Our Team

Team Members In

Advisory Team

Aaron Klein

CFP®

Director, Wealth Advisor

Jason Kley

CFP®, AIF®, MBA

Vice President, Associate Advisor Group Lead

Lucas Klosterman

Senior Associate, Associate Wealth Advisor

Gerry Knotek

CFP®, CPA/PFS, CGMA®, IACCP®

Executive Vice President, Advisor Group Lead

Ryan Koler

CFP®

Associate Director Wealth Advisor

Cody Koletic

CFP®

Senior Director, Wealth Advisor

Claude Koontz

CFA

Senior Vice President, Wealth Advisor

Nick Krakosky

CFP®

Senior Director, Wealth Advisor

Abbi Kramas

CFP®

Vice President, Wealth Advisor

Dave Kurtz

CPA

Vice President, Wealth Advisor

Anthony LaBrake

CFP®

Senior Director, Wealth Advisor

Evan Laleman

CFP®

Associate Director, Wealth Advisor

Jake Landmesser

Senior Associate, Associate Wealth Advisor

Landon Lantz

Associate, Associate Wealth Advisor

Linda Litner

Senior Vice President, Advisor Group Lead