Our Team

Team Members In

Advisors

Amber Macbeth

Series 65, FPQP

Associate Director, Wealth Advisor

Ashley Male

CFP®, AAMS

Senior Vice President, Wealth Advisor

Matthew Malone

Series 66

Senior Director, Wealth Advisor

John Marchand

CFP®, ChSNC®

Senior Vice President, Head of Advisor Training and Development

Nathan Marcus

Associate Director, Wealth Advisor

Brady Marlow

CFP®, CAP ®, CPWA®, AEP

Vice President, Wealth Advisor

Laurie Marshall

MBA, CFP®, CDFA®

Vice President, Wealth Advisor

Ashley Mays

CFP®

Director, Wealth Advisor

Brandon McBride

Associate Wealth Advisor

Connor Misch

CFP®, ChFC®

Director, Advisor Business Support Analyst