Brian Abad, CPFA®
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 C. Aber, CFP®
Financial Advisor
Jefferson Adcock, CFP®, CLU®
Principal,
Financial Advisor
Aaron Adcock, CWS©
Vice President,
Financial Advisor
R. Ryan Adkerson
Vice President,
Financial Advisor
Taria Agbelusi, CPFA
Senior Financial Advisor,
Relationship Manager
David Akright, CFP®, CHFC®
Senior Vice President,
Financial Advisor
Earle Allen, CEBS®
Principal,
Financial Advisor
William Altavilla, AIF®
Principal,
Financial Advisor
Jeremy Altfeder, CFP®
Vice President,
Financial Advisor
Michael C. Amberger, AIF®
Senior Vice President,
Financial Advisor
Jared Anderson, CFA®
Senior Vice President,
Financial Advisor
Phillip C. Anderson, AIF®
Principal,
Financial Advisor
Troy W. Anderson, CPFA®, QKA™
Vice President,
Financial Advisor
Jennifer Arps, CFP®
Director,
Tax and Client Advisor
Peter Ashby, CFP®, AWMA®
Vice President,
Financial Advisor
May Atassi
Associate,
Relationship Manager
Robert C. Auditore
Senior Vice President,
Financial Advisor
Elina Babadzhanova, AIF®
Senior Financial Advisor
Matt Bader, CFP®
Principal,
Financial Advisor
Eric W. Bailey, CFA®
Principal,
Head of Endowments & Foundations
Beryl Ball, CPFA
Principal,
Financial Advisor
Deanna Bamford, CEBS, CPFA
Senior Financial Advisor,
Relationship Manager
Jennifer Barker, CFA®
Senior Financial Advisor
Braxton Barnes
Financial Advisor,
Relationship Manager
Brodie Barnes, ChFC®, CFP®
Principal,
Financial Advisor
Jason Bart
Financial Advisor,
Advice & Wellness
Taylor Bauerle
Principal,
Financial Advisor
Barron D. Beal, CPWA®
Principal
Buck Beam
Senior Vice President,
Financial Advisor
Anthony Bergstrom, CPFA
Financial Advisor,
Relationship Manager
Chris Bergthold, CFP®
Financial Advisor,
Relationship Manager
Richmond G. Bernhardt III
Principal,
Financial Advisor
Amanda Bernier, CFP®
Financial Advisor,
Relationship Manager
Lorice Bianchi
Senior Vice President,
Financial Advisor
Kristi Bieber Gibbs
Principal
Wade Bilbrey, CFP®, CRPC®
Senior Associate,
Relationship Manager
M. Alan Bishop, Jr., CFA, CFP®
Vice President,
Financial Advisor
Keith Biskup, CFP®
Vice President,
Financial Advisor
Michael E. Blair
Principal,
Financial Advisor
William B. Blair, CFP®
Vice President,
Financial Advisor
Nick Blasi
Managing Principal
Erica Blomgren
Vice President,
Financial Advisor
Edward Paul Bock II, CFEI, CEBS, QPFC
Financial Advisor,
Advice & Wellness
Nathan Bopp, CFP®
Principal,
Financial Advisor
Marcus P. Borel, CFP®
Financial Advisor
Wesley Boyce, CFP®
Principal,
Financial Advisor
Caty S. Bragg, CFP®
Vice President,
Financial Advisor
Lyle Brandt
Vice President,
Financial Advisor
Keaton Brewer
Vice President,
Financial Advisor
John Brimhall, CPA, CFA®, CFP®
Consultant,
Relationship Manager
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
Ted Burke, AIF®
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, CIMA®, AIF®
Senior Financial Advisor
Kirkland Caison, CFP®
Vice President,
Financial Advisor
Brad Caldwell, CFP®
Principal,
Financial Advisor
Tim Callahan
Senior Vice President,
Financial Advisor
Kyle Campbell, CFA®, CAIA®
Financial Advisor,
Relationship Manager
Al Cannon, CFP®, CRPS®, AIF®
Principal,
