Advisors & Associate Advisors

Chad Bates

Advisor
CFP®, AIF®

Jeff Zuanich

Advisor
CFP®, CFA®

Bill Collopy

Advisor
MBA, CMFC®, AIF®

Joe Dawkins

Advisor
CFP®, AIF®

Kyle Smith

Advisor
CFP®

Christian Hutchins

Advisor
CFP®, AIF®

Michael Macauley

Advisor
MBA, CFA®, CFP®

Hayley Wood

Wealth Planner
MBA, CFP®, AIF®

Chad Miller

Advisor
CFA®

Glenn McGregor

Advisor
CFP®, AIF®

Eugene Lev

Advisor
RICP®, AIF®

Robert Papa

Advisor
CFP®, RICP®, AIF®

Brian Schiazzano

Advisor
AAMS®

John Williams

Associate Advisor

David Swift

Associate Advisor
CIMA®

Andrew Rome

Associate Advisor
CDFA®

John Rasic

Associate Advisor

Jessica Cherness

Associate Advisor
CFP®

Kyle Demshki

Associate Advisor
CFP®

Evan Kennedy

Associate Advisor
CFP®


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