Our People Search | CAPTRUST Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock

Our People

At CAPTRUST, we believe investment advisory firms
are only as strong as the people who create the advice.

Advisor

Aaron Adcock, CWS©

Vice President,
Financial Advisor

View Profile
Advisor

Abigail J. C. Russell, ARPS

Senior Vice President,
Financial Advisor

View Profile
Advisor

Adam M. Eisenhauer

Vice President,
Financial Advisor

View Profile
Advisor

AJ Morris, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Al Cannon, CFP®, CRPS®, AIF®

Principal,
Financial Advisor

View Profile
Advisor

Alan Kleinberg, CFP®

Principal,
Financial Advisor

View Profile
Advisor

M. Alan Bishop, Jr., CFA, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Alex Brown, CPA, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Allie Russo, CFA

Financial Advisor,
Relationship Manager

View Profile
Advisor

Amanda Lyons, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Andrew Costello, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Andrew Mitchell, CFP®, CPA, PFS

Senior Associate,
Relationship Manager

View Profile
Advisor

Andrew (AJ) Shimp, RPA

Senior Vice President,
Financial Advisor

View Profile
Advisor

Annmarie R. Cottage

Senior Consultant,
Family Office

View Profile
Advisor

Anthony Harvot, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Ashley Preston, CFP®

Specialist,
Relationship Manager

View Profile
Advisor

Barron (Barry) V. Schmitt

Principal,
Financial Advisor

View Profile
Advisor

Ben Christensen

Senior Vice President,
Financial Advisor

View Profile
Advisor

Benjamin Goldman, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Beth Cornell, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

BJ (Betty Jean) Jones, AIF®

Financial Advisor,
Advice & Wellness

View Profile
Advisor

Blaise Heckman, CFP®, AEP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Bob Eagle, CMFC®, CRPS®

Senior Financial Advisor

View Profile
Advisor

Brandon Martineson, NQPA™

Financial Advisor,
Relationship Manager

View Profile
Advisor

Brandy B. Hydrick, CFP®

Principal,
Financial Planning

View Profile
Advisor

Braxton Barnes

Financial Advisor,
Relationship Manager

View Profile
Advisor

Brenda Alfaro

Financial Advisor,
Relationship Manager

View Profile
Advisor

Brent Simpson, CIMA®, AIF®, CRPS®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Brett Johnson, ChFC®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Brett Reardon, CPFA, CIMA®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Brian Pollard, CFP®, CLU®, CWS®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Brian Abad, CPFA®

Vice President,
Financial Advisor

View Profile
Advisor

Brian Rivotto, CPA

Managing Principal,
Financial Advisor

View Profile
Advisor

Brian S. Mitchell, CFP®, CPWA®

Principal,
Financial Advisor

View Profile
Advisor

Bridget E. Mitchell, CFP®

Senior Financial Advisor

View Profile
Advisor

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Bruce Graham, CFA

Vice President,
Financial Advisor

View Profile
Advisor

Bruce Paulson, JD, CFP, CPA (inactive)

Senior Financial Advisor

View Profile
Advisor

Bryan T. Lewis

Financial Advisor,
Advice & Wellness

View Profile
Advisor

Buck Beam

Senior Vice President,
Financial Advisor

View Profile
Advisor

Carol J. Romney, CFP®, CFA

Financial Advisor,
Relationship Manager

View Profile
Advisor

Carter R. Hall, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Carter Vaughan, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Casey Pogodzinski

Vice President,
Financial Advisor

View Profile
Advisor

Casey Keller, CFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

Casey Veach, CFP®, CFA

Vice President,
Financial Advisor

View Profile
Advisor

Catherine Seeber, CFP®, CeFT®

Vice President,
Financial Advisor

View Profile
Advisor

Catherine Ellis, CRPS

Vice President,
Financial Advisor

View Profile
Advisor

Caty S. Bragg, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Chad Griffeth, AIF®