Financial Advisor
Cara Cannon
Financial Advisor
Karen Casillas, AIF®, CFS®, CPFA
Vice President,
Financial Advisor
Sarah Cathey, AIF®
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
Mark Chando, CFP®
Senior Financial Advisor
Kevin A. Chang, CPA, CFP®, AIF®
Principal,
Financial Advisor
Edward A. Cheatham, RICP®, CFP®
Vice President,
Financial Advisor
Lori Chidgey
Senior Specialist,
Relationship Manager
Will Chitwood
Vice President,
Financial Advisor
Ben Christensen
Senior Vice President,
Financial Advisor
Mary Clapp, ChFC®
Senior Associate,
Relationship Manager
Kyle Clark, CFP®
Vice President,
Financial Advisor
Kyle G. Clifford, CAIA
Vice President,
Financial Advisor
Kathaleen M. Coelho, CFP®, CPA
Vice President,
Financial Advisor
Steve Coggins, AIF®
Principal,
Financial Advisor
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor,
Wealth Management
Harrison M. Collins, CPA, CFP®
Vice President,
Financial Advisor
Dale Connors, CFA®
Principal
Maura Copsey, CDFA®
Principal,
Financial Advisor
Beth Cornell, CFP®
Senior Vice President,
Financial Advisor
Kim Cornwell, CFP®
Senior Vice President,
Financial Advisor
Janelle Correnti, CPA, PFS, CFP®, CPWA®
Senior Vice President,
Financial Advisor
Rosanne Costello
Senior Vice President,
Financial Advisor
Andrew Costello, CFP®
Financial Advisor,
Relationship Manager
Annmarie R. Cottage
Senior Consultant,
Family Office
Karyn Courtney
Senior Associate,
Family Office
Terence H. Crowgey, CFA®
Principal,
Financial Advisor
Ellen Crowley
Vice President,
Financial Advisor
Evan Cumalander
Vice President,
Financial Advisor
Christine Cunningham, CFP®
Principal,
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
Gary Davis, CRPS®, AIF®
Principal
Chad Day, CFP®
Vice President,
Financial Advisor
Gary Dean, CFA®
Managing Principal,
Financial Advisor
Daryl L. Deke
Principal,
Financial Advisor
Michael DeLeon, AIF®, C(k)P®, CWS®
Financial Advisor,
Relationship Manager
Michael H. deYoung
Vice President,
Financial Advisor
Drew Digby, CFP®, CPA, PFS, CEPA
Vice President,
Financial Advisor
Dan DiGiacomo
Principal,
Financial Advisor
Peter DiNardo, CFP®
Vice President,
Financial Advisor
Sidni Dohm, CFP®
Financial Advisor,
Relationship Manager
Justin Domber, CPFA, CIMA®
Financial Advisor,
Relationship Manager
Matt R. Doyle, CFP®
Principal,
Financial Advisor
Craig Draper, JD
Vice President,
Financial Advisor
Dori Drayton, CPA, CFP®
Principal,
Financial Advisor
Sam Dreibelbis, CPA, CFP®
Vice President,
Financial Advisor
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®
Principal,
Financial Advisor
Jean Duffy, AIFA®, CPFA®
Senior Vice President,
Financial Advisor
Scott Duncan, CFP®, CLU®, CHFC®
Senior Vice President,
Financial Advisor
John D. Eadie, CPA, CFA, CFP®, PFS, CLU®, CIMA, CKA®
Principal,
Financial Advisor
Bob Eagle, CMFC®, CRPS®
Senior Financial Advisor
Darryl Edmonds, CFP®
Principal,
Financial Advisor
Jim Edwards, AIF®
Principal,
Financial Advisor
Timothy Egan
Principal
Karl J. Eggerss
Principal,
Financial Advisor
Adam M. Eisenhauer
Vice President,
Financial Advisor
Katie Eldred, AIF®
Vice President,
Financial Advisor
Kim M. Elliott, AIF®
Vice President,
Financial Advisor
