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 Aber
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®
Vice President,
Financial Advisor
Earle Allen, CEBS®
Principal,
Financial Advisor
William Altavilla, AIF®
Principal,
Financial Advisor
Jeremy Altfeder, CFP®
Vice President,
Financial Advisor
Phillip C. Anderson, AIF®
Principal,
Financial Advisor
Sue Anderson, CFP®
Vice President,
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
Vice President,
Financial Advisor
Elina Babadzhanova, AIF®
Senior 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
Sean Bayne, QKA®
Financial Advisor
Barron D. Beal, CPWA®
Principal
Buck Beam
Senior Vice President,
Financial Advisor
Anthony Bergstrom, CPFA
Financial Advisor,
Relationship Manager
Richmond G. Bernhardt III
Principal,
Financial Advisor
Amanda Bernier, CFP®
Financial Advisor,
Relationship Manager
Kristi Bieber Gibbs
Principal
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
Erica Blomgren
Vice President,
Financial Advisor
Edward Paul Bock II, QKA, CEBS, QPFC
Financial Advisor,
Advice & Wellness
Nathan Bopp, AIF®, CFP®, RICP®
Senior Vice President,
Financial Advisor
Marcus P. Borel, CFP®
Financial Advisor
Wesley Boyce, CFP®
Principal,
Financial Advisor
Brent Bradshaw, ARPC
Vice President,
Financial Advisor
Caty S. Bragg, CFP®
Vice President,
Financial Advisor
Lyle Brandt
Vice President,
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, CIMA®, AIF®
Senior 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
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
Will Chitwood
Vice President,
Financial Advisor
Kyle Clark, CFP®
Vice President,
Financial Advisor
Kyle G. Clifford, CAIA
Vice President,
Financial Advisor
Kathaleen M. Coelho, CFP®, CPA
Vice President,
Financial Advisor
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor,
Wealth Management
Dale Connors, CFA®
Principal
Rob Cook, CPA, CFP®
Financial Advisor,
Financial Planning
Maura Copsey, CDFA®
Principal,
Financial Advisor
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
Annmarie R. Cottage
Senior Associate,
Family Office
Karyn Courtney
Senior Associate,
Family Office
Kristina Craig, CPA, CGMA®
Director,
Tax
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
Gary Davis, CRPS®, AIF®
Principal,
Financial Advisor
Mark A. Davis, QPFC
Senior Vice President,
Financial Advisor
Chad Day, CFP®
Vice President,
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
Dan DiGiacomo
Principal,
Financial Advisor
Peter DiNardo, CFP®
Financial Advisor
Justin Domber, CPFA, CIMA®
Financial Advisor,
Relationship Manager
Matt R. Doyle, CFP®
Principal,
Financial Advisor
Craig Draper
Vice President,
Financial Advisor
Dori Drayton, CPA, CFP®
Senior Vice President,
Financial Advisor
Sam Dreibelbis, CPA, CFP®
Vice President,
Financial Advisor
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®, NQPA®
Vice President,
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
Jim Edwards, AIF®
Principal,
Financial Advisor
Timothy Egan
Principal
Karl J. Eggerss
Principal
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®
Senior Specialist,
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®
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
Andrew Fiegel, CFA®, CAIA
Principal
Bryan W. Fitzpatrick
Principal,
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
Johnny C. Garrett, Jr., ARPS
Principal,
Financial Advisor
Ken Garrett, CPA
Director,
Tax
Ted Garza
Financial Advisor,
Advice & Wellness
Julia Gavrilov, CFA®
Vice President,
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
Senior Vice President,
Financial Advisor
Matt Godleski, CFA®, CFP®
Principal,
Financial Advisor
Rob A. Godwin, CPA
Principal,
Financial Advisor
David E. Goldberger, CFP®
Financial Advisor
Benjamin Goldman, CFP®
Principal,
Financial Advisor
Scott Gordon, AIF®, IPFC
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
Elliot Greenberg, CFA®
Principal
Chad Griffeth, AIF®
Vice President,
Financial Advisor
John J. Griffith, Jr., AIF®
Principal,
Financial Advisor
Glen Hahlen, CFP®
Senior Vice President,
Financial Advisor
Joshua S. Haire, CFP®
Vice President,
Financial Advisor
Carter R. Hall, CFP®
Principal,
Financial Advisor
Troy Hammond, AIF®, CFP®, CRPS®, PRP
Principal
David J. Hansen
Principal,
Financial Advisor
Jared J. Hardin
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
Ronald A. Heath
Financial Advisor,
Advice & Wellness
Rebecca Hedtler, CEBS®
Financial Advisor
Odom B. Heebe, Jr.
