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®, CPWA®, CAS
Director, Financial Planning
Cameron Holt
Financial Planner
Camryn Norman
Financial Planner
Carrie Beede, CFP®, CDFA®, EA
Sr. Financial Planner
Chanelle Van Pelt
Sr. 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
Daniel Lime
Sr. Financial Planner
Evan Salter
Financial Planner
Federico Avendano
Sr. Financial Planner
Gracie Horton, CFP®
Financial Planner
Grant Habersetzer
Financial Planner
Grant Wilson
Manager, Sr. Financial Planner
Haana Frank, CFP®
Manager, Sr. Financial Planner

