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Tracey Turko, CFP^®, MPAS^®, AEP

Sr. Wealth Advisor, Sr. Director

Livonia, Onalaska, Traverse City

Tracy O. Jackson, MS, CFP^®

Sr. Wealth Advisor, Director

Newport Beach

Troy Buder

Wealth Advisor

Naples, Atlanta

Tyler Smith, CFP^®, AIF^®

Wealth Advisor

Newport Beach, Sorrento Valley

Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

W. Cam Goodwin, CFP®, CEPA®

Sr. Wealth Advisor, Director

Franklin

W. Thomas McNary, CFP®, CSRIC

Sr. Wealth Advisor, Director

Boulder

William Howard, CFP®, CFA

Wealth Advisor

Atlanta

William McNutt, CFP®, EA

Wealth Advisor

Austin, Houston

William S. “Stan” Bivin, CFP®

Sr. Wealth Advisor

Ponca City

Yvonne Wood, CFP®

Sr. Wealth Advisor

Santa Barbara

Zeke Aviles, CFP®

Wealth Advisor

Austin

Bryan Powers, CFP^®

Executive Vice President, Sales

John DiLivio, CFP®

Director, Direct Client Development

Laura Thompson

Director, Regional Client Development

Austin, Bartlesville, Covington, Dallas – Park Cities, Houston, Ponca City

Will Mannon

Head of Sales

Austin Minor

Regional Vice President

Westport, Fairport, West Hartford, Woodbridge

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Ketchum, Portland, Portland – South, Spokane

G. Merrick Estes, Jr.

Sr. Vice President

Atlanta

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Meet our Advisory Team

Search results for:

Tracey Turko, CFP^®, MPAS^®, AEP

Tracy O. Jackson, MS, CFP^®

Troy Buder

Tyler Smith, CFP^®, AIF^®

Vince Hawkins

W. Cam Goodwin, CFP®, CEPA®

W. Thomas McNary, CFP®, CSRIC

William Howard, CFP®, CFA

William McNutt, CFP®, EA

William S. “Stan” Bivin, CFP®

Yvonne Wood, CFP®

Zeke Aviles, CFP®

Bryan Powers, CFP^®

John DiLivio, CFP®

Laura Thompson

Will Mannon

Austin Minor

David Ricci, CFP®

Duncan Wilk, CFP®

G. Merrick Estes, Jr.

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