Chadwick Dickison
Wealth Advisor
Evan Kennedy, CFP®
Wealth Advisor
Heather M. Molloy, CFP®, CPA/PFS, CDFA®
Wealth Advisor
Keenan Stout, CFP®
Partner
Lawrence Solomon, MBA, CFP®
Sr. Wealth Advisor
Mark Falamoun, CFP®, EA
Wealth Advisor
Ross Anderson
Wealth Advisor
Trey Ingram, CFP®, CAIA
Wealth Advisor
Kristen Comeau
Regional Vice President
Brian Oberle
Regional Vice President
Josh Frazier
Financial Planner
Keith Wayne, CFP®, CSLP®, CRPC®, APMA®
Sr. Financial Planner
Jaydn David
Estate Planning Strategist
Aleksandra Simic
Sr. Client Service Specialist
Ally Keasler
Sr. Client Service Specialist
Grace Farley
Sr. Director, Client Service
Luke Jackson, CFP®
Financial Planner
Michael O’Brien
Financial Planner

