
Jessica Caruso, CFP®
Executive Managing Director

Karrie Spencer, CFP®
Managing Director

Alexa Willis, CFP®
Wealth Advisor

Chad Staskal, CFP®
Sr. Wealth Advisor I

Courtney Mersereau, CFP®
Wealth Advisor

David Stuehling, FP®, ChFC®, RICP®
Wealth Advisor

James Roundy, CFP®, CEPA
Wealth Advisor

Jennifer Currin Gutridge, CFP®
Sr. Wealth Advisor

John Swanson
Sr. Wealth Advisor

Kathi McMahon, CFP®
Wealth Advisor

Kyle Dodrill, CFP®, APMA™
Wealth Advisor

Matthew Hobson
Wealth Advisor I

Mike Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor

Sarah Elise Berry, CFP®
Sr. Wealth Advisor

Stephen Crabb, CFP®
Wealth Advisor

Suzanne Daniel, CFP®
Wealth Advisor II

Duncan Wilk, CFP®
Regional Vice President

Travis Poulos, CFP®
Regional Vice President

Nikki Ivins
Sr. Client Development Associate

Alexandra Mendoza
Financial Planner