Our Team

Team Members In

Advisory Team

Ryan Baney

CFP®, ChFC®

Vice President, Wealth Advisor

Andrew Barrett

Senior Vice President, Wealth Advisor

Edwin Barton

Vice President, Wealth Advisor

Don Bentley

CFP®, RICP®, AIF

Vice President, Wealth Advisor

Scott Berry

CFA®

Vice President, Wealth Advisor

Mandy Blankenship

CFP®, Series 65

Senior Director, Wealth Advisor

Christine Boehnlein

CRPC, AWMA

Senior Director, Wealth Advisor

Caden Boyer

Wealth Management Analyst

Jill Branthoover

CFP®, AEP®

Vice President, Wealth Advisor

Kody Brown

CFP®, CRPS®

Vice President, Wealth Advisor

Janice Cackowski

CFP®

Vice President, Wealth Advisor

Eric Carlon

Associate, Associate Wealth Advisor

Ben Carlson

CFP®

Vice President, Wealth Advisor

Bob Casarona

CFP®, AWMA, MS

Director, Wealth Advisor

Zachary Chernus

CFA®

Vice President, Wealth Advisor