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Amanda Legler

Amanda Legler, CFP®, MS

Financial Advisor

Andre Buckley

Andre Buckley, CFP®, MBA

Financial Advisor

Andy Popenfoose

Andy Popenfoose, CFA®, MS, MBA

Principal, Chief Investment Officer

Anne Randall

Anne Randall, FPQP

Client Service Representative

Brad Duling

Brad Duling, CFP®

Principal, Senior Financial Advisor

Brian Swinehart

Brian Swinehart

Financial Advisor

Crystal Creekmore

Crystal Creekmore, FPQP, MBA

Principal, Chief Compliance Officer

Dawn Wright

Dawn Wright, CFP®, MBA

Financial Advisor

Elle Turley

Elle Turley

Marketing and Business Development Coordinator

Ethan Brown

Ethan Brown, CFP®

Financial Planner

Evan Stark

Evan Stark, CFP®, AIF®

Financial Advisor

Fred Helfrich

Fred Helfrich, CFP®

Principal, Senior Financial Advisor

Gabriella Tucker

Gabriella Tucker, CFP®

Financial Advisor

James Gallagher

James Gallagher

Financial Analyst

Jamie Mitchell

Jamie Mitchell

Retirement Plan Advisor

Jennesa Schweinsberg

Jennesa Schweinsberg

Client Service Representative

Jennifer Beagles

Jennifer Beagles

Client Service Representative

Jerry Yeager

Jerald (Jerry) Yeager, JD

Chief Executive Officer, Senior Financial Advisor

Jessica Way

Jessica Way, FPQP

Assistant Client Service Manager

Jodie Wolfe

Jodie Wolfe, FPQP

Client Service Representative

Jonathan Hueftle

Jonathan Hueftle

Financial Advisor

Jonathan Slocum

Jonathan Slocum, CFP®

Principal, Senior Financial Advisor

Julie Wiegand

Julie Wiegand, FPQP

Client Service Manager

Kaleigh Stoddard

Kaleigh Stoddard, CFP®

Senior Financial Planner

Karen Thomas

Karen Thomas, M.A.

Client Relationship Coordinator

Kayla Hood

Kayla Hood

Client Service Representative

Kim Abela

Kim Abela, MBA

Director of Marketing

Kris Black

Kris Black, CPA

Principal, Chief Financial Officer

Kristen Hendrickson

Kristen Hendrickson, MBA, FPQP

Senior Client Service Representative/Trader

Kristen Watson

Kristen Watson

Financial Planner

Mariah Sanford, FPQP<sup>™</sup>

Mariah Sanford, FPQP

Client Service Representative

Marissa Revord

Marissa Revord

Client Service Representative

Mary Pat Latowski

Mary Pat Latowski

Financial Advisor

Michelle Hipskind

Michelle Hipskind, CFP®

Financial Advisor

Natalie Deatsman

Natalie Deatsman, FPQP, MBA

Financial Planner/Trader

Nick Gray

Nick Gray

Retirement Plan Advisor

Paul Dornbier

Paul Dornbier, CFA®, CAIA®

Senior Financial Analyst

Reba Davis

Reba Davis, CFP®

Senior Financial Planner

Rhonda Peugh

Rhonda Peugh

Client Service Representative

Rick Harrison

Rick Harrison, MBA

Principal, Senior Financial Advisor

Rick Reneker

Rick Reneker

Human Resources Manager

Rod Coleman

Rod Coleman, CFP®, MBA

President, Senior Financial Advisor

R. Seth Whicker

R. Seth Whicker, CFP®, MS

Principal, Senior Financial Advisor

Sarah Delahanty

Sarah Delahanty, CFP®, MBA

Principal, Senior Financial Advisor

Savannah Hillyard

Savannah Hillyard

Client Service Representative

Scott Soptick

Scott Soptick, CPA

Financial Planner

Shane Bradley

Shane Bradley, CFP®, MS

Financial Planner

Sheila McLaughlin

Sheila McLaughlin

Retirement Plan Specialist

Steve Yeager

Steve Yeager, AIF®, MBA

Principal, Senior Financial Advisor

Sydney Cale

Sydney Cale, CFP®, MBA

Financial Advisor

Terrill Hooks

Terrill Hooks

Corporate Administrative Assistant

Thomas Ackmann

Tom Ackmann

Principal, Senior Retirement Plan Advisor

Tyler Todd

Tyler Todd

Compliance/Operations Specialist

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