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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Jill Fopiano, CFA, CFP®

Sr. Wealth Advisor II, Sr. Director

Boston – West

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Joel Lange, CFA

Sr. Wealth Advisor

Austin

John Carney, CFP®

Wealth Advisor

Livonia, Troy

John Evans, CFP®

Sr. Wealth Advisor

Atlanta

John Freemire, CFP ®

Wealth Advisor

Boulder

John Mowery, CFP®, MBA

Wealth Advisor, Director

Ames, Minneapolis

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Senior Wealth Advisor

Morristown, Marlboro

John Swanson

Sr. Wealth Advisor

Bend – Downtown

Jon Kennedy, CFP®, MSFS

Managing Director, Regis Group

Minneapolis

Jonah Tinajero

Wealth Advisor

San Diego

Jonas Noack, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego, San Diego – Sorrento Valley

Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®

Sr. Wealth Advisor, Sr. Director

Santa Barbara

Jonathan N. Castle, MSFS

Sr. Wealth Advisor

Jacksonville

Jonathan Smith, CIMA®

Sr. Portfolio Consultant I

Boston – West

Jordan Dean, CTFA

Wealth Advisor

Oklahoma City

José Castañeda, CFP®

Wealth Advisor

Rockwall

Joseph D. McIntosh, CPA

Sr. Wealth Advisor

Fort Worth – Colleyville

Josh Broadhurst

Wealth Advisor

Jacksonville

Joshua Fremit, CFP®

Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

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