Chanelle Van Pelt
Wealth Strategist
Charles Pastor
Sr. Financial Planner
Charles Wetmore
Sr. Financial Planner
Christina Slavonik, CFP®, CSLP
Wealth Advisor
Christopher Johnson
Vice President, FP&A
Cindy Biernbaum
Financial Planner
Colin Watkins, CFP®
Director of Financial Planning, Ascend/Regis
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

