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®, CPA
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®, AIF®
Partner / Financial Advisor
Kelly Stiefel Arias, CFP®, MBA
Financial Advisor
Daniel J. Derrig, CFP®, MBA
Financial Advisor
Sean Tucker, CFP®
Financial Advisor
Kent E. Rains CRPC
Financial Advisor
Christopher J. Dziak
Financial Professional
Amber L. Roane
Financial Professional
Sara N. Stebbins
Analyst Team Manager
Cole A. Christopherson
Investment Analyst
Colin J .Flathman
Registered Professional
Brad Hemmer CMFC®
Investment Adviser Representative
Carter W. Dye CFP®
Investment Adviser Representative
Tanner A. Miller
Planning Team Analyst
Carter Ewing
Planning Team Associate
Joel Alderson
Planning Team Associate
Max V. Huebner
Investment Adviser 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
Maxine "Max" Christensen
Client Service Representative
Kurtis J. Roebuck
Client Service Representative
Julie R. Johnson
Client Service Representative
Suzanne K. Browning
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 Associate