Financial Advisors

Ron Butt, CFP®

Financial Planner, Senior Partner, Registered Principal-NPC

Joe Reeves, CFP®

Financial Planner, Senior Partner

Neil Quinlan, CFP®

Financial Planner, Partner

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Joe Tichenor, CFP®

Financial Planner, Partner

Arthur Chatfield, MBA, LUTCF

Financial Planner - Cincinnati Office

Robert M. Curry, CFP®

Financial Planner - Indianapolis Office

Dr. Indu Chhachhi

Financial Planner Bowling Green Office

Jeanne J. Fisher, MBA, AIF®, CFP®

Financial Planner Bowling Green Office

Gavin Koenig, CRPC®, AIFA®

Financial Planner, Business Advisor

Kevin Lynch, JD, CFP®

Financial Planner

Keith McHenry

Financial Planner Cincinnati Office

Michael T. Moore, Jr.

Financial Planner Cincinnati Office

Joe Surrell

Financial Planner, Risk Management Specialist

Steve Wahl, LUTCF®

Financial Planner, Retirement Planning Specialist - Cincinnati Office

Pete Walkey

Financial Planner - Indianapolis Office

Jason Waters

Financial Planner

Mike Waldridge, ChFC®

Financial Planner

Dave Zimmerman, CLU®, ChFC®

Personal and Business Advisor, Exit Planning Specialist

Client Service

Denise Bright

Director of Operations and Client Service

Christina Davis

Client Service Manager

Kendra Dunaway

Client Service Administrator

Anne Elliott

Client Service Assistant

Johanna Furlong

Client Service Administrator

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Pat Killman

Client Service Administrator Indianapolis Office

Cindy Lofton

Client Service Administrator Cincinnati Office

Kathy Pascarella

Client Service Administrator/ Receptionist Cincinnati Office

Wendy Roberts

Client Service Manager

Barbara Surrell

Office Administrator

Terri Surrell

Client Service Administrator

Megan Wollerton

Client Service Administrator

Compliance

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Jan Peebles, IACCPSM

Chief Compliance Officer, ARGI Investment Services
Registered Principal, ARGI Financial Group

Financial Associates

Tammy Golde, CFP®

Director of Financial Associates

Jenny Butt

Financial Associate

Dan Cupkovic, CFP®

Manager of Investment Services

Jeremy Davis

Senior Financial Associate

Colin Gray

Financial Associate

Adam Hornek

Senior Financial Associate

Clint Priddy, CFP®

Financial Associate

Jacqueline Hunt Rowe, CFP®

Senior Financial Associate, Bowling Green Office

Matt Westfall

Financial Associate

Bob Houchin

Consultant, Former GE Human Resources Manager

Tax and Business Services/Accounting

Jason Brangers

Director of Tax and Business Services, CFO

Michael Bryan, CPA®

Tax and Business Manager

Troy Hawkins, CPA®

Tax and Business Specialist

Cindy Bishop

Controller

Cindy Hamilton

Internal Accounting Coordinator

Morgan McDowell

Client Service Assistant

401(k) Team

Jamie Weissman, AIFA®

Director of National Accounts

Stephanie Broughton

Client Service Manager

Lindsay Scales

Client Service Assistant

Marketing

Angela Reeves, MBA

Director of Marketing & Development

Denise Jewell

Marketing Manager
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Amanda Mattingly

Marketing and Event Coordinator

Technology

Tim Hunt

Technology Manager