Brian Smyth
Wealth Advisor
Bridger Dawson
Wealth Advisor
Brittany Rice, CFP®, CDFA®
Sr. Wealth Advisor
Bruce R. Bendell, CPA, PFS
Wealth Strategy Director, Tax
Bryan Bielawski, CPA, CFA®
Sr. Wealth Advisor
Byron Snider, CFA®
Sr. Wealth Advisor
Cailin Johnson, CFP
Associate Wealth Advisor
Carin Roman, CFP®
Wealth Advisor
Carol Ann Casebolt, CFP®
Wealth Advisor
Carrie Zhou, CFP®
Wealth Advisor
Catherine Franklin
Associate Wealth Advisor
Chad Staskal, CFP®
Sr. Wealth Advisor
Chadwick Dickison
Wealth Advisor
Chandler Ferguson, CFP®, CIMA®
Sr. Wealth Advisor
Charles Recchion
Wealth Advisor
Charles Schwinck, TPCP™
Wealth Advisor
Chris Gomez, CFP®
Wealth Advisor
Chris Kalafatis
Partner, Regis Group

