Cailin Johnson, CFP
Associate Wealth Advisor
Charles Schwinck
Wealth Advisor
Evan Bachman, CFP®, AWMA
Wealth Advisor
Jake Meza, CFP®
Wealth Advisor
Jeffrey Lokken, CFP®
Sr. Wealth Advisor
John Mowery, CFP®, MBA
Principal
Jon Kennedy, CFP®, MSFS
Managing Partner, Regis Group
Nancy Hughes, CFP®, CAP®
Sr. Wealth Advisor
Ryan Bly, CPFA®, CEPA. NQPC™
Wealth Advisor, Retirement Plans
Lucas Schwaller, CTFA®, CES®
Managing Director, Community Client Development
Mitch Fiereck, CFP®, CRPC®, APMA®
Regional Vice President
Colin Watkins, CFP®
Director of Financial Planning, Ascend/Regis
Madeline Longo, CFP®
Wealth Strategist, Ascend
Mark Pletts
Sr. Wealth Advisor
Benjamin Sjodin
Relationship Manager
Karin Fure
Sr. Client Service Specialist
Mary Mortensen
Client Service Specialist
Sydney Shearer
Manager, Client Services
Emily Ferrazzo, CPFA®, QKA®
Sr. Retirement Specialist
Evan Kennedy, CIMA®
Sr. Portfolio Consultant