Catherine Ellis, CRPS
Vice President,
Financial Advisor
Eric Ensign, CPA
Principal,
Financial Advisor
Phillip 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, CEBS
Senior Financial Advisor
Sarah Chobot Falgiatano, AIF®
Principal
Alexander Farquhar, CFA®
Principal
Keith E. Faulkner
Principal,
Financial Advisor
Mark W. Fearigo, CFP®
Principal,
Financial Advisor
Rob Fee
Financial Advisor,
Relationship Manager
Mark Feldman CFP®, CPA, PFS
Principal,
Head of Tax Services
Dave Fernandez, CFA®, CFP®
Vice President,
Financial Advisor
Andrew Fiegel, CFA®, CAIA
Principal
Bryan W. Fitzpatrick
Principal,
Financial Advisor
Patrick Flint, PPC®
Vice President,
Financial Advisor
Jack Flippin, CFP®
Principal,
Financial Advisor
Vinton E. Fountain, III
Principal,
Financial Advisor
Chris Frain, C(k)P®, CRPS®, CWS®
Financial Advisor,
Relationship Manager
Jeffrey Freiser
Financial Advisor,
Advice & Wellness
Will Froelich, CFA®, CFP®
Principal,
Financial Advisor
Julie Fuller, CPA, CFP®
Vice President,
Financial Advisor
Kirk Futrell, CWS®
Financial Advisor,
Relationship Manager
Will Gabri, CFP®
Vice President,
Financial Advisor
Johnny C. Garrett, Jr., ARPS
Principal,
Financial Advisor
Ken Garrett, CPA
Director,
Tax
Ted Garza
Financial Advisor,
Advice & Wellness
Julia Gavrilov, CFA®
Financial Advisor
Michael Genovese, CFP®
Principal,
Financial Advisor
Daniel George, CFA®, CAIA
Principal
Brice Gibson
Vice President,
Financial Advisor
Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA
Principal,
Financial Advisor
Matt Godleski, CFA®, CFP®
Principal,
Financial Advisor
Rob A. Godwin, CPA
Principal,
Financial Advisor
Benjamin Goldman, CFP®
Principal,
Financial Advisor
Scott Gordon, AIF®
Principal,
Financial Advisor
Lisa Gostkowski
Financial Advisor
Sheridan B. Grace
Financial Advisor,
Relationship Manager
Bruce Graham, CFA®
Vice President,
Financial Advisor
Jeb Graham, CEBS, CIMA®, CPFA
Principal,
Financial Advisor
R. Michael Gray
Principal,
Financial Advisor
Laura Greenbaum
Financial Advisor,
Relationship Manager
Elliot Greenberg, CFA®
Principal
Chad Griffeth, AIF®
Vice President,
Financial Advisor
John J. Griffith, Jr.
Principal,
Financial Advisor
Dickson Griswold, CFP®
Senior Vice President,
Financial Advisor
Teri Grubb
Senior Director,
Advisor Group
Glen Hahlen, CFP®
Senior Vice President,
Financial Advisor
Joshua S. Haire, CFP®
Senior Vice President,
Financial Advisor
Carter R. Hall, CFP®
Principal,
Financial Advisor
David J. Hansen
Principal,
Financial Advisor
Jared J. Hardin
Financial Advisor
Susan Rich Harris, ChFC®
Senior Associate,
Relationship Manager
Daniel R. Harsh, CFP®
Financial Advisor,
Financial Planning
Clay Hartman
Senior Vice President,
Financial Advisor
David R. Hartness, AIF®, CFP®, ChFC®, CLU®
Principal,
Financial Advisor
Errol Hau, CTP/CCM, AIF®
Principal,
Financial Advisor
Lisa Hay, CFP®, CPA
Financial Advisor
Sarah M Haynes
Senior Consultant
Oliver L. Haynes III
Principal,
Financial Advisor
Jeff Heasley, AIF®, PPC®
Vice President,
Financial Advisor
Ronald A. Heath
Financial Advisor,
Advice & Wellness
Blaise Heckman, CFP®, AEP®
Financial Advisor,
Relationship Manager
Rebecca Hedtler, CEBS®
Financial Advisor
Odom B. Heebe, Jr.
