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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George Toulson, CFA, CFP®

Sr. Wealth Advisor

Gerald Clebanoff, CFA®

Sr. Wealth Advisor

Westlake Village

Gerard Quinn

Sr. Wealth Advisor

Westerville

Grace Bossert, CFP®, CSRIC®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Gracie Horton, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Grant Habersetzer, MSFP

Wealth Advisor

Spokane

Hanna Yesuf

Wealth Advisor

Charlotte

Harish Vishria, CFP®, APMA®

Sr. Wealth Advisor

Memphis

Heather Ford, CFP®, CPA, CTFA, AEP®

Sr. Wealth Advisor

Austin, Houston

Heather M. Molloy, CFP®, CPA/PFS, CDFA®

Wealth Advisor

McLean

Hilary Daniel

Wealth Advisor

Charlotte

HK Hallett

Sr. Wealth Advisor

Charlotte

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield, Leawood

Howard A. Kades, MBA

Sr. Wealth Advisor

Radnor

Hunter Brown, CFP®

Wealth Advisor

Oklahoma City

Hussein Elgohary, CFP®, CEPA

Wealth Advisor

Scottsdale

Ian Freemire, CFP®, CDFA®

Sr. Wealth Advisor

Denver, Frisco, Denver – Greenwood Village

Ian Hamre, CFA®, CFP®

Sr. Wealth Advisor

Roanoke

Ignatius D’Anna, CFP®, CWS®, CEPA®

Sr. Wealth Advisor

Newport Beach

J. Scott Murphy, MBA

Sr. Wealth Advisor

Hunt Valley

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