Adam Bolick, MBA
Partner, Senior Financial Advisor

Zach Edwards, AWMA^®
Partner, Senior Financial Advisor

Jason Harris
Partner, Senior Financial Advisor

Christopher "Rusty" R. Knowles
Partner, Senior Financial Advisor

Gary L. Bargebuhr
Partner, Senior Financial Advisor

Eric Kullberg
Managing Partner

Jody Burke
Managing Partner

Tyler Yaw, CFP^®
Senior Financial Advisor

Michael Sejka, MBA
Managing Director, Senior PIM Portfolio Manager

Carmen Monaco
Managing Director, Senior PIM Portfolio Manager

Thomas Haggerty
Financial Advisor, Senior PIM Portfolio Manager

Mary Lumsden
Financial Advisor

Byron R. Braun
Senior Financial Advisor, Senior Fundamental Choice Portfolio Manager, Senior PIM Portfolio Manager

Jeremy Swonger
Financial Advisor

Brett Meiring
Financial Advisor, Investment Strategist

Bridget Metz
Financial Advisor

Daniel G. Campbell, AAMS^®
Partner, Senior Financial Advisor

Rod D. Morrison, RICP^®
Partner, Senior Financial Advisor

Kevin Davie, MBA, CFP^®
Financial Advisor

Sarah Marie Nowfel
Financial Advisor

Michael W Leonard
Senior Financial Advisor

David D. Alspach
Senior Financial Advisor

Robert Kauffman, CMFC, ADPA
Senior Financial Advisor

Kurt Fulmer
Senior Financial Advisor

Bridget Metz
Financial Advisor

John Jaburek
Managing Principal

Judith Furjanic
Senior Financial Advisor

Terry Geary, RICP^®
Financial Advisor

Jyl Schaer
Financial Advisor, Senior Vice President - Investment Officer

Zach St. James, CFP^®, ADPA^®
Financial Advisor

Brett Meiring, CFP^®
Financial Advisor, Investment Strategist

Mei Carmer
Associate Financial Advisor

Darrin Haubert
Senior Financial Advisor

Eric J. Haubert
Owner, Senior Financial Advisor, Registered Principal

Lisa Katterhenry Howe, CFP^®, ADPA^®, CDFA^®, CEPA^®, ChFC^®, CMFC^®, CRPC^®, MPAS^SM, SE-AWMA^®
Owner, Senior Financial Advisor

Brett Meiring, CFP^®
Financial Advisor, Investment Strategist

Bridget Metz
Financial Advisor

Julia Paslawski
Associate Financial Advisor

Clay Purvis, CFP^®
Financial Advisor

Sarah Roman
Financial Advisor, Retirement Plan Specialist

Zach St. James, CFP^®, ADPA^®
Financial Advisor

Jim Cox
Senior Financial Advisor

Brian Merrick, CFP^®, APMA^®, CRPC™
Owner, Senior Financial Advisor

S. Chuck Viator, CIMA^®, CFP^®
Managing Principal, Senior PIM Portfolio Manager

Kimberly Neal
Managing Director, Senior Financial Advisor

Clay Brooks, CFP^®
Financial Advisor