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
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, CFP®
Financial Wellness Director
Douglas A. Webster, AIFA®
Managing Director
Eric Weissman, AIF®
Financial Wellness Consultant
Jen Wong
Administrative Assistant
Thomas Goldman
Associate Wealth Advisor
Rodney Balbuena
Managing Director
Evan Lamb, CFA
Financial Advisor
Bianca Soto
Senior Advisory Services Associate
Barbara Bowers
Wealth Advisor
Brad White, AIF
Wealth Advisor
Carrie Olsen
Advisory Services Associate
Cord Adams, AWMA, AAMS
Wealth Advisor
Clint Campbell, CFA®, CFP®
Wealth Advisor
Marie Norkett, CFP®
Wealth Advisor
Stephen Mazer
Wealth Advisor
Theodore Sarenski, CFP, PFS, AEP
Wealth Advisor
Louise Short
Wealth Advisor
Jennifer Spagnola
Advisory Services Administrator
Steve Sansone, JD, AIF
Managing Director
Kurt Murphy
SVP, Wealth Management Operations
Kevin VanDyke
Managing Director
Will Kessel
Wealth Advisor
Kindra Byerly, CWS®, AIF®
Wealth Advisor
Fabrizio Giacona, RICP®, AIF®, CWS®
Wealth Advisor
Elizabeth McGee, CWS®, AIF®
Wealth Advisor
Rob Pearl, CFP®
Wealth Advisor
Jared Remesz, CWS®, AIF®
Wealth Advisor
Andrew M. Spearman, CWS®, AIF®
Wealth Advisor
Kevin Ward
Senior VP – Wealth Advisor
Warren Waters CFP®, CDFA®
Senior VP - Wealth Advisor
Alexis Zuccaro, CWS®, AIF®
Wealth Advisor
Mollie Ales
Associate Wealth Coordinator
Yolanda Aponte
Client Services Associate
Melissa Babyak
Client Services Manager
Randi Bildeaux, CPA, CFP®
Vice President
Brett Bollaert
Servicing Specialist
Casey Brooks
Administrative Assistant
Max Henry Campos
Director of Insurance Services
Brandon Clark
Operations Associate
Karen Clark
Client Relations Manager
Neil Elmouchi, ChFC®, CEPA®, CLU®
Managing Director
Nicholas Faller, CFP®
Associate Wealth Advisor
Morgan Golich
Associate Wealth Coordinator
Reagan Hall
Junior Analyst
Cody Klein, CEPA®, AIF®
Managing Director
Catherine Lacey
Associate Wealth Coordinator
Kimberly Lau, CEPA®
VP Wealth Management Operations
Stephan Miskjian
Senior Investment Advisor
Rakhee Price
Client Relations Manager
Christy Quintero, FPQP®
Director of Client Relations
Renae Ransdell, CFP®
Senior Vice President, Wealth Advisor
Rose Sepanak
Servicing Specialist
Kolleen Schocke
Director, Wealth Management Marketing and Operations
Nicholas Sobczynski
Associate Wealth Coordinator
Dak Spivey
Investment Advisor
Austin Suzak
Servicing Specialist
Diana Woolley
Client Relations and Marketing Associate