Vice President,
Financial Advisor

View Profile
Advisor

Chanon MacDonald, CFP®

Senior Associate,
Relationship Manager

View Profile
Advisor

Charles B. Pyke, Jr., JD

Principal,
Financial Advisor

View Profile
Advisor

Charles Land Hite, Jr., CFP®

Principal,
Financial Advisor

View Profile
Advisor

Chip Mang, CFP®, CWS®

Principal,
Financial Advisor

View Profile
Advisor

Christopher Jeppson, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Chris Butz, ChFC®, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Chris Frain, C(k)P®, CRPS®, CWS®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Chris Ylo, AIF®, C(k)P®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Chris Roberts, CFEI

Financial Advisor,
Advice & Wellness

View Profile
Advisor

Chris Bergthold, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Christian Ledoux, CFA

Director,
Individual Securities Management

View Profile
Advisor

Christian Ray, CFP®, CPWA®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Christina Markell-Balleza, JD

Managing Director,
General Counsel

View Profile
Advisor

Christina Lecholop, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Christina Burroughs, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Christina Markell-Balleza, JD

Managing Director,
General Counsel,
CAPTRUST

View Profile
Advisor

Christine Cunningham, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Christine Quichocho Morrison, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Christopher D. Kulick, Jr., CIMA®

Principal,
Financial Advisor

View Profile
Advisor

Christopher Zavecz, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Christopher F. Mahoney, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Christopher Whitlow

Senior Director,
Advice and Wellness

View Profile
Advisor

Christopher M. Riley, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Clay Matthews

Financial Advisor,
Advice & Wellness

View Profile
Advisor

Clay Hartman

Senior Vice President,
Financial Advisor

View Profile
Advisor

Colleen Reese, CPA

Financial Advisor,
Relationship Manager

View Profile
Advisor

Cory Helmbrecht, CWS®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Craig Draper, JD

Vice President,
Financial Advisor

View Profile
Advisor

Craig Reed, CFP®, CIMA®, CFA

Principal,
Financial Advisor

View Profile
Advisor

Daniel Esch

Senior Vice President,
Financial Advisor

View Profile
Advisor

Dan Westin, CFP®, ChFC®, CASL

Managing Principal

View Profile
Advisor

Daniel R. Harsh, CFP®

Financial Advisor,
Financial Planning

View Profile
Advisor

Daniel Urban, QPFC, TGPC

Senior Vice President,
Financial Advisor

View Profile
Advisor

Daniel A. Summerlin, CFA

Principal,
Financial Advisor

View Profile
Advisor

Darryl Edmonds, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Dasha Smith

Executive Vice President and
Chief Administrative Officer,
National Football League

View Profile
Advisor

Dave Fernandez, CFA, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

David H. Schwartz, CFP®

Principal,
Financial Advisor

View Profile
Advisor

David O. Koch, CFA, CFP®

Principal,
Financial Advisor

View Profile
Advisor

David Cacciabeve, CIMA®, AIF®

Senior Financial Advisor

View Profile
Advisor

David Stix, CFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

David Westra, AIF®, CFP®, CPFA

Principal,
Financial Advisor

View Profile
Advisor

David Akright, CFP®, CHFC®

Senior Vice President,
Financial Advisor

View Profile
Advisor

David Wallace, CFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

David Hudak, CFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

David K. Neal

Senior Vice President,
Financial Advisor

View Profile
Advisor

David R. Hartness, AIF®, CFP®, ChFC®, CLU®

Principal,
Financial Advisor

View Profile
Advisor

David Steine

Senior Vice President,
Financial Advisor

View Profile
Advisor

David W. Mize, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Dawn McPherson, CBFA, QPFC

