Hank Adams
DIRECTOR
R. Benton Arnold, CFP®
DIRECTOR
Amir Atabaki
WEALTH ADVISOR
Jessica L. Cafferata, JD, CFP®
DIRECTOR OF FINANCIAL PLANNING
David P. Catron, CFA
WEALTH ADVISOR
Mary Cavaleri
DIRECTOR
Ami Doshi, CAP®
DIRECTOR
Steven Durk
DIRECTOR
Chris Ford, CFP®
ASSOCIATE WEALTH ADVISOR
Jeff Galbraith
OPERATIONS
Brian Hattendorf
PRINCIPAL
Michael Hirsbrunner, CFA
OPERATIONS
Scot D. Jackson, CPA, CFP®
MANAGING DIRECTOR OF FINANCIAL PLANNING
Brandon Keesee, CFP®
FINANCIAL PLANNING ASSOCIATE
Bruce Kendrick
DIRECTOR
Ashish Khanna, JD
DIRECTOR
Casey Kiger-Thigpen
SENIOR RELATIONSHIP MANAGER
Eric C. Kordsmeier, CFP®, AEP®
DIRECTOR
Justin R. Leeson
DIRECTOR
Molly McClellen
RELATIONSHIP MANAGER
Brad McConkey, CFP®
WEALTH ADVISOR
Steven Paris, CFP®
DIRECTOR
Ken Petrashek, CFP®, CWM®
WEALTH ADVISOR
Shelbi Phelps
RELATIONSHIP MANAGER
Matt L. Powers, CFP®, CRPC®
SENIOR WEALTH ADVISOR
Damah Rankin
OPERATIONS
Eric J. Reid, CFP®, CRPC®, CRPS®
DIRECTOR
Olivia Rojas
RELATIONSHIP MANAGER
John D. Schlesinger, CFP®
DIRECTOR
John A. Schmit, JD
PORTFOLIO MANAGER
Gary Schoen, CFA
PRINCIPAL
Namrata Shah "Lali"
WEALTH ADVISOR
Hannah Simpson, CFP®
ASSOCIATE WEALTH ADVISOR
Jennifer Smith-Frazier
DIRECTOR
Richard G. Sowden, Jr., CFA
PRINCIPAL
Todd Stephens, CFP®
DIRECTOR
Stanley Stevenson
WEALTH ADVISOR
Ira Utay, CFA, CFP®
DIRECTOR
Darren Walloch, CFP®
WEALTH ADVISOR
Thomas B. Walsh, CFP®
MANAGING DIRECTOR
Steven Walton, CFP®
WEALTH ADVISOR
Guy R. Wayman, AIF®
DIRECTOR
Sam C. Webb, J.D.
WEALTH ADVISOR
Rhyan Young, CFIP
DIRECTOR
