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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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

Bloomington, Onalaska

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

Jill Fopiano, CFA, CFP®

Sr. Wealth Advisor II, Sr. Director

Boston – West

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Joel Lange

Joel Lange, CFA

Sr. Wealth Advisor

John Carney

John Carney, CFP®

Wealth Advisor

John Day, CPA/PFS

Sr. Wealth Advisor

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