Ryan Stark, CFP®

Director of Financial Planning & Participant Engagement

Reiley Crosby, CRPS™, AIF®

Partner & Senior Financial Advisor

Monyai Stukes, CRPS™

Senior Institutional Client Service Specialist

Owen Demmerly, CFP®

Partner & Senior Financial Advisor

J. Patrick Collins Jr., CFP®, EA

Partner & CEO

Patrick Sweeney, CFP®

Financial Advisor

Staci Bondura, FPQP®

Associate Director & Team Lead

Rebecca Davis

Partner & Director of Operations

Spencer Blair

Financial Advisor