
Alex Miles
Sr. Wealth Advisor

Alexa Willis, CFP®
Wealth Advisor

Alice McDermott, CFP®
Wealth Advisor

Andra Reason, CPA, CFP®
Sr Wealth Advisor, Director

Andrew Shannon, CFP®
Wealth Advisor

Anna Apodaca, CFP®
Wealth Advisor, Director

Anthony Lugo-Garcia
Wealth Advisor

Art Haws, CPWA®, CFP®
Sr. Wealth Advisor, Director

Barry Cohen, CPA, CFP®, CIMA®
Sr. Wealth Advisor

Ben Gyulambaryan, CFP®
Wealth Advisor

Ben Rowse, CFP®, CAIA®
Wealth Advisor, Director

Bennet Thonakkara, CPA, CFA®
Sr. Wealth Advisor, Sr. Director

Bernie Salamone, CPA, CFP, JD
Sr. Wealth Advisor

Bill Berg, CFA, CFP®
Sr. Wealth Advisor

Bill Ennis, CPA/PFS
Sr. Wealth Advisor

Bill Starnes, CFP®, MST
Sr. Wealth Advisor

Bob Burlinson
Sr. Director, Private Investments

Brad White, CFP®
Sr. Wealth Advisor, Director

Brandon Wissinger, CFP®
Sr. Wealth Advisor

Brent Kerstetter, CFP®, MBA
Sr. Wealth Advisor, Director