Abby Salameh
Managing Partner
Annie Gottbehuet
Managing Partner
Ben Kautz, CFP®
Executive Managing Partner, East Division
Brian Picariello, CPA/PFS, CFA®
Managing Partner
Brian Samson
Managing Partner
Chris Walters
Managing Partner, Market Leader
Christopher Blackmon
Managing Partner
Courtney Eastlack
Managing Partner, Wealth Path Group
Dane Sauer, CFP®
Managing Partner
David (Chip) Workman, CFP®
Managing Partner
David H. Levy, MBA, CFP®, AEP®
Managing Partner
David Kerber, CFP®, CRPC®, MPAS®, ABFP℠
Managing Partner
Jessica Caruso, CFP®
Executive Managing Partner, West Division
Jon Kennedy, CFP®, MSFS
Managing Partner, Regis Group
Joseph Young, CFP®, MBA, MSF, CRPC®
Managing Partner
Karrie Spencer, CFP®
Managing Partner
Keith Huber
Managing Partner

