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
Josh Frazier
Financial Planner
Kara Dorothy, CAP
Sr. Financial Planner
Kayla Samuel
Sr. Financial Planner
Keith Wayne, CFP®, CSLP®, CRPC®, APMA®
Sr. Financial Planner
Kristen Revis
Financial Planner
Kyndal Andrews, CFP®, CAP®
Financial Planner
Linda Wieczorek, MBA, AIF
Sr. Financial Planner
Lindsay Stuart, CFP®
Sr. Financial Planner
Lizzie Gossett, CFP®
Wealth Advisor
Luke Mazariegos
Financial Planner
Madeline Longo, CFP®
Wealth Strategist, Ascend
Maggie Wagner, CFP®
Wealth Strategist, Ascend
Mark Pletts
Sr. Wealth Advisor
Matthew Kelley, CFP®
Financial Planner
Michael Stanley II, CFP®
Director, Financial Planning

