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

Financial Planner

A man with short hair wearing a blue dress shirt under a dark blue blazer is standing indoors. The background is softly blurred, highlighting the window behind him. He is looking directly at the camera with a neutral expression.

Andrew Boerma

Financial Planner

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

A person with short hair is smiling at the camera while sitting indoors. They are wearing a blue long-sleeve shirt and a necklace. They are holding a white cup with a green interior, and there is a window in the background.

Anne Randall, 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 Planner

A man with short, neatly styled hair and wearing glasses is seen smiling. He is dressed in a blue, patterned shirt under a dark blazer. The background is softly blurred and features large windows, suggesting an indoor setting with natural light.

Brad Duling, CFP®

Principal, Senior Financial Advisor

A man with short, dark hair, a neatly trimmed beard, and a light complexion is smiling. He is dressed in a blue suit, white shirt, and a striped maroon tie. The background is blurred but appears to be an indoor setting.

Brandon Fry, FPQP™

Client Service Representative

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

A young woman with long hair wearing glasses, a light pink sweater with white trim, and gold hoop earrings is smiling at the camera. The background is softly blurred, suggesting an indoor setting with large windows allowing natural light to come in.

Brontie Wright

System Administrator

A woman with shoulder-length blonde hair is smiling at the camera. She is wearing a black floral-patterned shawl over a white sweater, accessorized with light pink earrings and a pendant necklace. The background features a softly blurred window and light wall.

Crystal Allen, MBA

Principal, Chief Compliance Officer

bio photo of Deb Jones

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

Smiling man with short hair and facial hair, wearing a white dress shirt and a navy-blue blazer, stands in front of a large window with blurred background.

DJ Mason

Client Service Representative

A woman with shoulder-length brown hair is smiling and wearing a pink blouse with a textured pattern. She is accessorized with a long, layered necklace with pearl-like beads and is standing indoors against a wooden and glass background.

Elle Turley

Marketing and Business Development Manager

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™

Client Service Representative

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®

Financial Advisor

A man with short brown hair, wearing glasses, a blue suit jacket, and a white shirt, smiles at the camera. The background is blurred, with some green foliage faintly visible.

Evan Stark, CFP®, AIF®

Financial Advisor

A woman with long, straight brown hair is smiling, standing in front of a light-colored background. She is wearing a light pink blazer with a black top underneath and a delicate necklace. The ambiance is bright and professional.

Gabriella Tucker, CFP®

Principal, Financial Advisor

A woman with straight, light brown hair smiles at the camera. She is wearing a black polka dot blouse and a necklace with a cross pendant. The background is blurred, showing hints of greenery and light coming through a window.

Hannah Eckert, CFP®

Financial Planner

A bald man with glasses is smiling at the camera. He is wearing a grey suit with a white dress shirt. The background is blurred but appears to be an indoor office setting.

Heath Simcoe, AIF®

Financial Advisor

A person with short dark hair, wearing rectangular glasses, a dark suit, light blue shirt, and blue tie, is smiling. The background appears to be an indoor setting with bright, natural light coming through large windows.

James Gallagher

Financial Analyst

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

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™

Assistant 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

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 light green 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

Trader

A woman with shoulder-length blonde hair smiles at the camera. She is wearing a black cardigan over a white top, accessorized with a beaded necklace and silver hoop earrings. The background features framed artwork and greenery.

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, MS, MBA

Financial Planner Manager, Financial Advisor

photo of Kelly Furnival

Kelly Furnivall

Corporate Administrative Assistant

A woman with short, light brown hair and glasses is smiling at the camera. She is wearing a pink top under a black cardigan. The background is softly blurred.

Kris Black, CPA

Principal, Chief Financial Officer

A smiling woman with long, straight brown hair and a black blazer sits indoors. She is wearing a black blouse with a necklace featuring white pearls. The background is blurred but features some green elements and metallic decor.

Kristen Hendrickson, MBA, FPQP™

Financial Planner

bio photo of Kristen Watson

Kristen Watson, CFP®

Senior 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

Client Service Representative

A man with short hair and a trimmed beard is smiling in front of a blurred background featuring a large window with black frames. He is wearing a blue blazer over a light blue checkered shirt.

Logan Gatza

Financial Planner

A man with short brown hair and glasses is smiling at the camera. He is wearing a blue blazer over a light blue dress shirt with a patterned design. The background is blurred, indicating an indoor setting with neutral tones.

