Hank Adams
DIRECTOR
Amanda Arney
OFFICE MANAGER
R. Benton Arnold, CFP®
DIRECTOR
Amir Atabaki
WEALTH ADVISOR
Matt Baldeck
ASSOCIATE WEALTH ADVISOR
Margarita Barcenas, CFP®
WEALTH ADVISOR
James Benoit, CFA
DIRECTOR
Jacob Brown
ASSOCIATE WEALTH ADVISOR
Solomon Cartier, CFP®
WEALTH ADVISOR
David P. Catron, CFA
CLIENT PORTFOLIO MANAGER
Mary Cavaleri
DIRECTOR
Kelly Cook
OPERATIONS MANAGER
Ami Doshi, CAP®
DIRECTOR
Steven Durk
PARTNER
Kelly Ellebracht, CFP®
WEALTH ADVISOR
Bo Florence, CFP®, CRPC®
WEALTH ADVISOR
Chris Ford, CFP®
WEALTH ADVISOR
Jeff Galbraith
PARTNER
Sergio Garcia
SENIOR FINANCIAL PLANNER
Brian Hattendorf
PARTNER
Barbara Harger
WEALTH ADVISOR
Lane Hedgecoke
WEALTH ASSOCIATE
Paul J. Hensley, CFP®
ASSOCIATE WEALTH ADVISOR
Michael Hirsbrunner, CFA
PARTNER
Scot D. Jackson, CPA, CFP®
PARTNER
Brandon Keesee, CFP®
FINANCIAL PLANNER
Andrew Kelch, CFA, CFP®
DIRECTOR
Bruce Kendrick
DIRECTOR
Ashish Khanna, JD
PARTNER
Casey Kiger-Thigpen
SENIOR RELATIONSHIP MANAGER
Justin R. Leeson
DIRECTOR
Cain Lowe, CPA, CFP®
ASSOCIATE WEALTH ADVISOR
Molly McClellen
RELATIONSHIP MANAGER
Brad McConkey, CFP®
WEALTH ADVISOR
Vayahn K.N. Onuselogu
WEALTH ADVISOR
Steven Paris, CFP®
DIRECTOR
Allison Patella, CFP®
DIRECTOR
Chris Perego, CFP®
WEALTH ADVISOR
Shelbi Phelps-Montgomery
RELATIONSHIP MANAGER
Matt L. Powers, CFP®, CRPC®
PARTNER
Luke Ray
WEALTH ASSOCIATE
Eric J. Reid, CFP®, CRPC®, CRPS®
DIRECTOR
Jeffrey Rock, CFA
WEALTH ADVISOR
John D. Schlesinger, CFP®
DIRECTOR
John A. Schmit, JD
PORTFOLIO MANAGER
Paul Schuder, CFP®
ASSOCIATE WEALTH ADVISOR
Dan Schwartz,CFP®
WEALTH ADVISOR
Namrata Shah "Lali"
WEALTH ADVISOR
Jennifer Smith-Frazier
PARTNER
Richard G. Sowden, Jr., CFA
PARTNER
Todd Stephens, CFP®
DIRECTOR
Stanley Stevenson
WEALTH ADVISOR
Kylie Stevens
ASSOCIATE WEALTH ADVISOR
Jared Tomsu, CFP®
ASSOCIATE WEALTH ADVISOR
Ira Utay, CFA, CFP®
DIRECTOR
Darren Walloch, CFP®
WEALTH ADVISOR
Thomas B. Walsh, CFP®
PARTNER
Steven Walton, CFP®
WEALTH ADVISOR
Guy R. Wayman, AIF®
DIRECTOR
Blaine Whaley
ASSOCIATE WEALTH ADVISOR
Kevin Vidrine
WEALTH ADVISOR
Rhyan Young, CFIP
DIRECTOR
This firm is not a CPA firm.
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