A young man with short brown hair is smiling at the camera. He is wearing a dark blue suit, a light pink dress shirt, and a blue striped tie. The background is blurred, consisting of some greenery and an indoor setting.

Adam Cash, CFP®

Financial Advisor

Young woman with blonde hair in a black shirt

Alissa Morgan, FPQP®

Client Service Representative

young man with short hair in a gray suit coat with a white shirt and black tie

Ammon Stutz, MBA

Financial Advisor

A bald man in a navy blue suit and checkered shirt is smiling broadly. The background appears to be a softly lit room with large windows.

Andy Popenfoose, CFA, MBA, MSF

Principal, Chief Investment Officer

woman with short blond hair and glasses

Anne Randall, FPQP®

Senior Client Service Representative

a young woman with long brown hair seated in a black blouse smiling

Ashleigh Webster

Client Service Representative

gray haired man in suit coat in front of a window

Austin Burrows

Financial Advisor

young lady with long blonde hair

Bailey Driscoll, FPQP®

Client Service Representative

A man with short dark hair and a beard, dressed in a black suit jacket and light blue shirt, is smiling at the camera. He is standing in a room with a softly lit background featuring large windows.

Ben Streeter, CFP®

Financial Advisor

man with glasses and short light hair in a blue suit

Brad Duling, CFP®

Principal, VP Client Experience

A smiling man with short brown hair is wearing a dark blazer over a light purple button-down shirt. He is standing indoors against a background of beige blinds, and he is facing the camera.

Brian Swinehart, CFP®

Financial Advisor

young man with brown wavy hair in a shite shirt and dark suitcoat

Bryan Aanderud

Financial Advisor

a young woman with red hair wearing a pink shirt under a blazer

Courtney Goessler, FPQP®

Client Service Representative

blonde woman in plaid smiling

Crystal Allen, MBA

Principal, Chief Compliance Officer

A woman with shoulder-length, wavy blonde hair is smiling at the camera. She is wearing a black top and a layered gold necklace. There are green trees and a lawn visible through the window behind her.

Deb Jones, FPQP®

Trader

A man with short dark hair and glasses is smiling and wearing a dark suit jacket and white shirt. He is standing indoors with a blurred background of large windows and natural light.

Derek Weed, MBA, CFP®

Financial Advisor

a woman with brown hair and glasses in a pink shirt

Elle Turley

Marketing and Business Development Manager

woman with long dark hair and glasses

Elsie Dominguez

Financial Planner

A smiling individual with short blonde hair is wearing a blue blazer over a light-colored checkered shirt. They are standing indoors in front of a window, with a blurred, green, outdoor scene in the background.

Eric Townsend, MBA, FPQP®

Compliance/Operations Specialist

A young man with blond hair, wearing a light blue checkered shirt and a dark blazer, smiles at the camera. The background is blurred, showcasing what appears to be a window with a green outdoor view.

Ethan Brown, CFP®, MS, CEPA®

Principal, Financial Advisor

young man with dark hair in a blue suit

Ethan Engelhardt, CFP®

Financial Planner

Evan Stark, CFP®, AIF®

Principal, Financial Advisor

Gabriella Tucker, CFP®

Principal, Financial Advisor

man wearing glasses smiling

Glen Schroering, FPQP®

Client Service Representative

a bio shot of a middle aged woman with light brown hair

Jackie Murray

Human Resources Director

A woman with shoulder-length blonde hair and glasses is smiling. She is wearing a blue top with a black jacket and a pendant necklace. A patterned white and gray wall is in the background.

Jamie Mitchell

Retirement Plan Advisor

woman with blond hair and blue eyes in a tan blazer with white undershirt

Janae O’Rourke, CFP®, ChFC®

Financial Advisor

A woman with long dark hair is smiling at the camera. She is wearing a black blazer over a light pink blouse and is seated against a plain background.

Jennesa Schweinsberg, FPQP®

Sr. Client Service Representative

A woman with long, straight black hair is smiling at the camera. She is wearing a light pink top and dangling earrings. The background is softly blurred, featuring earthy tones with a hint of greenery in the back.

