David Alderson Jr.

Vice President

Read Bio

Andrew C. Aufderheide

Senior Vice President

Read Bio

Randee Baer, CFP®

Associate Vice President

Read Bio

Raymond Ballantine, CFP®

Senior Vice President

Read Bio

James Beck, CFP®, CAP®

Senior Vice President

Read Bio

Richard M. Birch III, JD, LLM

Financial Advisor

Read Bio

Kenneth A. Breaden, CFP®

Financial Advisor

Read Bio

Cassidy Carlson, CFP®

Financial Advisor

Read Bio

Kurt Carlson, CFP®, CFA®, AIFA®

Executive Vice President

Read Bio

Elisa Cavalier, JD

Vice President

Read Bio

John Chamberland, CFP®

Senior Vice President

Read Bio

Frederick Clerici

Senior Vice President

Read Bio

Brad Colvin, CFP®

Financial Advisor

Read Bio

Adam Davidson, CFP®

Senior Vice President

Read Bio

Samuel Dippold, CFP®

Vice President

Read Bio

Bradley E. Dishart, MBA

Senior Vice President

Read Bio

Deron Donalson

Senior Vice President

Read Bio

Bernard Dougherty, CFP®

Senior Vice President

Read Bio

Chad Edwards, CFP®

Associate Vice President

Read Bio

Thomas Edwards

Financial Advisor

Read Bio

Jack R. Ellenberger, CFP®

First Vice President

Read Bio

Christine H. Farrell, AIF®

Senior Vice President

Read Bio

Gregory Farrell, CFP®

Senior Vice President

Read Bio

Grant Fleming, CFP®

First Vice President

Read Bio

Chris George

Senior Vice President

Read Bio

Ari Goldberg, MBA

Financial Advisor

Read Bio

Evan Gorse, CFP®

Financial Advisor

Read Bio

Daniel Goss

Financial Advisor

Read Bio

Justin Grubisha, CFP®, CLU®

Associate Vice President

Read Bio

Joseph Grunwald, CFP®

Senior Vice President

Read Bio

Jason M. Harrison, AIFA®

Senior Vice President

Read Bio

Brent F. Heitzenroder, AIF®

Associate Vice President

Read Bio

Jason Hitchman

Vice President

Read Bio

Brandon Hook, CFP®, AIF®

Senior Vice President

Read Bio

Michael Horan

Financial Advisor

Read Bio

Darren Hucko, CFP®, RICP®

Senior Vice President

Read Bio

Tim Hunkele

Vice President

Read Bio

Patricia John, AAMS®, AIF®

Vice President

Read Bio

Margaret Kanaan, AIF®

Senior Vice President

Read Bio

Nathan Kauffman, CFP®

Senior Vice President

Read Bio

J.R. Kautz, CFP®

Financial Advisor

Read Bio

Robert Kerber

Senior Vice President

Read Bio

Brian Knapp, CFP®

Senior Vice President

Read Bio

Joshua Knapp

Senior Vice President

Read Bio

Brian Kocherzat, CFP®, CFA®

Financial Advisor

Read Bio

Paul Kostyak, CFP®

Senior Vice President

Read Bio

Kevin Krul

Senior Vice President

Read Bio

Ryan Larkin

Senior Vice President

Read Bio

Erik Lenyk

Senior Vice President

Read Bio

Katherine R. Lust, CFP®

Financial Advisor

Read Bio

John C. Mackie

Senior Vice President

Read Bio

William J. Mancino

Senior Vice President

Read Bio

T.J. McCance, AAI®, MBA

Vice President

Read Bio

Kenny McGee

Senior Vice President

Read Bio

Michael B. McKee

Financial Advisor

Read Bio

Craig McRoberts, AIFA®

Executive Vice President

Read Bio

James G. Meredith, CPA/PFS

Executive Vice President

Read Bio

Jayme Meredith, CFA®

Senior Vice President

Read Bio

Ben Montgomery, CFP®

Senior Vice President

Read Bio

Allison O’Brien, CFP®

Associate Vice President

Read Bio

Melissa O’Malley, CFP®

Senior Vice President

Read Bio

Andrew B. Patterson

Senior Vice President

Read Bio

David Pifer, CFP®

Senior Vice President

Read Bio

John D. Reba

Senior Vice President

Read Bio

Chad Restori, CFP®

Vice President

Read Bio

Daniel Richmond, CFP®

First Vice President

Read Bio

David W. Riehl, CFP®, CFA®

Vice President

Read Bio

Amy Riley

Financial Advisor

Read Bio

Jamie L. Roach

Associate Vice President

Read Bio

Rob Rodgers, CFP®, CDFA®

Senior Vice President

Read Bio

James M. Sadowski

Senior Vice President

Read Bio

Lyric Schnur

Senior Vice President

Read Bio

William R. Scott, CFP®

Financial Advisor

Read Bio

Mary Ann Siebert, CFP®

Senior Vice President

Read Bio

Jay Simon, CFP®

Senior Vice President

Read Bio

Belynda Slaugenhaupt, CFP®

Senior Vice President

Read Bio

Matthew Snider, CFP®

Senior Vice President & Branch Manager

Read Bio

Dusty Thompson

Senior Vice President

Read Bio

Craig A. Tillotson

Vice Chairman

Read Bio

Kim Tillotson Fleming, CFA®

Chairman and Chief Executive Officer

Read Bio

Ray Tyson

Associate Vice President

Read Bio

Brent Ulreich, CFP®, ChFEBC℠

Financial Advisor

Read Bio

Corey Utz, CFP®

Senior Vice President

Read Bio

Laurie K. Valenta

Vice President

Read Bio

Alfred Vallano

Senior Vice President & Branch Manager

Read Bio

Tyler Vallano, CFP®

First Vice President

Read Bio

Alphonse S. Weber, WMS™

Senior Vice President

Read Bio

Erin L. Weber, CFP®, CPFC®

Vice President

Read Bio

William Wilson

Senior Vice President & Branch Manager

Read Bio

Justin Yasko, CFP®

Financial Advisor

Read Bio

Joseph Yezovich, CFP®, CFA®

Associate Vice President

Read Bio