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.

Let’s talk

Search results for:

Market: Advisory Team Directory

Clear All Filters

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Onalaska, Minneapolis

Jenn King, CFP®, RICP®

Wealth Advisor

Jacksonville

Jennifer Adams, CFP®, CDFA®, CSRIC®

Sr. Wealth Advisor

Asheville

Jennifer Currin Gutridge, CFP®

Sr. Wealth Advisor

Portland – South

Jeremiah H. Barlow, JD

Chief Solutions Officer

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Jesse Schenck, CFP®

Wealth Advisor

Bartlesville

Jessica Chen, CFA®

Wealth Advisor

Walnut Creek, Menlo Park, San Francisco

Jill Fopiano, CFA, CFP®

Partner, Sr. Wealth Advisor

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 Cubic

Sr. Wealth Advisor

Atlanta

John Evans, CFP®

Sr. Wealth Advisor

Atlanta

John Freemire, CFP ®

Wealth Advisor

Boulder

John Mowery, CFP®, MBA

Principal

Ames, Minneapolis

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

Sr. Wealth Advisor

Morristown, Marlboro

John Swanson

Sr. Wealth Advisor

Bend – Downtown

Jon Dinkins, CPA, PFS, CIMA, AIF

Principal, Sr Wealth Advisor

Owings Mills

Ready to get started?

Let’s Talk

Explore More

A pay role specialist reviewing social security

Tax Planning

Social Security Wage Base 2026 Increase: Employer Guide

January 16, 2026

Tax Planning

Tax Benefits of Employing Your Children in Your Business

January 15, 2026

Estate Planning

Help Maximize Your Giving Impact and Tax Benefits in 2026 with Donor-Advised Funds

January 14, 2026

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7