Director,
Retirement Plan Consulting

View Profile
Advisor

Deann Mitchell, CFP®, CDFA

Vice President,
Financial Advisor

View Profile
Advisor

Deanna Bamford, CEBS, CPFA

Senior Financial Advisor,
Relationship Manager

View Profile
Advisor

Debra Lyn Hightower, AIF®

Principal,
Financial Advisor

View Profile
Advisor

Denise Buchanan

Senior Director,
Chief Compliance Officer

View Profile
Advisor

Denise Rothermel, CFP®, CPA, ASA, ABV ®

Vice President,
Financial Advisor

View Profile
Advisor

Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®

Principal,
Financial Advisor

View Profile
Advisor

Dickson Griswold, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Donald Lutomski, CFA, CMA

Principal,
Financial Advisor

View Profile
Advisor

Donn A. Johnston, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Donn A. Johnston, Jr., CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Dori Drayton, CPA, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Doug Jenkins, CFP®, CRPC®

Vice President,
Financial Advisor

View Profile
Advisor

Drew McCorkle

Senior Vice President,
Financial Advisor

View Profile
Advisor

Drew Digby, CFP®, CPA, PFS, CEPA

Vice President,
Financial Advisor

View Profile
Advisor

Duncan McNiff

Senior Vice President,
Financial Advisor

View Profile
Advisor

Edward Landsman

Senior Vice President,
Financial Advisor

View Profile
Advisor

Edward A. Cheatham, RICP®, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Edward Paul Bock II, CFEI, CEBS, QPFC

Financial Advisor,
Advice & Wellness

View Profile
Advisor

Edward V. Welch, Jr.

Managing Director,
Head of Wealth Management

View Profile
Advisor

Edwin “Rod” Rodriguez, Jr.

Principal,
Financial Advisor

View Profile
Advisor

Elina Babadzhanova, AIF®

Senior Financial Advisor

View Profile
Advisor

Elisabeth L. Jacobson, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Eric W. Bailey, CFA

Principal,
Head of Endowments & Foundations

View Profile
Advisor

Erik Milam, CFP®, CeFT, RLP

Principal,
Financial Advisor

View Profile
Advisor

Ernest A. Liebre

Senior Vice President,
Financial Advisor

View Profile
Advisor

Errol Hau, CTP/CCM, AIF®

Principal,
Financial Advisor

View Profile
Advisor

Evan Melcher, AIF®, ARPC, CIMA®, CPFA

Principal,
Financial Advisor

View Profile
Advisor

Evan Holmes, CFA

Vice President,
Financial Advisor

View Profile
Advisor

Evan Judge, CFA, CFP®

Principal,
Financial Advisor

View Profile
Advisor

J. Fielding Miller

Chief Executive Officer,
Co-Founder

View Profile
Advisor

Francetta (Fran) Slacum

Senior Financial Advisor,
Relationship Manager

View Profile
Advisor

Frank Bub

Senior Director,
Head of Wealth Management Consulting

View Profile
Advisor

Gary Savage, CFP®, CPA

Principal,
Financial Advisor

View Profile
Advisor

Gary Dean, CFA

Managing Principal,
Financial Advisor

View Profile
Advisor

George G. Kroustalis, CRPC®

Principal,
Financial Advisor

View Profile
Advisor

Glen Hahlen, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Grant Verhaeghe

Senior Director,
Asset/Liability Practice Leader

View Profile
Advisor

Greg Schott, CFP®, CIMA®, CPWA®

Vice President,
Financial Advisor

View Profile
Advisor

Harriet Marmon Helmle, CPA

Senior Financial Advisor,
New Client Relationships

View Profile
Advisor

Harrison M. Collins, CPA, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Heather Darcy, CPFA

Vice President,
Financial Advisor

View Profile
Advisor

Heather Shanahan

Director,
Endowments & Foundations

View Profile
Advisor

Heather Ford Caussade, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Heidi Spencer

