David Alderson Jr.

Vice President

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Andrew C. Aufderheide

Senior Vice President

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Randee Baer, CFP®

Associate Vice President

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Raymond Ballantine, CFP®

Senior Vice President

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James Beck, CFP®, CAP®

Senior Vice President

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Richard M. Birch III, JD, LLM

Financial Advisor

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Kenneth A. Breaden, CFP®

Financial Advisor

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Cassidy Carlson, CFP®

Financial Advisor

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Kurt Carlson, CFP®, CFA®, AIFA®

Executive Vice President

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Elisa Cavalier, JD

Vice President

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John Chamberland, CFP®

Senior Vice President

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Frederick Clerici

Senior Vice President

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Brad Colvin, CFP®

Financial Advisor

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Adam Davidson, CFP®

Senior Vice President

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Samuel Dippold, CFP®

Vice President

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Bradley E. Dishart, MBA

Senior Vice President

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Deron Donalson

Senior Vice President

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Bernard Dougherty, CFP®

Senior Vice President

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Chad Edwards, CFP®

Associate Vice President

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Thomas Edwards

Financial Advisor

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Jack R. Ellenberger, CFP®

First Vice President

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Christine H. Farrell, AIF®

Senior Vice President

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Gregory Farrell, CFP®

Senior Vice President

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Grant Fleming, CFP®

First Vice President

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Chris George

Senior Vice President

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Ari Goldberg, MBA

Financial Advisor

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Evan Gorse, CFP®

Financial Advisor

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Daniel Goss

Financial Advisor

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Justin Grubisha, CFP®, CLU®

Associate Vice President

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Joseph Grunwald, CFP®

Senior Vice President

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Jason M. Harrison, AIFA®

Senior Vice President

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Brent F. Heitzenroder, AIF®

Associate Vice President

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Jason Hitchman

Vice President

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Brandon Hook, CFP®, AIF®

Senior Vice President

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Michael Horan

Financial Advisor

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Darren Hucko, CFP®, RICP®

Senior Vice President

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Tim Hunkele

Vice President

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Patricia John, AAMS®, AIF®

Vice President

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Margaret Kanaan, AIF®

Senior Vice President

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Nathan Kauffman, CFP®

Senior Vice President

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Robert Kerber

Senior Vice President

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Brian Knapp, CFP®

Senior Vice President

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Joshua Knapp

Senior Vice President

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Brian Kocherzat, CFP®, CFA®

Financial Advisor

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Paul Kostyak, CFP®

Senior Vice President

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Kevin Krul

Senior Vice President

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Ryan Larkin

Senior Vice President

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Erik Lenyk

Senior Vice President

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Katherine R. Lust, CFP®

Financial Advisor

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John C. Mackie

Senior Vice President

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William J. Mancino

Senior Vice President

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T.J. McCance, AAI, MBA

Vice President

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Kenny McGee

Senior Vice President

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Michael B. McKee

Financial Advisor

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Craig McRoberts, AIFA®

Executive Vice President

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James G. Meredith, CPA/PFS

Executive Vice President

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Jayme Meredith, CFA®

Senior Vice President

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Ben Montgomery, CFP®

Senior Vice President

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Allison O’Brien, CFP®

Associate Vice President

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Melissa O’Malley, CFP®

Senior Vice President

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Andrew B. Patterson

Senior Vice President

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David Pifer, CFP®

Senior Vice President

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John D. Reba

Senior Vice President

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Chad Restori, CFP®

Vice President

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Daniel Richmond, CFP®

First Vice President

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David W. Riehl, CFP®, CFA®

Vice President

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Amy Riley

Financial Advisor

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Jamie L. Roach

Associate Vice President

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Rob Rodgers, CFP®, CDFA®

Senior Vice President

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James M. Sadowski

Senior Vice President

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Lyric Schnur

Senior Vice President

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William R. Scott

Financial Advisor

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Mary Ann Siebert, CFP®

Senior Vice President

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Jay Simon, CFP®

Senior Vice President

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Belynda Slaugenhaupt, CFP®

Senior Vice President

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Matthew Snider, CFP®

Senior Vice President & Branch Manager

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Dusty Thompson

Senior Vice President

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Craig A. Tillotson

Vice Chairman

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Kim Tillotson Fleming, CFA®

Chairman and Chief Executive Officer

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Ray Tyson

Associate Vice President

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Brent Ulreich, CFP®, ChFEBC℠

Financial Advisor

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Corey Utz, CFP®

Senior Vice President

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Laurie K. Valenta

Vice President

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Alfred Vallano

Senior Vice President & Branch Manager

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Tyler Vallano, CFP®

First Vice President

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Alphonse S. Weber, WMS™

Senior Vice President

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Erin L. Weber, CFP®, CPFC®

Vice President

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William Wilson

Senior Vice President & Branch Manager

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Justin Yasko, CFP®

Financial Advisor

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Joseph Yezovich, CFP®, CFA®

Associate Vice President

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