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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John Evans

John Evans, CFP®

Sr. Wealth Advisor

John Freemire

John Freemire, CFP ®

Wealth Advisor

John Mowery

John Mowery

Wealth Advisor, Director

Bloomington, Ames

John P. Middleton image

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

Senior Wealth Advisor

John Swanson - Sr. Wealth Advisor

John Swanson

Sr. Wealth Advisor

Bend – Downtown

Jon Kennedy, CFP®, MSFS

Managing Director, Regis Group

Jonah Tinajero

Wealth Advisor

Jonas Noack Image

Jonas Noack, CFA®, CFP®

Wealth Advisor

J Mitchell

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

Sr. Wealth Advisor, Sr. Director

Jonathan Castle Image

Jonathan N. Castle, MSFS, CFP®

Sr. Wealth Advisor

Jonathan Smith, CIMA®

Sr. Portfolio Consultant I

Boston – West

Jordan-Dean

Jordan Dean, CTFA

Wealth Advisor

José Castañeda

José Castañeda, CFP®

Wealth Advisor

Joseph D. McIntosh - Sr. Wealth Advisor

Joseph D. McIntosh, CPA

Sr. Wealth Advisor

Fort Worth – Colleyville

Joshua Fremit, CFP®

Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Julia Messineo

Julia Messineo, CFP®

Wealth Advisor

Julie-Albright

Julie Albright, CFA, CFP®

Wealth Advisor

Julie Brown, CRPC®, FPQP®

Wealth Advisor

J Shane

Justin Shane, CFP^®

Wealth Advisor

Kalita Blessing, CFP®, CAP®, AEP®, CSRIC™

Sr. Wealth Advisor

Dallas – Park Cities

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