Senior Financial Advisor,
Relationship Manager

View Profile
Advisor

Hugh Wilson Cole III (Trae), CFP®

Financial Advisor,
Wealth Management

View Profile
Advisor

J. Fielding Miller

Chief Executive Officer and
Co-Founder,
CAPTRUST

View Profile
Advisor

J.T. Vandegriff, CAIA, CFA, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Jacob Herd, CFP®

Senior Associate,
Relationship Manager

View Profile
Advisor

Jake D. Miller

Financial Advisor,
Relationship Manager

View Profile
Advisor

James W. Strodel, CEBS

Principal,
Financial Advisor

View Profile
Advisor

James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

James F. Stafford, MCR

Senior Director,
Corporate Real Estate and Facilities

View Profile
Advisor

James Underwood, CFA

Senior Director,
Portfolio Management

View Profile
Advisor

Jamie Lynch, CFP®, CEBS®

Senior Financial Advisor,
Relationship Manager

View Profile
Advisor

Jane MacDonald, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Janelle Correnti, CPA, PFS, CFP®, CPWA®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Jared Anderson, CFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

Jarod Maloney, CPA

Vice President,
Financial Advisor

View Profile
Advisor

Jason F. Stanicek, CRPS®

Principal,
Financial Advisor

View Profile
Advisor

Jason Stephens, ARPS, CIMA®, CFS®

Senior Director,
Nonqualified Executive Benefits Practice Leader

View Profile
Advisor

Jason E. Lewis, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Jason Martinez, CIMA®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Jean Duffy, AIFA®, CPFA®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Principal,
Financial Advisor

View Profile
Advisor

Jeff Heasley, AIF®, PPC®

Vice President,
Financial Advisor

View Profile
Advisor

Jefferson Adcock, CFP®, CLU®

Principal,
Financial Advisor

View Profile
Advisor

Jeffrey Freiser

Financial Advisor,
Advice & Wellness

View Profile
Advisor

Jenifer Nesselrodt, AIF®, CEBS, RPA

Senior Financial Advisor,
Relationship Manager

View Profile
Advisor

Jennifer Doss, CRPS®, QKA, TGPC

Senior Director,
Defined Contribution Practice Leader

View Profile
Advisor

Jennifer Arps, CFP®

Director,
Tax and Client Advisor

View Profile
Advisor

Jeremy Altfeder, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Jeremy Chambers, CPFA, QKA, CIMA®

Vice President,
Financial Advisor

View Profile
Advisor

Jeremy Tollas, CPFA, CIMA®

Vice President,
Financial Advisor

View Profile
Advisor

Jeremy Rinehart, ChFC®

Vice President,
Financial Advisor

View Profile
Advisor

Jerry B. McQueen, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Jesse Malik, CFP®, CRPC®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Jill A. Rogers, CFP®, CPA

Senior Vice President,
Financial Advisor

View Profile
Advisor

John J. Griffith, Jr.

Principal,
Financial Advisor

View Profile
Advisor

John Leissner, ARPS, CFS®

Senior Director,
Head, Institutional Client Service and Operations

View Profile
Advisor

John Young

Senior Vice President,
Financial Advisor

View Profile
Advisor

John A. Pickett, CIMA®

Senior Vice President,
Financial Advisor

View Profile
Advisor

John S. Martin, AIF®

Principal,
Financial Advisor

View Profile
Advisor

John R. Davenport, CFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

John Masterson, AIF®, C(k)P®, QPFC®

Vice President,
Financial Advisor

View Profile
Advisor

John Zick, AIF®, CPFA

Vice President,
Financial Advisor

View Profile
Advisor

John Lockwood, CFP®, CLU®

Principal,
Financial Advisor

View Profile
Advisor

John D. Eadie, CPA, CFA, CFP®, PFS, CLU®, CIMA, CKA®

Principal,
Financial Advisor

View Profile
Advisor

John Keeton, CFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

John D. Jenkins

Senior Vice President,
Financial Advisor

View Profile
Advisor

John Sinclair, CFP®

Senior Associate,
Relationship Manager

View Profile
Advisor

John Brimhall, CPA, CFA, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

John H. Peterson

Senior Vice President,
Financial Advisor

View Profile
Advisor

Johnny C. Garrett, Jr., ARPS

Principal,
Financial Advisor

View Profile
Advisor

Jon E. Strickland, AIF®

Principal,
Financial Advisor

View Profile
Advisor

Jonathan Stoller, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Joseph Pesnell, CFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

