Evan Kennedy, CFP®
Wealth Advisor
Ian Hamre, CFA®
Sr. Wealth Advisor
Keenan Stout, CFP®
Wealth Advisor
Kent Davis
Wealth Advisor
Lawrence Solomon, MBA, CFP®
Sr. Wealth Advisor
Marcus Cooper
Wealth Advisor
Mark Falamoun, CFP®, EA
Wealth Advisor
Rick Gibson, CFP®
Wealth Advisor
Tyler Hillyer, CFP®
Wealth Advisor
Brian Oberle
Regional Vice President
Keith Wayne, CFP®, CSLP®, CRPC®, APMA®
Financial Planner
Aleksandra Simic
Sr. Client Service Specialist
Ally Keasler
Sr. Client Service Specialist
Courtney Lavender
Sr. Client Service Specialist
Grace Farley
Director, Client Service
Jody Wyatt
Sr. Client Service Specialist
Kristina Gillis-Phelps
Client Service Specialist
Lisa Dellinger
Manager, Client Service
Luke Jackson, CFP®
Client Service Specialist
