
Blake Parker
Financial Planner

Brandon Capicotto
Financial Planner

Brandon Williams, CFP®
Financial Planner

Bryan Corbitt, CFA®, CFP®
Sr. Financial Planner

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

Cameron Holt
Financial Planner

Camryn Norman
Financial Planner

Carrie Beede, CFP®, CDFA®, EA
Sr. Financial Planner

Catherine Franklin
Financial Planner

Chanelle Van Pelt
Sr. Financial Planner

Charles Schwinck
Financial Planner

Charles Wetmore
Sr. Financial Planner

Christina Slavonik, CFP®, CSLP
Sr. Financial Planner

Christopher Johnson
Vice President, FP&A

Colin Watkins, CFP®
Director, Financial Planning

Craig Kinnunen
Sr Financial Planner

Evan Salter
Financial Planner

Federico Avendano
Financial Planner

Gracie Horton, CFP®
Financial Planner

Grant Wilson
Manager, Sr. Financial Planner