Leadership
Shane D. Kieler, CFP®
Co-CEO
Mark P. McFarland, CFP®
Co-CEO
Andrew “Austin” Page
Chief Operations Officer
Altug Dincturk, CFA®
Chief Investment Officer | Wealth Advisor
Blake Newton
Director of Growth
Advisors
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
Operations
Sharon Alba
Relationship Manager Team Lead
Derick Ansah
Business Development
Jesica Crose
Relationship Manager
Aidan Donahue
Relationship Manager
Mclean Ellisor
Relationship Manager
Cole McIlroy
Onboarding Associate
Kate Michalkiewicz
Relationship Manager
Steve Mitchell
Business Development
Mark Schaffer
Advisor Trainer
Suzanne Soriano
Operations Associate
Karen Wright
Relationship Manager