Vice President,
Financial Advisor
Cory Helmbrecht, CWS®
Financial Advisor,
Relationship Manager
Michael Henderson, CPA
Vice President,
Financial Advisor
Mary Ann Hennelly-Favata, CFP®
Senior Financial Advisor
Philip Henninger, CFP®
Vice President,
Financial Advisor
Kyle Heppner
Financial Advisor,
Advice & Wellness
Debra Lyn Hightower, AIF®
Principal,
Financial Advisor
Joshua T. Hill, CFA®
Principal,
Financial Advisor
Mary Hartman Hime
Principal,
Financial Advisor
Mike Hirte, CPA
Principal,
Tax
Charles Land Hite, Jr., CFP®
Principal,
Financial Advisor
Joshua T. Hohlfelder, CPA, CFP®, AEP®
Vice President,
Financial Advisor
Evan Holmes, CFA®
Vice President,
Financial Advisor
Kris Hornyak, CWS®
Financial Advisor,
Relationship Manager
Joseph C. (J.C.) Howard, CFA®, CFP®
Vice President,
Financial Advisor
Mark Howe, CFP®
Financial Advisor,
Relationship Manager
Christopher Huber, CPA
Financial Advisor
David Hudak, CFA®
Senior Vice President,
Financial Advisor
Michael E. Hudson, AIF®
Principal,
Head of Retirement Plan Consulting
Mark Huffman, JD, CFP®
Vice President,
Financial Advisor
Shane Hunter, CFP®
Principal,
Financial Advisor
Brandy B. Hydrick, CFP®
Principal,
Financial Planning
LeeAnn Iacona, FPQP®
Financial Advisor,
Relationship Manager
Jay Irons
Principal,
Financial Advisor
Timothy Irvin, CFP®, CPFA®, AIF®, CHSA®, QKA
Senior Financial Advisor
Mickey Jacobs, CFP®
Principal,
Financial Advisor
Mikael Jacobs, CFP®
Principal,
Financial Advisor
Elisabeth L. Jacobson, CFP®
Senior Vice President,
Financial Advisor
Ryan Jantzen
Principal,
Financial Advisor
Doug Jenkins, CFP®, CRPC®
Vice President,
Financial Advisor
John D. Jenkins
Senior Vice President,
Financial Advisor
Sydney Jennings
Senior Associate,
Relationship Manager
Christopher Jeppson, CFP®
Financial Advisor,
Relationship Manager
Brett Johnson, ChFC®
Financial Advisor,
Relationship Manager
Mark E. Johnson, AIFA®
Financial Advisor,
Relationship Manager
Donn A. Johnston, CFP®
Senior Vice President,
Financial Advisor
Katherine F. Johnston
Senior Financial Advisor
Donn A. Johnston, Jr., CFP®
Vice President,
Financial Advisor
BJ (Betty Jean) Jones, AIF®
Financial Advisor,
Advice & Wellness
Philly Jones, CFA®
Principal,
Financial Advisor
Robert A. Jones
Principal,
Financial Advisor
Todd L. Jones, AIF®, ARPS, CFP®
Principal,
Financial Advisor
Evan Judge, CFA®, CFP®
Principal,
Financial Advisor
Veronica Karas, CFP®
Senior Financial Advisor
Michael Karstens, CFP®, AIFA®
Senior Vice President,
Financial Advisor
Tom Keane
Senior Associate,
Relationship Manager
John Keeton, CFA
Senior Vice President,
Financial Advisor
Casey Keller, CFA
Senior Vice President,
Financial Advisor
T. Grey Kennedy
Senior Financial Advisor
Jack Kenney
Financial Advisor,
Advice & Wellness
Troy Kerr
Senior Vice President,
Financial Advisor
Wat Keys, CFP®, CRPS®
Financial Advisor,
Retirement Services
Stan Kimball, CFP®, CPA
Principal,
Financial Advisor
Alan Kleinberg, CFP®
Principal,
Financial Advisor
David O. Koch, CFA®, CFP®
Principal,
Financial Advisor
Christopher Krakowski, CFA®, CAIA, FRM®
Principal
George G. Kroustalis, CRPC®
Principal,
Financial Advisor
Andrew S. Kuleszka, CPA
Senior Manager,
Tax
Christopher D. Kulick, Jr., CIMA®
Principal,
Financial Advisor
Lance Lahourcade
Principal,
Financial Advisor
Lauren Lambert, CFA®
Senior Vice President,
Financial Advisor
Edward Landsman
Senior Vice President,
Financial Advisor
Shale W. Latter
Vice President,
Financial Advisor
Ryan Leach
Vice President,
Financial Advisor
Christina Lecholop, CFP®
Principal,
Financial Advisor
Randy Lee, CFP®
Principal,
Financial Advisor
