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Justin Barley, CFP®
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Steven Beck, J.D., CFP®
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Juston Betz
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Client Relationship Specialist
Kristie Bonifer
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Alec Broughton, CFP®
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Tessa Carr
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Dena Clifford
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Laurie Cortner
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Kevin Costello
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Corporate Relations Analyst
Maddie Costlow
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Senior Manager, Client Experience
Christina Davis
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Senior Financial Advisor
Neal Donhoff, CFP®
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Senior Financial Advisor
Julio Driggs, J.D., CFP®
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Senior Financial Advisor
Clint Eakles, CFP®
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Client Relationship Specialist
Anne Elliott
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Business Development for Multi-Family Office
Kelly Emerine
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Financial Advisor
Eldar Feyzulov
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Financial Advisor
Jonah Gelhaus
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Senior Manager, Planning Education & Quality Control
Tammy Golde, CFP®
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Client Engagement Specialist
Kim Graven
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Managing Director - Personal Planning Division
Colin Gray, CFP®
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Senior Financial Advisor
Todd Gruenig, CFP®
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Senior Financial Advisor
Shane Hall, CFP®, CAIA®
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Financial Advisor
Ben Hardin, CFP®
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Senior Financial Advisor
Ashley Hembree
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Client Account Manager
Katelynn Hopper
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Senior Financial Advisor
Adam Hornek, CFP®
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Senior Financial Advisor
Jennifer Huelsman, CFP®, Certified Senior Advisor (CSA)®
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Senior Financial Advisor
Austin Jones, CFP®
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Financial Advisor
Joshua Johnson
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Client Account Manager
Kelly Mangum
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Financial Advisor
Abigail Miles
AbbyM
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Financial Associate
Brad Nenni
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Seth Newby
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Erin O'Reilly, CFP®
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Director Of Corporate Relations
Carlie Palmer
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Corporate Relations Strategist
Carman Phillips
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Managing Director - Corporate Relations / Senior Financial Advisor
Katie Pfeifer, CFP®
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Neil Quinlan, CFP®
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Financial Advisor
Ally Reeves, CFP®
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Chief Executive Officer
Joe Reeves, CFP®
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Client Relationship Specialist
Christina Simpson
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Corporate Relations Associate
Payton Sims
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Corporate Relations Strategist
Lyric Smith
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Director of Client Experience
Bryn Taday
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Senior Financial Advisor
Joe Tichenor, CFP®
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Senior Financial Advisor
Eric Towell, CFP®
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Corporate Relations Specialist
Leslie Tudor
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Financial Advisor
Mirza Ugarak
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Vice President, Personal Planning Division
Jason Waters, CFP®
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Director of Multi-Family Office
Matt Watkins, J.D., LL.M, CPWA®
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Senior Financial Advisor
Colin Wheeler, CFP®
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Financial Advisor & Legal Strategist
Joe Zurschmiede, J.D.
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Client Experience Administrator
Jessie Angulo
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Senior Financial Advisor
Brian Casey, CFP®
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Senior Financial Advisor
Ryan Eversole, CFP®
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Regional Client Experience Manager
Tina Freeman
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Senior Financial Advisor
Steven Kramer, CFP®
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Senior Financial Advisor
Kyle Kursim, CFP®
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Client Account Manager
Tabitha Negron
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Financial Advisor
Luke Ramey
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Financial Advisor Manager
Austin Schreck
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Financial Advisor
Ellie Snyder
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Senior Financial Advisor
John Stanovich, CFP®
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Client Experience Administrator
Katie Stenger
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Senior Financial Advisor
Steve Wahl
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Senior Financial Advisor
Zachary Woodward, CFP®, AWMA®
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Financial Advisor
Stephen Klingler, CFP®, CRPC®
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Senior Financial Advisor
Andrew Verdeyen, CFP®
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Wealth Planner
AJ Zimmerman
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Senior Financial Advisor
Cameron Brown, CFP®, CTFA
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Client Service Administrator
Jenna Crockett
Client Experience Administrator
Courtney Gentry
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Financial Advisor
Caleb Lee
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Financial Advisor
Savanna Nunn
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Senior Manager-Client Experience
Kellie Panter
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Senior Financial Advisor
Marc Sanborn
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Financial Advisor
Rob Tittle, CFP®, ChFEBC
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Client Experience Coordinator
Dawn Walters
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Senior Financial Advisor
Indu Chhachhi
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Client Experience Administrator
Felicia Cole
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Financial Advisor
Russ Curry
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Senior Financial Advisor
Dena Nelsen, CFP®
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Financial Advisor
Zack Payne
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Financial Advisor & Content Specialist
Ron Rhoades, J.D., CFP®
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Financial Advisor
Jason Simpson, CFP®
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Financial Advisor
Rob Tittle, CFP®, ChFEBC℠
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Regional Client Experience Manager
Jamie Berens
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Client Experience Administrator
Cheri Denise Butts
CheriDeniseButts
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Senior Financial Advisor
Ray Llewellyn, CFP®, CFA®
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Senior Financial Advisor
Ron Beaton, CFP®
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Financial Advisor
Stephen Klingler, CFP®, CRPC®
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FOR INDIVIDUALS
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