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David Alderson Jr.

First Vice President

Andrew C. Aufderheide

Senior Vice President

Randee Baer, CFP®

Vice President

Raymond Ballantine, CFP®

Senior Vice President

James Beck, CFP®, CAP®

Senior Vice President

Richard M. Birch III, JD, LLM

Associate Vice President

Kenneth A. Breaden, CFP®

Financial Advisor

Cassidy Carlson, CFP®, CIMA®

Financial Advisor

Kurt Carlson, CFP®, CFA®, AIFA®

Executive Vice President

Elisa Cavalier, JD

First Vice President

John Chamberland, CFP®

Senior Vice President

Frederick Clerici

Senior Vice President

Brad Colvin, CFP®

Financial Advisor

Adam Davidson, CFP®

Senior Vice President

Logan Dietz, CFP®

Financial Advisor

Samuel Dippold, CFP®

Vice President

Bradley E. Dishart, MBA

Senior Vice President

Senior Vice President

Bernard Dougherty, CFP®

Senior Vice President

Chad Edwards, CFP®

Vice President

Associate Vice President

Jack R. Ellenberger, CFP®

Senior Vice President

Christine H. Farrell, AIF®

Senior Vice President

Gregory Farrell, CFP®

Senior Vice President

Grant Fleming, CFP®

Senior Vice President

Todd Fleming, CFP®

Financial Advisor

Senior Vice President

Ari Goldberg, MBA

Financial Advisor

Evan Gorse, CFP®

Vice President

Financial Advisor

Justin Grubisha, CFP®, CLU®

Associate Vice President

Joseph Grunwald, CFP®

Senior Vice President

Jason M. Harrison, AIFA®

Senior Vice President

Brent F. Heitzenroder, AIF®

Vice President

Brandon Hook, CFP®, AIF®

Senior Vice President

Financial Advisor

Darren Hucko, CFP®, RICP®

Senior Vice President

Vice President

Patricia John, AAMS®, AIF®

First Vice President

Margaret Kanaan, AIF®

Senior Vice President

Nathan Kauffman, CFP®

Senior Vice President

J.R. Kautz, CFP®

Financial Advisor

Senior Vice President

Brian Knapp, CFP®

Senior Vice President

Senior Vice President

Brian Kocherzat, CFP®, CFA®

Financial Advisor

Paul Kostyak, CFP®

Senior Vice President

Senior Vice President

Senior Vice President

Senior Vice President

Katherine R. Lust, CFP®

Financial Advisor

Senior Vice President

William J. Mancino

Senior Vice President

T.J. McCance, AAI®, MBA

Senior Vice President

Senior Vice President

Michael B. McKee

Financial Advisor

Craig McRoberts, AIFA®

Executive Vice President

James G. Meredith, CPA/PFS

Executive Vice President

Jayme Meredith, CFA®

Senior Vice President

Ben Montgomery, CFP®

Senior Vice President

Mitchell Niderstros

Associate Advisor

Allison O’Brien, CFP®

Associate Vice President

Melissa O’Malley, CFP®

Senior Vice President

Andrew B. Patterson

Senior Vice President

David Pifer, CFP®

Senior Vice President

Senior Vice President

Chad Restori, CFP®

First Vice President

Daniel Richmond, CFP®

Senior Vice President

David W. Riehl, CFP®, CFA®

First Vice President

Financial Advisor

Associate Vice President

Rob Rodgers, CFP®, CDFA®

Senior Vice President

James M. Sadowski

Senior Vice President

Senior Vice President

William R. Scott, CFP®

Financial Advisor

Mary Ann Siebert, CFP®

Senior Vice President

Jay Simon, CFP®

Senior Vice President

Belynda Slaugenhaupt, CFP®

Senior Vice President

Matthew Snider, CFP®

Senior Vice President & Branch Manager

Senior Vice President

Craig A. Tillotson

Vice Chairman

Kim Tillotson Fleming, CFA®

Chairman and Chief Executive Officer

Vice President

Brent Ulreich, CFP®, ChFEBC℠

Associate Vice President

Corey Utz, CFP®

Senior Vice President

Laurie K. Valenta

Vice President

Senior Vice President & Branch Manager

Tyler Vallano, CFP®

Senior Vice President

Alphonse S. Weber, WMS™

Senior Vice President

Erin L. Weber, CFP®, CPFC®

Vice President

Senior Vice President & Branch Manager

Justin Yasko, CFP®

Associate Vice President

Joseph Yezovich, CFP®, CFA®

Vice President

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