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Amanda Legler

Amanda Legler, CFP®, MS

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, CFP®

Financial Advisor

Crystal Creekmore

Crystal Creekmore, FPQP, MBA

Principal, Chief Compliance Officer

Dawn Wright

Dawn Wright, CFP®, MBA

Financial Advisor

Derek Weed

Derek Weed, CFP®

Financial Advisor

Elle Turley

Elle Turley

Marketing and Business Development Manager

Eric Townsend

Eric Townsend, MBA

Client Service Representative

Ethan Brown

Ethan Brown, CFP®

Financial Advisor

Evan Stark

Evan Stark, CFP®, AIF®

Financial Advisor

Gabriella Tucker

Gabriella Tucker, CFP®

Financial Advisor

Hannah Booth

Hannah Booth

Client Service Representative

James Gallagher

James Gallagher

Financial Analyst

Jamie Mitchell

Jamie Mitchell

Retirement Plan Advisor

Jennesa Schweinsberg

Jennesa Schweinsberg, FPQP

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

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

Octavian Sayumwe

Octavian Sayumwe, AIF®

Financial Advisor

Paul Dornbier

Paul Dornbier, CFA®, CAIA®

Senior Financial Analyst

Reba Davis

Reba Davis, CFP®

Senior Financial Planner

Rhonda Peugh

Rhonda Peugh, FPQP

Client Service Representative

Rick Harrison

Rick Harrison, MBA

Principal, Senior Financial Advisor

Rick Reneker

Rick Reneker, SHRM-SCP

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, FPQP

Client Service Representative

Scott Soptick

Scott Soptick, CPA

Financial Planner

Shane Bradley

Shane Bradley, CFP®, MS

Financial Advisor

Sheila McLaughlin

Sheila McLaughlin

Retirement Plan Specialist

Stephen Lawler

Stephen Lawler

Financial Planner

Steve Saylor

Steve Saylor

IT Manager

Steve Yeager

Steve Yeager, AIF®, MBA

Principal, Senior Financial Advisor

Sydney Cale

Sydney Cale, CFP®, MBA

Financial Advisor

Thomas Ackmann

Tom Ackmann

Principal, Senior Retirement Plan Advisor

Tyler Todd

Tyler Todd

Compliance/Operations Specialist

Val Schoch

Val Schoch

Client Service Representative

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