Our Team

Team Members In

Advisory Team

Kristan Preston

CFP®

Vice President, Wealth Advisor

Stephanie Pritchard

CFP®

Senior Director, Associate Advisor Group Lead

Matt Pullar

Senior Vice President, Wealth Advisor

Chris Redhead

CFP®, ChFC®, CFS®

Senior Vice President, Advisor Group Lead

John Michael Redhead

CFP®, AWMA®, CRPC®

Senior Director, Wealth Advisor

Steven Resler

CFP®

Senior Vice President, Regional Group Lead

Greg Robb

Senior Vice President, Wealth Advisor

Daniel Robinson

CFP®

Director, Wealth Advisor

Tony Rome

CFP®

Vice President, Wealth Advisor

Melanie Ross

CFP®, ChSNC®

Vice President, Wealth Advisor

Chris Rule

CFP®

Vice President, Wealth Advisor

Alex Rupert

CFP®

Senior Director, Wealth Advisor

Dan Russler

Senior Vice President, Wealth Advisor

Gabriel Sauvinsky

CRPC®

Associate, Associate Wealth Advisor

Dave Sayers

CFP®, CDFA®, MBA

Vice President, Associate Advisor Group Lead