Jessica Caruso, CFP®
Executive Managing Partner, West Division
Karrie Spencer, CFP®
Managing Partner
Chad Staskal, CFP®
Sr. Wealth Advisor
Courtney Mersereau, CFP®, CDFA®
Wealth Advisor
David Stuehling, CFP®, CHFC®, CLU®, TPCP®
Wealth Advisor
James Roundy, CFP®, CEPA
Wealth Advisor
Jeff Witt, CFA®, CFP®, CIPM®
Sr. 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
Michael Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor
Reece Betcher, CFP®
Wealth Advisor
Sarah Elise Berry, CFP®
Sr. Wealth Advisor
Stephen Crabb, CFP®
Wealth Advisor
Stephen Engle, JD, CFP®
Sr. Wealth Advisor
Suzanne Daniel, CFP®
Wealth Advisor
Troy Thompson, JD, CFP®
Sr. Wealth Advisor
Allison Lathrop
Manager, Client Service

