Craig Belisle

Senior Vice President, Financial Advisor

ChFC®

John Ellard

Senior Vice President, Financial Advisor

CFP®, CLU®, CPWA®, CEPA®

Charles B. Gray

Senior Vice President, Financial Advisor

CFP®

Evan Quinn

Senior Vice President, Financial Advisor

CFP®, CRPC®, EA

Tiffany Rosetti

Senior Vice President, Financial Advisor

CFP®, BFA™

John Steele

Senior Vice President, Financial Advisor and Director of Investments

CFA®, CFP®

Bryan Walls

Vice President, Financial Advisor

CFP®

Brittan Fussell

Financial Advisor

CFP®

Alaina Mattix

Associate Financial Advisor

CFP®, CPA

Wendell Clarke

Behavioral Wealth Specialist

CFP®, BFA

Cohen Taylor

Behavioral Wealth Specialist

CFSW, LMFT

Nichole Ladon

Senior Client Service Associate

Christopher Lemorocco

Senior Client Service Associate

Carlos Galindo

Portfolio Analyst

Connie Arebalo

Zac Rosequist

Noah Vue

Karyn Chaney

Office Administrator