Joseph C. (J.C.) Howard, CFA, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Joshua S. Haire, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Joshua T. Hohlfelder, CPA, CFP®, AEP®

Vice President,
Financial Advisor

View Profile
Advisor

Judith A. Shine, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Judy Williamson

Financial Advisor,
Advice & Wellness

View Profile
Advisor

Julie Fuller, CPA, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Justin Domber, CPFA, CIMA®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Justin Pawl, CFA, CAIA, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Karen Denise

Senior Director
Head, Wealth Client Service

View Profile
Advisor

Karen Casillas, AIF®, CPFA®, CFS

Vice President,
Financial Advisor

View Profile
Advisor

Karen K. Salvatore, CFA, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Kathaleen M. Coelho, CFP®, CPA

Vice President,
Financial Advisor

View Profile
Advisor

Kathleen Whitmore

Financial Advisor,
Advice & Wellness

View Profile
Advisor

Kathryn McCall, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Kathy Del Corso-Chase, ARPS, CRSP

Senior Director,
Integration Team,
Human Resources

View Profile
Advisor

Katie Eldred, AIF®

Vice President,
Financial Advisor

View Profile
Advisor

Katie Johnson, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Kaylie Tomadakis, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Keith Biskup, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Kelly Shikany, CFP®, CDFA™

Vice President,
Financial Advisor

View Profile
Advisor

Kelly Brothers, CFP®, MBA

Principal,
Financial Advisor

View Profile
Advisor

Kenneth J. Rogers, AIF®, CEBS, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Kevin Mitchell, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Kevin Lawson, CFP®, CTFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

Kevin A. Chang, CPA, CFP®, AIF®

Principal,
Financial Advisor

View Profile
Advisor

Kim Cornwell, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Kim M. Elliott, AIF®

Vice President,
Financial Advisor

View Profile
Advisor

Kirk Futrell, CWS®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Kirkland Caison, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Kris Hornyak, CWS®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Kristen Stewart

Senior Vice President,
Financial Advisor

View Profile
Advisor

Kyle Campbell, CFA, CAIA®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Kyle L. Tucker, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Kyle Clark, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Kyle G. Clifford, CAIA

Vice President,
Financial Advisor

View Profile
Advisor

Laura Greenbaum

Financial Advisor,
Relationship Manager

View Profile
Advisor

Lauren Lambert, CFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

Lawrence C. Manning, Jr., CFA

Principal,
Financial Advisor

View Profile
Advisor

LeeAnn Iacona, FPQP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Lisa Tobey

Senior Financial Advisor,
Relationship Manager

View Profile
Advisor

Lisa Fox Danford, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Lisa Ivie Miller, AIF®

Principal,
Financial Advisor

View Profile
Advisor

Liz Ulrichson, CFP®, APMA®, CPFA

Financial Advisor,
Relationship Manager

View Profile
Advisor

Lori Chidgey

Senior Specialist,
Relationship Manager

View Profile
Advisor

Lorice Bianchi

Senior Vice President,
Financial Advisor

View Profile
Advisor

Luis C. Zervigon, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Luke M. Hayes, CPA

Financial Advisor,
Relationship Manager

View Profile
Advisor

Madelon Yanta Leone, CFA

Principal,
Financial Advisor

View Profile
Advisor

Marcel Plomteaux, CFP®

Financial Planning Associate

View Profile
Advisor

Marcus Magyar, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA

Principal,
Financial Advisor

View Profile
Advisor

Marisa E. Muldowney

Vice President,
Financial Advisor

View Profile
Advisor

Mark T. Medlin, AIF®, CPA

Principal,
Financial Advisor

View Profile
Advisor

Mark W. Fearigo, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Mark Feldman CFP®, CPA, PFS

