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.

Frances Hymiller, CFP®

Wealth Advisor

Frank-Piccolo

Frank Piccolo, CFP®, EA

Wealth Advisor

Bellevue, Spokane

Gabrielle Mollick

Gabrielle Mollick, CFP®, CSRIC™

Wealth Advisor

Denver, Denver – Greenwood Village

Garrett Parker

Garrett Parker, CFP®

Wealth Advisor

Gary Gunsalus

Wealth Advisor

G Williams

Gary Williams, CFP®

Sr. Wealth Advisor

Geoffrey Franklin

Geoffrey Franklin, CFP®

Sr. Wealth Advisor

George Herr, CFP®, RICP®

Wealth Advisor

Livonia, Traverse City, Troy

Gerald Clebanoff, CFA®

Sr. Wealth Advisor

Westlake Village

Gerard Miles

Wealth Advisor

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, Nashua, Peabody

Hanna Yesuf

Hanna Yesuf

Wealth Advisor

Harish Vishria, CFP®, APMA, MSM

Sr. Wealth Advisor

Harrison Fant

Harrison Fant, CFP®, AIF®

Sr. Wealth Advisor

Heather Jenkins Capps

Heather Ford, CFP®, CPA, CTFA, AEP®

Wealth Advisor

Austin, Houston

Heather-Molloy

Heather M. Molloy, CFP®, CPA/PFS, CDFA®

Wealth Advisor

Herman Tkach

Herman Tkach

Wealth Advisor

HK Hallett

HK Hallett

Sr. Wealth Advisor

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield, Leawood

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