Daniel Cook
Financial Planner
Daniel Lime, CFP®
Sr. Financial Planner
Evan Salter
Financial Planner
Federico Avendano
Wealth Strategist
Grant Habersetzer
Financial Planner
Grant Wilson
Manager, Wealth Strategist
Haana Frank, CFP®
Manager, Sr. Financial Planner
Hannah Van Essen
Financial Planner
Harrison Sedmak
Financial Planner
Henry Cox
Financial Planner
Jake Springer
Financial Planner
James Justus
Sr. Financial Planner
Jennifer Baick, MBA, CFP®, CDFA
VP, Financial Planning Group
Jim Bagnato, CFP®
Financial Planner
Joanna Geier, FPQPTM, CFP
Sr. Wealth Strategist, Ascend
John Paul Bradley, CFP®, CPWA®
Financial Planner
Jonathan Howard
Portfolio Consultant
Josh Davis
Wealth Strategist
Kara Dorothy, CAP
Sr. Financial Planner
Kayla Samuel
Sr. Financial Planner

