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Andrew “Austin” Page
Chief Operations Officer

Altug Dincturk, CFA®
Chief Investment Officer | Wealth Advisor

Blake Newton
Director of Growth

Brian Anania, CFP®
Wealth Advisor

Rosemary Barnes, CFP®, CDFA, MA
Wealth Advisor

Carly Burgess
Wealth Advisor

Trey Carpenter, CEPA®, AAMS®
Wealth Advisor

John Cress, CFP®
Wealth Advisor

Ron Demers
Wealth Advisor

Tom Dohogne, Jr., MPAS, CFP®
Wealth Advisor

John Frigeri, CRPC®
Wealth Advisor

Michael Gross, CFP®
Wealth Advisor

Coty Hainsey, CFP®
Wealth Advisor

Keaton Hamilton
Wealth Advisor

Nate Hedden
Wealth Advisor

Eric Hencley, CFP®
Wealth Advisor

Brian Huneck, CFP®
Portfolio Manager & Wealth Advisor

Patrick Ihnken, CFP®
Wealth Advisor

Aaron Johnson
Wealth Advisor

Zach Kuehl, CFP®
Wealth Advisor

Jason Li, CPFA®
Wealth Advisor

Daniel Machado
Wealth Advisor

Chris McCoy, CFP®
Wealth Advisor

Shelley M. Moffatt, AAMS®
Wealth Advisor

Mary Morrow
Wealth Advisor

Laura Nash
Wealth Advisor

Richard Precious, CRPC®,SE-AWMA®
Wealth Advisor

Hahna Rada
Wealth Advisor

David Roasa
Wealth Advisor

Kai Schuster, AIF®
Wealth Advisor

Ali Seth
Wealth Advisor

Dina Siracusa
Wealth Advisor

Carsen Strang
Wealth Advisor

Paul Valente, CFP®, CTFA
Wealth Advisor

