Jessica Abrams, CFP®

Lead Planner

Samir Ahmed, CFP®

Lead Planner

Danielle Alcide, CFP®

Lead Planner

Kevin Barr, CFP®

Director of Financial Planning

Jeanette Beatty, CFP®

Lead Planner

Bethlyn Brookes, CFP®

Lead Planner

David Brundage, CFP®

Lead Planner

Aaron Buck, CFP®

Lead Planner

Noreen Burtner, CFP®

Lead Planner

Evan Byrne, CFP®

Financial Planner

Tarif Carson, CFP®

Lead Planner

Ken Castleman, CFP®

Lead Planner

Natalie Chaves, CFP®

Lead Planner

Ian Clark, CFP®

Lead Planner

Danielle Cole, CFP®

Lead Planner

Kenneth Connally, CFP®

Director of Financial Planning

Jordan Crabb, CFP®

Lead Planner

Rob Curtis, CFP®

Lead Planner

Taylor Cuzzort, CFP®

Associate Planner

Patrick Daniels, CFP®

Associate Planner

Kimberly DuLaurence, CFP®

Lead Planner

Jamie Dunn, CFP®

Lead Planner

Rick Eicheldinger, CFP®

Lead Planner

Patrick Elliott, CFP®

Lead Planner

Richard Elliott, CFP®

Lead Planner

Stu Evans, CFP®

Lead Planner

Julian Fairchild, CFP®

Lead Planner

Jacki Farrar, CFP®

Lead Planner

Ryan Furlong CFP®

Sr. Financial Planner

Eric Futch, CFP®

Lead Planner

Jordan Gilberti, CFP®

Sr. Financial Planner

Steve Glowacka, CFP®

Lead Planner

Jessica Goedtel, CFP®

Lead Planner

Kate Goesel, CFP®

Lead Planner

David Gonzalez, CFP®

Lead Planner

Gary Grewal, CFP®

Lead Planner

Kathleen Griffin, CFP®

Lead Planner

Tim Gump, CFP®

Lead Planner

Michael Haak, CFP®

Lead Planner

Matthew Hale, CFP®

Director of Financial Planning

Heath Hampton, CFP®

Director of Financial Planning

Timothy Hanson, CFP®

Lead Planner

Colleen Harrington

Associate Planner

John Harrison, CFP®

Sr. Financial Planner

Tyler Horn, CFP®

Director of Financial Planning

Cait Howerton, CFP®

Lead Planner

Jeffrey Jablonski, CFP®

Lead Planner

Christopher Jackson, CFP®

Lead Planner

Gary Johnston, CFP®

Associate Planner

Vekevia Jones, CFP®

Lead Planner

Laura Kimball, CFP®

Associate Planner

Thomas Kirby, CFP®

Lead Planner

Autumn Knutson, CFP®

Lead Planner

Cody Koletic, CFP®

Lead Planner

Lizzie Krog, CFP®

Associate Planner

Anthony LaBrake, CFP®

Lead Planner

Bini Lee, CFP®

Director of Financial Planning

Todd Macaulay, CFP®

Lead Planner

Muata R. Mahluli, CFP®

Lead Planner

Kyle Mahle, CFP®

Lead Planner

Eric Masch, CFP®

Lead Planner

Tyler McConville, CFP®

Associate Planner

Alex McDonald, CFP®

Lead Planner

Madeline McIvor, CFP®

Financial Planner

Tiffany McMillen, CFP®

Associate Planner

Robinson Mertilus, CFP®

Lead Planner

Chris Miller, CFP®

Senior Lead Planner

Joel Miller, CFP®

Sr. Financial Planner

Emily Millsap, CFP®

Director of Financial Planning

Terry Montano, CFP®

Lead Planner

Kyle Moore, CFP®

Lead Planner

Kelly Nilsson, CFP®

Lead Planner

Jason Pan, CFP®

Lead Planner

Eric Peralta, CFP®

Associate Planner

Howard Pickering, CFP®

Lead Planner

Noah Polk, CFP®

Lead Planner

Bijan Ramirez, CFP®

Lead Planner

Laura Read

Associate Planner Team Lead

Valerie Rivera, CFP®

Lead Planner

Chelsea Barrows Rixner, CFP®

Senior Lead Planner

Kevin Roe, CFP®

Lead Planner

Lizzy Russell

Associate Planner

Raman Singh, CFP®

Sr. Financial Planner

Kevin Smith, CFP®

Lead Planner

Abigail Soren, CFP®

Lead Planner

Scott Spann, CFP®

Director of Financial Planning

Jameson Stady, CFP®

Associate Planner

Amery Staub, CFP®

Lead Planner

Glenn Stroud, CFP®

Head of Planning Operations

Nick Sullivan, CFP®

Lead Planner

Jennifer Swindler

Associate Planner

Filip Telibasa, CFP®

Lead Planner

Andrew Thurlow, CFP®

Sr. Financial Planner

Drew Tingle, CFP®

Lead Planner

Roger Tran, CFP®

Director of Financial Planning

Alix Tucci, CFP®

Lead Planner

Gianna Viele, CFP®

Lead Planner

Jordan Vlastuin, CFP®

Lead Planner

Meagen Wagner, CFP®

Lead Planner

Brian Wagnon, CFP®

Lead Planner

Clay Watkins, CFP®

Lead Planner

Bill Werner, CFP®

Sr. Financial Planner

Christopher Wiethe, CFP®

Lead Planner

Alexandra Wilson, CFP®

Lead Planner

Shateela Winters, CFP®

Associate Planner

David Wirth, CFP®

Lead Planner

Todd A. Witt CFP®

Lead Planner