Executive Team
Jeff Dollarhide, CFP®
EXECUTIVE CHAIRMAN
Josh Miceli, CFP®
CHIEF EXECUTIVE OFFICER
Trey Vineyard
HEAD OF WEALTH STRATEGY & PLANNING
Mark Sollomi
HEAD OF MERGERS & ACQUISITIONS
Gregg Knudten
PRESIDENT - ADVISORY BOARD
Advisory Board
Leadership & Support Team
Cassaundra Estrada
DIRECTOR OF NEW BUSINESS
Chinh Nguyen
SR. VICE PRESIDENT
Dana Smolik
CHIEF OF STAFF
Daniel Schmaltz, CFP®
SVP OF ADVISOR GROWTH
Dave Kroll
FIRM SUPERVISORY OFFICER - CLU®, ChFC®
Jason Robinson, CFP®
SR. VICE PRESIDENT - ChFC®, CLU®, CLTC®
Kelly Sese
DIRECTOR OF RECRUITING
Kristen O’Dell
DIRECTOR OF INTEGRATION
Michael Friedman
HEAD OF INVESTMENTS
Miranda McGuire
CHIEF OPERATING OFFICER
Sue Kuraja
BROKERAGE DIRECTOR
Teig Hauer, CFP®
FINANCIAL PLANNING DIRECTOR
Tom House
INVESTMENT SPECIALIST
Financial Professionals
Alexander Panos, CPWA®
FINANCIAL ADVISOR - BFA™
Blake Sypher
FINANCIAL ADVISOR
Dan Mullen
FINANCIAL ADVISOR
John Nagel, BFA™
FINANCIAL ADVISOR
Kael Cheatham
FINANCIAL ADVISOR
Karen Starbowski
FINANCIAL ADVISOR - CLU®, ChSNC®
Lindsay Miceli, CFP®
WEALTH MANAGEMENT ADVISOR - AIF®, RICP®
Nick Homer
WEALTH MANAGEMENT ADVISOR - AIF®
Ryan Klose
WEALTH MANAGEMENT ADVISOR
Stephanie Ellsworth
FINANCIAL ADVISOR
