Our Team

Team Members In

Advisory Team

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®

President

Connor Misch

CFP®, ChFC®

Director, Advisor Business Support Analyst

Zach Moore

CPA

Associate Director, Wealth Advisor

Erika Mutch

CFP®

Senior Director, Wealth Advisor

Alexandria Nadworny

CFP®

Vice President, Wealth Advisor

Ben Nadworny

Senior Director, Wealth Advisor

Katie Nentwick

J.D.

Senior Vice President, Regional Group Lead

Tom Neroni

Head of Advisor Integrations and Operations

Leslie Nettles

CFP®, WMS℠, AAMS®, CRPC®

Director, Wealth Advisor

Angela Neumann

CFP®, CAP®, MSFS

Senior Vice President, Wealth Advisor

Brittany O’Connor

CFP®

Vice President, Advisor Group Lead