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Our People

Financial Advisors

Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.

Advisor

Beryl Ball, CPFA

Senior Vice President,
Financial Advisor

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Advisor

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Richmond G. Bernhardt III

Managing Principal,
Financial Advisor

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Advisor

Patricia A. Bills, AIF®

Vice President,
Financial Advisor

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Advisor

Michael E. Blair, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Nathan Bopp, AIF®, CFP®, RICP®

Senior Vice President,
Financial Advisor

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Advisor

R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

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Advisor

Kathleen Carlson, CFA®

Vice President,
Financial Advisor

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Advisor

Karen Casillas, AIF®, CFS®, CPFA

Vice President,
Financial Advisor

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Advisor

Kim Cornwell, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Rosanne Costello

Senior Vice President,
Financial Advisor

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Advisor

Stephen L. Crank, CFA®

Senior Vice President,
Financial Advisor

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Advisor

John R. Davenport, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Mark A. Davis, QPFC

Senior Vice President,
Financial Advisor

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Advisor

Matt R. Doyle, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®

Vice President,
Financial Advisor

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Advisor

Jean Duffy, AIFA®, ARPC

Senior Vice President,
Financial Advisor

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Advisor

Shaun Eskamani

Senior Vice President,
Financial Advisor

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Advisor

Tyron K. Estlick, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Jeff Evans, CBFA, CEBS

Vice President,
Financial Advisor

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Advisor

Mark W. Fearigo, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Dave Fernandez, CFA®, CFP®

Vice President,
Financial Advisor

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Advisor

Terrence M. Fettig, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Jack Flippin, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Johnny C. Garrett, Jr.

Senior Vice President,
Financial Advisor

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Advisor

Julia Gavrilov, CFA®

Vice President,
Financial Advisor

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Advisor

Mario C. Giganti, AIFA®, CEPA®,CFP®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Senior Vice President,
Financial Advisor

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Advisor

R. Michael Gray

Senior Vice President,
Financial Advisor

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Advisor

John J. Griffith, Jr., AIF®, CPC

Senior Vice President,
Financial Advisor

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Advisor

Glen Hahlen, AIF®, CFP®

Senior Vice President,
Financial Advisor

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Advisor

David B. Haire, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Joshua S. Haire, CFP®

Vice President,
Financial Advisor

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Advisor

Troy Hammond, AIF®, CFP®, CRPS®, PRP

Senior Vice President,
Financial Advisor

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Advisor

David J. Hansen

Senior Vice President,
Financial Advisor

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Advisor

Errol Hau, CTP/CCM

Senior Vice President,
Financial Advisor

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Advisor

Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®

Financial Advisor

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Advisor

Michael Henderson, CPA

Vice President,
Financial Advisor

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Advisor

Joshua T. Hill, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Charles Land Hite, Jr., CFP®

Senior Vice President,
Financial Advisor

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Advisor

Donn A. Johnston, CFP®

Vice President,
Financial Advisor

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Advisor

Katherine F. Johnston

Vice President,
Financial Advisor

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Advisor

Donn A. Johnston, Jr., CFP®

Vice President,
Financial Advisor

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Advisor

Robert A. Jones

Senior Vice President,
Financial Advisor

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Advisor

Todd L. Jones, AIF®, ARPS, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Philly Jones, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Veronica Karas, CFP®

Vice President,
Financial Advisor

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Advisor

Wat Keys, CFP®, CRPS®

Vice President,
Financial Advisor

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Advisor

Alan Kleinberg, CFP®

Senior Vice President,
Financial Advisor

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Advisor

David O. Koch, CFA®, CFP®

Principal,
Senior Financial Advisor

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Advisor

George G. Kroustalis, CRPC®

Senior Vice President,
Financial Advisor

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Advisor

Christopher D. Kulick, Jr., CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Shale W. Latter, CPFA

