Advisors

Andrew Burton

Partner / Financial Advisor

Antriksh Kandhari

Portfolio Manager

Art Nunes

Senior Partner

Brad Landry

Investment Advisor Representative

Candida Casey

Portfolio Manager

Daniel Vandergriff

Senior Wealth Manager

Darin Womble

Senior Wealth Manager

David Schaen

Senior Portfolio Manager

Dessy Prasad

Chief Operating Officer

Gabriella Sheffield

Investment Advisor Representative

Geoffrey Burke

Portfolio Manager

Greg Headrick

Managing Partner

Haleigh Thompson

Associate Advisor

Jim Gillis IV

Investment Advisor Representative

Jo Simmons Aldridge

Investment Advisor Representative

Joe Peters

Financial Advisor

Joe Schreiber

Financial Advisor

John Lee

Wealth Advisor

John Watt

Financial Advisor

Joie Hurtado-Wyatt

Associate Advisor

Julie Johnson McVeigh

Senior Financial Advisor

Kevin Glynn

Investment Advisor Representative

Kevion Latham

Certified Financial Planner®

Leo van Dorp

Wealth Advisor

Loren Deshon

Investment Advisor Representative

Mark Farrell

Senior Wealth Manager

Marty Bender

Wealth Advisor

Matt Stelmas

Investment Advisor Representative

Michael Van Sant

Investment Advisor Representative

Nelly Mubashi

Chief Executive Officer
Chief Compliance Officer

Quincy Loreen

Wealth Advisor & Lead Financial Planner

Robert Toomey

Senior Wealth Manager

Sam Olson

Certified Financial Planner®

Seth Aldridge

Investment Advisor Representative

Simon Bortcosh

Associate Advisor & Client Services Associate

Stacy Murray

Wealth Manager

Suzette Rothberg

Wealth Advisor

Teresa Starman

Investment Advisor Representative

Thomas Whitehead

Investment Advisor Representative

Todd Matia

Private Wealth Advisor

William Ziehl Jr.

Financial Advisor