Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Carin Roman, CFP^®

Wealth Advisor

Schaumburg

Carl Larimore, MS, MBA, AEP, CFP®

Sr. Wealth Advisor, Sr. Director

Bartlesville, Dallas – Park Cities, Ponca City

Carol Ann Casebolt, CFP®

Wealth Advisor

Woodland Hills

Carrie Zhou, CFP®

Wealth Advisor

San Francisco

Chad Meyer, Jr., CFA®, MBA

Sr. Wealth Advisor

Hunt Valley

Chad Staskal, CFP®

Sr. Wealth Advisor I

Bend

Chadwick Dickison

Wealth Advisor

McLean

Chandler Ferguson, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Charles Recchion

Wealth Advisor

San Francisco

Chris Gomez, CFP®

Wealth Advisor

LA-Century City

Chris Kalafatis

Chris Paolantonio, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Chris Saccomanno, CFP®

Wealth Advisor

Lexington

Chris Young, CFP®, CPWA®, AEP®

Sr. Wealth Advisor

Dallas – Park Cities

Christina Hung, CFP®

Sr. Wealth Advisor

Newport Beach

Christopher Blakely, CFP®, CTFA

Wealth Advisor

Radnor

Christopher Currin, CFP®, ChSNC®

Sr. Wealth Strategist

Dallas – Park Cities

Christopher S. Murphy, CFP®

Wealth Advisor

Boulder

Chuck Breuch, CFP®

Sr. Wealth Advisor

Boulder

Clay Evans, CFP®, CAP®

Wealth Advisor

Dallas – Park Cities

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