Vice President,
Financial Advisor

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Advisor

Ernest A. Liebre

Senior Vice President,
Financial Advisor

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Advisor

Jeff Loehwing, PRP

Senior Vice President,
Financial Advisor

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Advisor

R. Scott Lowke, AIF®, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Michael Maresh, AIFA®, ARPC

Senior Vice President,
Financial Advisor

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Advisor

John S. Martin, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Jerry B. McQueen, CFP®

Senior Vice President, Financial Advisor

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Advisor

Mark T. Medlin, AIF®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Evan Melcher, AIF®, ARPC, CIMA®, CPFA

Vice President,
Financial Advisor

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Advisor

Mike Molewski, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Claude Molosiu, CFA®

Vice President,
Financial Advisor

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Advisor

Holly Hurlbert Moore, CFP®

Principal,
Financial Advisor

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Advisor

Aaron J. Morris, CFP®

Vice President,
Financial Advisor

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Advisor

Steven H. Morton, CFP®, CPA, CRPC®

Principal,
Financial Advisor

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Advisor

G. Ric Mundorf, CFP®

Vice President,
Financial Advisor

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Advisor

Paul Owen, AIF®, APR

Senior Vice President,
Financial Advisor

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Advisor

William (Bill) W. Paxton, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Samuel (Bo) Perry, Jr., CFP®

Senior Vice President,
Financial Advisor

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Advisor

Michael J. Peters CFP®, CPA

Vice President,
Financial Advisor

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Advisor

Robert F. Piccirilli, CAIA®, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

John A. Pickett, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Jim Pierce, CEBS

Senior Vice President,
Financial Advisor

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Advisor

Brian Pollard, CFP®, CLU®, CWS®

Vice President,
Financial Advisor

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Advisor

Michael S. Pratico

Senior Vice President,
Financial Advisor

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Advisor

Traynor Reitmeier, ARPS

Vice President,
Financial Advisor

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Advisor

Kenneth J. Rogers, AIF®, CEBS, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Abigail J. C. Russell, ARPS

Vice President,
Financial Advisor

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Advisor

Michelle Scarver, CPA

Vice President,
Financial Advisor

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Advisor

Paul H. Schaffer, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Barron (Barry) V. Schmitt

Senior Vice President,
Financial Advisor

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Advisor

Stephen H. Schott

Principal and Director,
Institutional Religious Retirement and Foundation Services

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Advisor

William J. Schultz

Senior Vice President, Financial Advisor

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Advisor

David H. Schwartz, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Catherine Seeber, CFP®, CeFT®

Vice President,
Financial Advisor

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Advisor

Andrew (AJ) Shimp, RPA

Senior Vice President,
Financial Advisor

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Advisor

Fred Sloan, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Jason F. Stanicek, CRPS®

Senior Vice President,
Financial Advisor

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Advisor

Paul R. Stibich, Jr., CPFA

Vice President,
Financial Advisor

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Advisor

Jon E. Strickland, AIF®

Senior Vice President,
Financial Advisor

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Advisor

James W. Strodel

Senior Vice President,
Financial Advisor

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Advisor

Daniel A. Summerlin, CFA®

Senior Vice President,
Financial Advisor

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Advisor

James R. Talton, III

Senior Vice President,
Financial Advisor

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Advisor

Sean E. Teesdale, CFA®

Vice President,
Financial Advisor

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Advisor

Kyle L. Tucker, CFP®

Senior Vice President,
Financial Advisor

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Advisor

James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

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Advisor

Scott A. Wertheim, AIF®, CEBS

Senior Vice President,
Financial Advisor

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Advisor

Peggy A. Whitmore, AIF®, CRPS®, PRP

Vice President,
Financial Advisor

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Advisor

Travis Whitten, CFP®

Senior Vice President,
Financial Advisor

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Advisor

David Will, AIF®, CFA®

Vice President,
Financial Advisor

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Advisor

Steve Wilt, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Christopher Zavecz, CFP®

Vice President, Financial Advisor

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