Ryan W. Lee, CFP®
Senior Vice President,
Financial Advisor
Matthew Leggett, CFP®
Senior Financial Advisor
Brad Lemon
Principal,
Financial Advisor
Michael Lenzo, CFP®
Financial Advisor
Madelon Yanta Leone, CFA®
Principal,
Financial Advisor
Ted Lew, CFP®
Vice President,
Financial Advisor
Bryan T. Lewis
Financial Advisor,
Advice & Wellness
Jason E. Lewis, CFP®
Principal,
Financial Advisor
Ernest A. Liebre
Senior Vice President,
Financial Advisor
Eric Lipa
Associate,
Relationship Manager
John Lockwood, CFP®, CLU®
Principal,
Financial Advisor
Jeff Loehwing, PRP
Principal,
Financial Advisor
Raquel Lopez, CFP®, CPWA®
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
Jamie Lynch, CFP®, CEBS®
Senior Financial Advisor,
Relationship Manager
Chanon MacDonald, CFP®
Senior Associate,
Relationship Manager
Jane MacDonald, CFP®
Principal,
Financial Advisor
Marcus Magyar, CFP®
Vice President,
Financial Advisor
Christopher F. Mahoney, CFP®
Principal,
Financial Advisor
Michelle Mahoney, CFP®
Vice President,
Financial Advisor
Jesse Malik, CFP®, CRPC®
Financial Advisor,
Relationship Manager
John P. Maloney, CFA
Principal,
Financial Advisor
Chip Mang, CFP®, CWS®
Principal,
Financial Advisor
John Mangum
Principal,
Financial Advisor
Lawrence C. Manning, Jr., CFA®
Principal,
Financial Advisor
Trevor Mansour
Associate,
Relationship Manager
Michelle Marchionni
Financial Advisor,
Relationship Manager
Patrick Marlatt
Principal,
Financial Advisor
Harriet Marmon Helmle, CPA
Senior Financial Advisor,
New Client Relationships
Megan Marshall
Financial Advisor,
Relationship Manager
Ellen Ogan Martel, AIF®
Principal
John S. Martin, AIF®
Principal,
Financial Advisor
Brandon Martineson, NQPA™
Financial Advisor,
Relationship Manager
Jason Martinez, CIMA®
Senior Vice President,
Financial Advisor
Joseph Marzano, CFA®
Principal
John Masterson, AIF®, C(k)P®, QPFC®
Vice President,
Financial Advisor
John Matejka
Vice President,
Financial Advisor
Clay Matthews
Financial Advisor,
Advice & Wellness
Kathryn McCall, CFP®
Financial Advisor,
Financial Planning
Zach McCann, AIF®, CIMA®
Senior Financial Advisor
Greg McCarthy, CFA®
Principal,
Financial Advisor
Drew McCorkle
Senior Vice President,
Financial Advisor
Duncan McNiff
Senior Vice President,
Financial Advisor
Jerry B. McQueen, CFP®
Senior Vice President,
Financial Advisor
Mark T. Medlin, AIF®, CPA
Principal,
Financial Advisor
Scott Meggenberg
Principal
Evan Melcher, AIF®, ARPC, CIMA®, CPFA
Principal,
Financial Advisor
Lil Mercer
Vice President,
Financial Advisor
Erik Milam, CFP®, CeFT, RLP
Principal,
Financial Advisor
Jake Miller
Financial Advisor
Lisa Ivie Miller, AIF®
Principal,
Financial Advisor
Mark Miller
Principal,
Financial Advisor
Michelle Miller, CIPM
Senior Consultant,
Relationship Manager
Russell Miller, CFP®
Principal,
Financial Advisor
Andrew Mitchell, CFP®, CPA, PFS
Senior Associate,
Relationship Manager
Brian S. Mitchell, CFP®, CPWA®
Principal,
Financial Advisor
Bridget E. Mitchell, RP®, CFP®
Senior Financial Advisor
Deann Mitchell, CFP®, CDFA
Vice President,
Financial Advisor
Kevin Mitchell, CFP®
Principal,
Financial Advisor
David W. Mize, CFP®
Vice President,
Financial Advisor
Charles Mohr, CFA®
Principal
Mike Molewski, ChFC®, CFP®
Principal,
Financial Advisor
Claude Molosiu, CFA®
Senior Financial Advisor
Kevin Monroe
Senior Financial Advisor
Will Moody
Vice President,
Financial Advisor
Laura Morganelli, CFP®
Financial Advisor
AJ Morris, CFP®
Senior Vice President,
Financial Advisor
Shawn T.H. Morris, CFP®, AAMS®
Vice President,
Financial Advisor
Christine Quichocho Morrison, CFP®
Financial Advisor,
