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

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

Indian Wells, Sorrento Valley

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Bloomington, Onalaska

Jenn King, CFP®, RICP®

Wealth Advisor

Jacksonville

Jennifer Adams, CFP®, CDFA ®, CSRIC ®

Sr. Wealth Advisor

Asheville

Jennifer Currin Gutridge, CFP®

Sr. Wealth Advisor

Portland – South

Jennifer Kachmar, CFP®, AWMA®, APMA®, CRPC®

RVP, Wealth Advisor

Roseville

Jeremiah H. Barlow, JD

EVP, Wealth Solutions

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Jessica Chen, CFA®

Wealth Advisor

Walnut Creek

Joe Kiely, PhD

Sr. Wealth Advisor

Greensboro

Joel Lange, CFA

Sr. Wealth Advisor

Austin

John Carney, CFP®

Wealth Advisor

Livonia

John Day, CPA/PFS

Sr. Wealth Advisor

Blairsville

John Evans, CFP®

Sr. Wealth Advisor

Atlanta

John Freemire, CFP ®

Wealth Advisor

Boulder

John Howard

Sr. Wealth Advisor

Atlanta

John Mowery

Wealth Advisor, Director

Bloomington, Ames

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Senior Wealth Advisor

Morristown

Jonah Tinajero

Associate Advisor

San Diego

Jonas Noack, CFA®, CFP®

Wealth Advisor

Indian Wells, Sorrento Valley

Ready to get started?

Let’s Talk

Explore More

Family who have thought about adoption tax credits

Insights

The Essential Guide To Adoption Tax Credits in 2025

February 5, 2025

Insights

From Hurricanes to Wildfires: The Power of Charitable Giving

February 4, 2025

Market Commentary

Tariffs, Trade, and Markets: Insights From Our CIO

February 3, 2025

Continue Browsing

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

The Essential Guide To Adoption Tax Credits in 2025

Meet our Advisory Team

Search results for:

Jeff Witt, CFA®, CFP®, CIPM®

Jeffrey Lokken, CFP^®

Jenn King, CFP®, RICP®

Jennifer Adams, CFP®, CDFA ®, CSRIC ®

Jennifer Currin Gutridge, CFP®

Jennifer Kachmar, CFP®, AWMA®, APMA®, CRPC®

Jeremiah H. Barlow, JD

Jesse Haverstock, CFP®

Jessica Chen, CFA®

Joe Kiely, PhD

Joel Lange, CFA

John Carney, CFP®

John Day, CPA/PFS

John Evans, CFP®

John Freemire, CFP ®

John Howard

John Mowery

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Jonah Tinajero

Jonas Noack, CFA®, CFP®

Ready to get started?

Explore More

The Essential Guide To Adoption Tax Credits in 2025

From Hurricanes to Wildfires: The Power of Charitable Giving

Tariffs, Trade, and Markets: Insights From Our CIO

Call Me Soon

Schedule a Call

Let’s get started.