Reardon, CPFA, CIMA®
Financial Advisor,
Relationship Manager
Anne H. Reed, CFP®
Financial Advisor
Mindy Reineke, RICP®
Consultant,
Relationship Manager
Traynor Reitmeier, ARPS
Vice President,
Financial Advisor
Jan Rezler, QPFC
Senior Financial Advisor
Timothy D. Rice, AIF®, C(k)P®, CWS®
Principal,
Financial Advisor
Christopher M. Riley, CFP®
Senior Vice President,
Financial Advisor
Cathy Ritter
Principal,
Financial Advisor
Chris Roberts, CFEI
Financial Advisor,
Advice & Wellness
Kenneth J. Rogers, AIF®, CEBS, CFP®
Senior Vice President,
Financial Advisor
Tanya Runyon
Financial Advisor
Abigail J. C. Russell, ARPS
Vice President,
Financial Advisor
Maureen Rzeppa CPA®, IACCP®
Director,
Operations
Zack Sadler, CFA®
Financial Advisor
Karen K. Salvatore, CFA, CFP®
Senior Vice President,
Financial Advisor
Michael Sanders, BFA
Principal
Thomas Saunders, CFP®
Financial Advisor
Joe Scarpo
Principal,
Financial Advisor
Anthony Scarpo
Vice President,
Financial Advisor
Michelle Scarver, CPA/PFS
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 Senior Director,
Institutional Religious Retirement and Foundation Services
William J. Schultz
Senior Vice President, Financial Advisor
Brett Schwartz, CFP®
Financial Advisor
David H. Schwartz, CFP®
Principal,
Financial Advisor
Catherine Seeber, CFP®, CeFT®
Vice President,
Financial Advisor
Kelly Shikany, CFP®, CDFA™, CWS®
Vice President,
Financial Advisor
Andrew (AJ) Shimp, RPA
Senior Vice President,
Financial Advisor
Judith A. Shine, CFP®
Senior Vice President,
Financial Advisor
Susan Shoemaker, CFP®, AIFA
Senior Vice President,
Financial Advisor
Francetta (Fran) Slacum
Senior Financial Advisor,
Relationship Manager
Fred Sloan, CFA®
Principal,
Financial Advisor
Kipp G. Small, CRPS
Senior Financial Advisor
Heidi Spencer
Senior Financial Advisor,
Relationship Manager
Jason F. Stanicek, CRPS®
Principal,
Financial Advisor
Seth Stephen
Vice President,
Financial Advisor
Jennifer Stevens
Senior 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, CFP®
Financial Advisor
Jamie Taloumis, CFA®
Analyst,
Investments
James R. Talton, III
Principal,
Financial Advisor
Sean E. Teesdale, CFA®
Vice President,
Financial Advisor
Sherry Thiltgen, CDFA®
Vice President,
Financial Advisor
Lewis Thomas, II
Financial Advisor
Scott C. Thomas, CFP®, MBA®
Principal, Financial Advisor
Lisa Tobey
Senior Financial Advisor,
Relationship Manager
Jeremy Tollas, CPFA, CIMA®
Vice President,
Financial Advisor
Yen Truong, CFP®
Senior Associate,
Financial Planning
Kyle L. Tucker, CFP®
Principal,
Financial Advisor
Liz Ulrichson, CFP®, APMA®
Financial Advisor,
Relationship Manager
James Underwood, CFA
Principal,
Portfolio Strategist
James Valmonte, AIF®, CFP®
Vice President,
Financial Advisor
Mike Valone, CFA®
Financial Advisor
J.T. Vandegriff, CAIA, CFA®, CFP®
Principal,
Financial Advisor
Peter Vander Ploeg, CFP®
Vice President,
Financial Advisor
Timothy J. VerSchure, AIF©, C(k)P©, CWS©
Principal,
Financial Advisor
Michael Volo
Principal
Tiffany L. Walker, CFP®, ChFC®
Financial Advisor
Robert F. Warwick, CPA
Financial Advisor
Rod Waterbury, JD, CFP®
Principal, Financial Advisor
Kathy Waters
Senior Financial Advisor
Michael A. Webb, CEBS
Senior Financial Advisor
John Weber
Vice President,
Financial Advisor
Allen Weisz, CGMA, CPA
Senior Financial Advisor
Edward V. Welch, Jr.
Managing Principal,
Wealth Management Group
Scott A. Wertheim, AIF®, CEBS
Senior Vice President,
Financial Advisor
David Westra, AIF®, CFP®, CPFA
Principal,
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®
Senior Financial Advisor
Judy Williamson
Financial Advisor,
Advice & Wellness
Nicholas Wilson
Vice President,
Financial Advisors
Steve Wilt, CIMA®
Principal,
Financial Advisor
Mike Woods
Senior Vice President,
Financial Advisor
Emily Wrightson
Principal
Chris Ylo, AIF®, C(k)P®
Financial Advisor,
Relationship Manager
John Young
Senior Vice President,
Financial Advisor
Christopher Zavecz, CFP®
Vice President,
Financial Advisor
John Zick, AIF®, CPFA
Vice President,
Financial Advisor
Oleg Zviagin
Financial Advisor
