Jessica Caruso, CFP®
Executive Managing Director
Karrie Spencer, CFP®
Managing Director
Alexa Willis, CFP®
Wealth Advisor
Bill Berg, CFA, CFP®
Sr. Wealth Advisor
Courtney Mersereau, CFP®
Wealth Advisor
Garrett Parker, CFP®
Wealth Advisor
James Roundy, CFP®
Wealth Advisor
Jennifer Currin Gutridge, CFP®
Sr. Wealth Advisor
Kathi McMahon, CFP®
Wealth Advisor
Kyle Dodrill
Wealth Advisor
Mike Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor, Director
Sarah Elise Berry, CFP®
Sr. Wealth Advisor
Stephen Crabb, CFP®
Wealth Advisor
Duncan Wilk, CFP®
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
Nikki Ivins
Sr. Regional Sales Associate
Jesse Schenck, CFP®
Financial Planner
Korina Kaio-Maddox
Portfolio Consultant
Theresa Bedard
Manager, Portfolio Consultant
Brittani Woodruff
Client Service Specialist