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®

Michael Macauley

Advisor
MBA, CFA®, CFP®

Chad Miller

Advisor
CFA®

Glenn McGregor

Advisor
CFP®, AIF®

Eugene Lev

Advisor
RICP®, AIF®

Robert Papa

Advisor
CFP®, RICP®, AIF®

Brian Schiazzano

Advisor
AAMS®

Kyle Demshki

Advisor
CFP®

Chris Gardner

Advisor
CFP®, AIF®

Jessica Cherness

Advisor
CFP®, AIF®

Cole Brownell

Advisor
CFA®, CFP®

John Williams

Associate Advisor

Andrew Rome

Associate Advisor
CDFA®

John Rasic

Associate Advisor
CFA®, CMFC®, AIF®

Evan Kennedy

Associate Advisor
CFP®

Calvin Tseng

Associate Advisor
CFP®, EA

Gabriella Cajina

Associate Advisor
CFP®

Levene LeBlanc-McLean

Associate Advisor
AIF®

Charley Edson

Associate Advisor
CFP®

Kyle Steckler

Associate Advisor
MSBA, EA

Faye Lawrence

Associate Advisor
CFP®

Sara Hendrix

Associate Advisor


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