Paul W. Ewing CFP®
Founder / Financial Advisor (Ret.)
Angela R. Brill CFP®, AIF®, MBA, CDFA®
CEO / Financial Advisor
Glenda S. Christopherson
Chief Operations Officer
Brett R. Jergens CFA®, CFP®
CIO / Investment Executive
William T. Easley CFP®, ChFC®, AIF®
SVP, Advisory Services / Financial Advisor
Joseph J. Pelle Jr. AIF®, QKA
SVP, Employer Retirement Plans, Financial Advisor
Joel S. Morrison CFP®, CFS®
Partner / Financial Advisor
David T. Martin CFP®
Partner / Financial Advisor
Douglas N. Lindley CWS®, AIF®
Partner / Senior Financial Advisor
Matthew B. Beck MBA, AIF®, CRPS®
Partner / Financial Advisor
W. James Steen CFP®, MSFS
Partner / Financial Advisor
Cory M. Allen CFP®, CWS®, AIF®, CAP®
Partner / Financial Advisor
Daniel J. Derrig CFP®, MBA, CIMA®
Partner / Financial Advisor
Sean Tucker CFP®, ChFEBC℠
Financial Advisor
Adam J. Trent CFP®, ChFC®
Financial Advisor
Carter W. Dye CFP®
Financial Advisor
Brad Hemmer CMFC®
Partner / Financial Advisor
Dennis R. Bissell MBA, CFP®, ChFC®, CLU®
Financial Advisor
Max V. Huebner CFP®, CDFA®, CQS™
Associate Financial Advisor
Wally Najafi CFP®
Financial Consultant
Cole A. Christopherson CFA®
Investment Analyst
Colin J .Flathman
Registered Professional
Chad G. Thomas
Registered Professional
Griffin M. Thomas CPA
Tax Advisor
Lauren M. Zajac EA
Accounting Associate
Amber L. Roane CPFA®
Senior Financial Professional
Christopher J. Dziak
Financial Professional
Sara N. Stebbins CFP®, MPAS™, CRPC™, AWMA™
Analyst Team Manager / Associate Financial Advisor
Carter J. Ewing CFP®, CSLP®
Investment Advisor Representative/Planning Analyst
Truman D. Ewing CFP®
Investment Advisor Representative / Planning Analyst
Joel R. Alderson CFP®
Investment Advisor Representative / Planning Analyst
Halle M. Christensen
Planning Associate / Registered Representative
Brayden L. Rethman
Planning Associate / Registered Representative
Mason A. Adams
Planning Associate / Registered Representative
Kurtis J. Roebuck
Planning Associate / Registered Representative
Colin S. Burdette
Team Associate
Jessica Franz-Martin FPQP™
Client Services Manager
Stasha A. Case
Client Service Representative
Loretta C. Bills
Client Service Representative
Connie E. Martin
Client Service Representative
Mary C. Managhan
Client Service Representative
Julie R. Johnson
Client Service Representative
Sophie R. Shearon
Client Service Representative
Nolan R. Christensen
Client Service Representative
Karmen D. Fross
Client Service Representative
Tommi S. Angotti
Client Service Representative
Theadore M. Crawford
Client Service Representative / Marketing & Communications Associate
Charlie D. Hiltabidel
Client Service Representative
Wyndham A. Gant
Client Service Representative
Abbie J. Rockers
Client Service Representative
Catherine L. Brown MBA
Sr. Client Service Representative
Julia M. Desarro
Sr. Client Service Representative
Tara L. Dorsch
Client Service Associate
Celia S. Thompson
Director, Program Office
Meghann D. Bates
Operations Team People Lead / Insurance Case Coordinator
Carlee R. Schmalz
Operations Team Lead - Brokerage
Tierra T. Dimond
Operations Team Associate
Sarah J. Jeter
Operations Team Associate
Wendy M. Tucker
Operations Team Associate
Sally B. Jenkins
Director of Business Administration
Scott R. Kruse
Systems Analyst III
Zephan E. Vining
Data Analyst III
Betsy J. Alt
Marketing and Communications Specialist