Principal,
Head of Tax Services

View Profile
Advisor

Mark Huffman, JD, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Mark Nokyos, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Mark Howe, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Mark E. Johnson, AIFA®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Mark W. Chamberlain, AIF®, AWMA®, C(k)P®, CWS®

Principal,
Financial Advisor

View Profile
Advisor

Mary Clapp, ChFC®

Senior Associate,
Relationship Manager

View Profile
Advisor

Mary Ann Hennelly-Favata, CFP®

Senior Financial Advisor

View Profile
Advisor

Matt Godleski, CFA, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Matt Huggins, CFP®, CIMA®

Vice President,
Financial Advisor

View Profile
Advisor

Matthew C. Taylor

Senior Vice President,
Financial Advisor

View Profile
Advisor

Megan Marshall

Financial Advisor,
Relationship Manager

View Profile
Advisor

Melissa M. Johnson, CPA

Vice President,
Financial Advisor

View Profile
Advisor

Michael Henderson, CPA

Vice President,
Financial Advisor

View Profile
Advisor

Michael E. Hudson, AIF®

Principal,
Head of Retirement Plan Consulting

View Profile
Advisor

Michael J. Peters CFP®, CPA

Principal,
Financial Advisor

View Profile
Advisor

Michael DeLeon, AIF®, C(k)P®, CWS®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Michael Passalinqua, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Michael Genovese, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Michael H. deYoung

Vice President,
Financial Advisor

View Profile
Advisor

Michael C. Amberger, AIF®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Michael Karstens, CFP®, AIFA®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Michael Wulff

Senior Associate,
Relationship Manager

View Profile
Advisor

Michael A. Horlick, CFP®, CPA, PFS, CFA

Principal

View Profile
Advisor

Michael J. Vogelzang, CFA

Managing Director,
Chief Investment Officer

View Profile
Advisor

Michelle Scarver, CPA/PFS

Senior Vice President,
Financial Advisor

View Profile
Advisor

Michelle Miller, CIPM

Senior Consultant,
Relationship Manager

View Profile
Advisor

Michelle Marchionni

Financial Advisor,
Relationship Manager

View Profile
Advisor

Michelle Trouvé, CFA

Principal,
Financial Advisor

View Profile
Advisor

Michelle Mahoney, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Mike Valone, CFA, CAIA®

Vice President,
Financial Advisor

View Profile
Advisor

Mike Molewski, ChFC®, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Mindy Reineke, RICP®

Senior Consultant,
Relationship Manager

View Profile
Advisor

Miranda Stefan

Financial Advisor,
Relationship Manager

View Profile
Advisor

Molly Thompson

Senior Financial Advisor,
Relationship Manager

View Profile
Advisor

Nathan Erickson, CAIA, CFA

Principal,
Financial Advisor

View Profile
Advisor

Nathan Webel, CFP®

Financial Advisor,
Wealth Client Service

View Profile
Advisor

Nicholas Mellone, CFP®, CAIA

Vice President,
Financial Advisor

View Profile
Advisor

Odom B. Heebe, Jr.

Vice President,
Financial Advisor

View Profile
Advisor

Oliver Norman, CFP®, CHFC®, CLU®, CDFA®

Vice President,
Financial Advisor

View Profile
Advisor

Ona Vredenburg

Senior Associate,
Relationship Manager

View Profile
Advisor

Patrick Flint, PPC®

Vice President,
Financial Advisor

View Profile
Advisor

Patrick Plunkett, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Paul Owen, AIF®, APR®, MBA

Principal,
Financial Advisor

View Profile
Advisor

Paul H. Schaffer, AIF®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Paul R. Stibich, Jr., CPFA