Relationship Manager
Taylor Morrison, CFP®
Senior Associate,
Relationship Manager
Steven H. Morton, CFP®, CPA
Principal,
Financial Advisor
Britni Mosher
Associate,
Relationship Manager
Tom Muldowney, C(k)P©
Vice President,
Financial Advisor
Scott Mulvaney, AIF®, CFP®, CPFA, CRPS®
Vice President,
Financial Advisor
Mark Muntean, CFA®, CFP®
Financial Advisor
Bob Nachman
Principal,
Financial Advisor
David K. Neal
Senior Vice President,
Financial Advisor
Jenifer Nesselrodt, AIF®, CEBS, RPA
Senior Financial Advisor,
Relationship Manager
Mark Nokyos, CFP®
Senior Vice President,
Financial Advisor
Cleve Nordeen
Vice President,
Financial Advisor
Oliver Norman, CFP®, CHFC®, CLU®, CDFA®
Vice President,
Financial Advisor
Ben Norwood, CPWA®
Principal,
Financial Advisor
Brendan Nosovitch, CFP®
Financial Advisor
Taylor Nowell
Financial Advisor
Mike O’Brien
Investment Associate
Darren Obrecht
Vice President,
Financial Advisor
Steve Olafson, CFP®
Vice President,
Financial Advisor
Thomas Oliphint
Senior Vice President,
Financial Advisor
Paul Owen, AIF®, APR®, MBA
Principal,
Financial Advisor
Teri Parker, CFP®
Vice President,
Financial Advisor
Michael Passalinqua, CFP®
Vice President,
Financial Advisor
Shalethia Patton
Financial Advisor,
Advice & Wellness
Bruce Paulson, CPA, JD, CFP
Senior Financial Advisor
Justin Pawl, CFA, CAIA, CFP®
Principal,
Financial Advisor
William (Bill) W. Paxton, CFP®
Principal,
Financial Advisor
Joey Payne
Senior Financial Advisor
George Pedraza
Vice President,
Financial Advisor
Robert Peel
Financial Advisor
Bradley Pendzick, CFP®
Financial Advisor
Ryan Penniman, CPA
Principal,
Financial Advisor
Samuel (Bo) Perry, Jr.
Principal,
Financial Advisor
Joseph Pesnell, CFA®
Senior Vice President,
Financial Advisor
Marcia Peters, CFA®
Senior Financial Advisor
Michael J. Peters CFP®, CPA
Principal,
Financial Advisor
Christine Petersen
Associate Relationship Manager
John H. Peterson
Senior Vice President,
Financial Advisor
Robert F. Piccirilli, CAIA®, CIMA®
Principal,
Financial Advisor
John A. Pickett, CIMA®
Senior Vice President,
Financial Advisor
Marcel Plomteaux
Financial Planning Associate
Patrick Plunkett, CFP®
Principal,
Financial Advisor
Casey Pogodzinski
Vice President,
Financial Advisor
Brian Pollard, CFP®, CLU®, CWS®
Senior Vice President,
Financial Advisor
Rebecca Pouliot, CPA, CFP®, AEP®
Principal,
Financial Advisor
Adam Powell
Financial Advisor,
Advice & Wellness
Seth Powell, CPA
Senior Associate,
Relationship Manager
Michael S. Pratico
Principal,
Financial Advisor
Ashley Preston, CFP®
Specialist,
Relationship Manager
Tyler Pugh, CFA®, CMT
Vice President,
Financial Advisor
Charles B. Pyke, Jr., JD
Principal,
Financial Advisor
David Ramsour, CFA®, CAIA
Principal
Beth Raymond, CFP®
Vice President,
Financial Advisor
Brett Reardon, CPFA, CIMA®
Financial Advisor,
Relationship Manager
Anne H. Reed, CFP®
Financial Advisor
Craig Reed, CFP®, CIMA®, CFA®
Principal,
Financial Advisor
Christeen Marie Reeg
Principal,
Financial Advisor
Mindy Reineke, RICP®
Senior Consultant,
Relationship Manager
Traynor Reitmeier, ARPS
Vice President,
Financial Advisor
Tom Reynolds, CPA
Principal,
Financial Advisor
Jan Rezler, QPFC
Senior Financial Advisor
Timothy D. Rice, AIF®, C(k)P®, CWS®
Principal,
Financial Advisor
Rob Richardson
Senior Vice President,
Financial Advisor
Christopher M. Riley, CFP®
Senior Vice President,
Financial Advisor
Jeremy Rinehart, ChFC®
Vice President,
Financial Advisor
Brian Rivotto, CPA, PFS
Managing Principal,
Financial Advisor
Chris Roberts, CFEI
Financial Advisor,
Advice & Wellness
Edwin “Rod” Rodriguez, Jr.
