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.

Midwest
Northeast
Southeast
Southwest
West
Jonathan Howard

Jonathan Howard

Portfolio Consultant

Joseph Luciano

Financial Planner

Josh Davis

Wealth Strategist

Josh Frazier

Financial Planner

Josh Johnson

Financial Planner
Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner

Libby Dahlberg

Financial Planner

Lindsay Stuart, CFP®

Manager, Sr. Financial Planner

Luke Hiddessen

Financial Planner
Luke Mazariegos headshot

Luke Mazariegos

Financial Planner
Madeline Longo - Sr. Financial Planner

Madeline Longo, CFP®

Wealth Strategist, Ascend
Madison Moore headshot

Madison Ramella, CFP®

Sr. Financial Planner
Maggie Segrave

Maggie Wagner, CFP®

Wealth Strategist, Ascend
Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor

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