Senior Financial Advisor

View Profile
Advisor

Peggy A. Whitmore, AIF®, CRPS®, PRP

Vice President,
Financial Advisor

View Profile
Advisor

Peter DiNardo, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Peter Vander Ploeg, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Peter Ashby, CFP®, AWMA®

Vice President,
Financial Advisor

View Profile
Advisor

Peter Ruffel, CRPS®

Manager, Defined Contribution

View Profile
Advisor

Philip Henninger, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Phillip C. Anderson, AIF®

Principal,
Financial Advisor

View Profile
Advisor

R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

R. Ryan Adkerson

Vice President,
Financial Advisor

View Profile
Advisor

R. Scott Lowke, CFP®, AIF®

Principal,
Financial Advisor

View Profile
Advisor

Raquel Lopez, CFP®, CPWA®

Vice President,
Financial Advisor

View Profile
Advisor

Raquel Cruz

Financial Advisor,
Relationship Manager

View Profile
Advisor

Rebecca Pouliot, CPA, CFP®, AEP®

Principal,
Financial Advisor

View Profile
Advisor

Regina Lewis, CPFA

Vice President,
Financial Advisor

View Profile
Advisor

Richard Rodriguez

Vice President,
Financial Advisor

View Profile
Advisor

Richard Rogers, CPA

Senior Vice President,
Financial Advisor

View Profile
Advisor

Richmond G. Bernhardt III

Principal,
Financial Advisor

View Profile
Advisor

Rick Shoff, AIF®, CM&AA®

Managing Director,
Advisor Group

View Profile
Advisor

Rob Solomon

Founder and Chief Strategist,
Bulldog Solutions, Inc.

View Profile
Advisor

Rob Richardson

Senior Vice President,
Financial Advisor

View Profile
Advisor

Robert F. Piccirilli, CAIA®, CIMA®

Principal,
Financial Advisor

View Profile
Advisor

Robert Miller

Chief Financial Officer,
Corporate Services

View Profile
Advisor

Rod Waterbury, JD, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Ronald A. Heath

Financial Advisor,
Advice & Wellness

View Profile
Advisor

Rosanne Costello

Senior Vice President,
Financial Advisor

View Profile
Advisor

Rush Benton, CFA

Senior Director,
Strategic Growth

View Profile
Advisor

Russell Miller, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Russell Slagle, CPA, CFP®

Senior Associate,
Relationship Manager

View Profile
Advisor

Ruth Martinez, CPA

Financial Advisor,
Relationship Manager

View Profile
Advisor

Ryan W. Lee, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Ryan R. Griffin, CFA®

Vice President,
Financial Advisor

View Profile
Advisor

Sam Kirby, CFA

Senior Director,
Investment Strategist

View Profile
Advisor

Sam Dreibelbis, CPA, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Samuel (Bo) Perry, Jr.

Principal,
Financial Advisor

View Profile
Advisor

Sarah Cathey, AIF®

Vice President,
Financial Advisor

View Profile
Advisor

Scott A. Wertheim, AIF®, CEBS

Principal,
Financial Advisor

View Profile
Advisor

Scott T. Matheson, CFA, CPA

Managing Director,
Institutional Group

View Profile
Advisor

Scott Duncan, CFP®, CLU®, CHFC®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Scott Mulvaney, AIF®, CFP®, CPFA, CRPS®

Vice President,
Financial Advisor

View Profile
Advisor

Scott Rubin, CFA

Senior Vice President,
Financial Advisor

View Profile
Advisor

Scott C. Thomas, CFP®, MBA

Principal,
Financial Advisor

View Profile
Advisor

Sean E. Teesdale, CFA

Vice President,
Financial Advisor

View Profile
Advisor

Seth Powell, CPA

Senior Associate,
Relationship Manager

View Profile
Advisor

Shalethia Patton

Financial Advisor,
Advice & Wellness

View Profile
Advisor

Shawn T.H. Morris, CFP®, AAMS®

Vice President,
Financial Advisor

View Profile
Advisor

Sheridan B. Grace

Financial Advisor,
Relationship Manager

View Profile
Advisor

Sidni Dohm, CFP®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Spencer Brown, CFP®

