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James Everitt

Sr. Wealth Advisor, Director

Ketchum

James Greer, CFP®

Wealth Advisor

Scottsdale, Albuquerque, Tucson

James Roundy, CFP®

Wealth Advisor

Portland – South

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

Columbus

James Shanton, CFP^®

Sr. Wealth Advisor

Newport Beach

James Taylor, CFP®, CEPA

Sr. Wealth Advisor

Albuquerque, Scottsdale, Tucson

James Telfer, CFP®, CSRIC®

Wealth Advisor, Director

Denver, Denver – Tech Center, Frisco

Janis Biggers

Wealth Advisor

Atlanta

Jared Harrington, CFP®

Wealth Advisor

Fort Worth – Colleyville

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Director of Retirement Group, Wealth Advisor

Scottsdale

Jason Halko, CFP®

Wealth Advisor

Denver

Jason O’Meara, CFP®

Wealth Advisor, Sr. Director

Morristown, New York, Radnor

Jason Sobolik, CFP^®

Wealth Advisor

Onalaska

Jeannette Jones, CFP®

Sr. Wealth Advisor, Director

Cincinnati

Jeannie Seabaugh

Sr. Wealth Advisor

Chesterfield

Jeff Bilberry, CFP®

Sr. Wealth Advisor

Branson, Springfield

Jeff Giguere, CFP®

Sr. Wealth Advisor

Walnut Creek

Jeff Kacal, CFP®, CTFA

Sr. Wealth Advisor

Austin, Houston

Jeff Minc, CFP^®

Wealth Advisor

Santa Barbara

Jeff Smith

Wealth Advisor

Columbus, Cincinnati

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Meet our Advisory Team

Search results for:

James Everitt

James Greer, CFP®

James Roundy, CFP®

James S. Ryan, JD, CFP^®, AIF^®

James Shanton, CFP^®

James Taylor, CFP®, CEPA

James Telfer, CFP®, CSRIC®

Janis Biggers

Jared Harrington, CFP®

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Jason Halko, CFP®

Jason O’Meara, CFP®

Jason Sobolik, CFP^®

Jeannette Jones, CFP®

Jeannie Seabaugh

Jeff Bilberry, CFP®

Jeff Giguere, CFP®

Jeff Kacal, CFP®, CTFA

Jeff Minc, CFP^®

Jeff Smith

Ready to get started?

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The Essential Guide To Adoption Tax Credits in 2025

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Tariffs, Trade, and Markets: Insights From Our CIO

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