Chadwick Dickison
Wealth Advisor
Evan Kennedy, CFP®
Wealth Advisor
Keenan Stout, CFP®
Wealth Advisor, Director
Kent Davis
Wealth Advisor
Lawrence Solomon, MBA, CFP®
Sr. Wealth Advisor
Mark Falamoun, CFP®, EA
Wealth Advisor
Rick Gibson, CFP®
Wealth Advisor
Brian Oberle
Regional Vice President
Keith Wayne, CFP®, CSLP®, CRPC®, APMA®
Financial Planner
Aleksandra Simic
Sr. Client Service Specialist
Ally Keasler
Sr. Client Service Specialist
Courtney Lavender
Sr. Client Service Specialist
Grace Farley
Director, Client Service
Luke Jackson, CFP®
Client Service Specialist
Michael O’Brien
Sr. Client Service Specialist
Sherise Johnson
Sr. Retirement Plan Specialist
