Broker Check
Paul Ewing

Paul W. Ewing, CFP®

Chief Executive Officer

Glenda Christopherson

Glenda S. Christopherson

Chief Operations Officer

Brett Jergens

Brett R. Jergens,  CFA, CFP®

CIO / Investment Executive

Joseph Pelle

Joseph J. Pelle, Jr. AIF®, QKA

SVP, Employer Retirement Plans, Financial Advisor

Joel  Morrison

Joel S. Morrison, CFP®, CFS®

Partner / Financial Advisor

David Martin

David T. Martin, CFP®

Partner / Financial Advisor

Douglas Lindley

Douglas N. Lindley, CWS®, AIF®

Partner / Senior Financial Advisor

Matthew Beck

Matthew B. Beck, MBA, AIF®, CRPS®

Partner / Financial Advisor

Jim Steen

W. James Steen, CFP®, MSFS

Partner / Financial Advisor

Cory Allen

Cory M. Allen, CWS®, AIF®, CAP®

Partner / Financial Advisor

Sean Tucker

Sean C. Tucker, CFP®

Financial Advisor

Carter Dye

Carter W. Dye CFP®

Investment Adviser Representative

Brad Hemmer

Brad Hemmer CMFC®

Partner / Investment Adviser Representative

Lauren Zajac

Lauren M. Zajac, EA

Accounting Associate

Christopher Dziak

Christopher J. Dziak

Financial Professional

Amber Roane

Amber L. Roane CPFA®

Senior Financial Professional

Carter Ewing

Carter J. Ewing CFP®

Investment Adviser Representative / Planning Analyst

Truman Ewing

Truman D. Ewing

Planning Team Analyst

Joel Alderson

Joel R. Alderson CFP®

Investment Adviser Representative / Planning Analyst

Colin Flathman

Colin J .Flathman

Registered Professional

Chad Thomas

Chad G. Thomas

Investment Research Associate

Max Huebner

Max V. Huebner, CFP®

Financial Planning Team Associate/Investment Advisor Representative

Sophie Shearon

Sophie R. Shearon

Planning Team Associate

Halle Christensen

Halle M. Christensen

Planning Team Associate

Brayden Rethman

Brayden L. Rethman

Planning Team Associate

Jessica Franz-Martin

Jessica Franz-Martin FPQP™

Client Services Manager

Stasha Case

Stasha A. Case

Client Service Representative

Loretta Bills

Loretta C. Bills

Client Service Representative

Connie Martin

Connie E. Martin

Client Service Representative

Mary Managhan

Mary C. Managhan

Client Relationship Manager

Kurtis Roebuck

Kurtis J. Roebuck

Client Service Representative

Julie Johnson

Julie R. Johnson

Client Service Representative

Sue Ware-Clarke

Sue Ware-Clarke

Client Service Representative

Suzanne Browning

Suzanne K. Browning

Client Service Representative

Nolan Christensen

Nolan R. Christensen

Client Service Representative

Karmen Fross

Karmen D. Fross

Client Service Representative

Tommi Angotti

Tommi S. Angotti

Client Service Representative

Stacey Hetman

Stacey Hetman

Client Service Representative

Matthew Nicholson

Matthew J. Nicholson

Client Service Representative

Theadore Crawford

Theadore M. Crawford

Client Service Representative

Charlie Hiltabidel

Charlie D. Hiltabidel

Client Service Representative

Trudy Hurley

Trudy L. Hurley

Client Service Associate

Tara Dorsch

Tara L. Dorsch

Client Service Associate

Celia Thompson

Celia S. Thompson

Operations Team Manager

Carlee Schmalz

Carlee R. Schmalz

Operations Team Lead - Brokerage

Joseph Nagle

Joseph T. Nagle

Operations Team Associate

Tierra Dimond

Tierra T. Dimond

Operations Team Associate

Sarah Jeter

Sarah J. Jeter

Operations Team Associate

Meghann Bates

Meghann D. Bates

Operations Team Associate

Sally Jenkins

Sally B. Jenkins

Director of Business Administration

Scott Sirois

Scott A. Sirois

Director of Alignment & Information Technology

Scott Kruse

Scott R. Kruse

IT Support Analyst

Wendy Tucker

Wendy Tucker

Operations Team Associate