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
Donna Herndon
Senior Associate,
Relationship Manager
Debra Lyn Hightower, AIF®
Principal,
Financial Advisor
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
Joshua T. Hohlfelder, CPA, CFP®, AEP®
Vice President,
Financial Advisor
Evan Holmes, CFA®
Senior Financial Advisor,
Relationship Manager
Ron Homer, AIF®
Vice President,
Financial Advisor
Kris Hornyak, CWS®
Financial Advisor,
Relationship Manager
Joseph C. (J.C.) Howard, CFA®, CFP®
Vice President,
Financial Advisor
Christopher Huber, CPA
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
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
Ryan Jantzen
Principal,
Financial Advisor
Sydney Jennings
Associate,
Relationship Management
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
BJ (Betty Jean) Jones, AIF®
Financial Advisor,
Advice & Wellness
Philly Jones, CFA®
Principal,
Financial Advisor
Robert A. Jones
Senior Vice President,
Financial Advisor
Todd L. Jones, AIF®, ARPS, CFP®
Principal,
Financial Advisor
Evan Judge, CFA®, CFP®
Principal,
Financial Advisor
Veronica Karas, CFP®
Senior 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, AIF®, CHSA®
Senior Financial Advisor
Jack Kenney
Financial Advisor,
Advice & Wellness
Wat Keys, CFP®, CRPS®
Vice President,
Financial Advisor
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®
Senior Vice President,
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
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
Matthew Leggett, CFP®
Senior Financial Advisor
Brad Lemon
Principal,
Financial Advisor
Michael Lenzo, CFP®
Financial Advisor
Madelon Yanta Leone, CFA®
Principal,
Financial Advisor
Jeffrey A. Levy
Principal,
Financial Advisor
Ted Lew, CFP®
Vice President,
Financial Advisor
Bryan T. Lewis
Financial Advisor,
Advice & Wellness
Ernest A. Liebre
Senior Vice President,
Financial Advisor
Eric Lipa
Associate,
Relationship Manager
John Lockwood, CFP®, CLU®
Principal,
Financial Advisor
Jeff Loehwing, PRP
Senior Vice President,
Financial Advisor
Raquel Lopez, CFP®
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
Marcus Magyar, CFP®
Vice President,
Financial Advisor
Christopher F. Mahoney, CFP®
Principal,
Financial Advisor
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
Michael Maresh, AIFA®, ARPC
Senior Vice President,
Financial Advisor
Patrick Marlatt
Senior Vice President,
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
Joseph Marzano, CFA®
Principal
John Masterson, AIF®, C(k)P®, QPFC®
Vice President,
Financial Advisor
John Matejka, CRPS®
Vice President,
Financial Advisor
Clay Matthews
Financial Advisor,
Advice & Wellness
Kathryn McCall, CFP®
Financial Advisor,
Financial Planning
Zach McCann, AIF®
Senior Financial Advisor
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
Scott Meggenberg
Principal
Evan Melcher, AIF®, ARPC, CIMA®, CPFA
Principal,
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
Brian Miserlian, CFP®
Financial Advisor,
Relationship Manager
Brian S. Mitchell, CFP®, CPWA®
Principal,
Financial Advisor
Bridget E. Mitchell, RP®, CFP®
Senior Financial Advisor
David W. Mize, CFP®
Vice President,
Financial Advisor
Charles Mohr
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
Holly Hurlbert Moore, CFP®
Principal,
Financial Advisor
Laura Morganelli, CFP®
Financial Advisor
AJ Morris, CFP®
Senior Vice President,
Financial Advisor
Jesse Morris, AIF®, CPFA®, NQPA®
Senior Financial Advisor
Shawn T.H. Morris, CFP®, AAMS®
Vice President,
Financial Advisor
Steven H. Morton, CFP®, CPA
Principal,
Financial Advisor
Britni Mosher
Associate,
Relationship Manager
Tom Muldowney, C(k)P©
Vice President,
Financial Advisor
Mark Muntean, AIF®, CFA®, CFP®
Financial Advisor
Robert Nachman
Principal,
Financial Advisor
Jenifer Nesselrodt, AIF®, CEBS, RPA
Senior Financial Advisor,
Relationship Manager
Mark Nokyos, CFP®
Senior 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
Kathleen M. O’Brien, CPA
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., CFP®
Principal,
