Alexis Wilkinson
Financial Planner
Amanda Caster, CFP®, CDFA®
Manager, Sr. Financial Planner
Amy Boyd, CFP®
Sr. Financial Planner
Anthony Welle, AFFP®, CFP®
Sr. Financial Planner
Anuska Kovalcheck, CFP®, EA
Wealth Advisor
Blake Parker, CFP®
Wealth Advisor
Brandon Capicotto
Wealth Strategist
Brandon Williams, CFP®
Financial Planner
Bryan Corbitt, CFA®, CFP®
Sr. Financial Planner
Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS
Sr. Director, Financial Planning
Cameron Holt
Financial Planner
Camryn Norman
Sr. Financial Planner
Carrie Beede, CFP®, EA
Sr. Financial Planner
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

