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.

Eric Blase Image

Eric Blase

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Eric Frampton, MBA, CFP®

Wealth Advisor

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Erik Thurnher

Erik W. Thurnher, MD

Sr. Wealth Advisor

Ernest Neeley, MBA, CFP®

Wealth Advisor

Austin, Houston

Ethan Wallace, CPWA® CFP®

Wealth Advisor

Springfield, Leawood

Evan Bachman

Evan Bachman, CFP®, AWMA

Wealth Advisor

Evan Kennedy, CFP®

Wealth Advisor

Fanny Guo

Fanny Guo, CFP^®

Sr. Wealth Advisor

Fran Goldman - Sr. Wealth Advisor

Fran Goldman, CFP®, MBA

Sr. Wealth Advisor

Frances Hymiller, CFP®

Wealth Advisor

Gabrielle Mollick

Gabrielle Mollick, CFP®, CSRIC™

Wealth Advisor

Denver, Denver – Tech Center

Garrett Parker

Garrett Parker, CFP®

Wealth Advisor

G Williams

Gary Williams, CFP®

Sr. Wealth Advisor

Geoffrey Franklin

Geoffrey Franklin, CFP®

Wealth Advisor

George Herr, CFP®, RICP®

Wealth Advisor

Livonia, Traverse City

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Gregg Padilla Photo

Gregg Padilla, CFP®

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Burlington, Nashua, Peabody

Hanna Yesuf

Hanna Yesuf

Wealth Advisor

Harish Vishria, CFP®, APMA, MSM

Sr. Wealth Advisor

Ready to get started?

Explore More

mother and daughter walking and smiling at each other

Personal Finance

Wisdom from Mom: Financial Lessons That Last a Lifetime

May 9, 2025

Retirement

Is a Roth IRA Conversion Right for You? Key Factors to Consider

May 7, 2025

Retirement

How to Maximize Social Security Benefits: Tips for High Earners

May 6, 2025

Continue Browsing