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.

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James Shanton

James Shanton, CFP^®

Sr. Wealth Advisor

James Telfer, CFP®, CSRIC®

Wealth Advisor, Director

Denver, Frisco, Denver – Greenwood Village

Jared Harrington, CFP®

Wealth Advisor

Fort Worth – Colleyville

Jaron D. Carmichael - Director of Retirement Group, Wealth Advisor

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Director of Retirement Group, Wealth Advisor

Jason Bivin

Associate Wealth Advisor

Jason Halko

Jason Halko, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Jason O’Meara, CFP®

Sr. 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

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