Amanda Legler, CFP®, MS

Financial Advisor

Andrew Boerma

Financial Planner

Andy Popenfoose, CFA®, MBA, MSF

Principal, Chief Investment Officer

Anne Randall, FPQP™

Client Service Representative

Avyan Krontz

Avyan Krontz

Client Service Representative

Brad Duling, CFP®

Principal, Senior Financial Advisor

Brandon Fry

Client Service Representative

Brian Swinehart, CFP®

Financial Advisor

Crystal Creekmore, FPQP™, MBA

Principal, Chief Compliance Officer

Deb Jones, FPQP™

Trader

Derek Weed, MBA, CFP®

Financial Advisor

Elle Turley

Marketing and Business Development Manager

Eric Townsend, MBA, FPQP™

Client Service Representative

Ethan Brown, CFP®

Financial Advisor

Evan Stark, CFP®, AIF®

Financial Advisor

Gabriella Tucker, CFP®

Financial Advisor

Hannah Eckert

Client Service Representative

Heath Simcoe, AIF®

Financial Advisor

James Gallagher

Financial Analyst

Jamie Mitchell

Retirement Plan Advisor

Jennesa Schweinsberg, FPQP™

Sr. Client Service Representative

Jennifer Beagles, FPQP™

Sr. Client Service Representative

Jerald (Jerry) Yeager , JD

Chief Executive Officer, Senior Financial Advisor

Jessica Way, FPQP™

Assistant Client Service Manager

Jodie Wolfe, FPQP™

Sr. Client Service Representative

Jonathan Hueftle

Financial Advisor

Jonathan Slocum, CFP®

Principal, Senior Financial Advisor

Julie Wiegand, FPQP™

Client Service Manager

Keith Beers, MS, MBA

Financial Planner Manager, Financial Advisor

Kelly Furnivall

Corporate Administrative Assistant

Kris Black, CPA

Principal, Chief Financial Officer

Kristen Hendrickson, MBA, FPQP™

Financial Planner/Trader

Kristen Watson

Financial Planner

Logan Timbrook, CFP®

Financial Advisor

Logan Vinson

Private Investment Operations Specialist

Marissa Nowak

Client Service Representative

picture of Matthew Pegg

Matthew Pegg

Client Service Representative

Michelle Hipskind, CFP®

Financial Advisor

Mitch Kennedy, CFP®, CPA

Financial Advisor

Natalie Deatsman, FPQP™, MBA

Trader

Nick Gray

Retirement Plan Advisor

Octavian Sayumwe, AIF®, CFP®, CRPS®

Financial Advisor

Paul Dornbier, CFA®, CAIA®, FRM®

Senior Financial Analyst

Reba Davis, CFP®

Wealth Management Operations Coordinator, Sr. Financial Planner

Rhonda Peugh, FPQP™

Financial Planner

Rick Harrison, MBA

Principal, Senior Financial Advisor

Rick Reneker, SHRM-SCP

Human Resources Manager

Rod Coleman, CFP®, MBA

President, Senior Financial Advisor

Sarah Delahanty, CFP®, MBA

Principal, Senior Financial Advisor

Savannah Hillyard, FPQP™

Sr. Client Service Representative

Scott Soptick, CPA

Financial Planner

Seth Whicker, CFP®, MS

Principal, Senior Financial Advisor

Shane Bradley, CFP®, MS

Financial Advisor

Sheila McLaughlin

Retirement Plan Specialist

Stephen Lawler, CFP®

Financial Advisor

Steve Saylor, CISM

IT Manager

Steve Yeager, AIF®, MBA

Principal, Senior Financial Advisor

Sydney Cale, CFP®, MBA

Financial Advisor

Tami Hartman, FPQP™

Lead Trader

Tom Ackmann

Principal, Senior Retirement Plan Advisor

Tyler Ostrom, MBA, CPA

Financial Advisor

Tyler Snover, CFP®

Financial Planner

Tyler Todd

Compliance/Operations Specialist

Val Schoch

Client Service Representative

Valerie Sausaman

Client Service Representative

Yolanda Taylor

Staff Accountant