Brandon Roop, CFP®, CRPS®

VP of Investment Advisory & Senior Investment Advisor

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Beth Dietsch, CRPC®, FPQP™

Senior Investment Advisor

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Kyle Markle, CFP®

Chief Investment Officer & Senior Investment Advisor

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Joe Zabratanski

Chief Investment Officer & Senior Investment Advisor

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Blake Alsman, CFP®

Senior Investment Advisor

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J.K. Keach, ChFC®

Senior Investment Advisor

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Jason Hall, ChFC®

Senior Investment Advisor

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Ron Patberg, CFP®

Senior Investment Advisor

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Warren Ward, CFP®

Senior Investment Advisor

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Kira Vaal, CFP®, CRPC®

Lead Investment Advisor

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Alex Spainhoward, CFP®, RICP®, CDFA®

Lead Investment Advisor

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Derek Riddle, CRPC®, CFP®

Lead Investment Advisor

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Jordan Whitledge, CFA, CFP®

Lead Investment Advisor

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Leeanne Lollar, CFP®

Lead Investment Advisor

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Alan Van Cleef, CFP®

Lead Investment Advisor

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Kyle Dodd

Lead Investment Advisor

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Marcus Bloom, CRPC®

Investment Advisor

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Braden Herendeen, CFP®

Investment Advisor

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Marty Coursey, CFP®

Investment Advisor

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Bryce Turner, CFP®

Investment Advisor

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Mike Hull

Chairman of the Board

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Sarah Moore, CFP®

President & CEO

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Greg Donaldson

Founder & Board Member

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Steve Nichols

Board Member

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Ciavon Hartman, FPQP™

Chief Operations Officer & Chief Compliance Officer

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Randy Alsman

Senior Investment Advisor

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Marvin Wright, CPA, CFP®

Board Member

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Matthew Wright, CPA

Chief Financial Officer

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Sharon Walker

Board Member

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Kate Doerksen

Board Member

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Drew Runion

Board Member

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Mollie Caldwell, FPQP™

Associate Investment Advisor

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Chris Gorbett

Associate Investment Advisor

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Christopher Corcoran

Associate Investment Advisor

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Isaiah Dunham

Associate Investment Advisor

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Chad Lange, CFP®

Director of Wealth Solutions

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Zach Chavira, C(k)P®, AIF®

Retirement Plan Lead Advisor - Team Lead

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Collin Brinker, CFP®, ABFP™

Senior Financial Planner

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Kevin Coombs, CFP®

Lead Financial Planner - Team Lead

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Priscilla Birt, CFP®

Lead Financial Planner

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Jace Stieler, CFP®

Financial Planner

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April Bullard

Wealth Solutions Associate

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Gray Long

Wealth Solutions Associate

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Jessica Klostermann, FPQP™

Director of Client Services

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Ellen Rogier, FPQP™

Executive Client Services Manager

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Stephanie Bonenberger, FPQP™

Client Services Team Lead

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Hope Mills, FPQP™

Client Services Associate

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Charlotte Smith, FPQP™

Client Services Associate

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Vickie Colford, FPQP™

Senior Client Services Manager & First Impressions Manager

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Jodie Chapman, FPQP™

Senior First Impressions Manager

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Lynn Muehlbauer

Client Services Associate

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Meghan Axton, FPQP™

Client Services Associate

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Nathan Winklepleck, CFA

Portfolio Manager & Analyst

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Preston May, CBE®

Assistant Portfolio Manager and Analyst

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Bryce Duncan

Research Analyst

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Colby Decker, LSSGB™

Director of Investment Operations

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Matt Bernhardt, FPQP™, AIF®

Senior Trading Specialist

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Andrew Richmond

Senior Trading Specialist

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Neal Quick

Trading Specialist

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Tom Roberts

Trading Associate

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Kyler Wagner

Trading Associate

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Olivia Barton, FPQP™

Portfolio Accounting & Billing Associate

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Lauren Chavira, CPA

Accounting Specialist

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Jennifer Decker, FPQP™, 16pf®, ACS-CF®

Director of Human Relations

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Jenna Wasson, FPQP™

CRM Systems Administrator

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Sara Williams, A-CSM®

Director of Communications

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