Financial Advisor
Michael J. Peters CFP®, CPA
Vice President,
Financial Advisor
John H. Peterson
Senior Vice President,
Financial Advisor
Jacky Phan
Associate,
Relationship Manager
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
Patrick Plunkett, CFP®
Principal,
Financial Advisor
Casey Pogodzinski
Vice President,
Financial Advisor
Brian Pollard, CFP®, CLU®, CWS®
Vice President,
Financial Advisor
Rebecca Pouliot, CPA, CFP®, AEP®
Principal,
Financial Advisor
Adam Powell
Financial Advisor,
Advice & Wellness
Michael S. Pratico
Senior Vice President,
Financial Advisor
Tyler Pugh, CFA®, CMT
Vice President,
Financial Advisor
Charles B. Pyke, Jr., JD
Principal,
Financial Advisor
Frank Pyles, CFP®, CIMA®
Vice President,
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
Christeen Marie Reeg
Principal,
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
Brian Rivotto, CPA, PFS
Managing Principal,
Financial Advisor
Chris Roberts, CFEI
Financial Advisor,
Advice & Wellness
Brittany Robertson, CFP®, CES™
Financial Advisor,
Relationship Manager
Edwin “Rod” Rodriguez, Jr.
Principal,
Financial Advisor
Richard Rodriguez
Vice President,
Financial Advisor
Kenneth J. Rogers, AIF®, CEBS, CFP®
Senior Vice President,
Financial Advisor
Mariska Witt Roney, CPA
Director,
Tax
Tanya Runyon
Financial Advisor
Abigail J. C. Russell, ARPS
Vice President,
Financial Advisor
Zack Sadler, CFA®
Principal,
Financial Advisor
Karen K. Salvatore, CFA, CFP®
Senior Vice President,
Financial Advisor
Michael Sanders
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
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
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™, CWS®
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
Senior Vice President,
Financial Advisor
Stacey R. Siegel, MBA
Financial Specialist,
Relationship Manager
Daniel Simon, CFA®, CAIA
Principal
Brent Simpson, CIMA®, AIF®, CRPS®
Financial Advisor,
Relationship Manager
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
Miranda Stefan
Financial Advisor,
Relationship Manager
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
Senior Vice President,
Financial Advisor
Daniel A. Summerlin, CFA®
Senior Vice President,
Financial Advisor
Alana Tallarico, CFP®
Financial Advisor
James R. Talton, III
Principal,
Financial Advisor
Sean E. Teesdale, CFA®
Vice President,
Financial Advisor
Daniel Thibodeau, 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
Molly Thompson
Senior Financial Advisor,
Relationship Manager
Brian Thrasher
Vice President,
Financial Advisor
Giovanni Tiso
Financial Advisor
Lisa Tobey
Senior Financial Advisor,
Relationship Manager
Jeremy Tollas, CPFA, CIMA®
Vice President,
Financial Advisor
Kaylie Tomadakis, CFP®
Financial Advisor,
Relationship Manager
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
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
Timothy J. VerSchure, AIF©, C(k)P©, CWS©
Principal,
Financial Advisor
Michael Volo
Principal,
Financial Advisor
Ona Vredenburg
Senior Associate,
Relationship Manager
Tiffany L. Walker, CFP®, ChFC®
Financial Advisor
David Wallace, CFA
Senior Vice President,
Financial Advisor
Kathy Wallace, CFP®, CTFA
Principal,
Financial Advisor
Aaron Ward, CFA®
Principal
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, CGMA, CPA
Senior Financial Advisor
Scott A. Wertheim, AIF®, CEBS
Senior Vice President,
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®
Vice President,
Financial Advisor
Abby Williams
Associate,
Relationship Manager
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
Mike Woods
Senior Vice President,
Financial Advisor
Emily Wrightson
Principal,
Financial Advisor
Wilson Mak Yi
Senior Associate,
Relationship Manager
Chris Ylo, AIF®, C(k)P®
Financial Advisor,
Relationship Manager
Kevin Yoshida, CFA®
Principal
John Young
Senior Vice President,
Financial Advisor
Christopher Zavecz, CFP®
Vice President,
Financial Advisor
Luis C. Zervigon, CFP®
Principal,
Financial Advisor
John Zick, AIF®, CPFA
Vice President,
Financial Advisor
