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.

Northeast
Midwest
Southeast
Southwest
West

Bryan Powers, CFP®

Executive Managing Partner
Will Mannon

Will Mannon

Executive Managing Partner

Christopher Sporer

Regional Vice President
Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development
Adam Deskins

Adam Deskins, CFP®, ChFC®

Regional Vice President

Adam Lee, CFP®

Sr. Vice President

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