Brian Kuhn

Senior Vice President, Financial Advisor

CFP®, CLU®

Chris Dionot

Senior Vice President, Financial Advisor

PPC®, JD

Robert B. Hewitt

Senior Vice President, Financial Advisor

CFP®, AIF®, CEPA®

Robert H. Carson

Senior Vice President, Financial Advisor

CFP®, ChFC®

Jonathan Wienecke

Senior Vice President, Financial Advisor

CFP®

Jon Giordani

Senior Vice President, Financial Advisor

CFA®

Melinda Boyd

Regional Vice President, Financial Advisor | Partner Programs

CDFA®

Joe Evans

Vice President, Financial Advisor

CFP®

Bill Cannon

Director, Retirement Plan Consulting

AIF®

Malinda Russell

Client Service Associate

Lindsey Weeks

Retirement Plan Service Manager

Zachary Haussler

Client Service Associate

Tara Mason

Client Service Associate

Alex Dansberger

Financial Advisor

CFP®

Merin Kuhn

Administrative Assistant

Suzanne Hollinger

Client Service Associate

Ernest Kwong

Neal Seagle