Wealth Management Team
Mallory Armijo, CFA®
Senior Investment Consultant
Ken Barnes, CFP®, CIMA®
Investment Advisor Representative
Brock Becker, CFP®
Financial Planner
Heather Birkin
Compliance Associate
Benaiah J. Burnich, QPFC
Financial Consultant
Dave Coen
Financial Advisor
Tom Demko*
Managing Director
Margaret Dragolovich
Client Service Manager
Joyce Jennings, QPFC
Account Executive
Janet Josselyn, AIF®
Vice President, Wealth Advisor
Maria Kamin
Associate Wealth Advisor
Sean Gregory King, JD, CPA
Principal
Gregory A. Koehler CFP®, QPFC
Wealth Management
Nick Lamb, CFA®
Financial Advisor
Randall C. Long
Founder & Managing Principal
John Majors, FSA, CFA®, AEP
Family CFO
Chris Martin, CFP®, CRPC®
Private Wealth Advisor
Chad Olson
Financial Advisor
Daniel J. Quirk, CFA®, CFP®
Investment Advisor
William Posch, AIF
Retirement Plan Consultant
Marc Schmeeckle*, MBA
Retirement Plan Consultant
Kevin Schmeits
Retirement Plan Consultant
Zack Smith, CFP®
Financial Advisor
Garrett Stinson
Managing Director
Kyle Thompson, AIF®
Senior Vice President, Wealth Advisor
Charlotte Valentino
Private Wealth Operations
Douglas A. Webster, AIFA®
Managing Director
Eric Weissman, AIF®
Financial Wellness Consultant
Jen Wong
Administrative Assistant
Alexis Zuccaro, CWS®, AIF®
Wealth Advisor
Andrew M. Spearman, CWS®, AIF®
Wealth Advisor
Barbara Bowers
Wealth Advisor
Bianca Soto
Senior Advisory Services Associate
Brad White, AIF
Wealth Advisor
Carrie Olsen
Advisory Services Associate
Clint Campbell, CFA®, CFP®, CPWA
Wealth Advisor
Cord Adams, AWMA, AAMS
Wealth Advisor
Elizabeth McGee, CWS®, AIF®
Wealth Advisor
Evan Lamb, CFA
Financial Advisor
Fabrizio Giacona, CWS®, AIF®
Wealth Advisor
Jared Remesz, CWS®, AIF®
Wealth Advisor
Jennifer Spagnola
Advisory Services Administrator
Kevin VanDyke
Managing Director
Kevin Ward
Senior VP – Wealth Advisor
Kindra Byerly, CWS®, AIF®
Wealth Advisor
Kurt Murphy
SVP, Wealth Management Operations
Kyle Seeman
Senior Advisory Services Associate
Louise Short
Wealth Advisor
Marie Norkett, CFP®
Wealth Advisor
Rob Pearl, CFP®
Wealth Advisor
Rodney Balbuena
Managing Director
Ryan Maglio
Wealth Advisor
Stephen Mazer
Wealth Advisor
Steve Sansone, JD, AIF
Managing Director
Theodore Sarenski, CFP, PFS, AEP
Wealth Advisor
Thomas Goldman
Associate Wealth Advisor
Warren Waters CFP®, CDFA®
Senior VP - Wealth Advisor
Will Kessel
Wealth Advisor