Principal,
Financial Advisor
Pamela Rodriguez, CFP®
Vice President,
Financial Advisor
Richard Rodriguez
Vice President,
Financial Advisor
Jill A. Rogers, CFP®, CPA
Senior Vice President,
Financial Advisor
Kenneth J. Rogers, AIF®, CEBS, CFP®
Principal,
Financial Advisor
Richard Rogers, CPA
Senior Vice President,
Financial Advisor
Mariska Witt Roney, CPA
Director,
Tax
Scott Rubin, CFA®
Senior Vice President,
Financial Advisor
Tanya Runyon
Financial Advisor
Abigail J. C. Russell, ARPS
Senior Vice President,
Financial Advisor
Allie Russo, CFA®
Financial Advisor,
Relationship Manager
Zack Sadler, CFA®
Principal,
Financial Advisor
Karen K. Salvatore, CFA, CFP®
Principal,
Financial Advisor
Michael Sanders
Principal,
Financial Advisor
Michael Sasso
Principal,
Financial Advisor
Thomas Saunders, CFA®, CFP®
Financial Advisor
Gary Savage, CFP®, CPA
Principal,
Financial Advisor
Anthony Scarpo
Vice President,
Financial Advisor
Joseph A. Scarpo
Principal,
Financial Advisor
Michelle Scarver, CPA/PFS
Senior 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
Greg Schott, CFP®, CIMA®, CPWA®
Vice President,
Financial Advisor
Stephen H. Schott
Principal and Senior Director,
Institutional Religious Retirement and Foundation Services
Paul Schreder, CFA®, CAIA
Principal
Andrew Schwark, CFA®, CAIA
Principal
Brett Schwartz, CFP®
Financial Advisor
David H. Schwartz, CFP®
Principal,
Financial Advisor
Catherine Seeber, CFP®, CeFT®
Vice President,
Financial Advisor
Kelly Shikany, CFP®, CDFA™
Vice President,
Financial Advisor
Andrew (AJ) Shimp, RPA
Senior Vice President,
Financial Advisor
Judith A. Shine, CFP®
Senior Vice President,
Financial Advisor
Kyle Shoemaker, CFP®
Senior Financial Advisor
Susan Shoemaker, CFP®, AIFA
Principal,
Financial Advisor
Daniel Simon, CFA®, CAIA
Principal
Brent Simpson, CIMA®, AIF®, CRPS®
Financial Advisor,
Relationship Manager
John Sinclair, CFP®
Senior Associate,
Relationship Manager
Tyler Sinclair, CFP®
Principal,
Financial Advisor
Francetta (Fran) Slacum
Senior Financial Advisor,
Relationship Manager
Russell Slagle, CPA
Senior Associate,
Relationship Manager
Fred Sloan, CFA®
Principal,
Financial Advisor
Kipp G. Small, CRPS
Senior Financial Advisor
Briana Smith, CFP®
Financial Advisor
Heidi Spencer
Senior Financial Advisor,
Relationship Manager
Jason F. Stanicek, CRPS®
Principal,
Financial Advisor
Miranda Stefan
Financial Advisor,
Relationship Manager
David Steine
Senior Vice President,
Financial Advisor
Jennifer Stevens
Senior Financial Advisor
Kristen Stewart
Senior Vice President,
Financial Advisor
Paul R. Stibich, Jr., CPFA
Senior Financial Advisor
David Stix, CFA®
Senior Vice President,
Financial Advisor
Jonathan Stoller, CFP®
Vice President,
Financial Advisor
Jon E. Strickland, AIF®
Principal,
Financial Advisor
Noel Strickling
Associate,
Relationship Manager
James W. Strodel, CEBS
Principal,
Financial Advisor
Daniel A. Summerlin, CFA®
Principal,
Financial Advisor
James R. Talton, III
Principal,
Financial Advisor
Cliff Taylor, CFP®
Principal,
