Broker Check

Investment Team

Mallory  Armijo

Mallory Armijo, CFA®

Investment Analyst

Ken  Barnes

Ken Barnes, CFP®CIMA®

Investment Advisor Representative

Brock  Becker

Brock Becker, CFP®

Financial Planner

Justin  Bogart

Justin Bogart, QPFC, CIMA®

Retirement Plan Consultant

Tim  Burns

Tim Burns, CPA, CFA®

Managing Director

Jon  Chambers

Jon Chambers, CPFA

Managing Director

Martin  Cosgrove

Martin Cosgrove, CFA®

Managing Director, Investment Research

John (Jack) Evans

John (Jack) Evans, AIF®

Managing Director and Chief Investment Counsel

Mark  Forkey

Mark Forkey

Investment Advisor

Rich Ginel

Rich Ginel, Jr, MBA, CIMA®

Retirement Plan Consultant

Matt Hammonds

Matt Hammonds, AIF®

Managing Director of Institutional Services

Mark Hendrickson

Mark Hendrickson, CPA, CFA®

Chief Financial Officer

Mark H. Kordonsky

Mark H. Kordonsky

Principal & Chief Risk Officer

Randall C. Long

Randall C. Long

Founder & Managing Principal

Bob Noll

Bob Noll, CFA®

Investment Advisor Representative

Patrick  Raynor

Patrick Raynor, CFA®

Investment Advisor

Todd  Stewart

B. Todd Stewart, CFA®

Managing Director, Investment Research