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
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
Summer Miles, Sr. Client Service Specialist
Sr. Client Service Specialist
Kristen Comeau
Regional Vice President
Brian Oberle
Regional Vice President
Josh Frazier
Financial Planner
Keith Wayne, CFP®, CSLP®, CRPC®, APMA®
Sr. Financial Planner

