Matthews Barnett, CFP®, ChFC®, CLU®
Wealth Advisor
Max Rhodes, JD
Sr. Wealth Advisor
Meghan Doherty
Wealth Advisor
Melanie Fitzgerald, CFP®
Wealth Advisor
Micah Cummins, AMS®, CFP®
Sr. Wealth Advisor
Michael Creamer, CPA, CFP®, CDFA, ADPA, AIF, BFA
Sr. Wealth Advisor
Michael G. Simmons, CFP®
Sr. Wealth Advisor
Michael Mikonis, CFP®, RICP®
Wealth Advisor
Michael Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor
Michael Stros, CFP®, RMA®
Wealth Advisor
Michael W. Johns, CFP®
Sr. Wealth Advisor
Michelle Ash, CFP®, MSFS, RICP®
Sr. Wealth Advisor
Michelle Sandt-Wade, CFP®
Sr. Wealth Advisor
Mike D. Baittinger, CFP®, ChFC®
Sr. Wealth Advisor
Mike Reich, CFP®
Wealth Advisor
Nancy Hughes, CFP®, CAP®
Sr. Wealth Advisor
Nathan Luke, CFP®, MBA
Wealth Advisor
Neal Gudmunson, CFP®, EA
Wealth Advisor
Neha Pande, CFP®, APMA, MBA
Wealth Advisor
Nicholas Campbell, CFP®, CPA/PFS, M.Tx.
Sr. Wealth Advisor