Jennifer Beagles, FPQP®

Sr. Client Service Representative

A man with short hair and glasses is smiling. He is wearing a light blue collared shirt under a brown plaid blazer. The background is indoors with wooden elements and a window with blinds.

Jerald (Jerry) Yeager , JD

Chief Executive Officer, Senior Financial Advisor

A woman with long, wavy light brown hair and blonde highlights is smiling at the camera. She is wearing a black top and a gold necklace with a small pendant. The background is composed of blurred dark and light brown hues.

Jessica Way, FPQP®

Client Service Manager

A woman with straight, shoulder-length blonde hair is smiling directly at the camera. She is wearing a dark blazer over a dark red top and a silver necklace. The background is softly blurred, highlighting her face.

Jodie Wolfe, FPQP®

Sr. Client Service Representative

Young man with brown hair and a beard in a suit and tie

Johnny Woehnker, CFA

Financial Analyst

Jonathan Hueftle

Financial Advisor

A man with short dark hair and a beard is smiling at the camera. He is wearing a dark blazer over a striped dress shirt. The background is softly blurred, suggesting an indoor setting.

Jonathan Slocum, CFP®

Principal, Senior Financial Advisor

A woman with straight, light brown hair is smiling. She is dressed in a black blazer over a white top and is wearing a necklace with a pendant. The background features out-of-focus large windows, indicating an indoor setting with natural light.

Jordan Hofmann, CFP®

Financial Planner

young man with blue eyes, moustache and beard smiling

Josh Scheurich

Financial Planner

A mid-aged woman with blonde hair and blue eyes in a black shirt

Julie Shepherd, FPQP®

Principal, Client Service Manager

A man with short dark hair is smiling while wearing a navy blue suit jacket and a white dress shirt. He is standing indoors with a blurred background. The overall atmosphere is professional.

Keith Beers, CFP®, MS, MBA

Financial Planner Manager, Financial Advisor

woman with long blonde hair in a green striped shirt

Kelly Furnivall

Corporate Administrative Assistant

woman with glasses and medium blonde hair

Kris Black, CPA

Principal, Chief Financial Officer

woman with reddish blonde long hair in a dark suit coat

Kristen Hendrickson, MBA, FPQP®

Financial Planner

woman with medium brown wavy hair in a brown blouse

Kristen Watson, CFP®

Senior Financial Planner

woman with long medium brown hair in a black shirt

Lelah Larson, MSF

Financial Planner

A woman with shoulder-length, light brown hair smiles while looking directly at the camera. She is wearing a black top with a necklace that has a small pendant. The background features a large window with natural light coming through.

Lisa Vaillancourt, FPQP®

Client Service Representative

man with glasses and brown hair on suit coat

Logan Timbrook, CFP®, CKA®

Financial Advisor

man with short brown hair in a blue suit

Logan Vinson, CFA, CAIA, CFP®

Financial Analyst

a young woman with long blond hair sitting

Macy Coney, FPQP®

Client Service Representative

Young woman with long black hair in a red blazer smiling

Madison Coffman

Human Resources Generalist

A smiling woman with straight, shoulder-length blond hair is wearing a purple blouse with pleated details at the neckline. She is posed against a blurred, neutral background, creating a professional and friendly appearance.

Marissa Nowak, FPQP®

Client Service Representative

lady with straight long brown hair smiling

Melissa Schenkel, M.A.

Marketing Director

A woman with shoulder-length wavy brown hair smiles warmly at the camera. She is wearing a pink blazer and a multi-strand necklace. The background is softly lit, with large windows allowing natural light to fill the space.

Michelle Hipskind, CFP®

Principal, Financial Advisor

A person with shoulder-length brown hair, wearing a purple cardigan and a black top, smiles at the camera. They have a gold necklace and are in front of a window, with blurred outdoor scenery in the background.

