Clay Baker, CFP®
Managing Director, Partner
Cole Harper
Managing Director, Partner
Aaron Kriebel, CFP®
Wealth Manager
Adam Hoopes, CFP®
Wealth Manager, Partner
Aidan Hamaker, CFP®
Wealth Manager, Partner
Andrew Shearer, CFP®
Wealth Manager, Partner
Andrew Prignitz, CFP®, CRPC®
Wealth Manager, Partner
Andrew Horsman, CFP®
Wealth Manager, Partner
Andy Gryszowka, CFP®
Wealth Manager, Partner
Autum Moore
Wealth Manager
Beckie Doty
Wealth Manager
Bing Chen, CFA, CFP®
Wealth Manager, Partner
Blake Steele
Wealth Manager, Partner
Bob McCarthy, CPA, CFP®
Wealth Manager, Partner
Brad Blessen, MBA
Wealth Manager, Partner
Brenna Saunders, MBA, CFP®
Wealth Manager, Partner
Brett Broyles, MBA, CFP®
Wealth Manager, Partner
Carolyn Frager, CFP®
Wealth Manager, Partner
Chris Weeks, CFP®
Wealth Manager, Partner
Christy Nichols, MBA, CFP®
Wealth Manager, Partner
Corey Holliman, MBA, CFP®
Wealth Manager, Partner
Dan Mathews, CFP®
Wealth Manager, Partner
Daniel Pontarelli, CFP®
Wealth Manager, Partner
Doug Hunt
Wealth Manager, Partner
Earnest Harris, MBA, CRPC®
Wealth Manager
Elizabeth McLeod, MBA
Wealth Manager
Eric Jones, CFP®
Wealth Manager, Partner
Gerhart Kloiber, CFP®
Wealth Manager, Partner
Hannah Knoll, CFP®
Wealth Manager, Partner
Holly Villasi, CFP®
Wealth Manager, Partner
Jacki O'Hern, CFP®, EA
Wealth Manager, Partner
Jackie O'Brien, JD, CFP®, RLP®
Wealth Manager, Partner
Jason Baugh, CFP®
Wealth Manager, Partner
Jay Beebe, CFP®
Wealth Manager, Partner
Jeff Barnthouse, JD, MBA, CFP®
Wealth Manager, Partner
Jen Boroff, CFP®, EA
Wealth Manager
Jennifer Price, CFP®, MS
Wealth Manager, Partner
Jerrod Pearce, CFP®, CPA
Wealth Manager, Partner
Jesse Reed, CFP®, BFA™
Wealth Manager
Jessica Culpepper, MBA, CPA, CFP®
Wealth Manager, Partner
Joe Cummings, CFP®, AAMS®, AWMA®
Wealth Manager, Partner
Joshua Tarr, CFP®
Wealth Manager, Partner
Joshua Noland, AAMS®
Wealth Manager
Justin Cole, CFP®
Wealth Manager, Partner
Kaylynn Watts, CFP®
Wealth Manager, Partner
Kevin Jones, MBA, CFP®
Wealth Manager, Partner
Kurt Commerford, MBA, CFP®
Wealth Manager, Partner
Kyle Wright
Wealth Manager, Partner
Lane Tryon, MBA, CFA, CPA, CFP®
Wealth Manager, Partner
Mark Henke, JD, CFP®
Wealth Manager, Partner
Matt Zolton, JD, CFP®
Wealth Manager, Partner
Matt Heatley, CFP®
Wealth Manager
Matthew Tomlin, CFP®, RMA®, EA
Wealth Manager
Mercedes Givens, CFP®
Wealth Manager, Partner
Michael Persell, CFP®
Wealth Manager, Partner
Mikayla Lowman, CFP®
Wealth Manager, Partner
Mike Segalo, CFP®
Wealth Manager
Mike Harvey, MBA, CFP®
Wealth Manager, Partner
Molly Rothove, CFP®, MBA
Wealth Manager, Partner
Nancy Thomsen, MBA, CFP®
Wealth Manager, Partner
Nolan Plous, MBA, CFP®
Wealth Manager
Patrick Doty
Wealth Manager
Peter Zobel, CFP®
Wealth Manager
Rob Myers, CFP®, AWMA®, CRPC®
Wealth Manager, Partner
Ryan Dryer, JD, CFP®
Wealth Manager, Partner
Sabrina Saxer
Wealth Manager
Sam Scott, CFP®
Wealth Manager, Partner
Sam Kruschel, CFP®, CRPC®, ChFC®
Wealth Manager, Partner
Sam Dominguez, AWMA®, CRPC®
Wealth Manager, Partner
Sara Krause, CFP®
Wealth Manager, Partner
Scott Stanfield, CFP®, CWS
Wealth Manager, Partner
Sean Smith, CFP®
Wealth Manager, Partner
Stacia Miller
Wealth Manager
Steve Whitley, CFP®, AWMA®, APMA®
Wealth Manager, Partner
Taylor Graham, CFP®
Wealth Manager
Ted Krause, CFP®, MBA
Wealth Manager, Partner
Tim Sutton, CFP®, AAMS™
Wealth Manager, Partner
Todd Shepherd, MBA, CPA, CFP®
Wealth Manager, Partner
Travis Knight, CFP®
Wealth Manager, Partner
Trent Dudenhoeffer, CFP®
Wealth Manager
Trey Turley, CFP®
Wealth Manager
Troy Kuhn, CFP®, MBA, CAIA
Wealth Manager, Partner
Tyler Stack, MBA
Wealth Manager, Partner
Tyler Fortney
Wealth Manager, Partner
Wendy Crowell, CFP®
Wealth Manager
William Falk, CRPC®, CFP®, MBA
Wealth Manager, Partner
Zach Lyman, JD, CFP®
Wealth Manager, Partner
Zack Baird, CIMA®
Wealth Manager
Connor Stremel, MBA, CFP®
Director of Client Engagement
