Jonathan Howard
Portfolio Consultant
Joseph Luciano
Financial Planner
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
Kyndal Andrews, CFP®, CAP®
Financial Planner
Libby Dahlberg
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
Madeline Longo, CFP®
Wealth Strategist, Ascend
Madison Ramella, CFP®
Sr. Financial Planner
Maggie Wagner, CFP®
Wealth Strategist, Ascend
Mark Pletts
Sr. Wealth Advisor
Matthew Kelley, CFP®
Financial Planner

