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Roain Saunders, CFP®

Wealth Advisor

Burlington, Woodbridge

Rob Cox, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

Burlington

Robert Munger, CPA, CFP®

Sr. Wealth Advisor, Director

Walnut Creek

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

Covington

Ron Kibbe, CFP®, CLU®, ChFC®

Sr. Wealth Advisor

Atlanta

Ross Miller, CFP®, CPA

Wealth Advisor

Fort Worth – Colleyville

Rudolph Brandes, JD, LLM, CFP^®

Sr. Wealth Advisor

Newport Beach

Ryan Bly, CPFA® CEPA

Wealth Advisor, Retirement Plans

Ryan Frankel, CFP®

Wealth Advisor

Sarasota, Boca Raton, Tampa, Naples

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Sam Hume

Wealth Advisor

Rockwall

Sandee Mapp

RVP, Wealth Advisor

San Diego

Sandra Laskowski, CFP®

Wealth Advisor

Boulder, Denver, Denver – Tech Center

Sarah Cannon, CFP®

Wealth Advisor, Director

Atlanta

Sarah Elise Berry, CFP®

Sr. Wealth Advisor

Portland – South

Schane Goheen, CFP®, CLU®

RVP, Wealth Advisor, Director

San Diego

Scott Snider, CFP®, RICP®, CEPA

Wealth Advisor

Jacksonville

Scott Weigel, CFP®

Wealth Advisor

Boca Raton

Scott Williams, CFP®

Sr. Wealth Advisor, Director

Portage

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Meet our Advisory Team

Search results for:

Roain Saunders, CFP®

Rob Cox, CFP®, CIMA®

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Robert Munger, CPA, CFP®

Robert Reed, Jr., CFP^®

Ron Kibbe, CFP®, CLU®, ChFC®

Ross Miller, CFP®, CPA

Rudolph Brandes, JD, LLM, CFP^®

Ryan Bly, CPFA® CEPA

Ryan Frankel, CFP®

Ryan M. Flurer

Sam Hume

Sandee Mapp

Sandra Laskowski, CFP®

Sarah Cannon, CFP®

Sarah Elise Berry, CFP®

Schane Goheen, CFP®, CLU®

Scott Snider, CFP®, RICP®, CEPA

Scott Weigel, CFP®

Scott Williams, CFP®

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