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.

Let’s talk

Search results for:

Market: Advisory Team Directory

Clear All Filters

Christopher Sporer, CFP®

Regional Vice President

Chicago

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, San Jose, Mill Valley

Kristen Comeau

Regional Vice President

McLean, Roanoke, Richmond, Washington, DC, Owings Mills, Hunt Valley

Raul Palma

Regional Vice President

Kahului, LA-Century City, Pasadena, Santa Barbara, Woodland Hills, Thousand Oaks

Tommy Azoury

Regional Vice President

Santa Barbara

Adam Deskins, CFP®, ChFC®

Regional Vice President

Raleigh

Adam Roosevelt

Regional Vice President

Morristown

Alex Krenek, J.D.

Regional Vice President

Portland

Andrew Thompson

Regional Vice President

Denver

Anthony (Tony) Strittholt, CRPC®, CEPA®

Regional Vice President

Cincinnati, Indianapolis, Pittsburgh

Anthony Flores

Regional Vice President

Tampa

Anthony Koehler, CFP®, MBA

Regional Vice President

Grand Rapids

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Brian Holmes

Regional Vice President

Frisco

Brian Oberle

Regional Vice President

McLean

Bryan Cantrell

Regional Vice President

Albuquerque

Caleb Brasel, MBA

Regional Vice President

Houston

Ready to get started?

Let’s Talk

Explore More

Women & Wealth

How Women Can Design a Legacy That Reflects Their Values

September 15, 2026

Tax Planning

How Much Money Do You Need To Work With a Wealth Manager?

September 11, 2026

Investment Management

Making Sense of Rising Treasury Yields

September 9, 2026

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7