Logan Timbrook, CFP®

Financial Advisor

A young man with short brown hair is smiling and wearing a black blazer over a white shirt. He is standing in front of a blurred background with neutral tones.

Logan Vinson

Private Investment Operations Specialist

A woman with short brown hair, wearing glasses, a navy blazer, and a blue floral top, smiles at the camera. She is against a light blue background with a blurred plant on the left side.

Marcia Woodbridge, CFP®

Financial Advisor

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

Client Service Representative

picture of Matthew Pegg

Matthew Pegg

Client Service Representative

A smiling woman with dark hair pulled back is wearing a grey jacket over a black top. She stands in a bright room with large windows and soft lighting, creating a warm and inviting atmosphere.

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 man with short brown hair is smiling at the camera. He is wearing a dark blue suit jacket over a white dress shirt. The background is softly lit, creating a warm ambiance.

Mitch Kennedy, MS, CFP®, CPA/PFS

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

A man with short brown hair, glasses, and a friendly smile is wearing a blue blazer over a plaid shirt. He stands against a softly blurred, modern indoor background.

Nick Gray

Retirement Plan Advisor

A man in a dark blue suit and light blue dress shirt smiles at the camera. He has short, curly black hair and stands against a blurred background with some greenery and abstract sculptures.

Octavian Sayumwe, AIF®, CFP®, CRPS®

Financial Advisor

A man with short curly hair and a beard is smiling. He is wearing a black blazer over a blue shirt with a white undershirt. The background is blurred, giving a professional portrait appearance.

Paul Dornbier, CFA®, CAIA®, FRM®

Principal, Senior Financial Analyst

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

Client Service Representative

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 shoulder-length wavy hair and glasses smiles while leaning against a wall. She is wearing a mustard-colored cardigan and a black top. The background is blurred, showing indoor surroundings.

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 smiling man with short light brown hair and a mustache is wearing a black turtleneck and a checked blazer. He stands in front of a window with wooden blinds and a wooden wall panel next to it.

Rick Reneker, SHRM-SCP

Human Resources Manager

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

A woman with long brown hair is smiling at the camera. She is wearing a black and white patterned top and hoop earrings. The background is blurred, suggesting an indoor setting.

Savannah Hillyard, FPQP™

Sr. Client Service Representative

A middle-aged man with curly brown hair is smiling at the camera. He is wearing a dark blazer over a blue and pink plaid shirt. The background is blurred and appears to be indoors with natural light.

Seth Whicker, CFP®, MS

Principal, Senior Financial Advisor

A person with short dark hair and fair skin is wearing a dark blazer over a checked shirt. They are looking directly at the camera with a neutral expression. The background is blurred and consists of green and dark colors.

Shane Bradley, CFP®, MS

Financial Advisor

A person with short, styled hair and wearing a purple top smiles at the camera. They are accessorized with large, dangling earrings. The background is blurred with what appears to be a large logo or design.

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

A man with short light-colored hair and glasses, wearing a light blue collared shirt and a gray blazer. He is looking directly at the camera with a neutral expression, and the background is blurred, suggesting an indoor setting.

Steve Saylor, CISM

IT Manager

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, AIF®, MBA

Principal, Senior Financial Advisor

A smiling woman with short blonde hair and glasses stands in front of a white curtain background. She is wearing a leopard print top.

Tami Hartman, FPQP™

Lead Trader

A man with short, dark hair wearing black-framed glasses is smiling. He is dressed in a light-colored plaid suit jacket over a blue and white checkered shirt. The background is softly blurred with shades of blue and green.

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®

Financial Advisor

A young man with short dark hair is smiling at the camera. He is wearing a blue blazer over a light-colored shirt with a subtle pattern. The background features large windows with blurred outdoor scenery.

Tyler Snover, CFP®

Financial Planner

A smiling man with a bald head, glasses, and a beard is shown wearing a navy blue suit jacket and a white dress shirt. The background is softly blurred, focusing attention on the subject.

Tyler Todd

Senior Compliance/Operations Specialist

A woman with shoulder-length wavy blonde hair smiles at the camera. She is wearing a dark burgundy blouse and has a natural makeup look. The background is blurred, featuring a mix of indoor and outdoor elements with soft lighting.

Val Schoch

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™

Client Service Representative

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