Jessica Abrams, 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

Noreen Burtner, CFP®

Lead Planner

Evan Byrne, CFP®

Associate 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

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

Eric Futch, CFP®

Lead Planner

Thomas Ginty, CFP®

Lead Planner

Jessica Goedtel, CFP®

Lead Planner

David Gonzalez, CFP®

Lead Planner

Gary Grewal, CFP®

Lead Planner

Tim Gump, CFP®

Lead Planner

Michael Haak, CFP®

Lead Planner

Matthew Hale, CFP®

Lead Planner

Heath Hampton, CFP®

Director of Financial Planning

Timothy Hanson, CFP®

Lead Planner

Colleen Harrington

Associate Planner

Tyler Horn, CFP®

Director of Financial Planning

Cait Howerton, CFP®

Lead Planner

Jeffrey Jablonski, CFP®

Lead Planner

Christopher Jackson, CFP®

Lead Planner

Vekevia Jones, CFP®

Lead Planner

Thomas Kirby, CFP®

Lead Planner

Autumn Knutson, CFP®

Lead Planner

Cody Koletic, 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

Madeline McIvor, CFP®

Associate Planner

Robinson Mertilus, CFP®

Lead Planner

Chris Miller, CFP®

Senior Lead Planner

Emily Millsap, CFP®

Director of Financial Planning

Kyle Moore, CFP®

Lead Planner

Jason Pan, CFP®

Lead Planner

Eric Peralta

Associate Planner

Laura Read

Associate Planner

Valerie Rivera, CFP®

Lead Planner

Chelsea Barrows Rixner, CFP®

Senior Lead Planner

Kevin Roe, CFP®

Lead Planner

Lizzy Russell

Associate Planner

John Scollo, CFP®

Lead Planner

Ellery Segebart, CFP®

Lead Planner

Kevin Smith, CFP®

Lead Planner

Abigail Soren, CFP®

Lead Planner

Scott Spann, CFP®

Lead Planner & Product Owner

Amery Staub, CFP®

Lead Planner

Glenn Stroud, CFP®

Lead Planner & Director of Innovation & Change

Nick Sullivan, CFP®

Lead Planner

Jennifer Swindler

Associate Planner

Filip Telibasa, 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

Brian Wagnon, CFP®

Lead Planner

Clay Watkins, CFP®

Lead Planner

Alexandra Wilson, CFP®

Lead Planner

David Wirth, CFP®

Lead Planner

Todd A. Witt CFP®

Lead Planner