
Josh DeForest, CFA, CFP®
Executive Managing Director

David H. Levy, MBA, CFP®, AEP®
Sr. Wealth Advisor, Sr. Director

Susan Travis, CFP®, AEP®, CTFA
Managing Director

Adam Frinsco, CFP®, ChSNC®, CMT
Wealth Advisor

Dale Hawthorne
Wealth Advisor

Drew Kanaly
Sr. Wealth Advisor

Ernest Neeley, MBA, CFP®
Wealth Advisor

Gary Williams, CFP®
Sr. Wealth Advisor

Heather Ford, CFP®, CPA, CTFA, AEP®
Wealth Advisor

Jeff Kacal, CFP®, CTFA
Sr. Wealth Advisor

Laura Rowley, CFP®, CTFA
Sr. Wealth Advisor

Mark Cunningham, CFP®, CDFA®
Sr. Wealth Advisor

Peter Ip, CFP®, CTFA
Sr. Wealth Advisor

Rebekah Burns, MS, CFP®, ChFC®, CDFA®
Wealth Advisor

Stephanie Fernandes, CFP®
Regional Vice President

Sydney Hacker
Wealth Advisor

William McNutt, CFP®, EA
Wealth Advisor

Laura Thompson
Director, Regional Client Development

Glen Minton, CFP®
Sr. Vice President

Steven Hall, JD, MBA
Regional Vice President