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.

Search results for:

Market: Advisory Team Directory

Clear All Filters

Ian Freemire, CFP®, EA

Sr. Wealth Advisor

Denver, Frisco, Denver – Greenwood Village

Ian Hamre, CFA®, CFP®

Sr. Wealth Advisor

Ignatius D’Anna, CFP®, CWS®

Sr. Wealth Advisor

Jack McCloskey, CFP®

Sr. Wealth Advisor, Sr. Director

Ann Arbor, Troy

Jackie Schlup Daniels, CFP®, CDFA®, AEP®, ChSNC®

Wealth Advisor

Dallas – Park Cities

Jacob Gee

Jacob Gee, CFP®

Wealth Advisor

Jaimi Dennehy

Sr. Wealth Advisor

Jake Meza, CFP®

Wealth Advisor

James Everitt

James Everitt

Sr. Wealth Advisor, Director

James Roundy, CFP®, CEPA

Wealth Advisor

Portland – South

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

James Shanton

James Shanton, CFP^®

Sr. Wealth Advisor

James Telfer, CFP®, CSRIC®

Wealth Advisor, Director

Denver, Frisco, Denver – Greenwood Village

Janis Biggers

Wealth Advisor

Jared Harrington, CFP®

Wealth Advisor

Fort Worth – Colleyville

Jaron D. Carmichael - Director of Retirement Group, Wealth Advisor

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Director of Retirement Group, Wealth Advisor

Jason Halko

Jason Halko, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Jason O’Meara, CFP®

Wealth Advisor, Sr. Director

Morristown, New York, Radnor

Jason Sobolik

Jason Sobolik, CFP^®

Wealth Advisor

Jeannette Jones, CFP®

Sr. Wealth Advisor, Director

Ready to get started?

Explore More

A couple in retirement

Insights

Social Security Break-Even Point: What It Is and Why It Matters

September 12, 2025

Insights

Alternative Minimum Tax After OBBBA

September 11, 2025

Insights

Liquidity Planning After a Tender Offer

September 10, 2025

Continue Browsing