Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Let’s talk

Search results for:

Market: Advisory Team Directory

Clear All Filters

Clay Evans, CFP®, CAP®

Wealth Advisor

Dallas – Park Cities

Colton Petty, CFP^®

Wealth Advisor

Newport Beach

Connor Thomas, CFP®, CSRIC™, CAP®

Wealth Advisor

Dallas – Park Cities

Courtney Mersereau, CFP®

Wealth Advisor

Portland

Craig Marrs, CFP®, CIMA®, AIF®

Sr. Wealth Advisor

Ames

Dale Hawthorne

Wealth Advisor

Houston

Daniel M. McDermott, ChFC^®, CFP^®, AIF^®

Sr. Wealth Advisor

Hockessin

Danny Polyakov, CFP®, EA

Wealth Advisor

Kahului, Woodland Hills

Dave Werle, CFP®, CSRIC®

Wealth Advisor

Asheville

David Carmichael

Sr. Wealth Advisor, Director

Scottsdale

David Haman, CFP^®

Sr. Wealth Advisor

New York, Radnor

David Hardenbergh, CFP®

Wealth Advisor

Franklin

David Rich, CFP®

Wealth Advisor

Albuquerque, Scottsdale, Tucson

David Riffe

Wealth Advisor

Ketchum

David S. Currier, CFP®, CFA®

Wealth Advisor

Columbus

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Debbie Krone, CFP®, CPA, CDFA®

Wealth Advisor

Ann Arbor

Dennis M. Jablonoski, AIF® CRPC®

Wealth Advisor, Retirement Plans

Cherry Hill, Radnor

Dionisio Meneses, CFP®

Associate Advisor

San Diego

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Madison

Ready to get started?

Let’s Talk

Explore More

Insights

From Hurricanes to Wildfires: The Power of Charitable Giving

February 4, 2025

Insights

Tariffs, Trade, and Markets: Insights From Our CIO

February 3, 2025

Insights

Understanding the Federal Employee Buyout Proposal: What Workers Should Consider

January 30, 2025

Continue Browsing

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

From Hurricanes to Wildfires: The Power of Charitable Giving

Meet our Advisory Team

Search results for:

Clay Evans, CFP®, CAP®

Colton Petty, CFP^®

Connor Thomas, CFP®, CSRIC™, CAP®

Courtney Mersereau, CFP®

Craig Marrs, CFP®, CIMA®, AIF®

Dale Hawthorne

Daniel M. McDermott, ChFC^®, CFP^®, AIF^®

Danny Polyakov, CFP®, EA

Dave Werle, CFP®, CSRIC®

David Carmichael

David Haman, CFP^®

David Hardenbergh, CFP®

David Rich, CFP®

David Riffe

David S. Currier, CFP®, CFA®

David Ventura, CFP^®, EA

Debbie Krone, CFP®, CPA, CDFA®

Dennis M. Jablonoski, AIF® CRPC®

Dionisio Meneses, CFP®

Doug Giageos, CFP®, CFA®

Ready to get started?

Explore More

From Hurricanes to Wildfires: The Power of Charitable Giving

Tariffs, Trade, and Markets: Insights From Our CIO

Understanding the Federal Employee Buyout Proposal: What Workers Should Consider

Call Me Soon

Schedule a Call

Let’s get started.