Paul W. Ewing, CFP®
Chief Executive Officer
Glenda S. Christopherson
Chief Operations Officer
Angela R. Brill, CFP®, AIF®, MBA, CDFA™
President
Brett R. Jergens, CFA, CFP®
CIO / Investment Executive
William T. Easley, CFP®, ChFC®, AIF®
SVP, Advisory Services
Joseph J. Pelle, Jr. AIF®, QKA
SVP, Employer Retirement Plans
Joel S. Morrison, CFP®, CFS®
Partner / Financial Advisor
David T. Martin, CFP®
Partner / Financial Advisor
Ryan P. Forster, CFP®, CEPA, AIF®
Partner / Financial Advisor
Kelly Stiefel Arias, CFP®, MBA
Financial Advisor
Daniel J. Derrig, CFP®, MBA
Financial Advisor
Sean C. Tucker, CFP®
Financial Advisor
Adam J. Trent, CFP®, ChFC®
Financial Advisor
James R. Buck, AIF®
Financial Advisor
Sam E. Wagner, CFP®
Investment Adviser Representative
Carter W. Dye CFP®
Investment Adviser Representative
Brad Hemmer CMFC®
Partner / Investment Adviser Representative
Daniel R. Delaney, CPA
Team Accountant
Lauren M. Zajac
Accounting Associate
Christopher J. Dziak
Financial Professional
Amber L. Roane
Financial Professional
Sara N. Stebbins
Analyst Team Manager
Cole A. Christopherson CFA
Investment Analyst
Colin J .Flathman
Registered Professional
Chad G. Thomas
Investment Research Associate
Carter J. Ewing CFP®
Investment Adviser Representative / Planning Analyst
Joel R. Alderson
Investment Adviser Representative / Planning Analyst
Sophie R. Kizer
Planning Team Associate
Truman D. Ewing
Planning Team Associate
Max V. Huebner
Data Analyst / Investment Advisor Representative
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 Relationship Manager
Kurtis J. Roebuck
Client Service Representative
Julie R. Johnson
Client Service Representative
Marcia R. Patterson
Client Service Representative
Suzanne K. Browning
Client Service Representative
Nolan R. Christensen
Client Service Representative
Tommi S. Angotti
Client Service Representative
Kyle A. Burress
Client Service Representative
Darla A. Halabica
Client Service Representative
Trudy L. Hurley
Client Service Associate
Jennifer M. Stiles
Client Service Associate
Tara L. Dorsch
Client Service Associate
Celia S. Thompson
Operations Team Manager
Carlee N. Ray
Operations Team Lead - Brokerage
Joseph T. Nagle
Operations Team Associate
Tierra T. Dimond
Operations Team Associate
Sarah J. Jeter
Operations Team Associate
Sally B. Jenkins
Director of Business Administration
Scott A. Sirois
Director of Alignment & Information Technology
Scott R. Kruse
IT Support Analyst
Tifney L. Fields,MA
Senior Communications Strategist