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.

Alex Olshanakiy

Financial Planner

Barbara Rishel, MBA

Sr. Wealth Advisor

Ben Kautz

Ben Kautz, CFP®

Executive Managing Director

Ann Arbor, Cincinnati, Columbus, Livonia, Portage, Traverse City, Franklin

Chad Meyer, Jr., CFA®, MBA

Sr. Wealth Advisor

Eric Schopf, MBA

Sr. Wealth Advisor

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Director

Portland, Portland – South, Roseville, Walnut Creek

Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

Covington, Dallas – Park Cities, Fort Worth – Colleyville, Granbury, Houston, Ponca City, Rockwall, Scottsdale, Starkville, Bartlesville

Keven Jack Image

Kevin Jack, CFP®

Executive Managing Director

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Director

Rick Rubin, CFP®, CFA®, MBA

Sr. Wealth Advisor

Scott Murphy, MBA

Sr. Wealth Advisor

Andrew Medders, CFP®

Sr. Wealth Advisor, Sr. Director

Annie Gottbehuet

Annie Gottbehuet

Managing Director, Market Leader

Brent Singleton, CFP®, AIF®

Sr. Wealth Advisor, Sr Director

Springfield, Leawood

Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Director

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Brian Sullivan

Brian Sullivan, CFP®, MBA, EA

Sr. Wealth Advisor, Sr. Director

Cathy Miller

Cathy Miller, MBA, CFP®, CDFA®, CRPS®

Sr. Wealth Advisor, Sr. Director

Chad Slaughter

Chad Slaughter

Sr. Director

Chip Workman, CFP®

Sr. Wealth Advisor, Sr. Director

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Christopher Blackmon

Christopher Blackmon

Managing Director

Ready to get started?

Explore More

A couple planning their giving and tax strategy

Insights

How Much Can You Give in 2025 Without Paying Gift Tax?

August 15, 2025

Top Questions from Clients

What Does a Financial Advisor Do (and Why You Might Need One)

August 14, 2025

Insights

What to Know About Recapitalizations in Private Equity

August 13, 2025

Continue Browsing