Natalie Deatsman, FPQP®, MBA

Trader

man with short brown hair and glasses in a blue plaid shirt

Nick Gray

Retirement Plan Advisor

man in a blue suit coat with light blue shirt and dark curly short hair

Octavian Sayumwe, AIF®, CFP®, CRPS®

Principal, Financial Advisor

main with beard and short light brown hair in suit coat

Paul Dornbier, CFA, CAIA, FRM®

Principal, Senior Financial Analyst

a woman with long dark hair wearing a blue shirt

Prachi Dalwadi

Client Service Representative

A woman with light brown hair smiles while standing indoors. She is wearing a dark blue blouse with various small, white designs and blue earrings. The background is softly lit with what appears to be a hallway or interior space.

Rachel Badowski, FPQP®

Trader

A woman with shoulder-length curly dark hair smiles at the camera. She is wearing a purple cardigan over a red top, and a necklace with interlocking circles. The background is softly blurred, showing large windows and a light-filled room.

Reba Davis, CFP®

Wealth Management Operations Coordinator, Sr. Financial Planner

A woman with dark long hair and dark skin in a black blazer with pink collared shirt underneath.

Renae Cordwell

Financial Planner

a middle aged brunette woman with glasses smiling

Rhonda Peugh, FPQP®

Financial Planner

A middle-aged man with short brown hair and wearing glasses is smiling. He is dressed in a black blazer over a white shirt. The background is blurred, showing an indoor setting with large windows and some greenery outside.

Rick Harrison, MBA

Principal, Senior Financial Advisor

A middle-aged man with short grey hair is smiling at the camera. He is wearing a blue checkered suit jacket over a light blue shirt. The background is somewhat blurred and appears to be an indoor setting with large windows.

Rod Coleman, CFP®, MBA

President, Senior Financial Advisor

A woman with long, light brown hair smiles while wearing a dark blazer over a white top. She is standing in an indoor setting with a blue and white abstract painting in the background.

Sarah Delahanty, CFP®, MBA

Principal, Senior Financial Advisor

woman with long brown straight hair

Savannah Hillyard, FPQP®

Social Media and Event Lead

top half of young man standing in front of a brick wall with short brown hair in a blue suit coat

Seth Shetler

Financial Planner

brown curly haired man in navy suit coat

Seth Whicker, CFP®, MS

Principal, Senior Financial Advisor

man with brown beard and mustache in a suit

Shane Bradley, CFP®, MS

Principal, Financial Advisor

woman with medium length brown hair

Sheila McLaughlin

Retirement Plan Specialist

A man with short brown hair and a beard is smiling at the camera. He is wearing a blue button-up shirt and a dark blazer. The background is softly blurred, suggesting an indoor setting near a window.

Stephen Lawler, CFP®

Financial Advisor

smiling man with glasses in a tan suit coat

Steve Saylor, CISM

IT Director

A middle-aged man with short hair and a goatee is wearing a navy blazer over a light blue shirt. He is smiling and posed in front of a window with white blinds. The background includes wooden paneling and part of a framed mirror.

Steve Yeager, MBA

Principal, Senior Financial Advisor

blonde short haired woman with glasses

Tami Lackey, FPQP®

Lead Trader

man with short hair and glasses in a blue suit with white shirt

Tom Ackmann

Principal, Senior Retirement Plan Advisor

A man with short hair, wearing a dark blazer over a checkered shirt, smiles at the camera. He is standing in front of a light background with a grid pattern.

Tyler Ostrom, MBA, CPA, CFP®

Principal, Financial Advisor

a man with short dark hair and a short mustache and beard in a blue suit

Tyler Snover, CFP®

Financial Advisor

bald man with brown beard and glasses

Tyler Todd

Senior Compliance/Operations Specialist

A woman with long blonde hair and a light green jacket

Val Schoch, FPQP®

Client Service Representative

A woman with shoulder-length wavy hair, wearing a light blue and white striped blazer over a white top, smiles at the camera. The background is blurred, giving a professional and clean appearance.

Valerie Sausaman, FPQP®

Financial Planner

A woman in a green shirt with black long hair smiling

Victoria Atkins

Financial Planner

A woman with neatly styled hair pulled back, wearing a dark blazer and a black top, stands confidently in an indoor setting with blurred background elements.

Yolanda Taylor

Staff Accountant

A young man with brown hair smiling with a suitcoat and tie

Zach Kern

Retirement Plan Specialist