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Richard Bascom
Associate Wealth Advisor
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Meghan Beach
Underwriting Manager, Registered Representative
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Mark A. Bennett, CFA
Principal & Portfolio Manager
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Macy Brown
Digital Communications Manager
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Paul A. Carl Jr., CPFA
™
Vice President, Registered Representative
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Andrea D. Costa, Esq.
Vice President, Wealth Strategy & Financial Planning
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Angela Edwards
Client Service Specialist
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Connie Grosser
Chief Compliance Officer
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Ben Hardigg, CFP
®
Vice President, Wealth Advisor
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Kelsey Murray, CPFA
™
, QKA
Relationship Manager, Registered Representative
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Michael L. Hermes, CFA, CFP
®
, CEPA
®
, NSSA
®
Vice President, Wealth Advisor, Registered Representative
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Carol Hilliard
Guest Relations
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Gregory L. Hoernschemeyer, CLU
Senior Vice President, Registered Representative
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Terence L. Horan, CLU, ChFC, CAP
President & Chief Executive Officer, Registered Principal
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Brett Hord
Vice President, Information Technology
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Ryan Janka
Client Service Associate
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David Lohre, AIF
®
Vice President, Wealth Advisor, Registered Representative
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Rita Macke, FLMI, ACS, DIA
Relationship Manager, Registered Representative
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Lisa Marek
Client Services Manager
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Zac Martin
Investment Associate
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Michael D. Napier, CFP
®
Managing Partner, Wealth Advisor, Registered Principal
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Melissa Platt
Staff Accountant
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Todd Poellein, CFA
Principal & Portfolio Manager
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Keith E. Prince, CFP
®
Director of Financial Planning
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Thomas Reitzes, CFP
®
, NSSA
®
Wealth Advisor
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Mike Reynolds
Chief Financial Officer
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Jamie Sowers, SHRM-CP
Vice President Corporate Services
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Christine Stine
Senior Relationship Manager, Registered Representative
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David Templeton, CFA
Principal & Portfolio Manager
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Rachele Wolf, CPFA
™
Vice President, Relationship Manager, Registered Representative
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