John Freemire, CFP ®
Wealth Advisor
John Mowery, CFP®, MBA
Principal
John P. Middleton, CFA, CFP®, CAIA®, AIF®
Sr. Wealth Advisor
John Swanson
Sr. Wealth Advisor
John Wilson, CFP®
Wealth Advisor
Jon Dinkins, CPA, PFS, CIMA, AIF
Principal, Sr Wealth Advisor
Jon Kennedy, CFP®, MSFS
Managing Partner, Regis Group
Jonah Shafer
Associate Wealth Advisor
Jonah Tinajero
Wealth Advisor
Jonas Noack, CFA®, CFP®
Wealth Advisor
Jonathan N. Castle, MSFS
Sr. Wealth Advisor
Jonathan Smith, CIMA®
Sr. Portfolio Consultant
Jordan Dean, CTFA
Wealth Advisor
José Castañeda, CFP®
Wealth Advisor
Joseph D. McIntosh, CPA
Sr. Wealth Advisor
Joseph McCarthy, CFP®, ChFC
Wealth Advisor
Josh Broadhurst, CFP®
Wealth Advisor
Joshua Fremit, CFP®
Wealth Advisor
Juan (Yago) Samperio Suarez, CFA®, CFP®
Sr. Wealth Advisor

