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

Joel  Morrison

Joel S. Morrison, CFP®, CFS®

Partner / Financial Advisor

David Martin

David T. Martin, CFP®

Partner / Financial Advisor

Ryan Forster

Ryan P. Forster, CFP®, CEPA, AIF®

Partner / Financial Advisor

Sean Tucker

Sean C. Tucker, CFP®

Financial Advisor

Jim Buck

James R. Buck, AIF®

Financial Advisor

Sam Wagner

Sam E. Wagner,  CFP®

Investment Adviser Representative

Carter Dye

Carter W. Dye CFP®

Investment Adviser Representative

Kent Rains

Kent E. Rains CRPC

Financial Advisor

Brad Hemmer

Brad Hemmer CMFC®

Partner / Investment Adviser Representative

Lauren Zajac

Lauren M. Zajac

Accounting Associate

Christopher Dziak

Christopher J. Dziak

Financial Professional

Amber Roane

Amber L. Roane

Financial Professional

Sara Stebbins

Sara N. Stebbins

Analyst Team Manager

Colin Flathman

Colin J .Flathman

Registered Professional

Chad Thomas

Chad G. Thomas

Investment Research Associate

Carter Ewing

Carter J. Ewing

Planning Team Associate

Joel Alderson

Joel R. Alderson

Planning Team Associate

Sophie Kizer

Sophie R. Kizer

Planning Team Associate

Truman Ewing

Truman D. Ewing

Planning Team Associate

Max Huebner

Max V. Huebner

Data Analyst / Investment Advisor Representative

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

Maxine Christensen

Maxine L. Christensen

Client Service Representative

Kurtis Roebuck

Kurtis J. Roebuck

Client Service Representative

Julie Johnson

Julie R. Johnson

Client Service Representative

Marcia Patterson

Marcia R. Patterson

Client Service Representative

Suzanne Browning

Suzanne K. Browning

Client Service Representative

Trudy Hurley

Trudy L. Hurley

Client Service Associate

Jennifer Stiles

Jennifer M. Stiles

Client Service Associate

Tara Dorsch

Tara L. Dorsch

Client Service Associate

Celia Thompson

Celia S. Thompson

Operations Team Manager

Carlee Ray

Carlee N. Ray

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

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 Associate