Financial Advisor
Matthew C. Taylor
Senior Vice President,
Financial Advisor
Sean E. Teesdale, CFA®
Vice President,
Financial Advisor
Sherry Thiltgen
Vice President,
Financial Advisor
Lewis Thomas, II
Financial Advisor
Scott C. Thomas, CFP®, MBA
Principal,
Financial Advisor
Molly Thompson
Senior Financial Advisor,
Relationship Manager
Brian Thrasher
Vice President,
Financial Advisor
Giovanni Tiso, CFP®
Financial Advisor
Lisa Tobey
Senior Financial Advisor,
Relationship Manager
Jeremy Tollas, CPFA, CIMA®
Vice President,
Financial Advisor
Kaylie Tomadakis, CFP®
Financial Advisor,
Relationship Manager
Richard Torbinski
Principal,
Financial Advisor
Attila Toth
Principal,
Financial Advisor
Michelle Trouvé, CFA®
Principal,
Financial Advisor
Yen Truong, CFP®
Senior Associate,
Financial Planning
Kyle L. Tucker, CFP®
Principal,
Financial Advisor
Liz Ulrichson, CFP®, APMA®, CPFA
Financial Advisor,
Relationship Manager
James Underwood, CFA
Senior Director,
Portfolio Management
Daniel Urban, QPFC, TGPC
Senior Vice President,
Financial Advisor
James Valmonte, AIF®, CFP®
Vice President,
Financial Advisor
Mike Valone, CAIA®, CFA®
Vice President,
Financial Advisor
J.T. Vandegriff, CAIA, CFA®, CFP®
Principal,
Financial Advisor
Peter Vander Ploeg, CFP®
Vice President,
Financial Advisor
Casey Veach, CFP®, CFA®
Vice President,
Financial Advisor
Timothy J. VerSchure, AIF©, C(k)P©, CWS©
Principal,
Financial Advisor
Michael Volo
Principal,
Financial Advisor
Tim Vos, AIFA®, CIMA®
Principal
Ona Vredenburg
Senior Associate,
Relationship Manager
Tiffany L. Walker, CFP®, ChFC®
Financial Advisor
David Wallace, CFA
Senior Vice President,
Financial Advisor
Aaron Ward, CFA®
Principal
Patterson Ware
Associate Relationship Manager
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
Nathan Webel, CFP®
Financial Advisor,
Wealth Client Service
John Weber
Vice President,
Financial Advisor
Allen Weisz, CPA, CGMA
Senior Financial Advisor
Jennifer Wertheim, CPA
Director,
Tax
Scott A. Wertheim, AIF®, CEBS
Principal,
Financial Advisor
David Westra, AIF®, CFP®, CPFA
Principal,
Financial Advisor
Kathleen Whitmore
Financial Advisor,
Advice & Wellness
Peggy A. Whitmore, AIF®, CRPS®, PRP
Vice President,
Financial Advisor
Travis Whitten, CFP®
Senior Vice President,
Financial Advisor
David Will, AIF®, CFA®
Senior Financial Advisor
Susan S. Willett, CFP®, CTFA
Vice President,
Financial Advisor
Beau K. Williams, CFA®
Senior Financial Advisor
Judy Williamson
Financial Advisor,
Advice & Wellness
Nicholas Wilson
Vice President,
Financial Advisor
Steve Wilt, CIMA®
Principal,
Financial Advisor
Matthew F. Winton
Principal
Andrew B. Wisdom
Principal,
Financial Advisor
Emily Wrightson
Principal,
Financial Advisor
Chris Ylo, AIF®, C(k)P®
Financial Advisor,
Relationship Manager
Kevin Yoshida, CFA®
Principal
John Young
Senior Vice President,
Financial Advisor
Christopher Zavecz, CFP®
Senior Vice President,
Financial Advisor
Luis C. Zervigon, CFP®
Principal,
Financial Advisor
John Zick, AIF®, CPFA
Vice President,
Financial Advisor
