Broker Check

Wealth Management Team

Mallory  Armijo

Mallory Armijo, CFA®

Senior Investment Consultant

Ken  Barnes

Ken Barnes, CFP®CIMA®

Investment Advisor Representative

Brock  Becker

Brock Becker, CFP®

Financial Planner

Heather  Birkin

Heather Birkin

Compliance Associate

Benaiah J. Burnich

Benaiah J. Burnich, QPFC

Financial Consultant

Dave Coen

Dave Coen

Financial Advisor

Dan Costigan*

Dan Costigan, MBA

Financial Advisor

Margaret  Dragolovich

Margaret Dragolovich

Client Service Manager

Joyce  Jennings

Joyce Jennings, QPFC

Account Executive

Nick  Lamb

Nick Lamb, CFA®

Financial Advisor

Jessica  Majors

Jessica Majors

Practice Manager, South Region

Randall C. Long

Randall C. Long

Founder & Managing Principal

Chris  Martin

Chris Martin, CFP®, CRPC®

Private Wealth Advisor

Chad Olson

Chad Olson

Financial Advisor

William Posch

William Posch, AIF

Retirement Plan Consultant

Todd P.  Redd

Todd P. Redd, CFP​®

Private Wealth Advisor

Wayne Roth

Wayne Roth

Retirement Plan Consultant

Marc Schmeeckle

Marc Schmeeckle*, MBA

Retirement Plan Consultant

Kevin Schmeits

Kevin Schmeits

Account Executive

Zack  Smith, CFP®

Zack Smith, CFP®

Financial Advisor

Garrett  Stinson

Garrett Stinson

Managing Director

Charlotte  Valentino

Charlotte Valentino

Private Wealth Operations

Eric Weissman

Eric Weissman, AIF®

Financial Wellness Consultant

Tom Demko*

Tom Demko*

Managing Director