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Adam Carter, AIF®, BFA
Senior Wealth Advisor -
Alyse Pflanz
Wealth Planner -
Austin Miller
Partner & Senior Wealth Advisor -
Blake Lynch
Wealth Advisor -
Brad McClellan
Senior Wealth Advisor -
Brent McCune
Senior Wealth Advisor -
Brent O’Mara AIF®, CFS®
Co-Founder & Senior Wealth Advisor -
Chuck Prather, CFA®, CFP®
Senior Wealth Advisor -
Dan Feltz CFP®, CFS®
Senior Wealth Advisor -
Dana Baldridge
Partner & Senior Wealth Advisor -
David Goldstein
Senior Wealth Advisor -
Dillon Schutte
Associate Wealth Advisor -
Dr. Don Heilbuth
Wealth Advisor -
Drew Dintamin, CFP®
Senior Wealth Advisor -
Garth Terlizzi Sr., CRPC®, CPRS®
Senior Wealth Advisor -
Jamie O’Brien
Senior Wealth Advisor -
Jason Pott
Senior Wealth Advisor -
Jeremy Armagost
Partner & Senior Wealth Advisor -
Kenny Kalk
Associate Wealth Advisor -
Kevin O’Mara, CFP®
Senior Wealth Advisor -
Landon Troyer, CEPA®
Senior Wealth Advisor & Insurance Specialist -
Marc Geels, CFP®
Partner & Senior Wealth Advisor -
Michael Presti, CFP®
Senior Wealth Advisor -
Michael Shea
Senior Wealth Advisor -
Mike Klauke
Senior Wealth Advisor -
Mike Moravec
Senior Wealth Advisor -
Paul Pittman, CFP®
Senior Wealth Advisor -
Randy Coble
Senior Wealth Advisor -
Rich Holle
Partner & Senior Wealth Advisor -
Robert Keating
Senior Wealth Advisor -
Robert Taylor, CFP®
Senior Wealth Advisor -
Ryan Feltz
Senior Wealth Advisor -
Simeon Moes
Wealth Advisor -
Steve Druckman, CPA®
Senior Wealth Advisor -
Toby Horsley
Associate Wealth Advisor -
Wayne Wagner Jr., ChFC®
Senior Wealth Advisor -
Zak Leedom, CFP®
Senior Wealth Advisor & Director of Client Experience