Advisory

Jason Alderson CFP®, CDFA®

Financial Advisor

Justin R. Apt, CFA®

President, Executive Leadership Team

David (DJ) Douglas

Wealth Management Analyst

Giles R. A. Fox, CFA®

Director of Research

Meghan Ide

Wealth Management Analyst

Peter Keilman, CFA®, CFP®

Portfolio Manager

Kevin McCulley, CFA®, CFP®

Chief Investment Officer, Executive Leadership Team

Chad Murray, CFP®

Financial Advisor

Samuel Ogbonna, CFP®, CPWA®

Financial Advisor

Collin J. Schmidt, CFP®

Managing Director, Executive Leadership Team

Gary Wagner, JD

Managing Director

Amy Warrender, CFP®

Senior Financial Planner

Operations & Client Service

Daphne Bytnar

Centralized Operations Specialist

Jessica Hannon

Senior Client Service Associate

Ricardo Hernandez

Client Service Associate

Allison Jensen

Senior Client Service Associate

Heather Johnson

Senior Client Service Associate

Elisabeth Lounsbury

Director of Operations, Executive Leadership Team

Kara Marsh

Compliance Manager

Rosie Pedraza

Senior Client Service Associate