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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Jaimi Dennehy

Partner, Regis Group

Jake Meza, CFP®

Wealth Advisor

James Everitt

James Everitt

Sr. Wealth Advisor, Director

James Roundy, CFP®, CEPA

Wealth Advisor

Portland – South

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

James Shanton

James Shanton, CFP^®

Sr. Wealth Advisor

James Telfer, CFP®, CSRIC®

Principal

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®

Partner, Retirement Plan Group

Jason Bivin

Portfolio Consultant

Jason Halko

Jason Halko, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Jason O’Meara, CFP®

Partner

Morristown, New York, Radnor

Jason Sobolik

Jason Sobolik, CFP^®

Wealth Advisor

Jeannette Jones, CFP®

Sr. Wealth Advisor

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^®

Sr. Wealth Advisor

Jeff Smith

Jeff Smith

Wealth Advisor

Columbus, Cincinnati

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