
Nicholas Campbell, CFP®, CPA/PFS, M.Tx.
Wealth Advisor

Nickie Maia, CFP®, AIF®
Wealth Advisor

Noah Reichert, MSFP, CFP®, AIF®
Wealth Advisor

Richard Brad Mundy, CFP®, CPA
Sr. Wealth Advisor

Rick Henderson, CFP®, AIF®
Sr. Wealth Advisor

Ron Kibbe, CFP®, CLU®, ChFC®
Sr. Wealth Advisor

Sarah Cannon, CFP®
Wealth Advisor, Director

Troy Buder
Wealth Advisor

William Howard, CFP®, CFA
Wealth Advisor

G. Merrick Estes, Jr.
Sr. Vice President

Adam Lee, CFP®
Sr. Vice President

Jenna Taylor
Regional Sales Associate

Kimberly Maxwell
Regional Sales Associate

Lacy Hartzler
Sr. Regional Client Development Associate

Alexis Kibbe, CFP®, CAP®
Financial Planner

Anuska Kovalcheck, CFP®
Financial Planner

Autumn Vaughn, CFP®
Financial Planner

Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®
Director, Financial Planning

Cameron Holt
Financial Planner

Camryn Norman
Financial Planner