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®, CPA

Chief Investment Officer

Joseph Pelle

Joseph J. Pelle, Jr. AIF®, QKA

Partner / Director of Employer Sponsored Retirement Plans

330-576-4554

David Martin

David T. Martin CFP®

Financial Advisor

Tom Hart

Tom G. Hart CPA

Investment Advisor Representative

Kent Rains

Kent E. Rains CRPC

Financial Advisor

Brandon DeCastro

Brandon L. DeCastro

Financial Professional

Christopher Dziak

Christopher J. Dziak

Financial Professional

Sara Stebbins

Sara N. Stebbins

Analyst Team Manager

Cole Christopherson

Cole A. Christopherson

Investment Analyst

Colin Flathman

Colin J .Flathman

Registered Professional

Brad Hemmer

Brad Hemmer CMFC®

Partner / Planning Team Analyst

Tanner Miller

Tanner A. Miller

Planning Team Analyst

Carter Dye

Carter W. Dye CFP®

Planning Team Analyst

Carter Ewing

Carter Ewing

Planning Team Associate

Joel Alderson

Joel Alderson

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

Amber Roane

Amber L. Roane

Client Relationship Manager

Jordan DeLeon

Jordan S. DeLeon

Client Service Representative

Connie Martin

Connie E. Martin

Client Service Representative

Mary Managhan

Mary C. Managhan

Client Relationship Manager

Maxine Christensen

Maxine "Max" Christensen

Client Service Representative

Kurtis Roebuck

Kurtis J. Roebuck

Client Services Associate

Michelle Sergent

Michelle I. Sergent

Client Service Representative

Trudy Hurley

Trudy L. Hurley

Client Service Associate

Jennifer Stiles

Jennifer M. Stiles

Client Service Associate

Celia Thompson

Celia S. Thompson

Operations Team Manager

Nell Waugh

Nell Waugh

Administrative Assistant

Carlee Ray

Carlee N. Ray

Operations Team Associate

Ben Karlo

Ben G. Karlo

Operations Team Associate

Josh Reed

Josh Reed

Communications and Operations Associate

Sally Jenkins

Sally B. Jenkins

Director of Business Administration

Scott Sirois

Scott A. Sirois

Director of Information Technology

Scott Kruse

Scott R. Kruse

IT Support Associate

Strategic Team Members

Stanley Smiley

Stanley Smiley

SVP | Tax Planning

Juliet Hendrickson

Juliet Hendrickson

Senior Tax Attorney

Zarina Sullivan

Zarina Sullivan

Complex Financial Consultant