Our Team

Team Members In

Advisory Team

Landon Lantz

Associate, Associate Wealth Advisor

Linda Litner

Senior Vice President, Advisor Group Lead

Judd Lohmann

MBA

Senior Director, Wealth Advisor

Cheryl Lutman

CFP®

Senior Director, Wealth Advisor

Amber MacBeth

FPQP®

Director, Associate Wealth Advisor

Ashley Male

CFP®, AAMS

Senior Vice President, Wealth Advisor

Matthew Malone

Senior Director, Wealth Advisor

John Marchand

CFP®, ChSNC®

Senior Vice President, Head of Advisor Training and Development

Nathan Marcus

CFP®

Associate Director, Wealth Advisor

Brady Marlow

CFP®, CAP ®, CPWA®, AEP

Vice President, Wealth Advisor

Laurie Marshall

CFP®, CDFA®, MBA

Vice President, Associate Advisor Group Lead

Ashley Mays

CFP®, AWMA®

Senior Director, Wealth Advisor

Brandon McBride

Associate, Associate Wealth Advisor

Annie McCauley

CFP®

Connor Misch

CFP®, ChFC®

Director, Advisor Business Support Analyst