Senior Associate,
Financial Advisor

View Profile
Advisor

Stan Kimball, CFP®, CPA

Principal,
Financial Advisor

View Profile
Advisor

Stephanie Smith, CPWA®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Stephen H. Schott

Principal and Senior Director,
Institutional Religious Retirement and Foundation Services

View Profile
Advisor

Steve Olafson, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Steven H. Morton, CFP®, CPA

Principal,
Financial Advisor

View Profile
Advisor

Susan Shoemaker, CFP®, AIFA

Principal,
Financial Advisor

View Profile
Advisor

Susan S. Willett, CFP®, CTFA

Vice President,
Financial Advisor

View Profile
Advisor

Susan Rich Harris, ChFC®

Senior Associate,
Relationship Manager

View Profile
Advisor

Sydney Jennings

Senior Associate,
Relationship Manager

View Profile
Advisor

T. J. Bernard

Senior Associate,
Relationship Manager

View Profile
Advisor

Tad Kastman, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Tara Fuselier, CPA

Vice President,
Financial Advisor

View Profile
Advisor

Taylor Morrison, CFP®

Senior Associate,
Relationship Manager

View Profile
Advisor

Taylor J. Billings, CFA®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Terence H. Crowgey, CFA

Principal,
Financial Advisor

View Profile
Advisor

Teri Parker, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Thomas Oliphint

Senior Vice President,
Financial Advisor

View Profile
Advisor

Thompson Schollaert

Associate,
Relationship Manager

View Profile
Advisor

Tiffany L. Walker, CFP®, ChFC®

Financial Advisor

View Profile
Advisor

Tim Callahan

Senior Vice President,
Financial Advisor

View Profile
Advisor

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

Senior Financial Advisor

View Profile
Advisor

Timothy D. Rice, AIF®, C(k)P®, CWS®

Principal,
Financial Advisor

View Profile
Advisor

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

Principal,
Financial Advisor

View Profile
Advisor

Todd L. Jones, AIF®, ARPS, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Tom Muldowney, C(k)P©

Vice President,
Financial Advisor

View Profile
Advisor

Travis Whitten, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Traynor Reitmeier, ARPS

Vice President,
Financial Advisor

View Profile
Advisor

Troy W. Anderson, CPFA®, QKA™

Vice President,
Financial Advisor

View Profile
Advisor

Troy Kerr

Senior Vice President,
Financial Advisor

View Profile
Advisor

Tyler Pugh, CFA, CMT

Vice President,
Financial Advisor

View Profile
Advisor

Tyler Sinclair, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Tyler Chestnut

Financial Advisor,
Advice and Wellness

View Profile
Advisor

Tyron K. Estlick, CFA, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Vinton E. Fountain, III

Principal,
Financial Advisor

View Profile
Advisor

Wade Bilbrey, CFP®, CRPC®

Senior Associate,
Relationship Manager

View Profile
Advisor

Wat Keys, CFP®, CRPS®

Financial Advisor,
Retirement Services

View Profile
Advisor

Will Froelich, CFA, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Will Gabri, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

William B. Blair, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

William Altavilla, AIF®

Principal,
Financial Advisor

View Profile
Advisor

William (Bill) W. Paxton, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Wilson S. Hoyle, III

Managing Director,
Head of the Advisor Group

View Profile
Advisor

Wilson S. Hoyle, III

Managing Director and
Head of the Advisor Group,
CAPTRUST

View Profile
Advisor

Yen Truong, CFP®

Senior Associate,
Financial Planning

View Profile
Advisor

Zach McCann, AIF®, CIMA®

Senior Financial Advisor

View Profile