Jessica Caruso, CFP®
Executive Managing Director
Karrie Spencer, CFP®
Managing Director
Alexa Willis, CFP®
Wealth Advisor
Courtney Mersereau, CFP®
Wealth Advisor
David Stuehling, FP®, ChFC®, RICP®
Wealth Advisor
James Roundy, CFP®, CEPA
Wealth Advisor
Jennifer Currin Gutridge, CFP®
Sr. Wealth Advisor
John Swanson, CFP®
Sr. Wealth Advisor
Kathi McMahon, CFP®
Wealth Advisor
Kyle Dodrill, CFP®, APMA™
Wealth Advisor
Mike Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor
Sarah Elise Berry, CFP®
Sr. Wealth Advisor
Stephen Crabb, CFP®
Wealth Advisor
Duncan Wilk, CFP®
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
Nikki Ivins
Sr. Regional Client Development Associate
Alexandra Mendoza
Financial Planner
Theresa Bedard
Manager, Portfolio Consultant
Brittani Woodruff
Client Service Specialist
Carolyn Ann Muller
Client Service Specialist

