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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

David Akright, CFP®, CHFC®

Vice President,
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

Peter Ashby, CFP®, AWMA®

Vice President,
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

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Anthony Bergstrom, CPFA

Financial Advisor,
Relationship Manager

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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

William B. Blair, CFP®

Vice President,
Financial Advisor

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Advisor

Edward Paul Bock II, QKA, CEBS, QPFC

Financial Advisor,
Advice & Wellness

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Advisor

Nathan Bopp, AIF®, CFP®, RICP®

Senior Vice President,
Financial Advisor

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Advisor

Kelly Brothers, CFP®, MBA

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

David Cacciabeve, CIMA®, AIF®

Senior 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

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

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

Rosanne Costello

Senior Vice President,
Financial Advisor

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Advisor

Andrew Costello, CFP®

Senior Consultant,
Relationship Manager

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Advisor

Stephen L. Crank, CFA®

Senior 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

Justin Domber, CPFA, CIMA®

Financial Advisor,
Relationship Manager

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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

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

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

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

Jack Flippin, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Chris Frain, C(k)P®, CRPS®, CWS®

Financial Advisor,
Relationship Manager

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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

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

Matt Godleski, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Sheridan B. Grace

Financial Advisor,
Relationship Manager

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Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Principal,
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

Daniel R. Harsh, CFP®

Financial Advisor,
Financial Planning

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Advisor

Jeff Heasley, AIF®, PPC®

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

Debra Lyn Hightower, AIF®

Principal,
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

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

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

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

Senior Financial Advisor

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Advisor

Elisabeth L. Jacobson, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Sydney Jennings

Senior Associate,
Relationship Management

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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

BJ (Betty Jean) Jones, AIF®

Financial Advisor,
Advice & Wellness

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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

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

T. Grey Kennedy, AIF®, CHSA®

Senior Financial Advisor

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Advisor

Wat Keys, CFP®, CRPS®

Financial Advisor,
Retirement Services

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Advisor

David O. Koch, CFA®, CFP®

Principal,
Financial Advisor

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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

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

John Lockwood, CFP®, CLU®

Principal,
Financial Advisor

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Advisor

Jeff Loehwing, PRP

Senior Vice President,
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

Jamie Lynch, CFP®, CEBS®

Senior Financial Advisor,
Relationship Manager

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Advisor

Christopher F. Mahoney, CFP®

Principal,
Financial Advisor

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Advisor

Sarah A. Majeski, CPFA, AIF ®

Financial Advisor,
New Client Relationships

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Advisor

Lawrence C. Manning, Jr., CFA®

Principal,
Financial Advisor

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Advisor

Harriet Marmon Helmle, CPA

Senior Financial Advisor,
New Client Relationships

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Advisor

John Masterson, AIF®, C(k)P®, QPFC®

Vice President,
Financial Advisor

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Advisor

Kathryn McCall, CFP®

Financial Advisor,
Financial Planning

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Advisor

Che-Che S. McCrimmon, CPFA

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

Principal,
Financial Advisor

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Advisor

Michelle Miller, CIPM

Senior Consultant,
Relationship Manager

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Advisor

Brian Miserlian, CFP®

Financial Advisor,
Relationship Manager

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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

Mike Molewski, ChFC®, CFP®

Principal,
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

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

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

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

Michael Passalinqua, CFP®

Vice President,
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

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

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

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

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

Timothy D. Rice, AIF®, C(k)P®, CWS®

Principal,
Financial Advisor

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Advisor

Christopher M. Riley, CFP®

Senior 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

Kenneth J. Rogers, AIF®, CEBS, CFP®

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®

Senior Vice President,
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

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

Catherine Seeber, CFP®, CeFT®

Vice President,
Financial Advisor

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Advisor

Kelly Shikany, CFP®, CDFA™, CWS®

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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Advisor

Stacey R. Siegel, MBA

Financial Specialist,
Relationship Manager

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Advisor

Brent Simpson, CIMA®, AIF®, CRPS®

Financial Advisor,
Relationship Manager

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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

Kristen Stewart

Senior 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, CEBS

Senior Vice President,
Financial Advisor

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Advisor

Daniel A. Summerlin, CFA®

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

Scott C. Thomas, CFP®, MBA

Principal,
Financial Advisor

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Advisor

Molly Thompson

Senior Financial Advisor,
Relationship Manager

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Advisor

Lisa Tobey

Senior Financial Advisor,
Relationship Manager

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Advisor

Jeremy Tollas, CPFA, CIMA®

Vice President,
Financial Advisor

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Advisor

Kaylie Tomadakis, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Liz Ulrichson, CFP®, APMA®, CPFA

Financial Advisor,
Relationship Manager

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Advisor

James Underwood, CFA

Senior Director,
Portfolio Management

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Advisor

Daniel Urban, QPFC, TGPC

Senior Vice President,
Financial Advisor

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Advisor

James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

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Advisor

Mike Valone, CAIA®, CFA®

Vice President,
Financial Advisor

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Advisor

J.T. Vandegriff, CAIA, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Peter Vander Ploeg, CFP®

Vice President,
Financial Advisor

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Advisor

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

Principal,
Financial Advisor

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Advisor

David Wallace, CFA

Senior Vice President,
Financial Advisor

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Advisor

Kathy Wallace, CFP®, CTFA

Principal,
Financial Advisor

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Advisor

Nathan Webel, CFP®

Financial Advisor,
Wealth Client Service

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Advisor

Scott A. Wertheim, AIF®, CEBS

Principal,
Financial Advisor

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Advisor

David Westra, AIF®, CFP®, CPFA

Principal,
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

Chris Ylo, AIF®, C(k)P®

Financial Advisor,
Relationship Manager

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Advisor

Christopher Zavecz, CFP®

Vice President,
Financial Advisor

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Advisor

John Zick, AIF®, CPFA

Vice President,
Financial Advisor

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