David Rich, CFP®
Sr. Wealth Advisor
Hussein Elgohary, CFP®, CEPA
Wealth Advisor
Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®
Partner, Retirement Plan Group
Michael Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor
Trace Winn, CFP®
Wealth Advisor
David Ricci, CFP®
Regional Vice President
David Baratta
Sr. Partner, Regis Group
Yvonne Jimenez, CFP®, MBA
Partner
David Kerber, CFP®, CRPC®, MPAS®, ABFP℠
Managing Partner
Kent Thomson, CRPC®
Regional Vice President
Bret Seidman
Service Operations Associate
Dawn Santeford
Relationship Manager
Denise Rhodey
Manager, Client Service
Fergus Kveton
Associate Vice President
Gracie Zapata
Talent Developer
JoAnn Ferradino
Sr. Client Service Specialist
Mehdi Fernando
Manager, Client Service
Nancy R. Hudak
Director, Partner Success
Piper Baker
National Client Service Specialist
Sam Reys
Relationship Manager
