Jarrod Brock
Financial Planner
Jennifer Baick, MBA, CFP®, CDFA
VP, Financial Planning Group
Jim Bagnato, CFP®, RICP®
Manager, Sr. Financial Planner
Joanna Geier, FPQPTM, CFP
Sr. Wealth Strategist, Ascend
Joey Luciano
Financial Planner
John Paul Bradley, CFP®, CPWA®
Financial Planner
Jonathan Howard
Portfolio Consultant
Josh Davis
Wealth Strategist
Josh Frazier
Financial Planner
Josh Johnson
Financial Planner
Kara Dorothy, CAP
Sr. Financial Planner
Kayla Samuel
Sr. Financial Planner
Keith Wayne, CFP®, CSLP®, CRPC®, APMA®
Manager, Sr. Financial Planner
Kristen Revis, CFP®
Manager, Financial Planner
Kyndal Andrews, CFP®, CAP®
Financial Planner
Linda Wieczorek, MBA, AIF
Sr. Financial Planner
Lindsay Stuart, CFP®
Manager, Sr. Financial Planner
Lizzie Gossett, CFP®
Wealth Advisor
Luke Hiddessen
Financial Planner
Luke Mazariegos
Financial Planner

