Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Jason Bivin

Associate Wealth Advisor

Jason Halko

Jason Halko, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Jason O’Meara, CFP®

Wealth Advisor, Sr. Director

Morristown, New York, Radnor

Jason Sobolik

Jason Sobolik, CFP^®

Wealth Advisor

Jeannette Jones, CFP®

Sr. Wealth Advisor, Director

Jeannie Seabaugh

Sr. Wealth Advisor

Chesterfield, Leawood

Jeff Bilberry, CFP®

Sr. Wealth Advisor

Branson, Springfield, Leawood

Jeff Giguere, CFP®

Sr. Wealth Advisor

Jeff Kacal, CFP®, CTFA

Sr. Wealth Advisor

Austin, Houston

Jeff Minc - Wealth Advisor

Jeff Minc, CFP^®

Wealth Advisor

Jeff Smith

Jeff Smith

Wealth Advisor

Columbus, Cincinnati

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Onalaska, Minneapolis

Jenn King

Jenn King, CFP®, RICP®

Wealth Advisor

Jennifer Adams, CFP®, CDFA®, CSRIC®

Sr. Wealth Advisor

Jennifer Currin Gutridge, CFP®

Sr. Wealth Advisor

Portland – South

Jeremiah Barlow

Jeremiah H. Barlow, JD

EVP, Wealth Solutions

J Haverstock

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Jesse Schenck, CFP®

Wealth Advisor

Jessica Chen - Wealth Advisor

Jessica Chen, CFA®

Wealth Advisor

Ready to get started?

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